http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Europe&orTags=0Search results matching tag 'Europe'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/2277.aspxMon, 20 Oct 2008 18:16:30 GMT94e1e1ff-3922-415d-9584-19119299714b:2277JohnMauldin<p>The &#39;Bailout Plan&#39; was passed. Will it work? The answer depends on what your definition of &#39;work&#39; is. If by work you mean no more government intervention and no further costly programs and a functioning market, then the answer is no. But there are things it will do. This week I try to help you see what might lie ahead around the Curve in the Road. We look at how the rescue plan will function, see what is happening in the economy, and finally muse as to whether Muddle Through is really in our future. It will make for an interesting, if not very upbeat, letter, so strap in. I would like your promise to not shoot the messenger. I am just trying to give you some of my thoughts as to what may lie in our future. And remember, as you read this, we will get through it. There are better days a&#39;coming....</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>