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Late last week a letter from Jim Welsh crossed my desk. I started reading and found myself being pulled through his very thoughtful letter. I have not met Jim, but think this letter is worthy of an Outside the Box. Jim Welsh of Welsh Money Management has been publishing his monthly investment letter...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
05-04-2009
Filed under:
Filed under: Housing, GDP, Consumer Spending, Consumer Debt, Economy, Employment, Diffusion Index, Jim Welsh, Citigroup, Industrial Production, Credit Cards
This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the Box. Each month I really look forward to getting Gary's latest thoughts on the economy and investing. Last year in his forecast issue he suggested 13 investment...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-16-2009
Filed under:
Filed under: Credit Crisis, China, Housing Crisis, Deflation, GDP, Consumer Spending, Consumer Price Index, Household Wealth, Gary Shilling, Consumer Debt, Consumer Saving, Financial Regulation, Automotive Sector, Deleveraging, Employment, Baby Boomers, Retirement, Eastern Europe, Exports, Protectionism, Savings