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IN THIS ISSUE: Stratfor's Take On The Subprime/Credit Crisis Treasury Secretary Paulson Changes The Plan Do They Even Have A Clue What To Do? Bailout's Next Phase: Consumer Loans (Maybe) More From Stratfor On The Credit Crisis & The Economy Gauging The Recession & The Economy - Not Good...
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IN THIS ISSUE: Economic Overview The Conventional Wisdom Was Wrong The Shortcomings Of Index Investing Are Low Fees The Key To Investment Success? Risk Management Is Crucial Introduction In the newsletter business, it's rewarding to see market action reinforce the advice you have been giving in your...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
11-11-2008
Filed under:
Filed under: Gary D. Halbert, Credit Crisis, Subprime, Baby Boomers, Economic Forecast, Investing Strategies, Risk Management, AdvisorLink, Halbert Wealth Management, Financial Crisis, Buy and Hold, Index investing, Niemann Equity Plus
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Everywhere I go, people ask me how we got into this financial crisis that has seized up credit and driven the stock markets down 40% or more, most of it in just the last few weeks. Obviously, the simple answer is that the housing bubble burst, and as home prices tumbled, mortgage delinquencies and home...
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IN THIS ISSUE: The Latest $700 Billion Bailout Package What Could Go Wrong? Potentially A Lot What Could Go Right, If We're Lucky? What Would Happen To The Profits, If Any? A "Main Street" Backlash To Come? Introduction Like it or not, members of the House and Senate, with the approval...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
09-30-2008
Filed under:
Filed under: Election Issues, Gary D. Halbert, The Fed, Credit Crisis, Subprime, Economic Forecast, Recession, U.S. Economy, Politics, Ben Bernanke, Depression, Bailout, Financial Crisis, Henry Paulson
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$1.6 Trillion in Losses and Counting Banks Start to Reduce Their Lending Take Freddie Mac. Please. The Ugly Muddle Through Once Again, the BLS Numbers Paint a False Picture Las Vegas, Maine, and a Wedding It seems that with each passing month the estimates for losses in the international banking system...
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Thoughts on the Continuing Crisis Margin Clerks of the World, Unite! Where Do We Find New Sources of Credit? In Defense of Alan Greenspan What Now for Gold, Oil, Etc? Baseball, Mexico, and Travel Costs My essay in Outside the Box last Monday seemed to ignite a lot of response in the blogosphere. My basic...
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The subprime problem, we were told, would not spread to other markets. It would be "contained." And it has, according to Jim Grant. He quipped last week that it has been contained on planet Earth. The risks coming from rising defaults in the US (now above 600,000 and rising from just 200,000...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
11-26-2007
Filed under:
Filed under: Credit Crisis, Housing Crisis, Credit Markets, Subprime, Ben Bernadke, Recession, Interest Rates, Consumer Debt, Counterparty Risk, Jim Grant, Credit Default Swap
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Market Mayhem & Credit Fears - What's Next? IN THIS ISSUE: 1. The Economy - The News Is Not All Bad 2. Consumer Spending Remains Firm For Now 3. Housing & Subprime - More Bad News 4. Should The Government Come To The Rescue? 5. The Fed Needs To Act On September 18 6. BCA's Latest Analysis...
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Is A Subprime Recession Inevitable? IN THIS ISSUE: 1. Stocks - Correction Or New Bear Market? 2. Consumer Confidence & Spending Remain Key 3. A Look At Previous Credit Crunches 4. How Bad Is The Subprime Mortgage Problem? 5. Crisis In Confidence 6. Are Subprime Fears Overblown? 7. Fed To The Rescue...
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Introduction Who should we blame for the problems in the credit markets? This week in Outside the Box my good friend Barry Ritholtz takes on the task of pointing his prodigious finger at the guilty parties. As he notes, there is plenty of guilt to go around. This is a problem that is going to stay with...
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The Panic of 2007 Muddle Through or End of the World? An Alphabet Soup of Credit Turning Nuclear Waste Into Gold (and Back Again!) Mrs. Watanabe and the Hedge Fund Connection The Rating Agency Blame Game Where Do We Go From Here? Hedge Funds to the Rescue! Warren Buffett Needs to Take Over Moody's...
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The Subprime Virus The Subprime Virus 2007 Mid-Year Forecast Compete With the Pros When the Facts Change Credit? What Credit? global Warming, Maine and San Antonio As predicted in this letter early this year, the credit markets have finally begun to tighten, as a major re-pricing of risk is underway...
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Introduction This Week in Outside the Box we Join Bill Gross of Pimco in his July 2007 Investment Outlook as he strives to address the implications of the Bear Stearns hedge fund debacle, the toxic waste that is Wall Streets' innovative derivative products and their respective valuation, rather,...
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Fun in the Subprime Summer Hot Fun In The Summertime Collateralized Loan Obligations The Economic Outlook for Leveraged Credits The New Mickey Mouse Club Planes, Trains and Automobiles This week I am already in Maine and getting ready for a weekend of fishing with my son Trey, so I am going to take off...
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Introduction This week we continue to look at an alphabet soup of problems: RMBSs, CDOs, Alt-A, BBB and - a new acronym to put on your radar screen - the very useful CDS. When does an AAA rating not mean an offering is ready for prime time? What type of contagion are we seeing from the Bear Stearns blow...