http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Credit&orTags=0Search results matching tag 'Credit'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)http://investorsinsight.com/media/p/2797.aspxTue, 27 Jan 2009 05:23:34 GMT94e1e1ff-3922-415d-9584-19119299714b:2797JohnMauldin<p>The Fed has taken interest rates to zero. They have clearly started a program of quantitative easing. What exactly does that mean? Are we all now Japanese? Is the Fed pushing on a string, as Japan has done for almost two decades? The quick answer is no, but the quick answer doesn&#39;t tell us much. We may not be in for a two-decades-long Japanese malaise, but we will experience a whole new set of circumstances. In what will hopefully be a shorter holiday version of the e-letter, I will tackle these questions and more.<br /></p>http://investorsinsight.com/media/p/2406.aspxWed, 12 Nov 2008 15:55:26 GMT94e1e1ff-3922-415d-9584-19119299714b:2406JohnMauldin<p>This week we survey the economic landscape that the new president will inherit. It is a polite understatement to say that he will be getting a serious mess. In reality, the US goes to the polls this next Tuesday to elect a Janitor-in-Chief. He will face a task that rivals that of Hercules in cleaning out the Stygian stables (legendary huge stables that had not been mucked out for ten years). However, there are no convenient rivers at hand for a probable President Obama to redirect that will quickly be able to clean out the mess left in the stables of our economy. This will indeed be an Herculean task and one that will take most of the first term of the next administration. So, let&#39;s look at what will face the next president. It should make for an interesting, even if not optimistic, letter....</p>http://investorsinsight.com/media/p/1952.aspxFri, 18 Jul 2008 19:49:48 GMT94e1e1ff-3922-415d-9584-19119299714b:1952CaptGreenbean<p>It seems that with each passing month the estimates for losses in the international banking system keep rising. This time last summer the largest estimates (from credible sources), if memory serves me correct, were around $400 billion, give or take a few months. By the end of the year it was in the neighborhood of twice that. Then last quarter we saw estimates approaching $1 trillion. Last week, the number being broached was $1.6 trillion, by Bridgewater Associates, one of the top, and more credible, analytical firms in the world. In this week&#39;s letter we look at the implications of that projection, analyze recent lending patterns by banks, briefly touch on the implications of the recent unemployment numbers, and end with a few comments on the bear market. It will make for an interesting letter. Warning: remove sharp objects from your vicinity before reading....</p> <p>Read by Steve Marvel, 310-226-2897</p>