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, October 2008

October 31, 2008

Electing the Janitor-in-Chief

This week we survey the economic landscape that the new president will inherit. It is a polite understatement to say that he will be getting a serious mess. In reality, the US goes to the polls this next Tuesday to elect a Janitor-in-Chief. He will face a task that rivals that of Hercules in cleaning out the Stygian stables (legendary huge stables that had not been mucked out for ten years). However, there are no convenient rivers at hand for a probable President Obama to redirect that will...

October 27, 2008

How Shall We Then Invest?

Warren Buffett says buy. Jeremy Grantham says it will get worse. Both are celebrated value investors. Who is right? It all depends upon your view of the third derivative of investing. Today we look at valuations in the stock market. This is the second part of a speech I have given in the past few weeks in California and Stockholm. I am updating the numbers, as the target keeps moving. While from one perspective things look rather difficult, from another there is a ray of hope. What can you...

October 17, 2008

The Economic Blue Screen of Death

This week I am in California giving two speeches to the Financial Planning Associations of San Diego and Orange County. This and next week's letters will be the broad outline of the speech. We will look at how the retreat of the American consumer will affect the stock market. Has the recent drop (can we say crash, gentle reader?) in stock market valuations given us an opportunity to find value? We look at some very powerful evidence that suggests that may be so. Then we look at the counter to...

October 10, 2008

Where Do We Go From Here?

I have been writing for almost a year that the next shoe to drop on US banks would be commercial construction lending. Today we look at some hard numbers. We look across the pond to sort out the problems in Europe. We look at the consequences of the losses stemming from Lehman. Then we look at one of the more serious consequences of the banking crisis, one that will bring the crisis home to you. Finally, we look at what the various governments of the world must do in response. It may not be...

October 3, 2008

The Curve in the Road

The "Bailout Plan" was passed. Will it work? The answer depends on what your definition of "work" is. If by work you mean no more government intervention and no further costly programs and a functioning market, then the answer is no. But there are things it will do. This week I try to help you see what might lie ahead around the Curve in the Road. We look at how the rescue plan will function, see what is happening in the economy, and finally muse...

Essential Cookies

Preference Cookies

Performance Cookies

Marketing Cookies

Thoughts from the Frontline Archive, October 2008

Archive