http://www.investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Credit+Crisis&orTags=0Search results matching tag 'Credit Crisis'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)http://www.investorsinsight.com/media/p/2406.aspxWed, 12 Nov 2008 15:55:26 GMT94e1e1ff-3922-415d-9584-19119299714b:2406JohnMauldin<p>This week we survey the economic landscape that the new president will inherit. It is a polite understatement to say that he will be getting a serious mess. In reality, the US goes to the polls this next Tuesday to elect a Janitor-in-Chief. He will face a task that rivals that of Hercules in cleaning out the Stygian stables (legendary huge stables that had not been mucked out for ten years). However, there are no convenient rivers at hand for a probable President Obama to redirect that will quickly be able to clean out the mess left in the stables of our economy. This will indeed be an Herculean task and one that will take most of the first term of the next administration. So, let&#39;s look at what will face the next president. It should make for an interesting, even if not optimistic, letter....</p>http://www.investorsinsight.com/media/p/2317.aspxMon, 27 Oct 2008 17:55:13 GMT94e1e1ff-3922-415d-9584-19119299714b:2317JohnMauldin<p>This week I am in California giving two speeches to the Financial Planning Associations of San Diego and Orange County. This and next week&#39;s letters will be the broad outline of the speech. We will look at how the retreat of the American consumer will affect the stock market. Has the recent drop (can we say crash, gentle reader?) in stock market valuations given us an opportunity to find value? We look at some very powerful evidence that suggests that may be so. Then we look at the counter to that view. Are we at the bottom, or is there more pain? And given the current state of affairs, how should we then invest? Where do we put our money to work when the dust settles, as it surely will. As I noted above, this will be a two-part letter, finishing up next week. It will also print out a lot longer than normal as I have a lot of PowerPoint slides that are really important for you to see. A note to the 25% of my one million-plus readers who are outside the US: I am using illustrations from the US stock market to discuss timing and valuations, but the principles will translate to markets worldwide. In fact, considering that most stock markets worldwide are down even more than the US markets, they may be even more applicable. The time to become bullish on a lot of markets may be closer than we think. Let&#39;s jump right in....</p>http://www.investorsinsight.com/media/p/2278.aspxMon, 20 Oct 2008 18:19:02 GMT94e1e1ff-3922-415d-9584-19119299714b:2278JohnMauldin<p>I have been writing for almost a year that the next shoe to drop on US banks would be commercial construction lending. Today we look at some hard numbers. We look across the pond to sort out the problems in Europe. We look at the consequences of the losses stemming from Lehman. Then we look at one of the more serious consequences of the banking crisis, one that will bring the crisis home to you. Finally, we look at what the various governments of the world must do in response. It may not be fun, but it should be interesting. And it is important. Feel free to forward this letter to anyone who asks why we not only need the bailout but will need even more coordinated government action....</p>http://www.investorsinsight.com/media/p/2241.aspxFri, 10 Oct 2008 16:14:35 GMT94e1e1ff-3922-415d-9584-19119299714b:2241JohnMauldin<p>Yet another crisis confronts us, as we will have to deal with the aftermath of a rather large number of bank failures over the next year, which is likely to overwhelm the ability of the FDIC to insure your bank deposits. Today we look at the banking system, the FDIC, and Freddie and Fannie. It&#39;s not pretty, but as realists we must know what we are facing. But first, I just want to say I am glad that Richard Russell is doing fine. For those who do not know, he suffered a mild stroke last Friday. I talked to him yesterday, and he was a little tired but doing better. He has decided to cut back his writing schedule and relax a bit more, which is a good thing. At 84, he has written a daily (and sometimes lengthy) commentary and has been writing the monthly Dow Theory Letter since 1958. He is the dean of newsletter writers. He has forgotten more than most of us will ever know about the markets....</p>http://www.investorsinsight.com/media/p/2136.aspxTue, 09 Sep 2008 18:35:36 GMT94e1e1ff-3922-415d-9584-19119299714b:2136JohnMauldin<p>This week I am in Maine on vacation with my son, and next week is my daughter Tiffani&#39;s wedding, so for the next two weeks I am going to send an updated version of a speech I have been giving the past few months on what I think is the likely potential for the rise of a brand new asset class. It is too long to be sent as one letter, so we will start with the first part today and finish with the second part next week. This first part can be read as a standalone letter. I think we&#39;re at a watershed moment, what Peter Bernstein defines as an &quot;epochal event,&quot; with the very order of the investment world changing as it did in 1929, in &#39;50, in 1981, where a number of things came together - it wasn&#39;t just one thing but a number of events happening that conspired to change the nature of what worked in the investment world for the next period of time. It took most people a decade after 1981-2 to recognize that we were in a different period, because we make our future expectations out of past experience. It&#39;s very hard for us to recognize a watershed moment in the process. We&#39;re going to look back in five or ten years and go, &quot;Wow, things changed.&quot; As we will see, it&#39;s going to be a change that&#39;s going to cost people in their portfolios and in their retirement habits....</p>http://www.investorsinsight.com/media/p/1952.aspxFri, 18 Jul 2008 19:49:48 GMT94e1e1ff-3922-415d-9584-19119299714b:1952CaptGreenbean<p>It seems that with each passing month the estimates for losses in the international banking system keep rising. This time last summer the largest estimates (from credible sources), if memory serves me correct, were around $400 billion, give or take a few months. By the end of the year it was in the neighborhood of twice that. Then last quarter we saw estimates approaching $1 trillion. Last week, the number being broached was $1.6 trillion, by Bridgewater Associates, one of the top, and more credible, analytical firms in the world. In this week&#39;s letter we look at the implications of that projection, analyze recent lending patterns by banks, briefly touch on the implications of the recent unemployment numbers, and end with a few comments on the bear market. It will make for an interesting letter. Warning: remove sharp objects from your vicinity before reading....</p> <p>Read by Steve Marvel, 310-226-2897</p>