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John Mauldin: 2010 Forecast: The Year of Uncertainty
This is the latest in a series of forecast posts. Notably, there has been Richard Bernstein, Saxo Bank and Byron Wien. The Pragmatic Capitalist has The Ultimate Guide to 2010 Investment Predictions and Outlooks, if you are interested in…
Byron Wien: Ten Surprises for 2007 and 2008
Given the fact that I have just finished writing two articles on Wien’s predictions for 2010, I thought it relevant to look back at the last three years of Wien’s surprises to just before the housing crisis. I posted the 2009 predictions…
More on Byron Wien’s Ten Surprises for 2010
Byron Wien was amazingly accurate last year in his economic predictions even though his annual list is an attempt to build a non-consensus list of likely outlier events. So, I was eager to see Byron Wien's 2010 surprises, which were…
Byron Wien: Ten Surprises for 2010
I will have some commentary on this in a future post or an updated version of this one. Update 1600 ET: you can see my commentary in the next post here. The Surprises of 2010 The United States economy grows at a stronger than expected…
The week in review at Credit Writedowns: 2010-01-01
Most Read Why the Federal reserve wants to drain excess reserves Case-Shiller ekes out gain despite decline in 12 of 20 markets Humans are built to be hypocritical Double dip recession and the perverse math of GDP reporting…
The year in review at Credit Writedowns: Crisis Solutions
As we head into the New Year, I am trying to look back at the last one with some semblance of a coherent interpretation of events that leads to a strategic vision of the future. I have already touched on stimulus, kleptocracy and…
The year in review at Credit Writedowns – Crony Capitalism
Before the Christmas break, I wrote a post to tie together my thoughts on why I have found the Obama economic program so unsatisfying despite some obvious success in stabilizing the economy. This first part framed the status quo as an…
The week in review at Credit Writedowns: 2009-12-26
Most Read Video: Goldman and Morgan Stanley were this close to bankruptcy Think outside the box: ten outrageous predictions for 2010 Moving away from stimulus happy talk to focus on malinvestment Bernanke doesn’t understand the…
The year in review at Credit Writedowns – Kleptocracy
Yesterday, I indicated I would write a few thematic posts as a look back at some of the more important economic topics that this credit crisis has uncovered. Tying posts together in a theme definitely gives a better holistic view of a the…
The year in review at Credit Writedowns – Stimulus
As we approach the new year, I have decided to write a few thematic posts as a look back at some of the more important economic topics that this credit crisis has uncovered. The thinking is that tying posts together in a theme might give a…