Posts Tagged ‘
John Mauldin ’
Jun 23rd, 2009 |
By John Mauldin |
Category: Politics & Economics
This week’s Outside the box looks at some very interesting research done by two economic historians, Barry Eichengreen of the University of California at Berkeley and Kevin O’Rourke of Trinity College, Dublin They give us comparisons between the Great Depression and today’s downturn.
Tags: Depressions, Downturn, Global Economic Crisis, Great Depression, John Mauldin, World Stock Markets
Posted in Politics & Economics |
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Mar 30th, 2009 |
By John Mauldin |
Category: Financial News
So Then, Bonds for the Long Run? … P/E Ratios at 200? Really? … Mark-to-Market Slip Slides Away… Housing Sales Improve? Not Hardly
Tags: bonds, Housing Sales, investing in stocks, John Mauldin, Risky Stocks
Posted in Financial News |
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Mar 23rd, 2009 |
By John Mauldin |
Category: Real Estate Investments, Top Story
Last Tuesday the Wall Street Journal published an op-ed by my friend Gary Shilling and Richard LeFrak. They offer a simple solution for the housing crisis: give foreigners who will come to the US and buy a home resident status, green cards).
Tags: consumer spending, Green Cards, Housing Bubble, Housing Construction, Housing Industry, Housing Prices, John Mauldin, Stimulus Package, US housing crisis, US immigration, US unemployment crisis
Posted in Real Estate Investments, Top Story |
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Feb 17th, 2009 |
By Charles Delvalle |
Category: Top Story
Can the Chinese “dragon” save us from the worst recession in 70 years?
It’s an important question for any investor if they plan on making any long-term investment decisions during this global downturn.
Tags: Chinese Exports, Gdp Growth Rates, Global Downturn, Global Economy, John Mauldin, Long Term Investment, MSFT
Posted in Top Story |
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Oct 30th, 2008 |
By John Mauldin |
Category: Financial News
Warren Buffett says buy. Jeremy Grantham says it will get worse. Both are celebrated value investors. Who is right? It all depends upon your view of the third derivative of investing. Today we look at valuations in the stock market. This is the second part of a speech I have given in the past few weeks in California and Stockholm. I am updating the numbers, as the target keeps moving.
Tags: consumer spending, DCS, DELL, Gdp, GE, hedge fund investing, investment advice, John Mauldin, LUFK, MSFT, Nyse, recession, Target, Value Investors, Warren Buffett
Posted in Financial News |
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Oct 7th, 2008 |
By John Mauldin |
Category: US Dollar & Forex Trading
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.
Tags: euro, global credit crisis, government bailout, Japanese Yen, John Mauldin, US dollar, Yen Carry Trade
Posted in US Dollar & Forex Trading |
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Oct 6th, 2008 |
By John Mauldin |
Category: Politics & Economics
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.
Tags: AIG, Federal Reserve, FNM, FRE, Global Slowdown, government bailout, John Mauldin, U.S. interest rates, US Banking, US jobless rates, US stocks
Posted in Politics & Economics |
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Oct 3rd, 2008 |
By John Mauldin |
Category: Politics & Economics
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.
Tags: Fdic, FNM, FRE, global credit crisis, government bailout, Hank Paulson, John Mauldin, U.S. credit crisis, US Banking
Posted in Politics & Economics |
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Sep 15th, 2008 |
By John Mauldin |
Category: Real Estate Investments
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…
Tags: Federal Reserve, John Mauldin, subprime crisis, U.S. interest rates, US Banking, US dollar, US mortgage foreclosures, US recession, WB, WM
Posted in Real Estate Investments |
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Aug 30th, 2008 |
By John Mauldin |
Category: Politics & Economics
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?
Tags: FNM, FRE, John Mauldin, MS, U.S. credit crisis, US Banking
Posted in Politics & Economics |
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