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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 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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This week we will look at two shorter essays for this edition of Outside the Box. The first is some thoughtful words by Tom Au on whether or not we have put in a true bottom for the market. I particularly want you to read his thoughts on what earnings will look like going forward, and whether we can...
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IN THIS ISSUE: The Recession Continues To Deepen So, How Deep & How Long? Multi-Trillion Dollar Bailouts In The Works Obama's $825 Billion "Stimulus" Package Obama's Next "Big Bang" Bank Bailout Fed Gearing Up To Buy Treasury Bonds Introduction We are witnessing the most...
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In This Issue: It's Too Early For A Sustained Rebound But, There Are Finally Some Signs Of Relief What Everybody Knows Is Often Wrong Another Contrary Economic Outlook Cheaper Energy: The World's Biggest "Tax" Cut This High Yield Investment Looks Good The Bottom Line This Week Mother...
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IN THIS ISSUE: A Look At The Latest Economic Numbers Economic Forecasts Roundly Downgraded Fallacies Of A "Buy-And-Hold" Only Approach The Goal Of Active Management Strategies The HWM Difference Is It Time To Try Active Management? Conclusions -- Don't Miss The Next Bull Market Introduction...
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The Biggest Danger Now Is A Series Of Bear Traps The Financial Crisis Has Further To Run Some Bear Market Investments Have Promise How Long The Bear Might Stick Around A Contrary Economic Outlook Another Shameless Plug For Blue Chip Stocks The Bottom Line This Week Stock volatility has become so extreme...
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Bargains Are Starting To Appear A Bottom Fishing Check List The Bear Isn't Finished Yet Big Drops Lead To Big Rebounds Financial Stocks Attract More Attention There Is One More Shoe To Fall The Biggest Question: Will The Bailout Work? The Bottom Line This Week Wall Street's thrill ride continued...
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September 26, 2008 Dear Readers, What a world I have returned to from my cloistered retreat at the beautiful Vivenda Miranda , scenically situated on a cliff outside of the quaint port town of Lagos, Portugal. Everything has changed. Everything is changing. The storm we have so long tried to help you...
Posted to
The Room
by
David Galland
on
09-30-2008
Filed under:
Filed under: Economy, Presidential Race, Credit Crisis, Politics, Government, Gold, Ben Bernanke, Recession, The Fed, David Galland, McCain, Economic Forecast, Bailout, Henry Paulson, AIG, Ron Paul, Sara Palin, Donald Grove
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IN THIS ISSUE: The Latest $700 Billion Bailout Package What Could Go Wrong? Potentially A Lot What Could Go Right, If We're Lucky? What Would Happen To The Profits, If Any? A "Main Street" Backlash To Come? Introduction Like it or not, members of the House and Senate, with the approval...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
09-30-2008
Filed under:
Filed under: Election Issues, Gary D. Halbert, The Fed, Credit Crisis, Subprime, Economic Forecast, Recession, U.S. Economy, Politics, Ben Bernanke, Depression, Bailout, Financial Crisis, Henry Paulson
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In this weekend's Thoughts from the Frontlines, I quoted from part of a very thoughtful, right-on-target analysis by David A. Rosenberg entitled "The Elusive Bottom." Over the weekend, I decided that you should read the whole piece, as Rosenberg makes some very solid points about how the...
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Earnings and Mr. Bear Earnings Before Bad Stuff How Ugly Can it Get? A Lean Mean Reversion Machine Some Thoughts on Energy Oregon, Maine and a Wedding "The stock market is a voting machine in the short run and a weighing machine in the long run." - Benjamin Graham The voting part of the equation...
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IN THIS ISSUE: The Latest Economic Numbers On Inflation & The Fed “The Double Dip Supply Shock” Conclusions – What Next? Investing In Today’s Dicey Environment Introduction The major investment markets seem perplexed this year. Questions abound. Are we in a recession? Not according to the textbook...