John Mauldin

Contributor since: 26 Feb 2010

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Biography

• The Return of Muddle Through

  Published 28 September 2007 | viewed 4,658 times

  The dollar reaches new lows. The housing market shows no sign of a bottom. Oil almost touches $84 before backing off. Interest rates go up…

• Sea Change at the Fed

  Published 22 September 2007 | viewed 10,188 times

  "Of his bones are coral made: Those are pearls that were his eyes: Nothing of him that doth fade, But doth suffer a sea change…

• The Black Swan

  Published 15 September 2007 | viewed 7,205 times

  "A similar effect is taking place in economic life. I spoke about globalization in Chapter 3; it is here, but it is not all for…

• Should the Fed Cut Interest Rates?

  Published 08 September 2007 | viewed 6,635 times

  The unemployment numbers came in today, and if you look under the hood of the data, it is worse than the headline loss of 4,000…

• Hope Is Not a Strategy

  Published 01 September 2007 | viewed 6,484 times

  Investors are constantly seeking "alpha," that elusive substance which yields returns in excess of a simple market portfolio. While I am flying today to Prague,…

• The Panic of 2007

  Published 18 August 2007 | viewed 19,399 times

  End of the World or Muddle Through? This week I try to explain in simple terms the very complicated story of how we went from…

• The Fugu Ultimatum

  Published 11 August 2007 | viewed 8,948 times

  In the early fall of 1998, I remember being on a flight to Bermuda from New York. I was upgraded and sat next to a…

• The Mortgage Pig in the Python

  Published 03 August 2007 | viewed 9,147 times

  With the economy increasingly looking like it will slow down materially in the last half of the year, there is a drum beat for the…

• The Subprime Virus

  Published 28 July 2007 | viewed 6,559 times

  As predicted in this letter early this year, the credit markets have finally begun to tighten, as a major re-pricing of risk is underway as…

• Fun in the Subprime Summer

  Published 20 July 2007 | viewed 6,620 times

  This week I am already in Maine and getting ready for a weekend of fishing with my son Trey, so I am going to take…

• The Birth/Death Ratio

  Published 14 July 2007 | viewed 6,234 times

  Is the economy slowing down or is it getting ready to go on a new tear? Judging by the run-up in the Dow, the answer…

• Where is the Real Risk in the Subprime Debacle?

  Published 06 July 2007 | viewed 13,725 times

  This week we continue to look at an alphabet soup of problems: RMBSs, CDOs, Alt-A, BBB and - a new acronym to put on your…

• $250 Billion in Subprime Losses?

  Published 30 June 2007 | viewed 10,951 times

  Is the subprime mortgage market collapsing before our eyes, or did we avoid a disaster as Bear Stearns stepped up to the plate with $3.2…

• Blame It On Stability

  Published 23 June 2007 | viewed 5,375 times

  This week we look at length at an outstanding new book just hitting the bookstores by good friend Paul McCulley (of Pimco fame), called Your…

• Be Careful What You Wish For

  Published 16 June 2007 | viewed 7,151 times

  Be careful for what you wish, because you may get it, and sometimes as H. L. Mencken wrote, you get it good and hard. The…

• A Little Discretionary Spending, Please

  Published 02 June 2007 | viewed 5,883 times

  Are we on a slippery slope of a recession, or was last quarter's weak GDP a turning point? This week's travel shortened e-letter looks at…

• The US Mortgage Market - Overexposed and Overrated

  Published 26 May 2007 | viewed 7,636 times

  This week we look at the US mortgage market to see what fallout there is from the subprime mortgage woes. It is both less of…

• Are We There Yet?

  Published 18 May 2007 | viewed 8,366 times

  Summer driving season is almost upon us. I remember more than a few long road trips with young kids, who would eventually get bored and…

• A Most Disruptive Technology

  Published 11 May 2007 | viewed 8,287 times

  "What we call here a Black Swan (and capitalize it) is an event with the following three attributes. "First, it is an outlier, as it…

• Stuck in the Middle With You

  Published 04 May 2007 | viewed 7,703 times

  Clowns to the left of me, Jokers to the right, here I am Stuck in the middle with you! - Stealers Wheel, 1974 The recent…