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IN THIS ISSUE: 3Q GDP Report - Was It Really Better Than Expected? What Else Was Missing in the 3Q GDP Report? Worker Productivity Surges to Six-Year High Latest Unemployment Numbers Not Encouraging Roubini - Too Many People Are "Short" the Dollar Introduction When the government announced...
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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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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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In This Issue: The Economy Continues to Improve Slowly Plunge in Commercial Real Estate Values More Trouble Ahead for the Banks Glut of Commercial Mortgage-Backed Securities Personal: Thinking Wrong, But Getting It Right Introduction There is broad agreement that we have seen the worst of the recession...
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IN THIS ISSUE: The Economy - More Signs of Recovery Is the Recession & Credit Crisis Over? Obama Adds $2 Trillion to Debt Forecast Economic Assumptions Still Too Optimistic What in the World Are They Thinking? Do They Want Control Even If It Ruins The Economy? Introduction In my June 16 E-Letter...
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IN THIS ISSUE: Economic Signs of Improvement Fed Vows to Keep Rates Low Market Comments from John P. Hussman, Ph.D. Conclusions Introduction We have seen some encouraging economic news in recent weeks, and President Obama and his cronies in the mainstream media have declared that the worst recession...
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IN THIS ISSUE: Finally, Some Good News For The US Economy More Insights From The Latest GDP Report Media & Obama Declare The Recession Is Ending Consumer Spending Is Still The Key 100+ Hedge Fund Managers Offer Their Predictions Introduction The Commerce Department announced last Friday that the...
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IN THIS ISSUE: The Latest Assessment of the US Economy The Real Unemployment Rate is 16.5%, Not 9.5% Nine Reasons the Economy is Not Getting Better Where I Disagree With Mr. Zuckerman Conclusions -- "The New Normal" Introduction Over the last few weeks, most polls have shifted to indicate that...
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IN THIS ISSUE: Obama's Government Takeover Continues Editorial: "Too Big to Fail, Or Succeed" Americans More Concerned About Deficits Economy May Have Seen the Worst of It Conclusions Introduction The more I think about it, I believe that last week's E-Letter which revealed President...
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IN THIS ISSUE: Is the US Economy Turning Around? The Housing Blues Getting Bluer Adjustable Rate Mortgage "Resets" To Soar Commercial Real Estate - The Next Shoe To Drop? Conclusions - This Can't Be Good For Stocks Introduction It's time that we had a talk about the "conventional...
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IN THIS ISSUE: First Quarter GDP Falls More Than Expected Stocks Always Outperform Bonds, Right? Wrong! Should You Put All Your Money in Bonds? No! Is the Current Market Rally Too Big to Fail? Conclusions – Not Out of the Woods Yet Introduction Last Wednesday the government reported that 1Q GDP declined...
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IN THIS ISSUE: The Latest Economic Reports -- Mostly Negative Latest Wall Street Journal Survey of Economists Fed's Latest "Beige Book" Outlook is Bleak Conclusions -- What To Believe? Introduction We have clients calling us every day to ask if we believe the economy and the stock markets...
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IN THIS ISSUE: Finally a Little Good News for the Economy Geithner's Latest Toxic Asset Bank Bailout Does the PPIP Have Any Chance of Working? Fed to Buy $300 Billion in Treasuries & a Lot More CBO Assessment of Obama's Record 2010 Budget Conclusions, Market Implications & What to Do...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
03-31-2009
Filed under:
Filed under: Gary D. Halbert, The Fed, GDP, Credit Crisis, Recession, Barack Obama, Deficit, Bailout, Economy, Timothy Geithner, Profutures, Treasuries, PPIP
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IN THIS ISSUE: The Economy Continues To Slump Badly US Stock Markets Continue To Plunge Obama's Multi-Trillion Dollar Spending Spree Obama's Budget – The First $2 TRILLION Deficit? Obama's Plan To Nationalize Health Care This Year Obama's “Cap-and-Trade” Environmental Proposal Conclusions...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
03-10-2009
Filed under:
Filed under: Gary D. Halbert, Stocks, GDP, Economic Forecast, Economic Policy, Inflation, Barack Obama, Deficit, AIG, Employment, Cap-and-Trade, Environment, Health Care
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IN THIS ISSUE: Editor's Notes On BCA & The Other Gary Halbert Obama & The New Age Of Big Government The Economy -- Have We Seen The Worst Of It? Are The Bailouts Necessary & Will They Work? The Latest Disappointing Economic Reports Stock Markets -- Might We Have Seen The Bottom? Introduction...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
01-06-2009
Filed under:
Filed under: Gary D. Halbert, GDP, Economic Forecast, Barack Obama, Politics, Bailout, Economy, Scotia Partners, Halbert Wealth Management, Financial Crisis, Deflation, Government, Bank Credit Analyst