Your Perception Is Your Reality Growth = Population Growth + Productivity Increases Reduced Capital Spending Bismarck, DC, New York, and Europe In today's economic environment, we often complain about volatility and uncertainty, but there is one thing I think we can be fairly certain of: taxes are...
In This Issue: The Case for Going Global Is Stronger Than Ever The US Markets Are Still In Trouble Undercapitalization Emerging Markets Still Undervalued Global Capital Shift Is Accelerating The Biggest Growth Will Be in the Most Obvious Places (and Sectors) Conventional Diversification Won’t Cut...
By Doug Casey, The Casey Report Nothing is cheap in today’s investment world. Because of the trillions of currency units that governments all over the world have created – and are continuing to create – financial assets are grossly overpriced. Stocks, bonds, property, commodities and...
This week we look at some mostly bullish analysis from my friends at GaveKal for the Outside the Box. Much of the letter is devoted to looking at why Europe may fare better than many think (which will make uber-European bull David Kotok happy to read!). But be very sure to read the last page as Steve...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
08-10-2010
Filed under:
Filed under: GDP, Monetary Policy, Growth, Europe, Jobs, Income, Greece, Sovereign Debt, Capital, crisis, money, Wage, German, Export, productivity, investment
Was it only last week I was expressing outrage that US taxpayers would have to pick up the check for Greek profligacy in the form of IMF guarantees? This morning we wake to up the sound of $250 BILLION in IMF guarantees for a European rescue fund, most of which will go to countries that are eventually...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
05-10-2010
Filed under:
Filed under: Housing, Alan Greenspan, Fannie Mae, Freddie Mac, AIG, Europe, Economic Crisis, IMF, Greece, Goldman Sachs, Capital, Michael E. Lewitt
Introduction Are we overbought and overvalued? Maybe. Is inflation coming under control? Maybe not. Did housing construction rebound last month? No. The only rebound was in the statistics. (I know readers will be shocked to learn that some statistics just may not actually be what the headline says.)...