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6 posts tagged with "Obama"
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This
week you will get a kind of preview as this week's letter. I am desperately
trying to finish the first draft of my book and am one chapter away from having
that draft. I have promised my editor (Debra Englander) that she would see a
rough draft next week, and the final version will be...
Sadly, I find myself with more than enough time to
compose yet another Thoughts from the Frontline in an airport, as a flight
booking error has me at JFK for six hours instead of fishing in Maine. Details
for those interested or amused at the end. But it does allow me to offer you a
peek into a...
The old adage that one should "sell in May and walk away" has been around for years. I mentioned that bromide about this time last year, urging readers to head for the sidelines if they had not already done so. I was also suggesting a strategic retreat in August of 2006 (after which the markets...
This week Professor Jeremy Siegel (author of Stocks for the Long Run)
had an op-ed in the Wall Street Journal
showing that stocks are now cheap. I was on Tech Ticker,
and Henry Blodgett challenged me about my e-letter last week, where I talked about how expensive stocks are. So which is it?...
It is not just the US that is in recession. The world is slowing down, and rapidly. This week we quickly survey the rest of the world, and then come back to the US. We follow up with the implications for corporate earnings worldwide, and specifically address my speculations about earnings forecasts...
Deflation? Stimulus? Deleveraging? Recession? A soft depression? A return to a bull market? With all that is going on, how does it all end up? When we get to where we are going, where will we be? In chess, the endgame refers to the stage of the game when there are few pieces left on the board. The...
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