This week's Outside the Box is from my friends at Hoisington Management. While somewhat technical, they make the case that a slowdown in consumer spending is inevitable. This is worth taking some time and thinking about. Quoting: "This means that consumer spending increases should be approximately...
Introduction On Friday, I wrote my annual forecast, " The Goldilocks Recession ," on what investment themes I expect in the coming year. This week's Outside the Box will follow up on the subject with an excellent piece written by Van Hoisington and Dr. Lacy Hunt. In their fourth quarter...
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John Mauldin's Outside the Box
by
John Mauldin
on
01-08-2007
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Filed under: Mortgage, Housing, Inflation, Dr. Lacy Hunt, Van Hoisington, GDP, John Mauldin, Bonds, Quarterly Reveiw, Consumer Spending, Economic Forecast