How Did We Do on 2010? Russia and the Roots of World Inflation The US Will More than Muddle Through December Unemployment Better than Headline A Very Fluid Economy Cabo, LA, Winnipeg, Meet Me in Vegas, and Thailand It is time once again to throw caution and wisdom to the wind and actually make my 11...
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Filed under: Filed under: Currencies, Inflation, China, Gold, Yen, GDP, Jobs, Renminbi, Deficit, Russia, rally, trade, bond, Spending
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Today's Outside the Box comes to us from England. My European partner Niels Jensen from time to time sends me some of the best letters he reads from the hedge fund world. He is an excellent filter for me, and this week's Outside the Box offering is no exception. Below is the November commentary...
John Mauldin's Outside the Box
Filed under: Filed under: China, GDP, Russia, Economy, Niels Jensen, Trade Balance, Hugh Hendry, United Kingdom, Norway, Dollar, Eclectica Fund
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...
Thoughts From The Frontline
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