IN THIS ISSUE: 1. How Greece Got in This Mess 2. Kicking the Can Down the Road 4. Stratfor Sounds Warning on European Debt Crisis 5. Is It Time to Short the Stock Market? Introduction I have not written in detail about the Greek debt crisis because it has been so widely chronicled in the media and by...
This week I offer something unusual for outside the Box, in that I agree on almost all points with my friend David Rosenberg, except he tells it so much better than your humble analyst. David was the former Chief Economist at the former Merrill Lynch (ah, Mother Merrill, we barely knew ye.) and is now...
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John Mauldin's Outside the Box
by
John Mauldin
on
07-27-2009
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Filed under: Credit, Consumer Spending, Asia, GDP Growth Rate, Stocks, Bond Market, David Rosenberg, Employment, Baby Boomers, DJIA, Home Sales, Recovery, Financials, Comsumer Confidence, Revenues
Who's Afraid of a Big, Bad Bailout? It's the End of the World As We Know It The TED Spread Flashes Trouble The Transmission Mechanism Let's Make a Deal Colorado, California, London, and Sweden "A tournament, a tournament, a tournament of lies. Offer me solutions, offer me alternatives...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
09-27-2008
Filed under:
Filed under: Recession, Bond Market, Risk, Subprime, Euro, Regulation, Economic Crisis, Banking, TED spread, Lending, SIV, Bailout, Joe Barton
A Mid-Year Correction Whatever Happened to Decoupling? The UK Starts to Slow A Recession by Any Other Name What's a Central Banker to Do? The old mantra was that if the United States sneezed, the rest of the world would catch a cold, as the US was seen as the main driver of world growth. That was...
This week in Outside the Box, Van Hoisington and Dr. Lacy Hunt of Hoisington Management undertake an assiduous analysis of the economy, specifically quantifying the underlying impact of the real estate market on GDP growth through the follow-on adverse effects on consumer spending. As outlined in previous...
Introduction With each new slice of economic data the past few weeks, the bond market decided that the economy was getting softer and the potential for the Fed to start cutting rates was growing. Rates have been drifting down for the past few weeks. And then came today's unemployment numbers. The...
Introduction Yesterday the Philadelphia Fed Business Economic Survey came in at the lowest level since the recession in 2001. Some argue that it is just one month's worth of data, and "...besides, it is Philadelphia. Those numbers are always quirky." And why pay attention to the Conference...
Mid-Year Forecast Where will Treasury rates go? What about inflation/deflation? The dollar? The stock markets? Gold? We cover all this and more in this week's letter. I normally do an annual forecast at the beginning of each year. In conversations with a number of clients and readers, I've come...