http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Housing&orTags=0Search results matching tag 'Housing'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)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>http://investorsinsight.com/media/p/1886.aspxFri, 27 Jun 2008 04:07:24 GMT94e1e1ff-3922-415d-9584-19119299714b:1886JohnMauldin<p>This week we were given the data that inflation as measured by the Consumer Price Index (CPI) over the last year was 4.2% and unemployment is now 5.5%. Some call for the Fed to raise rates so that we do not have to experience another lost decade like the &#39;70s and then ultimately see some future Volker forced to raise rates and drive unemployment back to 10%. Others suggest that &quot;core&quot; inflation is what should be paid heed to, and urge caution.</p> <p>This week we look at the cost of what could be a renewed effort to Whip Inflation Now, not just here but in countries worldwide. Will Trichet in Europe raise rates even as the European economy seems to be slowing down? If you think inflation is bad in the US and Europe, take a peek at Asia. And I ask, &quot;What will Ben do?&quot; It should make for an interesting letter.</p> <p>Read by Steve Marvel, 310-226-2897</p>