All Posts Tagged With: "John Mauldin"
The International Currency Crisis
For Europe, this is more than just a banking crisis. Unlike in the US, it could develop into a monetary regime crisis. A systemic banking crisis is one of those few conceivable shocks with the potential to destroy Europe’s monetary union.
The Curve in the Road
The “Bailout Plan” was passed. Will it work? The answer depends on what your definition of “work” is. If by work you mean no more government intervention and no further costly programs and a functioning market, then the answer is no. But there are things it will do.
Banking Crises Around The World
Do government bailouts in times of banking crises work? Crises like this are manageable. They’re expensive and painful to resolve, but even more expensive and painful when left to fester.
Alt-A Is the New Subprime
All eyes are on the drama being played out on Wall Street today. But the cause of all the bloodshed was the downturn in the US housing market. This left banks and financial institutions with exposure to toxic subprime loans with a load of worthless securities on their books. This led to writedowns and losses. And the rest is history. Shockingly, given the scale of the crisis, John Maudlin says the housing crisis has a ways to run yet. Alt-A mortgages may the next to fall…
Who Holds the Old Maid?
It’s All About the Spread… The Coming Bank Credit Crunch… More Thoughts on Fannie and Freddie… Who Is Holding the Old Maid?… When is the credit crisis going to end? How will we know?
It’s More than Fannie and Freddie
It’s more than Freddie and Fannie, the US banking system is in trouble, $500 billion and counting. 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.
Whatever Happened to Decoupling?
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?
A New Asset Class, Part Two
Last week’s letter was the first part of a speech I have been giving on what I think will be the rise of a new asset class. This week will be the second and final part.
The Rise of a New Asset Class
We vaporized 60 percent to the shadow banking system, the SIVs and CDOs, the people who actually bought US mortgages, who bought student loans, who bought credit cards, who bought car loans. That’s gone and it’s never coming back. As we’ll see, it’s going to take well into the next decade for us to create a completely new infrastructure to replace the broken one.
Earnings and Mr. Bear
Earnings and Mr. Bear. Earnings Before Bad Stuff. How Ugly Can it Get? A Lean Mean Reversion Machine. Some Thoughts on Energy. Oregon, Maine and a Wedding.
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