This Is Outrageous The Land of the Setting Sun Buddy, Can You Spare $5 Trillion? New York and Maine There is no doubt that the US is in financial trouble. Those talking of a strong recovery are just not dealing with reality. But the US is in better shape than a lot of countries. This week, we begin by...
Where Have My Earnings Gone? The Land of the Setting Sun The Swiss Start Their Engines My One True Nightmare New York, Vegas, and Happy Birthday, Tiffani This week we look at the Land of the Rising Sun. Japan is going through major upheavals, and they will have consequences all over the world. And what...
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Thoughts From The Frontline
by
John Mauldin
on
03-14-2009
Filed under:
Filed under: China, Japan, GDP, S&P 500, Earnings, Richard Russell, Exports, Protectionism, Switzerland, G-10, Imports, Yen
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...
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John Mauldin's Outside the Box
by
John Mauldin
on
11-10-2008
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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
Many of us in the US are focused on our own woes. But this is a global credit crisis. In today's Outside the Box, we take a look at the currency markets, which are in an historic upheaval and also look at what is going on in Europe. I suspect that Europe is in for a period of much distress, as the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-06-2008
Filed under:
Filed under: Credit Crisis, Wolfgang Munchau, Dennis Gartman, Fortis, Currencies, Germany, GaveKal, Euro, Yen, Europe, European Banks