Thoughts from the Frontline Archive - John Mauldin

Cookie Name	Purpose of Cookie
<33 random hexidecimal characters>	Mautic session identifier
AWSALB	Stability and distributed load, Session Management
AWSALBCORS	Stability and distributed load, Session Management
exp_csrf_token	CSRF Secure form submission
exp_expiration	Session persistence
mtc_sid	Mautic session identification
PHPSESSID	Session management and login
_dc_gtm_UA-7045067-1	Google tag manager dynamic scripting

Cookie Name	Purpose of Cookie
exp_anon	User anonymization preference settings
modalShown	User experience preferences

Cookie Name	Purpose of Cookie
_ga	General google analytics tracking
_gali	Google analytics form progress tracker
_gid	General google analytics tracking
_parsley_session	Content tracking and statistics
_parsley_visitor	Content tracking and statistics
<random 24 character string>	Unique device identification and statistics
client_tracking_id	On-site client level behavior tracking
exp_last_activity	Session activity tracking
exp_last_visit	Date stamp of the users last visit
exp_order_num	Order fulfillment tracking
exp_subscribed_<3-5 letter code>	Internal subscription tracking
exp_tracker	Stores the visitor's last five pages viewed
exp_user_type_cookie	User behavior grouping
mautic_device_id	Unique device identification and statistics
mautic_referer_id	Offsite referrer data
newwebsite<3-5 letter code>optinform	Internal subscription tracking
owner_track_id	Incoming click tracking
session_tracking_id	On-site session limited behavior tracking
user_tracking_id	On-site user level behavior tracking
visit_track_id	Incoming click tracking

Cookie Name	Purpose of Cookie
_fbp	Facebook pixel tracking

Thoughts from the Frontline Archive, February 2006

February 24, 2006

Probabilities of Recession

This week we look at the possible direction of interest rates both at the long end and the short end. Bottom line: history suggests there is some serious volatility in the future on the long end of the interest rate curve later in the year. The yield curve and the 6/50 Rule when looked at together reveal some very interesting insights. (This letter may print longer than usual, but that is because there are a lot of charts. In words it is actually shorter than most letters.)

But first,...

February 17, 2006

The Conundrum of Risk

One of the positive things about international travel is that it gives me a large amount of time to read and think. This week we are going to look at some of that reading on the current issues surrounding the apparent willingness of investors to court ever increasing amounts of risk in the face of not only US central bank tightening but tightening by central banks everywhere, which has historically not been a bullish environment. I trust it will stimulate your own thinking.

But first,...

February 10, 2006

Greed by Four Lengths

This week we look at an interesting index of greed and fear, look at the yield curve and the new 30 year Treasury bond, the latest unemployment numbers and a lot more. What do they tell us? Is there a theme or at least a rhyme? Or is it all random noise sent by the market gods to lull us back into the mistakes of the past?

The markets are a race between greed and fear. Right now Greed is looking like Seabiscuit beating War Admiral by four lengths at the stretch. (As an aside, you can...

February 3, 2006

Ahead of the Yield Curve

Last week we started a series on a very important book by friend Joe Ellis called "Ahead of the Curve." We continue this week looking at specific indicators that Joe thinks give us a heads up when the economy is about to slow down and the stock market will being a bear market. I am then going to marry those thoughts with some work on the yield curve, especially looking at what the yield curve may be telling us today.

Cutting to the chase, I am going to make an argument that it is...

Essential Cookies

Preference Cookies

Performance Cookies

Marketing Cookies

Thoughts from the Frontline Archive, February 2006

Archive