…You can and should subscribe to David's Dividend Cafe letter, a brief daily market update plus a short philosophical point. I have been reading him daily for years. DC, Cape Town, Italy, and London I will be in Washington, DC, the weekend of April 13 and then back home that…
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…
…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.)…
…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…
…been recommending that you subscribe to David Bahnsen’s Dividend Café. I suggest you try it out. You can also click on this link to request information about TBG’s services and you will automatically get a copy of a white paper called Why I Am Working with the Bahnsen Group. You…
…$199, but you can subscribe now for $109 and still get access to the timely Conversation with Ed Easterling and Lacy Hunt. Don’t wait, as I am sure my staff will only keep raising the price. To find out more, just click on the link and put in code JM75,…
…$199, but you can subscribe now for $109 and still get access to the previous timely Conversation with Ed Easterling and Lacy Hunt, as well as one with Nouriel Roubini. Don’t wait, as I am sure my staff will only keep raising the price. To find out more, just click…
…intervention. And while I subscribe to Charles’ reading of the German institutional framework, my concerns are far less intellectual and far more practical. Basically, we have to remember that the average sovereign debt buyer is not a hazardous investor. The guy who buys a government bond is looking for a…
John Mauldin
John Mauldin