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IN THIS ISSUE: 1. Yes, Mr. President, There Is A Spending Problem! 2. Lots of Disgusting Pork In The Fiscal Cliff Bill 3. Another Debt Ceiling Battle Looms In February 4. Obama Could Resort To The 14 th Amendment 5. The Trillion Dollar Coin – Haven’t Heard About This? 6. “Continuing...
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IN THIS ISSUE: 1. National Debt Tops Record $16 Trillion 2. Obama’s Downward Spiral For America 3. Does Obama Want the Economy to Improve? 4. US to Hit Debt Ceiling Limit in December Overview The US national debt topped $16 trillion last week, and it was almost as if no one paid attention. At the...
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IN THIS ISSUE: 1. 2Q GDP Report Was Much Worse Than Expected 2. Fed “Beige Book” Confirms Economic Slowdown 3. Is a Double-Dip Recession Now Inevitable? 4. Is The Debt Ceiling Fiasco Finally Settled? Introduction I had not been looking forward to writing today’s E-Letter on the very...
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It's Softer Than It Looks Not Finer for the "99er" Be Careful What You Wish For Philly, London, and the Rangers People only accept change when they are faced with necessity, and only recognize necessity when a crisis is upon them.. - Jean Monnet, father of the European Union This week we...
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Introduction Monday holidays always cut into our writing time, so this week we have elected to reprint one of the more interesting articles I have read recently. I think you will like it unless you are a big Obama fan, in which case, you’ll probably find it disappointing. In any event, I think...
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The Last Chapter Let's Look at the Rules Six Impossible Things Killing the Goose Home and Then Europe This week you will get a kind of preview as this week's letter. I am desperately trying to finish the first draft of my book and am one chapter away from having that draft. I have promised my...
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IN THIS ISSUE: 1. The Economic Slowdown Continues 2. Confidence & Employment Remain in Retreat 3. Bernanke Announces Fed’s Latest Plan 4. Is Obama Planning a “September Surprise”? Introduction We will touch several bases this week, including the latest...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
08-31-2010
Filed under:
Filed under: GDP, Consumer Confidence, Inflation, Deflation, Employment, Obama, compensation, Private Sector, stagflation, Economic Slowdown, existing home sales, Personal Income, unemployment, foreclosure
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August Surprise from Obama? The Problem with Pensions Whither China? Sadly, I find myself with more than enough time to compose yet another Thoughts from the Frontline in an airport, as a flight booking error has me at JFK for six hours instead of fishing in Maine. Details for those interested or amused...
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Sell in May and Go Away? The End of the Recession? Is the US Consumer Back? A Dangerous End Game A Few Thoughts on Swine Flu The old adage that one should "sell in May and walk away" has been around for years. I mentioned that bromide about this time last year, urging readers to head for the...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
05-01-2009
Filed under:
Filed under: Recession, GDP, Market Valuation, S&P 500, Consumer Spending, Deficit, Consumer Confidence, Automotive Industry, Obama, Swine Flu, Prieur du Plessis
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Dear Reader, This week I tripped over an old musical favorite, I'm Your Captain , by Grand Funk Railroad, which is what I'm listening to as I begin this weekly missive. While the song has a little rust on it, for those of you who haven't taken a ride on Grand Funk Railroad of late, it's...
Posted to
The Room
by
David Galland
on
03-16-2009
Filed under:
Filed under: Economy, Gold, China, Obama, The Casey Report, GDP, Employment, Without Borders, Global Trade, Renminbi, Citigroup, Nationalization, Exports
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Time for a Reality Check World Trade Is Falling Off a Cliff European Bank Losses Dwarf Those in the US Geithner: "You Can't Handle the Truth" Earnings Will Get Even Worse Orlando, Colorado Springs, New York, and Las Vegas It is not just the US that is in recession. The world is slowing...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
02-14-2009
Filed under:
Filed under: China, Japan, Globalization, Europe, GDP, Earnings, Debt, Euro, Russia, Economic Crisis, Forecast, TARP, Obama, Stimulus, World Trade, Tim Geithner, Leading Economic Indicators, Bank Losses, Exports
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The Endgame Employment Numbers Are Worse Than Posted Aye, Captain, I'm Giving Her All I've Got! Problem #1: Deflation Problem #2: Pushing on a String The Muddle Through Middle Conversations With John Deflation? Stimulus? Deleveraging? Recession? A soft depression? A return to a bull market? With...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
01-17-2009
Filed under:
Filed under: Employment, GDP, Debt, Economic Forecast, Muddle Through, Economic Crisis, Deflation, TARP, Obama, Pushing on a String, Stimulus