Posts Tagged ‘John Mauldin’
Posted by Larry Doyle on March 10th, 2009 11:19 AM |
I very much appreciate reading material written by people whom I perceive as having no agenda. I have tried to bring people like this (including Ray Dalio, Paul Keating, Bob Rodriguez, Steve Rehm, Kevin Doyle, Vaclav Klaus, and many others) to Sense on Cents because I firmly believe we all become more educated and informed in the process. Please let me know if and when you perceive me, any of the pieces to which I link, or radio guests on NQR’s Sense on Cents as not dealing totally in the truth. Constructive criticism is always appreciated and will make for a better site.
Along with the aformentioned, I have also previously remarked on my high regard for John Mauldin, one of our Economic All-Stars. John himself possesses an insightful global perspective and has a circle of friends and confidantes that are simply off the charts.
In John’s weekly Outside the Box, he shares with us the perceptions of Michael E. Lewitt. Mr. Lewitt writes at length on topics we have covered here previously, but his level of detail and thoughtful analysis are well worth the read.
Topics covered include: (more…)
Tags: Bank Nationalization, bankruptcy, Bob Rodriguez, depression, eastern Eurrope, economic policies, GM, John Mauldin, Kevin Doyle, market outlook, Merrill LYnch, Michael Lewitt, Obama budget, Outside The Box, Paul Keating, Ray Dalio, recession, Steve rehm, Vaclav Klaus
Posted in American Consumers, Auto Industry, Bailout, Bank Nationalization, Banking Institutions, Barack Obama, Bob Rodriguez, Business, Commerce, Economic Stimulus, Economy, Education, Employment, Equity Markets, Obama Administration, Risk, Stimulus Plan, Stimulus Tax Package, Unemployment, Wall Street | 6 Comments »
Posted by Larry Doyle on March 3rd, 2009 6:10 AM |
In very short order, I have gained a deep respect and regard for our Economic All-Star, John Mauldin. I have come to appreciate that Mauldin and I view the market through the same lens focused on the global economy. While many media outlets focus on the day to day, if not hour to hour trading activity, I believe they are truly missing the forest for the trees.
While I have written twice over the last week about eastern Europe being the weakest link in the world of global finance, Mauldin and his colleague Niels Jensen of Absolute Return Partners provided insights and analysis that is numbing.
Why is George Soros short the euro? Let me provide a synopsis of Mauldin’s and Jensen’s “Europe On the Ropes.” Assuming those visiting Sense on Cents have an interest in the markets and economy, this piece is somewhat lengthy, but a MUST READ!! A link is provided at the end of my review. (more…)
Tags: banking, CLOs, corporate loans, credit cards, Employment, Euro, Europe, European banks, George Soros, Global Finance, Housing Crisis, Hungary, John Mauldin, leverage, market, U.K.
Posted in Banking Institutions, Commerce, Credit Card companies, Credit Risk, Eastern Europe, Economy, Employment, Equity Markets, Euro, European Union, Global Finance, Government funds, Housing Crisis, Hungary, Wall Street | 4 Comments »
Posted by Larry Doyle on February 28th, 2009 10:13 AM |
Prior to going to the comments section of my son’s report card, human nature dictates that I first look at the grades. In that same vein, let’s see how the markets performed for the month of February:
Let’s review my specific projections from the January 2009 Recap: (more…)
Tags: Budget, Canadian dollar, commodities, corporate bonds, correlation, crowding out, Deficit, DJIA, Economy, equities, Euro, financial rescue package, flight to quality, foreclosures, gold, Japanese yen, John Mauldin, markets, mortgage bonds, municipal bonds, NASDAQ, Obama Administration, oil, performance, S&P 500, Sense on Cents, sovereign credit risk, U.S. dollar, Washington D.C.
Posted in American Consumers, Australia, Barack Obama, Commerce, Congress, Deficit, Democratic Party, Eastern Europe, Economic Stimulus, Economy, Employment, Equity Markets, General, Global Finance, Government funds, Hedge Funds, Home Loan, Housing Crisis, Money Market Funds, Mortgage Crisis, Mortgages, Obama Administration, Real Estate, Republicans, Reputation, Risk, S&P 500, Stimulus Plan, Unemployment, Wall Street | 8 Comments »
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