It has long been my contention that we are entering an extraordinary period of time in which using historical analogies to plot market behavior is going to become increasingly problematical. In short, the analogies, the past performance if you will, all break down because the underlying economic backdrop...
Yesterday I sent you an Outside the Box from Paul McCulley who supports the government and Fed activity (in general) in the current economic crisis. Today we look at an opposing view from Bennet Sedacca of Atlantic Advisors. He asks some very interesting questions like: Shouldn't the consumer, after...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
01-07-2009
Filed under:
Filed under: Mortgage, Housing, The Fed, Subprime, Interest Rates, Portfolio Diversification, Consumer Debt, Financial Reform, Fannie Mae, Freddie Mac, Bank Failures, Corporate Debt, Bennet Sedacca, Bailout, Bear Market, FOMC, Economic Crisis, T-Bills