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Posted to
Daily Pfennig
by
Chuck Butler
on
08-10-2010
Filed under:
Filed under: Currencies, Dollar, Recession, Gold, Yen, Economy, Recovery, Chinese, Tim Geithner, Trade Surplus, commodity, global growth, rally, Quantitive Easing, deficits, Australian
My long time readers are familiar with Jeremy Grantham of GMO as I quote him a lot. He is one of the more brilliant and talented value managers (and I should mention very successful on behalf of his clients). He writes a quarterly letter which I regard as a must read. I have excerpted parts of his recent...
It is important to understand the thinking of those who are in fact making the decisions at the Fed and Treasury. In today's Outside the Box, Paul McCulley, Managing Director at PIMCO, gives us some insight into the thinking that is driving the massive stimulus and bailout programs. Whether or not...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-30-2009
Filed under:
Filed under: The Fed, Japan, GDP, Paul McCulley, David Kotok, Pimco, FDIC, European Banks, Shadow Banking System, Tim Geithner, Public-Private Investment Program
Time for a Reality Check World Trade Is Falling Off a Cliff European Bank Losses Dwarf Those in the US Geithner: "You Can't Handle the Truth" Earnings Will Get Even Worse Orlando, Colorado Springs, New York, and Las Vegas It is not just the US that is in recession. The world is slowing...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
02-14-2009
Filed under:
Filed under: China, Japan, Globalization, Europe, GDP, Earnings, Debt, Euro, Russia, Economic Crisis, Forecast, TARP, Obama, Stimulus, World Trade, Tim Geithner, Leading Economic Indicators, Bank Losses, Exports
This week I bring you two different articles as an offering for Outside the Box. As a way to introduce the first, let me give you the quote from Merrill Lynch economist David Rosenberg about the rising threat of global trade protectionism: "The Financial Times weighs in on the rising threat of global...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
01-26-2009
Filed under:
Filed under: China, Housing Crisis, Subprime, Global Economy, David Kotok, Financial Reform, Financial Crisis, Nouriel Roubini, Barack Obama, TARP, Tim Geithner, Elisa Parisi-Capone, Economic Policy, RGE Monitor