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
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
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Filed under: Economy, Gold, China, Obama, The Casey Report, GDP, Employment, Without Borders, Global Trade, Renminbi, Citigroup, Nationalization, Exports
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
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