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The Present Contains All Possible Futures The Ugly Unemployment Numbers Argentinian Disease The Austrian Solution The Eastern European Solution Japanese Disease The Glide Path Option Philadelphia, Orlando, and Phoenix The present contains all possible futures. But not all futures are good ones. Some...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
11-06-2009
Filed under:
Filed under: Japan, Employment, GDP, Debt, Economic Theory, Deficit, Eastern Europe, Taxes, Government Debt, Argentina, Austria
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IN THIS ISSUE: Third Quarter GDP Surprises on the Upside Why Investor Returns Can Trail the Market The 2009 Dalbar QAIB Study Update Investor Panic Leads to Poor Decisions A Chink in Passive Investing’s Armor? Same Study – Different Conclusions Introduction Since late 1994, studies have shown...
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..But First, A Word From Our Sponsor.. Gain exposure to currencies of emerging BRIC countries-and don't lose a dime on market risk Don't let market risk get in the way of potentially rewarding exposure to the BRIC currencies. Our 3-year MarketSafe® BRIC CD shields you from any market risk and...
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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
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In This Issue: Investors Are Deciding Which Way To Jump Earnings Count More Than The GDP Beat The Fixed Income Blues A Dividend Honor Roll If You Can't Beat Them... The Bottom Line This Week The past 30+ days was a weak period for stocks. Since our September newsletter, the Dow fell 0.6% and the...
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Economics This Week’s Data September new home sales fell 6.2% versus expectations of a 2.5% increase. Weekly jobless claims declined 1,000 versus estimates of down 6,000. http://www.calculatedriskblog.com/2009/10/weekly-initial-unemployment-claims...
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IN THIS ISSUE: Overview of Recent US Economic Trends Snapshot of the Latest Economic Data Fed's "Beige Book" Sees Modest Improvement Unemployment: The 800-Pound Gorilla in the Room Conclusions - Storm Clouds on the Horizon Eyes around the world are intently focused on this Thursday's...
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I am in Argentina today, but still have found time to read a rather provocative speech by David Einhorn, who is President of Greenlight Capital , a "long-short value-oriented hedge fund", which he began in 1996. Einhorn has long been a critic of the current investment banking business, and...
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Muddle Through, R.I.P? Savings Equal Investments Japanese Disease Who Will Buy the Debt? The New Muddle Through Economy On the Road Again I first wrote about the Muddle Through Economy in 2002, and the term has more or less become a theme we have returned to from time to time. In 2007 I wrote that we...
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I look forward at the beginning of every quarter to receiving the Quarterly Outlook from Hoisington Investment Management. They have been prominent proponents of the view that deflation is the problem, stemming from a variety of factors, and write about their views in a very clear and concise manner...
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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...
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Economics This Week’s Data The final second quarter gross domestic product came in down 0.7% versus expectations of down 1.2% and the prior number of down 1.0%; second quarter corporate profits were off 19.2% on a year over year basis versus a decrease of 24.8% year over year at the end of the...