http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Economic+Crisis&orTags=0Search results matching tag 'Economic Crisis'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/2372.aspxWed, 05 Nov 2008 18:52:14 GMT94e1e1ff-3922-415d-9584-19119299714b:2372JohnMauldin<p>Warren Buffett says buy. Jeremy Grantham says it will get worse. Both are celebrated value investors. Who is right? It all depends upon your view of the third derivative of investing. Today we look at valuations in the stock market. This is the second part of a speech I have given in the past few weeks in California and Stockholm. I am updating the numbers, as the target keeps moving. While from one perspective things look rather difficult, from another there is a ray of hope. What can you expect to earn from stocks over the next five years? It should make for an interesting letter. Note: this will be a little longer than usual, but part of it is there are a LOT of charts. I should note that I am rewriting this on Monday. For the first time in over 8 years, I missed my Friday night deadline (see below). Last week&#39;s title for the letter was &quot;The Economic Blue Screen of Death.&quot; By that I referred to the old &quot;blue screen of death&quot; that we used to get on early versions of Microsoft MS-DOS and Windows. You could be working away and suddenly, for no apparent reason, the computer would freeze up and you would get a blue screen. The only thing you could do was unplug the computer and hit the reset button - losing everything that was not saved when the computer crashed...</p>http://investorsinsight.com/media/p/2278.aspxMon, 20 Oct 2008 18:19:02 GMT94e1e1ff-3922-415d-9584-19119299714b:2278JohnMauldin<p>I have been writing for almost a year that the next shoe to drop on US banks would be commercial construction lending. Today we look at some hard numbers. We look across the pond to sort out the problems in Europe. We look at the consequences of the losses stemming from Lehman. Then we look at one of the more serious consequences of the banking crisis, one that will bring the crisis home to you. Finally, we look at what the various governments of the world must do in response. It may not be fun, but it should be interesting. And it is important. Feel free to forward this letter to anyone who asks why we not only need the bailout but will need even more coordinated government action....</p>http://investorsinsight.com/media/p/2241.aspxFri, 10 Oct 2008 16:14:35 GMT94e1e1ff-3922-415d-9584-19119299714b:2241JohnMauldin<p>Yet another crisis confronts us, as we will have to deal with the aftermath of a rather large number of bank failures over the next year, which is likely to overwhelm the ability of the FDIC to insure your bank deposits. Today we look at the banking system, the FDIC, and Freddie and Fannie. It&#39;s not pretty, but as realists we must know what we are facing. But first, I just want to say I am glad that Richard Russell is doing fine. For those who do not know, he suffered a mild stroke last Friday. I talked to him yesterday, and he was a little tired but doing better. He has decided to cut back his writing schedule and relax a bit more, which is a good thing. At 84, he has written a daily (and sometimes lengthy) commentary and has been writing the monthly Dow Theory Letter since 1958. He is the dean of newsletter writers. He has forgotten more than most of us will ever know about the markets....</p>http://investorsinsight.com/media/p/1824.aspxTue, 10 Jun 2008 16:44:58 GMT94e1e1ff-3922-415d-9584-19119299714b:1824JohnMauldin<p>Last week I wrote that we could see a drop in the price of oil as speculators seemed to be storing oil in very large tankers and &quot;slow steaming&quot; them to port in a bet that prices would rise. When everyone is on the same side of the trade, the time is right for a reversal. This is especially true when there is a large potential supply sitting on the sidelines.</p> <p>This week we briefly look at this prediction, and perhaps even more ominous problems for commodities in general, at least in the short run. The new turn our attention to the euro. It will make for an interesting letter.</p> <p>Read by Steve Marvel, 310-226-2897</p>