John Mauldin

Contributor since: 26 Feb 2010

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Biography

• When Bubbles Collide

  Published 07 June 2008 | viewed 7,894 times

  I remember in the summer of 2006 I would face my blank computer screen on a Friday and wonder, what I could write about? The…

• The Mean Season

  Published 02 June 2008 | viewed 6,023 times

  Regular readers of Outside the Box will be familiar with Michael Lewitt's thoughtful commentary. Today, he reminds us that much of the turmoil we are…

• The Problem with the Euro

  Published 30 May 2008 | viewed 5,040 times

  Last week I wrote that we could see a drop in the price of oil as speculators seemed to be storing oil in very large…

• The Geopolitics of $130 Oil

  Published 29 May 2008 | viewed 4,546 times

  The greyhairs among us remember the Arab Oil Embargo in 1973 and that economists of the time called it an "exogenous" shock to the system.…

• Joining The Dark Side: Pirates, Spies and Short Sellers

  Published 26 May 2008 | viewed 7,771 times

  Is the market over-valued? In this week's Outside the Box, one of my favorite global equity analyst's (and no stranger to regular readers), James Montier…

• What the Export Land Model Means for Energy Prices

  Published 20 May 2008 | viewed 5,212 times

  Goldman Sachs recently forecasted that oil would be at $141 a barrel by the end of the year, and rising to $200 a barrel in…

• The Fed at the Crossroads

  Published 17 May 2008 | viewed 4,481 times

  Is the economy poised for a recovery, as the stock market seems to expect? Or are we in for another few more quarters of recession…

• Food for Thought

  Published 15 May 2008 | viewed 4,242 times

  What countries are truly the have and have nots of the world? Good friend and business partner Niels Jensen of Absolute Return Partners suggests we…

• Why Investors Fail

  Published 10 May 2008 | viewed 4,826 times

  This week I am in South Africa and am not as connected as I would like to be due to meetings and slow Internet, so…

• Why We Must Fix It

  Published 05 May 2008 | viewed 5,290 times

  This week in Outside the Box we take up a topic that should be on the top of the agenda of every regulatory authority, executives…

• Lies and Other Statistics

  Published 03 May 2008 | viewed 5,301 times

  "There are three kinds of lies: lies, damn lies, and statistics." - commonly attributed to Benjamin Disraeli If we are to believe the government statistics,…

• Two Essays on the Continuing Financial Crisis

  Published 28 April 2008 | viewed 4,753 times

  This week in Outside the Box we look at two brief essays which give us different perspective on the Continuing Crisis. The first is by…

• The Velocity Of Money

  Published 26 April 2008 | viewed 5,496 times

  The late and great Milton Friedman told us that inflation is always and everywhere a monetary phenomenon. But there is an asterisk to his equation…

• Quarterly Review and Outlook - First Quarter 2008

  Published 22 April 2008 | viewed 3,202 times

  This week's Outside the Box is from my friends at Hoisington Management. While somewhat technical, they make the case that a slowdown in consumer spending…

• The Muddle Through Question

  Published 18 April 2008 | viewed 3,620 times

  A few weeks ago I asked for readers to send me questions and said I would try and answer them while I was in Switzerland.…

• Five Delectable Examples of "Steins Law"

  Published 14 April 2008 | viewed 4,604 times

  This week we look at a remarkable and important essay by my friend Dr. Woody Brock who is one of my favorite "Outside the Box…

• Is it a Bull, Bear or Cowardly Lion Market?

  Published 11 April 2008 | viewed 4,647 times

  Are we in a bull, a bear, or a cowardly lion market? As we will see, the answer can make a huge difference in your…

• Thoughts on the Continuing Crisis

  Published 05 April 2008 | viewed 7,045 times

  There is so much that is happening each and every day as the Continuing Crisis moves slowly into month 8, so much news to follow,…

• Where is the Bottom in Housing?

  Published 28 March 2008 | viewed 10,513 times

  Existing home sales rose by 2.9% in February, the first significant rise in home sales since the housing market started to decline last year. I…

• Muddle Through and Your Long Term Returns

  Published 14 March 2008 | viewed 5,543 times

  Today we drop back to take a look at the economy and its long term effect on our portfolio returns. I am in Orlando this…