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...
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...
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
Who's Afraid of a Big, Bad Bailout? It's the End of the World As We Know It The TED Spread Flashes Trouble The Transmission Mechanism Let's Make a Deal Colorado, California, London, and Sweden "A tournament, a tournament, a tournament of lies. Offer me solutions, offer me alternatives...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
09-27-2008
Filed under:
Filed under: Recession, Bond Market, Risk, Subprime, Euro, Regulation, Economic Crisis, Banking, TED spread, Lending, SIV, Bailout, Joe Barton
This week we will look at what will be a fairly controversial essay by good friend Michael Lewitt of HCM. In light of today's speech by Treasury Secretary Henry Paulson of the re-organization of the regulatory system in the US, Michael suggest we look at what the real problems are before we begin...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-31-2008
Filed under:
Filed under: The Fed, Private Equity, Michael Lewitt, Hedge Funds, Subprime, Recession, The Dollar, SIV, Financial Regulation, Henry Paulson, Financial Reform
This week we look at a recent analysis from Professor Nouriel Roubini of the Stern School of Business at New York University. Nouriel has become known for his rather clear clarion calls that the housing bubble would lead to a credit crisis and possibly much worse. He has been one who has been on CNBC...
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
Sea Change at the Fed "Of his bones are coral made: Those are pearls that were his eyes: Nothing of him that doth fade, But doth suffer a sea change Into something rich and strange" (The Tempest - Shakespeare) The term "sea change" has come to mean a profound transformation ever since...
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...