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IN THIS ISSUE: A Look At The Latest Economic Numbers Economic Forecasts Roundly Downgraded Fallacies Of A "Buy-And-Hold" Only Approach The Goal Of Active Management Strategies The HWM Difference Is It Time To Try Active Management? Conclusions -- Don't Miss The Next Bull Market Introduction...
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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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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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Introduction This week in Outside the Box, we take a closer look at the bond market and its underlying drivers. HMIC's Van Hoisington and Dr. Lacy Hunt anticipate lower inflationary pressures on account of faltering consumer spending and further deterioration in the housing market. Hoisington Investment...
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Introduction On Friday, I wrote my annual forecast, " The Goldilocks Recession ," on what investment themes I expect in the coming year. This week's Outside the Box will follow up on the subject with an excellent piece written by Van Hoisington and Dr. Lacy Hunt. In their fourth quarter...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
01-08-2007
Filed under:
Filed under: Mortgage, Housing, Inflation, Dr. Lacy Hunt, Van Hoisington, GDP, John Mauldin, Bonds, Quarterly Reveiw, Consumer Spending, Economic Forecast
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Introduction With a new year just weeks away, investors are weighing expectations and asking questions about what lies ahead. Each year presents its own set of opportunities and challenges, especially in are ever-increasing global economy. Today's "Outside the Box" features a letter by...
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Introduction After a great holiday weekend, I hope that everybody is enjoying the recurring challenge of finding new ways to creatively eat turkey leftovers. For today's "Outside the Box," we turn our attention towards an interesting piece by Bill Gross on the changing investment landscape...
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Introduction I am excited to present to you today a very interesting piece by my good friend and local Dallas resident, Ed Easterling. Ed has performed an in-depth study on how several key fundamentals have performed over time and how they are likely to perform over the next several years. His analysis...
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Introduction Last Friday, I wrote about That Stubborn Yield Curve in my Thoughts from the Frontline letter. In it, I quoted a few paragraphs by Pimco's Paul McCulley, but upon reflection, I feel that his whole letter is worthy of taking a look at more in-depth. Paul writes a monthly commentary, the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-30-2006
Filed under:
Filed under: Housing, The Fed, GDP, Yield Curve, John Mauldin, Paul McCulley, Economic Forecast, Leverage, Inverted Yield Curve, Fed Funds Rate, Time-Varying