Post Tagged with: "John Mauldin"
John Mauldin: A Bubble in Search of a Pin
John Mauldin’s latest is about spotting asset bubbles and the potential government policy response. But he also has a lot to say about the latest employment situation survey and the situation in Greece with an apt comparison to the U.S. In this issue: A Bubble in Search of a Pin Unemployment Numbers: A Mixed Bag
The Age of Deleveraging
John Mauldin’s latest is about deleveraging and how this secular trend will drive the macro picture in 2010. The question is why? Read and find out. Also see A conversation with Bridgewater Associates’ Ray Dalio for another good commentary on this topic. John Mauldin, Best-Selling author and recognized financial expert, is also editor of the
John Mauldin: Thoughts on the Statistical Recovery
Below is the latest from John Mauldin via his weekly newsletter. John expects a double dip recession as I do. Here he talks about what I call structurally high private sector unemployment i.e. unemployment in the private sector that cannot be diminished in the medium-term without some serious government action. As usual, I stress the
John Mauldin: “Nobody’s holding a gun to your head” on stocks
John Mauldin believes we have just seen a pretty amazing trading rally aka cyclical bull/bear market rally. Stocks are more than 60% above March lows. But many stocks are at “nosebleed” valuation levels and that makes him suspect this is not an opportune entry point for stock market investors. He counsels utilities (like Bill Gross)
John Hussman on Reckless Myopia
Below is another great article from John Mauldin via his weekly newsletter, this time featuring John Hussman who is talking double dip and depression. My last post shows I am very concerned about this scenario – which I see as likely – and the parallels to 1930. At this point, I don’t see a lot
Where the wild things are
Below is another great article from John Mauldin via his weekly newsletter. John Mauldin, Best-Selling author and recognized financial expert, is also editor of the free Thoughts From the Frontline that goes to over 1 million readers each week. For more information on John or his FREE weekly economic letter go to:http://www.frontlinethoughts.com/learnmore From ghoulies and
If this is recovery…
Today, I want to run a few thoughts by you courtesy of John Mauldin. In his recent weekly newsletter, he makes a number of points I have made here over the past few weeks and comes to a similar conclusion about the weakness of recovery and the likelihood of a double dip recession. John Mauldin,
I am now moving from multi-year recovery to a double dip baseline
The motivating factor? this article in Politico: President Barack Obama plans to announce in next year’s State of the Union address that he wants to focus extensively on cutting the federal deficit in 2010 – and will downplay other new domestic spending beyond jobs programs, according to top aides involved in the planning. The president’s
Huge property bubble in China
The following post is from Stratfor via John Mauldin, who is a Best-Selling author and recognized financial expert. He is also editor of the free Thoughts From the Frontline that goes to over 1 million readers each week. For more information on John or his FREE weekly economic letter go to: http://www.frontlinethoughts.com/learnmore. I think you
Slow long-term growth, and government’s response
This entry from Gary Shilling comes via John Mauldin’s site InvestorInsight.com where he highlights commentary from some of the best economic thinkers. Shilling, who correctly predicted problems in residential real estate in the US, is in the deflation camp. He thinks the US will be a slow growing economy prone to recession and high unemployment
Partial recovery will mean new lows for stocks
I have introduced the concept of a technical recovery to describe the anticipated weak recovery period that lies ahead. Van Hoisington and Lacy Hunt have a different term to remember: Partial recovery. They see the potential that a partial recovery will end this business cycle, and that’s not bullish for stocks: Recessions end when the
Rosenberg: Market rally is just multiple expansion
David Rosenberg is out with a bearish piece on equities today (I hop that doesn’t surprise you). He sees the market as still overvalued at these levels. The key, he say is that most of the rally has been built on multiple expansion and not earnings growth. Here is what he says (emphasis added) We