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In This Issue: It's Too Early For A Sustained Rebound But, There Are Finally Some Signs Of Relief What Everybody Knows Is Often Wrong Another Contrary Economic Outlook Cheaper Energy: The World's Biggest "Tax" Cut This High Yield Investment Looks Good The Bottom Line This Week Mother...
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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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The Biggest Danger Now Is A Series Of Bear Traps The Financial Crisis Has Further To Run Some Bear Market Investments Have Promise How Long The Bear Might Stick Around A Contrary Economic Outlook Another Shameless Plug For Blue Chip Stocks The Bottom Line This Week Stock volatility has become so extreme...
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Bargains Are Starting To Appear A Bottom Fishing Check List The Bear Isn't Finished Yet Big Drops Lead To Big Rebounds Financial Stocks Attract More Attention There Is One More Shoe To Fall The Biggest Question: Will The Bailout Work? The Bottom Line This Week Wall Street's thrill ride continued...
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September 26, 2008 Dear Readers, What a world I have returned to from my cloistered retreat at the beautiful Vivenda Miranda , scenically situated on a cliff outside of the quaint port town of Lagos, Portugal. Everything has changed. Everything is changing. The storm we have so long tried to help you...
Posted to
The Room
by
David Galland
on
09-30-2008
Filed under:
Filed under: Economy, Presidential Race, Credit Crisis, Politics, Government, Gold, Ben Bernanke, Recession, The Fed, David Galland, McCain, Economic Forecast, Bailout, Henry Paulson, AIG, Ron Paul, Sara Palin, Donald Grove
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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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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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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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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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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...
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Thoughts on the Continuing Crisis If the Rules are Inconvenient, Change the Rules Let's Re-arrange the Deck Chairs Regulations Coming to a Hedge Fund Near You More Fun in the Unemployment Numbers A Muddle Through Recession How Much do we Borrow for a $1 growth in GDP? London, Switzerland and South...
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IN THIS ISSUE: 1. The US Economy - What Kind Of Recession? 2. Fed Puts Real Skin (Our Skin) In The Game 3. J.P. Morgan Quintuples The Bear Deal - Why? 4. Market Implications - More Uncertainty 5. Are We There Yet (Market Bottom)? 6. Getting Out Is Easy - When To Get back In? 7. Conclusions - What To...
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This week's Outside the Box is going to be a little different. I am going to write about the extraordinary action by the NY Fed to foster the Bear Stearns deal with JP Morgan, and give you three brief notes from Michael Lewitt of Harch Capital Management and Bob Eisenbeis (former executive vice-president...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-17-2008
Filed under:
Filed under: Inflation, Credit Crisis, Liquidity Crisis, Michael Lewitt, Economic Forecast, Recession, Interest Rates, Consumer Debt, Economy, Depression, JP Morgan, Bear Sterns
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IN THIS ISSUE: 1. Revisiting Stratfor's Previous Forecast 2. Stratfor's Latest Economic Outlook 3. Recession, Maybe - But No Depression 4. My Analysis And Conclusions Introduction There is a growing chorus that we are already in a full-blown recession, even though we'll have to wait several...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
03-11-2008
Filed under:
Filed under: Presidential Race, Gary D. Halbert, Economic Forecast, Recession, Inflation, Politics, Deficit, Depression, Oil, Stratfor, Interest Rates
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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...