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This week's Outside the Box is from my friends at Hoisington Management. While somewhat technical, they make the case that a slowdown in consumer spending is inevitable. This is worth taking some time and thinking about. Quoting: "This means that consumer spending increases should be approximately...
This week's Outside the Box is going to be a little different. I am going to write about the extraordinary action by the NY Fed to foster the Bear Stearns deal with JP Morgan, and give you three brief notes from Michael Lewitt of Harch Capital Management and Bob Eisenbeis (former executive vice-president...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-17-2008
Filed under:
Filed under: Inflation, Credit Crisis, Liquidity Crisis, Michael Lewitt, Economic Forecast, Recession, Interest Rates, Consumer Debt, Economy, Depression, JP Morgan, Bear Sterns
The subprime problem, we were told, would not spread to other markets. It would be "contained." And it has, according to Jim Grant. He quipped last week that it has been contained on planet Earth. The risks coming from rising defaults in the US (now above 600,000 and rising from just 200,000...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
11-26-2007
Filed under:
Filed under: Credit Crisis, Housing Crisis, Credit Markets, Subprime, Ben Bernadke, Recession, Interest Rates, Consumer Debt, Counterparty Risk, Jim Grant, Credit Default Swap