…your friends and suggest they go to www.2000wave.com and subscribe for free for themselves.” I would be happy if they could join you as one of my one million closest friends. Here’s to our best year ever, Your dreaming big and thinking large analyst,
…go to www.dowtheoryletters.com and subscribe. I suggest you do. He would tell us that one of the areas that should be on your investment plate is gold and gold stocks. We are in agreement on that aspect of investing. Having spent the afternoon with Rick Rule, one of the best…
Catastrophic Success By Pat Cox, Editor Breakthrough Technology Alert When the second stimulus bill passed in February, 2009, I explained to my readers that the “crowding out effect” would guarantee its failure. I took no pleasure in predicting accurately that increased government borrowing would crowd out private investment in innovation,…
…While I do not subscribe to this view, the margin of profits in Asia, and especially China, is going to come up again in a few paragraphs. If Only Asia Would Let the Dollar Fall There is another school of thought that suggests the problem with global imbalances could be…
…writer. You really should subscribe to his Daily Dirtnap and his other letters. Some of us of an older generation might not get some of his cultural references, yet once you get into the swing of things, you realize that he has an excellent feel for the market. As good…
Will the Earnest Quest for Fiscal Sustainability Destabilize Private Debt? By Rob Parenteau The question of fiscal sustainability looms large at the moment - not just in the peripheral nations of the eurozone, but also in the UK, the US, and Japan. More restrictive fiscal paths are being proposed in…
…www.amazon.com. you can also subscribe to Bill Bonner’s free daily letter, the Daily Reckoning, at http://www.dailyreckoning.com/Sub/JMauldin.html. Home, Narnia and a Little Research Help It looks like I am actually going to be allowed to stay home until the middle of January. I am not missing the airports, although the latter…
…serious money, you can subscribe at www.browningnewsletter.com. It is only $250 a year, which is cheap for what it offers, at least in my opinion. The US Will More than Muddle Through I think of a Muddle Through Economy as around 2% growth. That is enough to keep things going…
…audience? For example, to subscribe to my friend Tom Keene at Bloomberg, you must use iTunes… Do you like the AAPL path or GOOG? Or is it too soon to tell? Does Facebook triumph? We have friends who think Facebook eats everyone's traffic. Whalen: I think everyone is waiting for…
…foresee materializes?” (You can subscribe to his excellent letter by going to www.agaryshilling.com) Who buys this stuff? Gary suggests that a lot of it is Asian and European institutions who simply look at the rating by the credit agencies and buy. It is also sophisticated shops that buy default insurance…