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2013 Investment Themes

https://www.mauldineconomics.com/outsidethebox/2013-investment-themes

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…

  • John Mauldin John Mauldin
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  • Outside the Box
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  • Feb 09, 2013

Are the Housing GSEs and TBTF Banks Blocking the Economic Recovery?

https://www.mauldineconomics.com/outsidethebox/are-the-housing-gses-and-tbtf-banks-blocking-the-economic-recovery

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…

  • John Mauldin John Mauldin
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  • Outside the Box
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  • Aug 29, 2011

Thoughts on the Statistical Recovery

https://www.mauldineconomics.com/frontlinethoughts/thoughts-on-the-statistical-recovery-mwo121109

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…

  • John Mauldin John Mauldin
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  • Thoughts from the Frontline
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  • Dec 11, 2009

Your Inner Spock

https://www.mauldineconomics.com/frontlinethoughts/your-inner-spock-mwo111403

…net worth), you can subscribe to my free letter on private offerings, hedge funds and alternative investments. For complete details see the various sections on the web site, including the section on risks. (In this regard, I am a registered representative with the Williams Financial Group, an NASD member firm.)…

  • John Mauldin John Mauldin
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  • Thoughts from the Frontline
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  • Nov 14, 2003

Whatever Happened to Decoupling?

https://www.mauldineconomics.com/frontlinethoughts/whatever-happened-to-decoupling-mwo081508

…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…

  • John Mauldin John Mauldin
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  • Thoughts from the Frontline
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  • Aug 15, 2008