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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
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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: 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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This week I offer you two short pieces for your Outside the Box Reading Pleasure. The first is from my friends at GaveKal and is part of their daily letter. They address the real difference between those who think we will have a consumer led recovery (Keynesian) and those who think we will have a corporate...
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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...
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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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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...
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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...
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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...
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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
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IN THIS ISSUE: Is the US Economy Turning Around? The Housing Blues Getting Bluer Adjustable Rate Mortgage "Resets" To Soar Commercial Real Estate - The Next Shoe To Drop? Conclusions - This Can't Be Good For Stocks Introduction It's time that we had a talk about the "conventional...
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Things That Go Bump in the Night A Trillion Dollars as Far as the Eye Can See The Global Recession Gets Worse Where Will the Money Come From? The Paradox of Deficits Naples, London, and Eastern Europe From ghoulies and ghosties And long-leggedy beasties And things that go bump in the night, Good Lord...