This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the Box. Each month I really look forward to getting Gary's latest thoughts on the economy and investing. Last year in his forecast issue he suggested 13 investment...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-16-2009
Filed under:
Filed under: Credit Crisis, China, Housing Crisis, Deflation, GDP, Consumer Spending, Consumer Price Index, Household Wealth, Gary Shilling, Consumer Debt, Consumer Saving, Financial Regulation, Automotive Sector, Deleveraging, Employment, Baby Boomers, Retirement, Eastern Europe, Exports, Protectionism, Savings
Leverage Is an 8 Letter Word If Loans Are So Cheap, Why Don't They Sell? Deflation and Helicopters: Time for a Review Commercial Property Loans Start to Haunt the Banks Warren Makes a Bet Thanksgiving, Moving, and New Orleans Leverage is an eight-letter word, which the markets now regard as twice...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
11-21-2008
Filed under:
Filed under: The Fed, Ben Bernanke, Consumer Price Index, Credit, Warren Buffet, Credit Crisis, Housing Crisis, Deflation, Deleveraging, Commercial Property, Goldman Sachs