http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Obama&orTags=0Search results matching tag 'Obama'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)http://investorsinsight.com/media/p/3063.aspxThu, 12 Mar 2009 15:14:13 GMT94e1e1ff-3922-415d-9584-19119299714b:3063JohnMauldin<p>This week Professor Jeremy Siegel (author of Stocks for the Long Run) had an op-ed in the Wall Street Journal showing that stocks are now cheap. I was on Tech Ticker, and Henry Blodgett challenged me about my e-letter last week, where I talked about how expensive stocks are. So which is it? We look at Professor Siegel&#39;s work -- and I let you decide. But first, and quickly, I just wanted to take a moment and remind you to sign up for the Richard Russell Tribute Dinner, all set for Saturday, April 4 at the Manchester Grand Hyatt in San Diego -- if you haven&#39;t already. This is sure to be an extraordinary evening honoring a great friend and associate of mine, and yours as well. I do hope that you can join us for a night of memories, laughs, and good fun with fellow admirers and long-time readers of Richard&#39;s Dow Theory Letter....<br /></p>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/1732.aspxTue, 20 May 2008 17:54:23 GMT94e1e1ff-3922-415d-9584-19119299714b:1732MadeOmoney<p>&nbsp;What would you think?</p>