http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Debt&orTags=0Search results matching tag 'Debt'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)http://investorsinsight.com/media/p/2940.aspxFri, 20 Feb 2009 15:12:53 GMT94e1e1ff-3922-415d-9584-19119299714b:2940JohnMauldin<p>It is not just the US that is in recession. The world is slowing down, and rapidly. This week we quickly survey the rest of the world, and then come back to the US. We follow up with the implications for corporate earnings worldwide, and specifically address my speculations about earnings forecasts for 2009. Let&#39;s start with some charts from my friend Simon Hunt, out of London. The following chart shows World Merchandise Export Values and World Industrial Production falling off a cliff. This is the worst such period since the end of World War II. And as the data we will examine next indicates, it is likely to get worse....<br /><br /></p>http://investorsinsight.com/media/p/2798.aspxTue, 27 Jan 2009 05:25:18 GMT94e1e1ff-3922-415d-9584-19119299714b:2798JohnMauldin<p>Deflation? Stimulus? Deleveraging? Recession? A soft depression? A return to a bull market? With all that is going on, how does it all end up? When we get to where we are going, where will we be? In chess, the endgame refers to the stage of the game when there are few pieces left on the board. The line between middlegame and endgame is often not clear, and may occur gradually or with the quick exchange of a few pairs of pieces. The endgame, however, tends to have different characteristics from the middlegame, and the players have correspondingly different strategic concerns. And in the current economic endgame, your strategy needs to consist of more than hope for a renewed bull market.<br /></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>