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Normal 0 MicrosoftInternetExplorer4 Your Daily Profit July 23, 2009 *****Small-cap Update *****Rising Earnings, Falling Costs *****Deflationary Spiral *****65% and 20% Profits Fellow Investor, Stocks rallied today with the Dow breaking 9,000 for the first time since January 6 th . The Dow closed up 188...
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Normal 0 MicrosoftInternetExplorer4 Your Daily Profit July 1, 2009 *****Small-cap Update *****Third Quarter Kicks Off *****Foreclosures and Bank Profits *****Prime Mortgages Next? Fellow Investor, The markets were up today sloughing off yesterday’s losses. The down closed up 57 points to 8,504...
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Normal 0 MicrosoftInternetExplorer4 Your Daily Profit June 30, 2009 *****Boring! *****Home Prices *****Earnings Season Fellow Investor, Talk about boring. On Monday, around 10:30 AM , the S&P 500 rose above 924. By 12:30 PM , it rose to 927.99. Ignore the first hour of trading (when the S&P 500...
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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...
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Is That Recovery We See? Those Wild and Crazy Analysts The Shadow Inventory of Homes Commercial Real Estate Starts a Long, Slow Slide P/E Ratios Go Negative! The Effect of Earnings Surprises Corporate Earnings and Recovery in Recessions The Implosion in Social Security Copenhagen, London, Newport Beach...
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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
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Electing the Janitor-in-Chief Can't Borrow on Your Home? Whip out the Credit Card! Deficits as High as an Elephant's Eye Can You Count to 41? Chairs, Moving, and Tony Bennett This week we survey the economic landscape that the new president will inherit. It is a polite understatement to say that...
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Pricing in Financial Armageddon Inside a RMBS Ratings to Collateral to Ratings: A Vicious Cycle This Too Shall Pass South Africa, Boulder and Stand Up to Cancer My Dad used to tell me there is no accounting for standards when looking at something that seemed odd. Today, we have faulty standards for accounting...
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Thoughts on the Continuing Crisis Fool Me Once, Shame on You Delinquencies and Foreclosures Spike UP Unemployment Rises to 6.1% Action Is Needed Now Annapolis, La Jolla and Wedding Videos We are entering the next stage of the credit crisis, and one which is potentially more troubling than what we have...
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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...
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Housing - Finding the Elusive Bottom Where is the Value in Housing? Bottom Line? There is no Bottom in Sight The Real ARMs Race Cancun, La Jolla, London, and Switzerland Existing home sales rose by 2.9% in February, the first significant rise in home sales since the housing market started to decline...
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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...
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Introduction We are in a world far different than the one I learned about in economic text books. As I have written, the shadow banking system of hedge funds and CDOs, CLOs, PIPES, etc. have created a new financing economic reality far different than the traditional banking system was just 20 years ago...
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Introduction Who should we blame for the problems in the credit markets? This week in Outside the Box my good friend Barry Ritholtz takes on the task of pointing his prodigious finger at the guilty parties. As he notes, there is plenty of guilt to go around. This is a problem that is going to stay with...
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The Panic of 2007 Muddle Through or End of the World? An Alphabet Soup of Credit Turning Nuclear Waste Into Gold (and Back Again!) Mrs. Watanabe and the Hedge Fund Connection The Rating Agency Blame Game Where Do We Go From Here? Hedge Funds to the Rescue! Warren Buffett Needs to Take Over Moody's...