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Latest Forecasts From The Bank Credit Analyst & Lastly, My Parting Thoughts On The Election
Introduction The recent economic reports suggest that the economy remains in a “soft spot” as it’s being called. Growth is still solid, and should remain so, but it is still somewhat below the level needed to create large numbers of new jobs. The government...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on 11-03-2004
Filed under:
Presidential Race
,
Gary D. Halbert
,
Commodities
,
The Bank Credit Analyst
Wealth Illusion
Introduction This week's letter is from another one of the country's top economic analysts, Paul Kasriel of The Northern Trust Company. Kasriel is Senior Vice President and Director of Economic Research, responsible for producing the Corporation's...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on 11-01-2004
Hurricane Charley Pays Off
Ronald Reagan--a famous skeptic of social assistance--once said, "Welfare's purpose should be to eliminate the need for its own existence." What then would Reagan say about billions in government handouts going to recipients who just keep...
Posted to
What We Now Know
by
Doug Casey
on 11-01-2004
Internet Telephones Go Mainstream
After the Internet became available, it didn't take advanced users long to realize they could use the service to speak to each other. It was only necessary to convert voices into digital packets using a new Voice-over- Internet Protocol, or VoIP-...
Posted to
What We Now Know
by
Doug Casey
on 11-01-2004
Flu Season Part II: Much Ado about Nothing?
For the first time in years, Americans are not afraid of terror attacks. That would be good news, if it weren't for the simple fact that the al- Qaeda scare has been (temporarily) outmatched by another: The flu. A nationwide panic has erupted since...
Posted to
What We Now Know
by
Doug Casey
on 11-01-2004
Privatizing Social Security
According to a recent poll, those young Americans who believe in flying saucers outnumber those who think Social Security will be there for them in their old age, by about two to one. While they may or may not be right about UFOs, the kids' skepticism...
Posted to
What We Now Know
by
Doug Casey
on 11-01-2004
Premise #3: A Falling Dollar
Premise #3: A Falling Dollar In March of 2002, I wrote an e-letter entitled "King Dollar and the Guillotine," which as the title suggests was a quite negative view of the future prospects for the dollar. Two weeks earlier, I had written a bullish...
Posted to
Thoughts From The Frontline
by
John Mauldin
on 10-30-2004
Filed under:
John Mauldin
,
The Dollar
,
Elections
,
The Fed
,
Falling Dollar
,
The Euro
,
Trade Deficit
,
Voting
,
China
The Supreme Court - THE Major Election Issue, Plus The Latest Analysis Of The Presidential Race
Introduction I have written a lot about the 2004 presidential election this year. The War on Terror, the war in Iraq and homeland security have been central themes of both campaigns. However, there is a very important campaign issue that I have not yet...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on 10-26-2004
Filed under:
Election Issues
,
The Supreme Court
,
Presidential Race
,
Gary D. Halbert
China Misconceptions
Introduction "Where," asked Jack Nicholson's character about Batman, "does he get all those wonderful toys?" Many readers wonder about where I get so many great articles. I get them sent to me by a "network" or readers...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on 10-25-2004
The Bottom Right Hand Corner
Introduction What makes one person a pessimist and another an optimist when speculating about the future of the US and the markets? How do we come to our most basic assumptions? This week we look at some insights into human nature I picked up in Tahoe...
Posted to
Thoughts From The Frontline
by
John Mauldin
on 10-22-2004
Filed under:
John Mauldin
,
The Fed
,
Muddle Through
,
Investing Strategies
,
Diversification
,
Psychology
Quarterly Review and Outlook - Q3 2004
Introduction This week's letter is from two of my favorite economists, Van Hoisington and Dr. Lacy Hunt of Hoisington Investment Management Company in Austin, Texas. They specialize in management of fixed income portfolios for large institutional...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on 10-18-2004
Are two heads better than one?
Introduction This week's letter is from my favourite behavioural finance thinker, James Montier of Dresdner Kleinwort Wasserstein in London. James wrote a fascinating book two years ago called "Behavioural Finance: A User's Guide" and...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on 10-11-2004
Putting the World to Rights Again
Introduction This week's letter is from Financial News Online. Located in London, they are one of the leading sources of information about Europe's investment banking, fund management and securities industries. Financial News ran a piece last...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on 10-04-2004
Is Inflation Truly a Threat?
Introduction Welcome to the inaugural edition of "Outside the Box." Each week, I read hundreds of articles, reports, books, newsletters, etc. Each week, I and my staff will bring you one essay which we think is worthy of your time. The only...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on 09-13-2004
Disclaimer
ADVERTISING DISCLOSURE: "Gary D. Halbert, ProFutures, Inc. and Halbert Wealth Management, Inc. are not affiliated with nor do they endorse, sponsor or recommend any product or service advertised herein, unless otherwise specifically noted."...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on 01-01-2004
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