Can the credit crisis get any worse? In this week's Outside the Box my London partner Niels Jensen shows that it indeed can. Banks, and mainly European banks, have large exposure to emerging market debt of all types through both sovereign, corporate and individual loans. Just as banks have had to...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
11-10-2008
Filed under:
Filed under: The Fed, Credit Crisis, Hedge Funds, Recession, The Dollar, Niels Jensen, Credit Default Swaps, Deleveraging, Absolute Return Partners, Yen, Europe, European Banks, Emerging Economies, Iceland
This week we will look at what will be a fairly controversial essay by good friend Michael Lewitt of HCM. In light of today's speech by Treasury Secretary Henry Paulson of the re-organization of the regulatory system in the US, Michael suggest we look at what the real problems are before we begin...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-31-2008
Filed under:
Filed under: The Fed, Private Equity, Michael Lewitt, Hedge Funds, Subprime, Recession, The Dollar, SIV, Financial Regulation, Henry Paulson, Financial Reform
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Stock Prices Plunge In The Perfect Storm IN THIS ISSUE: 1. Stocks Make New Record Highs, Then Plummet 2. Forget The Cheese, Just Let Me Out Of The Trap! 3. Unwinding The "Yen Carry Trade" 4. Fed & Central Banks To The Rescue 5. So What Next? - BCA's Latest Analysis 6. Conclusions -...
Introduction This week we will venture into the always hazardous area of making my semi-annual forecast. I make some non-consensus projections as to the economic climate for the next six months, and of course look at Fed policy. We will also quickly review my beginning of the year (2006) forecast and...