…of his essays and subscribe to the free Daily Reckoning (be warned: Bill is quite bearish) by clicking on this link: http://www.dailyreckoning.com/rpt/mauldin.html. Tiffani just sent me a link to this short version of what will be a major video production of her wedding in a few months. If you have…
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2013 Investment Themes (excerpted from the January 2013 edition of A. Gary Shilling's Insight) The investment scene here and abroad is now dominated by the deleveraging of private economic sectors and financial institutions, the monetary and fiscal responses to the resulting slow economic growth and financial risks, and the fixation…
The Institutional Risk Analyst Are the Housing GSEs and TBTF Banks Blocking the Economic Recovery? Yesterday our colleague Chuck Gabriel at Capital Alpha Partners in Washington put out a research note indicating that the Obama Administration has decided to support a two-year extension in the conforming loan limit for Fannie…
Thoughts on the Statistical Recovery In the ‘50s through the early ‘80s, recessions were typified by large layoffs at manufacturing businesses, as they had built up too much inventory. Businesses had increased capacity and often borrowed a little too much. Rising prices in the ‘70s, along with extremely high interest-rate…
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…of his essays and subscribe to the free Daily Reckoning (be warned: Bill is quite bearish) by clicking on the following link: http://www.dailyreckoning.com/rpt/mauldin.html The wedding was a spectacular success, and I know Tiffani and Ryan will post pictures and video when they get back from South Africa. I have to…