Europe on the Brink And Then There Was Leverage Too Big To Save Those Wild and Crazy Swiss A Positive Third Quarter? New York and Maine We have avoided Armageddon, at least for now. The cost to the US taxpayer has been a few trillion. Some in the media are loudly announcing the end of the recession....
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
A Thanksgiving Fire Drill The Financial Fire Trucks Are Gathering The Millennium Wave Thanksgiving, Moving, and New York "It will therefore be crucial that you see the world anew. That means looking from the outside in to reanalyze much that you have probably taken for granted. This will enable...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
11-26-2008
Filed under:
Filed under: Recession, Globalization, Oil, Employment, GDP, Just One Thing, Economic Outlook, Energy Prices, Bailout, Thanksgiving, Ray Kurzweil
Introduction Over the past couple of years, I've written quite a bit about how the global economy has taken shape and why it is important to understand it when building one's investment portfolio. There have been many market pundits saying that the global economy is out of balance with each individual...