If This is Recovery, Where Are the Taxes? Last Business Standing Stimulus, What Stimulus? The Reality of Unemployment Let the Good Times Roll The Quick Double-Dip Scenario Phoenix, New York, and Thoughts on the Internet No one goes into Wal-Mart and asks to pay extra sales tax. Thus sales taxes are reasonable...
The Present Contains All Possible Futures The Ugly Unemployment Numbers Argentinian Disease The Austrian Solution The Eastern European Solution Japanese Disease The Glide Path Option Philadelphia, Orlando, and Phoenix The present contains all possible futures. But not all futures are good ones. Some...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
11-06-2009
Filed under:
Filed under: Japan, Employment, GDP, Debt, Economic Theory, Deficit, Eastern Europe, Taxes, Government Debt, Argentina, Austria
Muddle Through, R.I.P? Savings Equal Investments Japanese Disease Who Will Buy the Debt? The New Muddle Through Economy On the Road Again I first wrote about the Muddle Through Economy in 2002, and the term has more or less become a theme we have returned to from time to time. In 2007 I wrote that we...
I look forward at the beginning of every quarter to receiving the Quarterly Outlook from Hoisington Investment Management. They have been prominent proponents of the view that deflation is the problem, stemming from a variety of factors, and write about their views in a very clear and concise manner...
IN THIS ISSUE: Obama's Government Takeover Continues Editorial: "Too Big to Fail, Or Succeed" Americans More Concerned About Deficits Economy May Have Seen the Worst of It Conclusions Introduction The more I think about it, I believe that last week's E-Letter which revealed President...
IN THIS ISSUE: Obama's Unprecedented Spending Spree Obama's Deficits To Double The National Debt Will The Markets Halt The Explosion In Debt? How Will Obama Fund His Massive Spending? Inflation Implications of Obama's Spending Conclusions - Why Is He Doing This? Introduction It took the United...
Nearly everyone I talk with has the sense that we are at some critical point in our economic and national paths, not just in the US but in the world. One path will lead us back to relative growth and another set of choices leads us down a path which will put a very real drag on economic growth and recovery...
IN THIS ISSUE: Obama Endorses Global Regulation For U.S. Quotes From G-20 Communiqué This Just Cannot Be True, You Conclude FSB Will Be a Giant Bureaucracy - How Will They Fund It? Is There Any Reason To Think It Won't Happen? Conclusions – Could This Really Happen? Introduction President Barack...
There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort zones and challenges our common assumptions. And this week's letter does just that. I have made the comment more than once that is it unusual for two major bubbles to burst...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
04-20-2009
Filed under:
Filed under: Inflation, Deflation, Japan, Dr. Lacy Hunt, Van Hoisington, GDP, Bonds, Economic Theory, Hoisington Management, Government Debt, M2
IN THIS ISSUE: Federal Bailouts Surpassing $10 Trillion Government Finance 101 Who Will Buy All This New Debt? Bernanke: Crank Up The Printing Presses Real Storm Clouds On The Horizon Conclusions – Not Many I Can Find Introduction Over the last two weeks, I have discussed at some length President Obama's...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
02-24-2009
Filed under:
Filed under: Gary D. Halbert, The Fed, Recession, Barack Obama, Ben Bernanke, Bailout, Globalization, Deflation, Timothy Geithner, Government Spending, Government Debt
IN THIS ISSUE: President Obama Gets His “Spendulus” Bill Geithner’s Bank Rescue Plan Short On Details Should The Government Nationalize The Banks? Conclusions - Trillions of Dollars Being Thrown Around Introduction Today, President Obama will sign into law the enormous American Recovery and Reinvestment...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
02-17-2009
Filed under:
Filed under: Gary D. Halbert, The Fed, U.S. Economy, Congress, Barack Obama, Deficit, Bailout, Timothy Geithner, Stimulus, Government Spending, Government Debt, Financial Stability Plan, Nationalization