John Mauldin

Contributor since: 26 Feb 2010

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• The Last Bear Standing

  Published 28 April 2007 | viewed 9,904 times

  This week we look at the growing disconnect between the US economy and the stock markets. One is slowing and the other is exploding to…

• What? Me Worry?

  Published 20 April 2007 | viewed 7,942 times

  This week I am in La Jolla for my annual Strategic Investment Conference, co-hosted by my partners Altegris Investments. This week's letter is the basis…

• What Does a Dollar of Debt Get You?

  Published 13 April 2007 | viewed 8,709 times

  This weekend I am in La Jolla at good friend Rob Arnott's conference. Princeton Professor Burton Malkiel, of Random Walk fame, will be one of…

• Draw the Curve, Then Plot the Data

  Published 31 March 2007 | viewed 6,438 times

  This week we look at something which has far more potential to hurt the economy than subprime loans - the US Congress. We muse on…

• All Subprime, All the Time

  Published 24 March 2007 | viewed 7,650 times

  At the risk of being all subprime, all the time, this week we look at what I think are the real risks for the economy…

• The Fingers of Housing Instability

  Published 17 March 2007 | viewed 8,866 times

  This week we look at the yen carry trade, delve deeper into the mortgage lending world, and see if we can find a possible connection…

• China and the Hedge Fund Dragon

  Published 10 March 2007 | viewed 7,149 times

  This week we look at the possible latest entry into the hedge fund world, The People's Republic of China; review the cockroach principle of subprime…

• The End Of Complacency?

  Published 03 March 2007 | viewed 6,970 times

  This week we look at the recent upspike in volatility, see if we can connect some dots with the recent slew of earnings downgrades and…

• The 51.9% Recession

  Published 24 February 2007 | viewed 7,574 times

  What are the odds of a recession? According to a recent Fed study, they may be 51.9%. Close enough to 50-50 for government work. We…

• Gold, Housing and the Yield Curve

  Published 17 February 2007 | viewed 7,294 times

  I have often written about the high probability of a recession following an inverted yield curve (where short-term rates are higher than long-term rates), based…

• Out of Africa

  Published 10 February 2007 | viewed 5,331 times

  I start this week's letter somewhere over the Atlantic, halfway through an 11-hour flight from Frankfurt to Dallas. It has been an altogether marvelous 11…

• A Raging Bull

  Published 02 February 2007 | viewed 6,461 times

  This week I am in South Africa. At the moment I am literally flying from Johannesburg to Durban in a single-engine Pilates PC 12, a…

• A New Definition of Rich

  Published 26 January 2007 | viewed 5,698 times

  I am in South Africa as this week's letter is being sent out; so it is with some irony that the letter is focused on…

• Capital Keeps Falling on My Head

  Published 20 January 2007 | viewed 5,993 times

  Are we overbought and overvalued? Maybe. Is inflation coming under control? Maybe not. Did housing construction rebound last month? No. The only rebound was in…

• Should Oil Be $40 or $70?

  Published 13 January 2007 | viewed 6,900 times

  I got a lot of mail as usual from readers about my annual forecast. It was about evenly divided between those who think I am…

• Forecast 2007: The Goldilocks Recession

  Published 06 January 2007 | viewed 7,732 times

  How has another year come and gone so quickly? It seems like someone hit the fast forward button. And once again, all too soon, it…

• Real Estate and the Post-Crash Economy

  Published 29 December 2006 | viewed 13,970 times

  I am taking some time off from writing over the holidays, but good friend Barry Ritholtz offered to write this week's letter. It is a…

• My Personal Portfolio

  Published 22 December 2006 | viewed 7,012 times

  It is Christmas, and I frankly don't feel like writing a letter about why there will be a slowdown in 2007, or that the stock…

• Party Like It's 1999

  Published 16 December 2006 | viewed 7,694 times

  The stock market liked both the retail sales and the inflation numbers that were released over the last two days, with the Dow posting successive…

• When Will the Housing Market Bottom?

  Published 09 December 2006 | viewed 14,620 times

  "When," I am asked frequently, "will we see a bottom in the housing market?" This week we look back at what past housing recessions have…