John Mauldin

Contributor since: 26 Feb 2010

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Biography

• Quarterly Review and Outlook: First Quarter 2009

  Published 20 April 2009 | viewed 5,090 times

  There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort…

• The Trend May Not Be Your Friend

  Published 18 April 2009 | viewed 6,454 times

  Two weeks ago I presented my thoughts on the current economic situation at my 6th Annual Strategic Investment Conference in La Jolla (co-hosted with Altegris…

• Thoughts on the Market Rebound

  Published 13 April 2009 | viewed 5,696 times

  This week we will look at two shorter essays for this edition of Outside the Box. The first is some thoughtful words by Tom Au…

• Is That Recovery We See?

  Published 11 April 2009 | viewed 7,657 times

  The market, we keep hearing and reading, is telling us that there is recovery around the corner. And pundits point to data that seems to…

• Fighting Recklessness with Recklessness

  Published 06 April 2009 | viewed 5,363 times

  This week we visit some very thoughtful analysis by an old friend of Outside the Box, Dr. John Hussman of the Hussman Funds (http://www.hussmanfunds.com/index.html). Is…

• Deep Inside the Dow

  Published 04 April 2009 | viewed 6,350 times

  Tonight (Saturday) some 450 people will come together in San Diego to honor Richard Russell, who has been writing the Dow Theory Letter for over…

• Why Bother With Bonds?

  Published 28 March 2009 | viewed 6,281 times

  Investors, we are told, demand a risk premium for investing in stocks rather than bonds. Without that extra return, why invest in risky stocks if…

• The Obama Administration and the Former Soviet Union

  Published 26 March 2009 | viewed 4,812 times

  Dear Friends: Who's afraid of the Russian bear? As Russia makes a grab for power and influence, the rest of the world watches to see…

• Roadmap To Inflation And Sources Of Cheap Insurance

  Published 24 March 2009 | viewed 8,132 times

  What happens when inflation once again returns. As this week's Outside the Box writer, James Montier, writes, we may want to start thinking now about…

• Solving the Housing Crisis

  Published 21 March 2009 | viewed 5,851 times

  This last Tuesday the Wall Street Journal published an op-ed by my friend Gary Shilling and Richard LeFrak. They offer a simple solution for the…

• Long-Term Outlook: Slow Growth And Deflation

  Published 16 March 2009 | viewed 6,475 times

  This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the…

• The Swiss Start Their Engines

  Published 14 March 2009 | viewed 7,067 times

  This week we look at the Land of the Rising Sun. Japan is going through major upheavals, and they will have consequences all over the…

• Reality Bites

  Published 09 March 2009 | viewed 6,726 times

  This week's writer of the Outside the Box is no stranger to long time readers. Michael Lewitt writes the HCM Market Letter and is one…

• The Law of Unintended Consequences

  Published 07 March 2009 | viewed 6,961 times

  Rules have consequences. And sometimes they have unintended consequences. If I told you that the US government was going to give multiple tens of billions…

• Europe On the Ropes

  Published 02 March 2009 | viewed 6,967 times

  This week we look at the European bank markets through the eyes of my London partner Niels Jensen, head of Absolute Return Partners. I continue…

• Buy and Hope Investing

  Published 28 February 2009 | viewed 6,670 times

  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…

• While Rome Burns

  Published 21 February 2009 | viewed 8,547 times

  When I sit down each week to write, I essentially do what I did nine years ago when I started writing this letter. I write…

• Weakness Unmatched in 35 Years

  Published 17 February 2009 | viewed 8,390 times

  One of the best gauges of an economy is tax collections. No one pays taxes unless they have to, so collections are a real-world, real-time…

• Time for a Reality Check

  Published 14 February 2009 | viewed 9,513 times

  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…

• Where Will the Growth Come From?

  Published 09 February 2009 | viewed 5,412 times

  One of my most significant learning experiences came from a basic forecasting mistake. Back in 1998, I looked at 40 years of documented evidence that…