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I have been writing for a very long time about the coming debacle that the commercial real estate problem is going to be. This week's Outside the Box is an interview that my good friend David Galland did with Andy Miller, a man on the inside of the coming commercial real estate crisis. I thought...
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Elements of Deflation, Part 3 Outrageous! - Artificial Deflation! If You Are in a Hole, Stop Digging! The Hole in the FDIC How Can Just Four Stocks Be 40% of the NYSE Volume? New Orleans and a Mauldin Migration to Europe This week we continue to look at what powers the forces of deflation. As I continue...
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.........But First, A Word From Our Sponsor.......... The Ultra Resource Index CD: 6 foreign currencies, 1 unique opportunity With our latest multi-currency Index CD, we've united the currencies of 6 nations rich in resources, finances, innovation and cash. The idea being that when global growth...
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Thoughts on the Continuing Crisis Dressing Like an Economist The Trend Is Your Friend Until the End of the Trend What Is Money? MV=PQ Newport Beach, Orlando, and Home Two weeks ago I presented my thoughts on the current economic situation at my 6 th Annual Strategic Investment Conference in La Jolla...
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This week we visit some very thoughtful analysis by an old friend of Outside the Box, Dr. John Hussman of the Hussman Funds ( http://www.hussmanfunds.com/index.html ). Is the new PPIP program and related activities likely to help or hurt the situation? Will this help keep banks for bankruptcy or will...
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It is important to understand the thinking of those who are in fact making the decisions at the Fed and Treasury. In today's Outside the Box, Paul McCulley, Managing Director at PIMCO, gives us some insight into the thinking that is driving the massive stimulus and bailout programs. Whether or not...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-30-2009
Filed under:
Filed under: The Fed, Japan, GDP, Paul McCulley, David Kotok, Pimco, FDIC, European Banks, Shadow Banking System, Tim Geithner, Public-Private Investment Program
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.........But First, A Word From Our Sponsor.......... Foreign Currency IRAs from EverBank®: diversify your retirement portfolio Our wide range of IRAs even includes two foreign currency accounts: the WorldCurrencySM CD and WorldCurrency Access Deposit Account. Diversify your retirement portfolio globally...
Posted to
Daily Pfennig
by
Chuck Butler
on
03-09-2009
Filed under:
Filed under: Australia, Employment, Brazilian Real, Gold, Euro, Yen, European Central Bank, Canada, Carry Trade, Norway, Jobs, FDIC, Trading Theme
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The Curve in the Road Necessary but Not Sufficient Why the Government Had to Step In All the King's Horses How Can I Be 59? 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...
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Dear Readers, We're no longer in Kansas, Dorothy. At this point, the world's financial markets are in the firm grasp of a massive tornado. Our vision is blurred with fast-moving images of abandoned houses, crumbling banks, pontificating politicians, alien-looking Treasury secretaries on one knee...
Posted to
The Room
by
David Galland
on
10-03-2008
Filed under:
Filed under: Politics, Inflation, Casey Research, McCain, Economic Forecast, Obama, Bailout, Barton Biggs, Energy, FDIC, Europe
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.........But First, A Word From Our Sponsor.......... The FX University Seminar Series. Learn from foreign currency experts-then invest like one. Plan on attending this enlightening one-day seminar on currency investing, hosted by the Sovereign Society. You'll mingle and learn from experts from:...
Posted to
Daily Pfennig
by
Chuck Butler
on
09-25-2008
Filed under:
Filed under: Dollar, Oil, Bailout, Recession, Euro, Citigroup, Bear Stearns, Henry Paulson, Financial Crisis, OPEC, FDIC
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It's All About the Spread The Coming Bank Credit Crunch More Thoughts on Fannie and Freddie Who Is Holding the Old Maid? Baltimore, La Jolla, South Africa, and London When is the credit crisis going to end? How will we know? The credit crisis is getting ready to enter its second phase. This week...
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It's More Than Freddie and Fannie The US Banking System Is in Trouble $500 Billion and Counting Fannie, Freddie, and the Credit Crisis Baltimore, La Jolla, and South Africa Yet another crisis confronts us, as we will have to deal with the aftermath of a rather large number of bank failures over the...
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How do you spell short-selling rally, gentle reader? In this week's Outside the Box we look at several short items (pardon the pun) from various sources, which paint a not pretty picture. The first hit my inbox this morning from Art Cashin (of CNBC fame and also Head Floor Trader for UBS). "...