http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Mortgage&orTags=0Search results matching tag 'Mortgage'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)http://investorsinsight.com/media/p/2406.aspxWed, 12 Nov 2008 15:55:26 GMT94e1e1ff-3922-415d-9584-19119299714b:2406JohnMauldin<p>This week we survey the economic landscape that the new president will inherit. It is a polite understatement to say that he will be getting a serious mess. In reality, the US goes to the polls this next Tuesday to elect a Janitor-in-Chief. He will face a task that rivals that of Hercules in cleaning out the Stygian stables (legendary huge stables that had not been mucked out for ten years). However, there are no convenient rivers at hand for a probable President Obama to redirect that will quickly be able to clean out the mess left in the stables of our economy. This will indeed be an Herculean task and one that will take most of the first term of the next administration. So, let&#39;s look at what will face the next president. It should make for an interesting, even if not optimistic, letter....</p>http://investorsinsight.com/media/p/2242.aspxFri, 10 Oct 2008 16:20:59 GMT94e1e1ff-3922-415d-9584-19119299714b:2242JohnMauldin<p>My Dad used to tell me there is no accounting for standards when looking at something that seemed odd. Today, we have faulty standards for accounting that are ripping apart the fabric of the world&#39;s economy. How can a security that has a high probability of full repayment be downgraded from AA to junk levels? What we will explore today tell us a lot about why we are in the crisis state of affairs. Since I wrote you last Friday, the financial landscape of the world has changed even more. And what will happen this weekend will change it even more. And our kids will be paying for it for a long, long time. At the end I offer a few thoughts on the events, and if there is time my thoughts on the new short covering rules. All in all, it should make for an instructive and interesting letter. We&#39;ll jump right in....</p>http://investorsinsight.com/media/p/2134.aspxTue, 09 Sep 2008 18:24:43 GMT94e1e1ff-3922-415d-9584-19119299714b:2134JohnMauldin<p>The old mantra was that if the United States sneezed, the rest of the world would catch a cold, as the US was seen as the main driver of world growth. That was then. Economists and analysts began to argue that China and the developing markets were starting to provide a consumer base for the world. And Europe&#39;s new and growing markets would be able to stave off problems from abroad and stay on their own growth path. The world, we were assured last year, would not suffer from problems in the US economy. Today, we look at evidence that this might not quite be the case. And if it is not, those who look for diversification in global markets may be disappointed. Also, I quickly look back at my January forecasts and feel it may be time for a mid-course correction. It seems I may have been a little too optimistic. It should make for an interesting letter....</p>