You Can't Be Serious The Serious Unintended Consequences It Is Time to Break Up the Banks New York, Singapore, and the SIC Conference in California I admit to being surprised by Cyprus. Oh, not the banking crisis or the sovereign debt crisis or the fact that its banks were eight times larger than...
Bailing Out Europe’s Banks WWGD? What Is the Fed Really Risking? What Will the Fed Do Next Week? Twist and Shout? Europe, Houston, NYC, and South Africa What in the wide, wild world of monetary policy is the Fed doing, giving essentially unlimited funds to European banks? What are they seeing that...
In This Issue: The Economy Continues to Improve Slowly Plunge in Commercial Real Estate Values More Trouble Ahead for the Banks Glut of Commercial Mortgage-Backed Securities Personal: Thinking Wrong, But Getting It Right Introduction There is broad agreement that we have seen the worst of the recession...
Dear Friends: Exhale for a moment, forget your losses for the time being, and try to appreciate the fact that you're living through the single most important development in global finance since Bretton Woods. This is a "tell the grandkids about it" moment, when governments all around the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-16-2008
Filed under:
Filed under: Credit Crisis, George Friedman, Stratfor, Geopolitics, Recession, Globalization, Banks, Global Economy, Economy, Financial Crisis, Bank Failures, Bailout, Europe