-
Catching Argentinian Disease? The Ascent of Money The Independence of the Fed Threatened A Few Quick Thoughts on the Dollar, GDP, and the Recession Uruguay, Philadelphia, Orlando, and then... I have been in South America this week, speaking nine times in five days, interspersed with lots of meetings...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
10-30-2009
Filed under:
Filed under: The Fed, Recession, Inflation, GDP, Dollar, Deficit, Niall Ferguson, Brazil, Hyperinflation, Argentina, The Ascent of Money
-
Killing the Goose What Were We Thinking? Let's Play Turn It Around Detroit, the Red Sox and the Yankees, and Traveling Too Much Peggy Noonan, maybe the most gifted essayist of our time, wrote a few weeks ago about the vague concern that many of us have that the monster looming up ahead of us has...
-
Elements of Deflation, Part 2 The Velocity Factor Y=MV Sir, I Have Not Yet Begun to Print There Are No Good Choices Washington DC, San Diego, and New Orleans, etc. Just as water is formed by the basic elements hydrogen and oxygen, deflation has its own fundamental components. Last week we started exploring...
-
This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the Box. Each month I really look forward to getting Gary's latest thoughts on the economy and investing. Last year in his forecast issue he suggested 13 investment...
-
The Great Reflation Experiment The Debt Super Cycle Some Background on US Inflation Implications for Investors A Beach, New York, and Maine The question we have been focused on for some time now is whether we end up with inflation, or deflation, and what that endgame looks like. It is one of the most...
-
There are those who sweat over every decision, worrying about how it will affect their lives and investments. Then there is the school of thought that we should focus on the big decisions. I am of the latter school. 85% of investment returns are a result of asset class allocations and only 15% come from...
-
.........But First, A Word From Our Sponsor.......... The Ultra Resource Index CD: 6 foreign currencies, 1 unique opportunity With our latest multi-currency Index CD, we've united the currencies of 6 nations rich in resources, finances, innovation and cash. The idea being that when global growth...
Posted to
Daily Pfennig
by
Chuck Butler
on
06-26-2009
Filed under:
Filed under: Employment, Dollar, Brazilian Real, Inflation, China, Silver, Gold, Euro, New Zealand, Ben Bernanke, Alan Greenspan, GDP, FOMC, Bank of Canada, Bank of America, Brazil, BRIC
-
........A note from our sponsor....... EverBank continues to grow stronger. Announcing a 65% increase in earnings. We keep doing it. We keep growing stronger despite a weak economy. In 2008 we experienced record bank growth. Now through the first quarter of 2009, that pattern continues. *Earnings climbed...
-
.........But First, A Word From Our Sponsor.......... Down on the dollar? Foreign currencies at EverBank could be your answer. If you're intrigued by the possibility of lower portfolio risk and gains against a weak U.S. dollar, look to us for: -- Familiar products: WorldCurrency CDs and Money Market...
-
A Few Thoughts on Recessions Are the Green Shoots Really Dandelion Weeds? Is That a Leaky Bucket? Frugality Is Back in Vogue Where Will the Jobs Come From? Cleveland, New York, and Mother's Day Go to Google. Type in "green shoots." In about a 10 th of a second you will find 28,900,000 references...
-
MV=PQ Financial Innovation: The Round Trip 2010-11: Back to the Future Recession The Fed at the Crossroads How Did We Get It So Wrong? The Trend Is Not Your Friend When It Ends Orlando, Naples, Cleveland, and Grandkids This week we look at the second half of my speech from a few weeks ago at my annual...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
04-24-2009
Filed under:
Filed under: The Fed, Recession, Gold, Employment, Inflation, GDP, Consumer Spending, Velocity of Money, Deficit, Trend, MV=PQ, Great Experiment
-
There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort zones and challenges our common assumptions. And this week's letter does just that. I have made the comment more than once that is it unusual for two major bubbles to burst...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
04-20-2009
Filed under:
Filed under: Inflation, Deflation, Japan, Dr. Lacy Hunt, Van Hoisington, GDP, Bonds, Economic Theory, Hoisington Management, Government Debt, M2
-
.........But First, A Word From Our Sponsor.......... Down on the dollar? Foreign currencies at EverBank could be your answer. If you're intrigued by the possibility of lower portfolio risk and gains against a weak U.S. dollar, look to us for: -- Familiar products: WorldCurrency CDs and Money Market...
Posted to
Daily Pfennig
by
Chuck Butler
on
04-01-2009
Filed under:
Filed under: Employment, Dollar, Inflation, China, Gold, Euro, Consumer Confidence, European Central Bank, GDP, Home Prices, G20, Timothy Geithner, Barack Obama
-
What happens when inflation once again returns. As this week's Outside the Box writer, James Montier, writes, we may want to start thinking now about inflation insurance and he mentions a few ways to do so. But this letter is a must read for his bringing to light a speech by Fed chairman Ben Bernanke...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-24-2009
Filed under:
Filed under: Inflation, Deflation, Japan, GDP, James Montier, Gold, Insurance, Great Depression, Inflation Swaps, Societe Generale, Sovereign CDS, Dividend Swaps, TIPS, Ben Bernanke
-
IN THIS ISSUE: The Economy Continues To Slump Badly US Stock Markets Continue To Plunge Obama's Multi-Trillion Dollar Spending Spree Obama's Budget – The First $2 TRILLION Deficit? Obama's Plan To Nationalize Health Care This Year Obama's “Cap-and-Trade” Environmental Proposal Conclusions...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
03-10-2009
Filed under:
Filed under: Gary D. Halbert, Stocks, GDP, Economic Forecast, Economic Policy, Inflation, Barack Obama, Deficit, AIG, Employment, Cap-and-Trade, Environment, Health Care