Blogs

  • The Great Resource Bull Markets, Then and Now (2)

    Last week, in Part 1 of this article, Doug began to explain the similarities between the Great Resource Bull Market of the 1970s and the one that's still in its infancy today--using the 7 Ps, his trademark test for sound investment. Here's the...
    Posted to What We Now Know by Doug Casey on 08-30-2005
  • Pick of the Week

    Introduction This week's letter comes to us from a group in London called Bedlam Asset Management. Last week my partners in London forwarded this article to me and said, "worth 5 minutes of your time." I agree. 5 minutes and more. Bedlam...
    Posted to John Mauldin's Outside the Box by John Mauldin on 08-29-2005
  • The Fed Targets Your Home

    Introduction What is the relationship between housing prices and stock market forecasting? What will happen if the housing market begins to falter? Exactly what did Greenspan say about housing at Jackson Hole? We explore these topics and a whole lot more...
  • The Economy, The Fed & 'Able Danger' Revisited

    So The Economy Is Really Bad? Not So. The media and President Bush's detractors continue to tell us that the economy is in bad shape, and apparently a lot of Americans believe them. Yet the economic data tell quite a different story, one of stronger...
    Posted to Forecasts & Trends by Gary D. Halbert on 08-23-2005
  • No Constitution for the EU

    In an article titled "The End of the European Union?" (WWNK 4/11/05), we mused about the then upcoming referenda on the EU Constitution. We all know how that did (or better, didn't) work out; so here's a commentary from our new European...
    Posted to What We Now Know by Doug Casey on 08-23-2005
  • The Great Resource Bull Markets, Then and Now (1)

    There is an old saying: to look into the future, you must first look to the past. A more Darwinian interpretation of this maxim is that those who don't learn from history are doomed to repeat it. In that context, studying the last great resource bull...
    Posted to What We Now Know by Doug Casey on 08-23-2005
  • Bargains at any Price

    If Boobus americanus were as passionate about defending his civil rights and liberties as he is about getting a good bargain, the United States, we speculate, might be in much better shape. Last week, the Henrico County school board in Virginia held a...
    Posted to What We Now Know by Doug Casey on 08-23-2005
  • Omitted Variables

    Introduction This week's letter is from John P. Hussman, Ph.D., President of Hussman Investment Trust. His firm is one of the few that has employed hedging techniques, similar to the hedge fund world, in a mutual fund structure. John is also one of...
    Posted to John Mauldin's Outside the Box by John Mauldin on 08-22-2005
  • What Will Cause the Next Recession?

    Introduction It's a race to see what will be the cause, or maybe better put, what will be blamed for the next economic slowdown. Will it be oil and rising energy prices? What about a slowdown in the housing market? You can't count out the Fed...
  • "Able Danger" - The 9/11 Commission Cover-Up

    Introduction On June 27, U.S. Representative Curt Weldon (R-PA) delivered a shocking speech on the House floor in which he claimed that the 9/11 Commission was briefed on two occasions that a Special Operations unit known as "Able Danger"; had...
    Posted to Forecasts & Trends by Gary D. Halbert on 08-16-2005
  • To Blog or Not to Blog

    Do you blog ? If you are one of the ever-increasing number of Americans who like to publish their opinions on the Web, there are some things you need to know regarding the kind of regulation that may be headed your way. In case you have spent the previous...
    Posted to What We Now Know by Doug Casey on 08-16-2005
  • Antibacterial, Anti-Life?

    Antibacterial soaps, dish soaps, laundry detergents, toothpastes, shampoos, and household cleaners can contribute to the development of resistant bacteria, so-called "superbugs," say natural-health proponents like Dr. Joseph Mercola M.D., whose...
    Posted to What We Now Know by Doug Casey on 08-16-2005
  • The Housing Bubble Revisited

    If there has been any doubt that a housing bubble really exists, recent news should have changed that. In early July, word got out that trailers in a mobile home park in Malibu were selling for over $1 million. Well, granted, it's not your ordinary...
    Posted to What We Now Know by Doug Casey on 08-16-2005
  • U.S./China: Energy Fuels Fears

    Antony Peyton is "our man in China", keeping us in the loop about what's happening on the other side of the planet. Today, he talks about the U.S.-Chinese energy "battle." "Keep your friends close and your enemies even closer"...
    Posted to What We Now Know by Doug Casey on 08-16-2005
  • The Consumer-Dependent Economy

    Introduction This week's letter comes to us from Dr. A. Gary Shilling, president of A. Gary Shilling & Co., Inc. Gary is a long time friend and one of my favorite economic analysts. Gary takes a look at what he has termed the consumer-dependent...
    Posted to John Mauldin's Outside the Box by John Mauldin on 08-15-2005