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IN THIS ISSUE: 1. Goldman Sachs Issues Upbeat Report on USA 2. US Economy Disappoints in the 4Q 3. Fed Sets Record Straight – More QE 4. Pew: Government Threatens Personal Rights Overview We will cover a lot of ground today. We begin with a new report from Goldman Sachs which argues that the US...
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IN THIS ISSUE: 1. 2Q GDP Report Was Much Worse Than Expected 2. Fed “Beige Book” Confirms Economic Slowdown 3. Is a Double-Dip Recession Now Inevitable? 4. Is The Debt Ceiling Fiasco Finally Settled? Introduction I had not been looking forward to writing today’s E-Letter on the very...
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Recessions Are on the Margin A Rose is Still a Rose If It Feels Like a Recession The Rough Road Back Mexico, New York, and The Endgame I've got to admit it's getting better A little better all the time I have to admit it's getting better It's getting better since you've been mine...
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As I am traveling in Europe for a few more days, it seems appropriate to review the very fascinating work of Arnuad Mares of Morgan Stanley in London. He poses the very provocative question: “Ask Not Whether Governments Will Default, but How?” and comes up with some very interesting statistics...
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Introduction Monday holidays always cut into our writing time, so this week we have elected to reprint one of the more interesting articles I have read recently. I think you will like it unless you are a big Obama fan, in which case, you’ll probably find it disappointing. In any event, I think...
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........But first a word from our sponsor....... Hello currency trading. So long market risk. Discover the latest MarketSafe® CD from EverBank. It was created to help shield you from the volatility associated with currency trading. So now, for a limited time only, you have the unique opportunity to seek...
Posted to
Daily Pfennig
by
Chuck Butler
on
08-30-2010
Filed under:
Filed under: Currencies, Recession, Ben Bernanke, Unemployment, GDP, FOMC, Treasury, commodity, trading, Fed, Monetary Policy, Ben
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........But first a word from our sponsor....... Hello currency trading. So long market risk. Discover the latest MarketSafe® CD from EverBank. It was created to help shield you from the volatility associated with currency trading. So now, for a limited time only, you have the unique opportunity to seek...
Posted to
Daily Pfennig
by
Chuck Butler
on
08-27-2010
Filed under:
Filed under: Currencies, Dollar, Oil, Recession, Gold, Euro, Unemployment, Economy, GDP, Eurozone, FOMC, Fundamentals, Recovery, Jobless Claims, bond, finance
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How We Get Through "Where Is My V-Shaped Recovery?" We Have Met the Enemy, and He Is Us So Where's the Good News? LA and Europe This week I spoke to a small group of businessmen/entrepreneurs about the current economic environment, and after my presentation one asked me whether I didn't...
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I look forward at the beginning of every quarter to receiving the Quarterly Outlook from Hoisington Investment Management. They have been prominent proponents of the view that deflation is the problem, stemming from a variety of factors, and write about their views in a very clear and concise manner...
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IN THIS ISSUE: Outlook For US Economic Recovery Dims Unemployment Rate Falls But May Rise Again Most Recent Economic Reports Are Not Encouraging Bank Lending Still in the Dumps Financial Reform Bill (Or Government Takeover?) Introduction This week, we focus on the latest outlook for the US economy. As...
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The Risk of Recession The Leading Indicators Are Starting to Turn Terms of Trade and US Real GDP Bernanke at the Crossroads Vancouver, Maine, and San Francisco We are halfway through the year (where did the time go?) and it is time to make some predictions about the last half of the year. This week we...
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2010: A Year of Uncertainty "Rocking Even Me" Prisoners of Our Preconceptions The Statistical Recovery The Great Experiment Whither the Fed? London, Monte Carlo, Zurich, and Stocks "Lying here, during all this time after my own small fall, it has become my conviction that things mean pretty...
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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...
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Catching Argentinian Disease? The Ascent of Money The Independence of the Fed Threatened A Few Quick Thoughts on the Dollar, GDP, and the Recession Uruguay, Philadelphia, Orlando, and then... I have been in South America this week, speaking nine times in five days, interspersed with lots of meetings...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
10-30-2009
Filed under:
Filed under: The Fed, Recession, Inflation, GDP, Dollar, Deficit, Niall Ferguson, Brazil, Hyperinflation, Argentina, The Ascent of Money