John Mauldin

Contributor since: 26 Feb 2010

Contact Contributor

Biography

• Stagflation and the Fed

  Published 01 March 2008 | viewed 7,784 times

  This week's topic was inspired by a discussion I had with George Friedman of Stratfor fame last night. He was suggesting the recession would be…

• The Muddle Through Fed

  Published 23 February 2008 | viewed 4,798 times

  This week the Fed offered us their forecasts for 2008-10 for the economy, inflation and employment. We will look at some of the details which…

• What Would Warren Do?

  Published 16 February 2008 | viewed 6,889 times

  It was only a few years ago that I use to sit down at this computer on Friday and wonder what I would write about.…

• Consumers, Credit, and Complications

  Published 09 February 2008 | viewed 7,173 times

  The evidence continues to mount that the US is in a recession. In this week's letter, we will look at the blind spot in the…

• What Does a Recession Look Like?

  Published 02 February 2008 | viewed 8,206 times

  What does a recession look like? How does it feel? What does it mean for your life and your investments? We explore these questions and…

• What Does the Fed Know?

  Published 25 January 2008 | viewed 9,682 times

  It had been my original intention to devote this week's letter to the view from Europe, as I have been here for the last week,…

• More BLS BS

  Published 19 January 2008 | viewed 7,936 times

  After a wild week in the markets, there is so much to write about, it is hard to know where to start. The headline number…

• What Are They Thinking?

  Published 11 January 2008 | viewed 6,544 times

  In the past week, I have been in the car coming home late from work, with the presidential debates are on the radio. It is…

• Forecast 2008: Recession and Recovery

  Published 05 January 2008 | viewed 9,532 times

  It's that time of year, when I throw caution to the wind and present my annual forecast issue. Jumping to the conclusion, I think a…

• Pop Go the Bubbles

  Published 22 December 2007 | viewed 6,194 times

  Consumer spending was much stronger than thought in November, yet Circuit City Stores Inc., Best Buy Co. and other retailers that warned of a slump…

• Things That Go Bump in the Night

  Published 15 December 2007 | viewed 6,944 times

  From ghoulies and ghosties And long-leggedy beasties And things that go bump in the night, Good Lord, deliver us! -Traditional Scottish Prayer It's been a…

• Black Swans and Endogenous Uncertainty

  Published 08 December 2007 | viewed 8,395 times

  How does the risk of default in California or Thailand get spread throughout the world, causing problem in money market funds in Europe and Florida?…

• The Financial Fire Trucks Are Gathering

  Published 01 December 2007 | viewed 5,448 times

  The markets rebounded strongly this week, bouncing off a 10% drop in the previous weeks. Is it a signal of renewed economic vigor? Or is…

• How do You Spell Stagflation?

  Published 17 November 2007 | viewed 8,590 times

  This week we look at inflation. Is it just over 2%, giving the Fed room to cut rates, or will it be closer to 4%…

• Credit Crisis to Credit Crunch

  Published 10 November 2007 | viewed 12,214 times

  Just when it felt like it was safe to get back in the water, a second and potentially much meaner version of this summer's credit…

• Why the Fed Will Cut and Cut Again

  Published 03 November 2007 | viewed 7,541 times

  The economy added 166,000 new jobs last month, almost double the average estimate. GDP for the US came in at a blowout 3.9% growth, well…

• As the Subprime Turns

  Published 27 October 2007 | viewed 7,106 times

  As the World Turns is a popular soap opera playing on American TV. It focuses, as do most soaps, on the lives and foibles of…

• Taking Out the SIV Garbage

  Published 20 October 2007 | viewed 8,215 times

  This week was not pretty for stocks. It all started off with the announcement of a special 80-100 billion dollar fund orchestrated by the US…

• The GDP Equation

  Published 13 October 2007 | viewed 8,128 times

  A recession is technically defined as two consecutive quarters of negative growth in the Gross Domestic Product (GDP). This week we look at how the…

• The Slow Motion Recession

  Published 06 October 2007 | viewed 5,948 times

  The market certainly seemed pleased with the new jobs number. The glass is more than half full - or is it? Fed Vice-chairman seemed to…