-
If This is Recovery, Where Are the Taxes? Last Business Standing Stimulus, What Stimulus? The Reality of Unemployment Let the Good Times Roll The Quick Double-Dip Scenario Phoenix, New York, and Thoughts on the Internet No one goes into Wal-Mart and asks to pay extra sales tax. Thus sales taxes are reasonable...
-
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...
-
The Statistical Recovery, Part Two A Recovery Statisticians Can Love A Few Thoughts on the Housing Market Some Thoughts from Maine Tulsa, Birthdays, Weddings, and Paul McCartney A few weeks ago I first used the term "statistical recovery" to describe the nature of today's economic environment...
-
...But First, A Word From Our Sponsor... Gain exposure to currencies of emerging BRIC countries-and don't lose a dime on market risk Don't let market risk get in the way of potentially rewarding exposure to the BRIC currencies. Our 3-year MarketSafe® BRIC CD shields you from any market risk and...
-
The Return of Muddle Through* Can China Lead the Global Recovery? The Statistical Recovery The Last Bear Standing New York, Maine and Tulsa A lot of bullish commentators are talking about a recovery being in the works, and they may very well be right. But it is not going to look like any recovery worthy...
-
.........But First, A Word From Our Sponsor.......... Research your currency opportunities: take advantage of our free online resources At EverBank®, we do more than offer you global opportunities. We also provide you with the tools you need to research these opportunities. Visit our free Foreign...
-
The End of the Recession? The New Normal Is Still In Our Future The Hidden Problem Within Unemployment Data Was Income Really Up? Tulsa, London, and The Baltics Last week we began a series on data abuse, about how various commentators twist and torture data to make it say what they want, or fail to look...
-
This Time It's Different* Peter Bernstein, R.I.P. Welcome to the New Normal The Three Amigos Credit Spreads - Bullish or Bearish? ISM - Is Less Bad That Good? Contain Your Enthusiasm London, The Baltics, and Rome I have often written that the four most dangerous words in the investment world are...
-
Before we get into this week's Outside the Box, let me give you a few pieces of data that came across my desk this morning, which will help set the stage for the OTB offering. Fitch (the ratings agency), in a downgrade of yet another 543 mortgage-backed securities of 2005-07 vintage, gives us the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
06-15-2009
Filed under:
Filed under: Housing, Japan, GDP, Recession, Household Wealth, Global Economy, Germany, Europe, Employment, Will Hutton, Paul Krugman, Fitch
-
Can I Have Some More of that Data, Please? The Fault, Dear Brutus, is Not in Our Stars Faith-Based Economics Is Unemployment a Lagging or a Leading Indicator? An Unsustainable Trend in Debt Some Thoughts on the Health Care Problem Why does government data need to be revised so often? Is it conspiracy...
-
.........But First, A Word From Our Sponsor.......... Now in Print: What You Need to Know About America's Economic Crisis On election night, Amazon.com's top-selling book wasn't about Obama or even McCain. Instead, it was a book about the four American deficits that threaten to steal your...
Posted to
Daily Pfennig
by
Chuck Butler
on
05-13-2009
Filed under:
Filed under: Employment, Currencies, Recession, Alan Greenspan, Retail Sales, GDP, Foreclosures, Fannie Mae, TARP, Barack Obama, Import Prices
-
A Few Thoughts on Recessions Are the Green Shoots Really Dandelion Weeds? Is That a Leaky Bucket? Frugality Is Back in Vogue Where Will the Jobs Come From? Cleveland, New York, and Mother's Day Go to Google. Type in "green shoots." In about a 10 th of a second you will find 28,900,000 references...
-
.........But First, A Word From Our Sponsor.......... Now in Print: What You Need to Know About America's Economic Crisis On election night, Amazon.com's top-selling book wasn't about Obama or even McCain. Instead, it was a book about the four American deficits that threaten to steal your...
-
.........But First, A Word From Our Sponsor.......... Record 2008 results take EverBank® to new heights... In a year that saw many of the nation’s largest financial institutions falter, EverBank excelled. Our 2008 achievements, which came as no surprise to us, included: •Record net income of $46.0 million...
Posted to
Daily Pfennig
by
Chuck Butler
on
04-29-2009
Filed under:
Filed under: Employment, Dollar, Recession, Gold, Euro, Consumer Confidence, GDP, Eurozone, Germany, FOMC, Home Prices, Mexico, Peso
-
MV=PQ Financial Innovation: The Round Trip 2010-11: Back to the Future Recession The Fed at the Crossroads How Did We Get It So Wrong? The Trend Is Not Your Friend When It Ends Orlando, Naples, Cleveland, and Grandkids This week we look at the second half of my speech from a few weeks ago at my annual...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
04-24-2009
Filed under:
Filed under: The Fed, Recession, Gold, Employment, Inflation, GDP, Consumer Spending, Velocity of Money, Deficit, Trend, MV=PQ, Great Experiment