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In today's Outside the Box I bring you two pieces that, at first glance, may not seem to have much to do with each other. First, Bill Gross, PIMCO managing director, runs down the fierce structural headwinds that our hard-pedaling global economy faces over the next decade. I am going to deal at length...
August Surprise from Obama? The Problem with Pensions Whither China? Sadly, I find myself with more than enough time to compose yet another Thoughts from the Frontline in an airport, as a flight booking error has me at JFK for six hours instead of fishing in Maine. Details for those interested or amused...
.........But First, A Word From Our Sponsor.......... Chuck Butler Will Help You Create Your Own "Dollar Oasis" in Just One Weekend This February 25 to 27, Chuck Butler is partnering up with The Sovereign Society to hold an intensive, 2-1/2-day currency boot camp in Scottsdale, Arizona. Why...
I wrote about Greece in last week's letter. Then I ran across this column in the Financial Times by my friend Mohammed El-Erian, chief executive of Pimco, and someone who qualifies to be introduced as one of the smartest men on the planet. It is short and to the point. ( www.pimco.com ) Then, somehow...
This week I offer two short essays for your reading pleasure in Outside the Box. The first is from Ambrose Evans-Pritchard writing in the London Telegraph. He gives some more specifics about the situation in Europe I wrote about this weekend. He ends with the following sober quote: "My awful fear...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
07-20-2009
Filed under:
Filed under: Japan, GDP, Paul McCulley, Banks, Pimco, Europe, European Banks, Ben Bernanke, Paul Krugman, Britain, Ambrose Evans-Pritchard
The New, New Normal A Different Perspective on Health Care Staying Rich in the New Normal Eastern Europe, Maine and Tulsa We are coming to a critical inflection point, perhaps the most critical point that we have had in 70 years for the US and to a great extent the global economy. The choices we make...
It is important to understand the thinking of those who are in fact making the decisions at the Fed and Treasury. In today's Outside the Box, Paul McCulley, Managing Director at PIMCO, gives us some insight into the thinking that is driving the massive stimulus and bailout programs. Whether or not...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-30-2009
Filed under:
Filed under: The Fed, Japan, GDP, Paul McCulley, David Kotok, Pimco, FDIC, European Banks, Shadow Banking System, Tim Geithner, Public-Private Investment Program
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