http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Economic+Outlook&orTags=0Search results matching tag 'Economic Outlook'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)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/2136.aspxTue, 09 Sep 2008 18:35:36 GMT94e1e1ff-3922-415d-9584-19119299714b:2136JohnMauldin<p>This week I am in Maine on vacation with my son, and next week is my daughter Tiffani&#39;s wedding, so for the next two weeks I am going to send an updated version of a speech I have been giving the past few months on what I think is the likely potential for the rise of a brand new asset class. It is too long to be sent as one letter, so we will start with the first part today and finish with the second part next week. This first part can be read as a standalone letter. I think we&#39;re at a watershed moment, what Peter Bernstein defines as an &quot;epochal event,&quot; with the very order of the investment world changing as it did in 1929, in &#39;50, in 1981, where a number of things came together - it wasn&#39;t just one thing but a number of events happening that conspired to change the nature of what worked in the investment world for the next period of time. It took most people a decade after 1981-2 to recognize that we were in a different period, because we make our future expectations out of past experience. It&#39;s very hard for us to recognize a watershed moment in the process. We&#39;re going to look back in five or ten years and go, &quot;Wow, things changed.&quot; As we will see, it&#39;s going to be a change that&#39;s going to cost people in their portfolios and in their retirement habits....</p>http://investorsinsight.com/media/p/1993.aspxThu, 31 Jul 2008 15:18:50 GMT94e1e1ff-3922-415d-9584-19119299714b:1993JohnMauldin<p>Housing starts rose 9% and the market cheerleaders proclaimed that we have seen a bottom. But not if you look at the actual numbers. New unemployment claims were OK, but not if you look at the actual numbers. And inflation was simply ugly, no matter what numbers you look at. However, oil is down and there is reason to think it may have further to go on the downside. We cover all this and more, as we first look at why the world is not going to end....</p> <p>Read by Steve Marvel, 310-226-2897</p>