John Mauldin

Contributor since: 26 Feb 2010

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• Dead Men Walking

  Published 25 August 2008 | viewed 9,435 times

  Last Friday's letter was about the fact that it is not just Freddie and Fannie. There are other problems. The Weekend Edition and today's Wall…

• It's More Than Freddie and Fannie

  Published 22 August 2008 | viewed 7,127 times

  Yet another crisis confronts us, as we will have to deal with the aftermath of a rather large number of bank failures over the next…

• The Real World Order

  Published 21 August 2008 | viewed 5,809 times

  "But this time it's different!!!" Any time you hear that from a financial analyst, you should run. Or better still, take the other side of…

• The Elusive Bottom

  Published 18 August 2008 | viewed 9,923 times

  In this weekend's Thoughts from the Frontlines, I quoted from part of a very thoughtful, right-on-target analysis by David A. Rosenberg entitled "The Elusive Bottom."…

• A Value Investor Looks At China

  Published 12 August 2008 | viewed 4,057 times

  China is all the rage for the next few weeks as the Olympics are going on. Many are calling this China's time to showcase itself…

• A New Asset Class, Part Two

  Published 09 August 2008 | viewed 5,298 times

  Last week's letter was the first part of a speech I have been giving on what I think will be the rise of a new…

• Mediterranean Flyover: Telegraphing an Israeli Punch?

  Published 07 August 2008 | viewed 4,105 times

  Kudos to my friend George Friedman and his crew at Stratfor. If you didn't see the article in this week's Barron's about Stratfor's analysis of…

• Survival of the Unfittest

  Published 04 August 2008 | viewed 6,025 times

  It is indeed a very interesting time in which to live, especially watching the financial markets. The disconnect among authorities, regulators, companies and investors is…

• The Rise of A New Asset Class

  Published 02 August 2008 | viewed 7,167 times

  This week I am in Maine on vacation with my son, and next week is my daughter Tiffani's wedding, so for the next two weeks…

• Earnings and Mr. Bear

  Published 26 July 2008 | viewed 4,574 times

  "The stock market is a voting machine in the short run and a weighing machine in the long run." - Benjamin Graham The voting part…

• The Geopolitics of Iran

  Published 25 July 2008 | viewed 5,015 times

  For nearly 30 years, long before it was a charter member of the "Axis of Evil," Iran and the US have been locked in a…

• A Short Covering Rally

  Published 22 July 2008 | viewed 6,256 times

  How do you spell short-selling rally, gentle reader? In this week's Outside the Box we look at several short items (pardon the pun) from various…

• $1.6 Trillion in Losses and Counting

  Published 12 July 2008 | viewed 7,098 times

  It seems that with each passing month the estimates for losses in the international banking system keep rising. This time last summer the largest estimates…

• Quarterly Forecast: Third Quarter 2008

  Published 10 July 2008 | viewed 4,195 times

  As we begin the new quarter, now is an excellent time to take stock of your basic investment thesis. Ask yourself if your allocations still…

• The End of the Inflation Scare?

  Published 30 June 2008 | viewed 5,433 times

  I mentioned in last Saturday's letter a report by Louis Gave of GaveKal fame on whether inflation may be waning and its importance. Louis gave…

• The Slow Motion Recession Re-visited

  Published 29 June 2008 | viewed 4,068 times

  "We appear to be entering a period of serious stagflation with sharply rising expected and actual inflation combined with large downside risks to growth and…

• Intelligence Guidance

  Published 27 June 2008 | viewed 4,903 times

  This week I want to share with you one of the more important tools in my arsenal for keeping up with what is going on…

• Warren Makes a Bet

  Published 21 June 2008 | viewed 6,031 times

  The Sage of Omaha made a bet that was written up in a recent Fortune magazine article. Basically, Warren Buffett bet that the S&P 500…

• The Road To Revulsion

  Published 17 June 2008 | viewed 8,680 times

  What does a bubble look like and how do they end? In this week's Outside the Box, James Montier of Societe Generale in London looks…

• Whip Inflation Now

  Published 14 June 2008 | viewed 6,919 times

  President Nixon instated price controls on the 15th of August, 1971. Inflation was a little over 4% at the time. Price controls manifestly did not…