John Mauldin

Contributor since: 26 Feb 2010

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• Obama's Challenge

  Published 13 November 2008 | viewed 4,413 times

  Dear Friends: With the election of a new US President, everyone is focused on the "First 100 Days." How Obama transitions into the presidency impacts…

• When the Chickens Come Home to Roost

  Published 11 November 2008 | viewed 7,701 times

  Can the credit crisis get any worse? In this week's Outside the Box my London partner Niels Jensen shows that it indeed can. Banks, and…

• The Problem With Deleveraging

  Published 08 November 2008 | viewed 8,749 times

  In general, we consider it a good thing to save money and to "owe no man anything save love." But what happens when a debt-happy…

• Two Little-Noted Features Of The Markets And The Economy

  Published 04 November 2008 | viewed 8,761 times

  This week I have a very special Outside the Box for you. Peter Bernstein is recognized as one of the more brilliant and insightful analysts…

• Electing the Janitor-in-Chief

  Published 01 November 2008 | viewed 7,092 times

  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…

• How Shall We Then Invest?

  Published 28 October 2008 | viewed 7,831 times

  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…

• Where is My Swap Line?

  Published 20 October 2008 | viewed 5,499 times

  The G-7 countries now have what amounts to access to the US Fed's window for dollars for their banks. But what of the rest of…

• The Economic Blue Screen of Death

  Published 18 October 2008 | viewed 11,718 times

  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…

• The International Economic Crisis and Stratfor's Methodology

  Published 16 October 2008 | viewed 5,055 times

  Dear Friends: Exhale for a moment, forget your losses for the time being, and try to appreciate the fact that you're living through the single…

• Where Do We Go From Here?

  Published 11 October 2008 | viewed 11,745 times

  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…

• The Curve in the Road

  Published 04 October 2008 | viewed 7,775 times

  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…

• The New President and the Global Landscape

  Published 02 October 2008 | viewed 4,343 times

  In times of crisis, those with psychological fortitude discover opportunities that most people miss. A friend of mine in Houston tells me of unending piles…

• Haste Makes Waste

  Published 29 September 2008 | viewed 6,131 times

  The purpose of Outside the Box is to present views which cause us to think through our basic assumptions. This week our old friend Michael…

• Observations on a Crisis

  Published 22 September 2008 | viewed 6,799 times

  This week we look at a very solid piece of analysis on the world economy from my friends and London business partners Niels Jensen and…

• The Russian Resurgence and the New-Old Front

  Published 18 September 2008 | viewed 4,422 times

  It's been a hell of a few weeks, so let's start with a little much-needed levity. Two friends, a Trader and an Investor, walk up…

• The Fall of Lehman and The Terrible Lessons of Bear Stearns

  Published 15 September 2008 | viewed 7,009 times

  The weekend has brought us events that can only be described in large, over-the-top terms. The Fed agreeing to take equity on its balance sheet?…

• Housing: Are We Near the Bottom?

  Published 13 September 2008 | viewed 7,005 times

  This week we look at the housing market in some detail. When can we expect it to turn around? Part of the problem is that…

• Thoughts on the Continuing Crisis

  Published 06 September 2008 | viewed 8,565 times

  We are entering the next stage of the credit crisis, and one which is potentially more troubling than what we have seen over the past…

• Solzhenitsyn and the Struggle for Russia's Soul

  Published 04 September 2008 | viewed 3,673 times

  As we search for "the" driver of financial markets, we look at all kinds of things. We pore over government statistics, company financial statements, and…

• Who Holds the Old Maid?

  Published 30 August 2008 | viewed 8,038 times

  When is the credit crisis going to end? How will we know? The credit crisis is getting ready to enter its second phase. This week…