http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Recession&orTags=0Search results matching tag 'Recession'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/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/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>http://investorsinsight.com/media/p/2001.aspxSun, 03 Aug 2008 19:31:56 GMT94e1e1ff-3922-415d-9584-19119299714b:2001JohnMauldin<p>&quot;The stock market is a voting machine in the short run and a weighing machine in the long run.&quot; - Benjamin Graham -- The voting part of the equation is tempered by fear and greed. It is largely emotional, although investors like to think of themselves as rational players. That emotion is driven by views of the future. If you can be confident of large and growing returns, you are less likely to be swayed by the erratic movements of a stock. But as confidence wanes? Well, that is the stuff that bear markets are made of. Because at the end of the day, what the market weighs is earnings and the ability of a company to reliably produce them. This week we look at what earnings are likely to be over the next year and see if we can discern what that suggests for the markets. We also take a look at the energy markets, the possibility of a further drop in the price of oil, and muse on what a sane energy policy for the world would look like. There is a lot to cover, but it should make for an interesting letter....</p> <p>Read by Steve Marvel, 310-226-2897</p>http://investorsinsight.com/media/p/1906.aspxThu, 03 Jul 2008 13:35:23 GMT94e1e1ff-3922-415d-9584-19119299714b:1906JohnMauldin<p>It was only five years ago that the central bankers of the world, and especially the Fed, was worried about deflation. Ben Bernanke was introduced to the world at large with his famous helicopter speech about how the Fed could deal with a deflationary environment. Who would have thought that what passed as humor to a group of economists would be taken so seriously by the rest of the world? Today the worry on the mind of investors and central bankers is inflation. It is causing havoc with the markets. In this week&#39;s letter, we look at whether we should be worried about inflation, take a mid-year check on the economy, muse on the malaise in the stock market and offer a very contrarian possibility for a positive shock to the world. It should make for a thought-provoking letter....</p> <p>Read by Steve Marvel, 310-226-2897</p>