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...
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. I have made the comment more than once that is it unusual for two major bubbles to burst and for the conversation to be all about...
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John Mauldin's Outside the Box
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John Mauldin
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07-13-2009
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Filed under: Deflation, Japan, Dr. Lacy Hunt, Van Hoisington, GDP, Bonds, Economic Forecast, Velocity, Fiscal Policy, Economic Data, Debt, NBER
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 from Hoisington Investment Management Company does just that. Let me give you two quotes to pique your...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
01-19-2009
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Filed under: The Fed, Dr. Lacy Hunt, Van Hoisington, GDP, Consumer Spending, Interest Rates, Household Wealth, Monetary Policy, Hoisington Management, Velocity, T-Bills