John Mauldin

Contributor since: 26 Feb 2010

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• Thoughts on the Continuing Crisis

  Published 07 February 2009 | viewed 6,544 times

  When confronted about an apparent change of his opinions, John Maynard Keynes is reported to have said, "When the facts change, I change my mind.…

• Global Trend: The Russian Resurgence

  Published 05 February 2009 | viewed 5,198 times

  If the Russian Bear has indeed emerged from its post-Soviet hibernation to regain global prominence, that means big things for your portfolio. From the punishingly…

• Can The Euro Survive?

  Published 02 February 2009 | viewed 11,527 times

  Milton Friedman famously predicted that the euro would not last past their first economic crisis. This week we look at commentary by Niels Jensen that…

• Trading With the Big Boys

  Published 31 January 2009 | viewed 5,360 times

  This week we are going to do something a little different. I am in Bermuda taking a little weekend R&R after a speech, as well…

• Geithner, China, and the Specter of Technical Insolvency

  Published 26 January 2009 | viewed 5,609 times

  This week I bring you two different articles as an offering for Outside the Box. As a way to introduce the first, let me give…

• The Endgame

  Published 18 January 2009 | viewed 10,604 times

  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?…

• Market Vertigo

  Published 12 January 2009 | viewed 5,669 times

  I get a lot of newsletters from money managers around the country, which I try and read as they are written by people who are…

• Forecast 2009: Deflation and Recession

  Published 10 January 2009 | viewed 7,095 times

  Where are we headed in 2009? We will explore that in detail over the next few issues of Thoughts from the Frontline, but today we…

• Setting the Bull Trap

  Published 07 January 2009 | viewed 6,202 times

  Yesterday I sent you an Outside the Box from Paul McCulley who supports the government and Fed activity (in general) in the current economic crisis.…

• 2008: Annus Horribilis, RIP

  Published 03 January 2009 | viewed 7,999 times

  I meant to take yet another Friday away from my writing, but as I am researching for next week's annual prediction issue, there is so…

• A Daily Snapshot Of Market Moving Developments

  Published 22 December 2008 | viewed 5,592 times

  Have you done your Christmas shopping yet? Research shows that more of us are putting it off in expectations of better prices. In other words…

• I Meant to Do That

  Published 20 December 2008 | viewed 5,866 times

  The Fed has taken interest rates to zero. They have clearly started a program of quantitative easing. What exactly does that mean? Are we all…

• Semi-Annual U.S. Economic Outlook: Collapsing On Schedule

  Published 16 December 2008 | viewed 12,207 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…

• Some Things That Just Should Not Be

  Published 13 December 2008 | viewed 7,827 times

  There are things in today's markets that are simply astounding. They should not exist, yet they do. Why should US bills trade at negative interest?…

• The Velocity Factor

  Published 06 December 2008 | viewed 8,192 times

  "A severe global recession will lead to deflationary pressures. Falling demand will lead to lower inflation as companies cut prices to reduce excess inventory. Slack…

• GCC States: Eyeing Opportunities in the Global Financial Crisis

  Published 04 December 2008 | viewed 5,547 times

  As various companies go hat in hand to Washington for a bailout, a recurring topic is what guaranty do the taxpayers get that they're not…

• The Six Lessons from Last Week's Action

  Published 01 December 2008 | viewed 6,179 times

  This week we look at a short but excellent summary of the state of the current economic crisis. I always enjoy reading David Rosenberg, the…

• The Financial Fire Trucks Are Gathering

  Published 28 November 2008 | viewed 5,978 times

  "It will therefore be crucial that you see the world anew. That means looking from the outside in to reanalyze much that you have probably…

• Leverage Is an 8 Letter Word

  Published 22 November 2008 | viewed 7,189 times

  Leverage is an eight-letter word, which the markets now regard as twice as bad as the two four-letter words debt and pain (or fill in…

• The Stock Market is Not in "Uncharted Territory"

  Published 17 November 2008 | viewed 6,945 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…