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4 reasons why this may be the worst crisis since the 1930s – and 4 projections for what’s going to happen by Bud Conrad The Casey Report Webinar – Casey Research I identify the foundational forces now driving our economy to establish a basis for the investment recommendations you’ll read in this advisory...
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August 22, 2008 Dear Readers, Summer weather, at least that of the preferable sort, has finally returned to the corner of the globe where your correspondent sits listening, too loudly, to Michael Franti’s Yell Fire! . ( http://www.youtube.com/watch?v=H7WASrQFg8o ) For those of you unfamiliar with Franti...
Posted to
The Room
by
David Galland
on
08-27-2008
Filed under:
Filed under: Inflation, Gold, Ben Bernanke, Dollar, Olympics, McCain, Economic Forecast, Obama, The Casey Report, Euro, I.O.U.S.A.
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Last Friday's letter was about the fact that it is not just Freddie and Fannie. There are other problems. The Weekend Edition and today's Wall Street Journal are filled with stories about the problems with Freddie and Fannie. The assumption in so many quarters is that they will soon need government...
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IN THIS ISSUE: Largest Budget Deficit In History Coming In 2009 A Sobering Reminder From The Fed's Richard Fisher Deficits To Explode In Coming Decades Conclusions - Why No One Is Talking About This Introduction At the end of July, the White House announced its forecast for the federal budget deficit...
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In this weekend's Thoughts from the Frontlines, I quoted from part of a very thoughtful, right-on-target analysis by David A. Rosenberg entitled "The Elusive Bottom." Over the weekend, I decided that you should read the whole piece, as Rosenberg makes some very solid points about how the...
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IN THIS ISSUE: Fed Leaves Interest Rates Unchanged Again But Will Inflation Really Moderate? Stocks - Stuck In A Long-Term Sideways Pattern? Bad News For Millions Of Baby Boomers A Wall Street Myth About To Be Shattered? Avoiding Big Losses Is The Key, Maybe It's Time You Join Us The Bottom Line...
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The Rise of A New Asset Class, Part 2 Unrealistic Expectations The Boomers Break the Deal A Nation of Wal-Mart Greeters Weddings and 08-08-08 Last week's letter was the first part of a speech I have been giving on what I think will be the rise of a new asset class. This week will be the second and...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
08-08-2008
Filed under:
Filed under: Social Security, Baby Boomers, GDP, Economic Forecast, Geopolitics, Stratfor, Muddle Through, George Friedman, Valuations, Georgia, Soviet Union
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Earnings and Mr. Bear Earnings Before Bad Stuff How Ugly Can it Get? A Lean Mean Reversion Machine Some Thoughts on Energy Oregon, Maine and a Wedding "The stock market is a voting machine in the short run and a weighing machine in the long run." - Benjamin Graham The voting part of the equation...
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This week we are going to do something unusual for Outside the Box. Normally I take an essay and send it to you to read. Today I am going to give you a link and strongly suggest you click to it. Long time readers are familiar with friend and comrade James Montier, who along with Albert Edwards, migrated...
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As we begin the new quarter, now is an excellent time to take stock of your basic investment thesis. Ask yourself if your allocations still reflect what you think the world is going to look like over the next several months. And as part of that process, I'm here to tell you that making "financial"...
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There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort zones and challenges our common assumptions. And this week's letter does just that. I have made the comment more than once that is it unusual for two major bubbles to burst...
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IN THIS ISSUE: The Latest Economic Numbers On Inflation & The Fed “The Double Dip Supply Shock” Conclusions – What Next? Investing In Today’s Dicey Environment Introduction The major investment markets seem perplexed this year. Questions abound. Are we in a recession? Not according to the textbook...
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Regular readers of Outside the Box will be familiar with Michael Lewitt's thoughtful commentary. Today, he reminds us that much of the turmoil we are in could have been avoided with proper regulatory structures and then does a very poignant analysis of various sectors of the economy. I agree with...
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IN THIS ISSUE: The Economy: Sluggish But No Recession Where Are The Markets Headed? Managing Market Risks The Right Way The Potomac Guardian Program Niemann Capital Management Comparing Performance Conclusions The Economy: Sluggish But No Recession Last Wednesday, the Commerce Department released the...
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Bull, Bear, and Cowardly Lion Markets Market Cycle Math Where Are We Today? Analyze and Strategize Switzerland and American Airlines Are we in a bull, a bear, or a cowardly lion market? As we will see, the answer can make a huge difference in your investment portfolio. This week I am at my Strategic...