John Mauldin

Contributor since: 26 Feb 2010

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Biography

• The Recession of 2007

  Published 02 December 2006 | viewed 10,922 times

  One of my favorite cartoons of all time is that of a very scrawny mouse caught out in an open field with a rather large…

• It's All About Your Time Frame

  Published 25 November 2006 | viewed 5,751 times

  It's a slow Thanksgiving Friday, and I decided I would rather be writing to you than shopping in the malls. In fact, I would pay…

• The Coming Collapse in Housing

  Published 17 November 2006 | viewed 49,078 times

  This week I am in New Orleans at the annual New Orleans Investment Conference and quite frankly with so many good friends that I have…

• Honey, I Created A Bubble

  Published 11 November 2006 | viewed 8,372 times

  We have been told for months that the next interest rate move by the Federal Reserve is dependent upon what the data tells us prior…

• The Return of the Muddle Through Economy

  Published 05 November 2006 | viewed 4,638 times

  With each new slice of economic data the past few weeks, the bond market decided that the economy was getting softer and the potential for…

• That Stubborn Yield Curve

  Published 28 October 2006 | viewed 5,409 times

  There is an arcane debate going on in economic circles. How fast can the economy grow without inflation becoming a problem? The answer may be,…

• That Permanently High Plateau

  Published 21 October 2006 | viewed 7,307 times

  "Stock prices have reached what looks like a permanently high plateau. I do not feel there will be soon if ever a 50 or 60…

• Some Additional Firming?

  Published 14 October 2006 | viewed 5,175 times

  Are we in for a soft or a hard landing? Did retail sales slow, as the data suggest, or is the underlying data quite bullish?…

• The Inflation of Expectations

  Published 07 October 2006 | viewed 5,418 times

  This week we had two more Federal Reserve members repeat what has become the theme for their chorus, but not one the market seems to…

• Trim Inflation Now

  Published 30 September 2006 | viewed 6,328 times

  It's been a random walk through the data fields this week. The headlines say that inflation rose a mere 0.1% in August. The markets liked…

• The Visible Slowdown

  Published 23 September 2006 | viewed 5,469 times

  Yesterday the Philadelphia Fed Business Economic Survey came in at the lowest level since the recession in 2001. Some argue that it is just one…

• A Kinder, Gentler Mr. Market?

  Published 16 September 2006 | viewed 4,202 times

  The market, my various mentors have all told me, is designed to cause the most pain to the largest number of people. And while I…

• The Fat Lady Hasn't Sung

  Published 09 September 2006 | viewed 6,546 times

  "The opera ain't over 'til the fat lady sings." And speech after speech by members of the Federal Reserve over the past few weeks suggest…

• Deja Vu All Over Again

  Published 02 September 2006 | viewed 7,085 times

  I had occasion to be in my car this morning, listening to CNBC, when the host of the show (Bob Pisani, a very nice gentleman…

• Fingers of Instability

  Published 26 August 2006 | viewed 10,415 times

  This week we revisit some ideas on how change occurs. We are in a transition in the world economy, and it sometimes helps to think…

• Goldilocks and Just One Bear

  Published 18 August 2006 | viewed 4,936 times

  The markets have closed up for five straight days. So much for my concern that either the economy might be slowing down or that if…

• Economic Whiplash

  Published 12 August 2006 | viewed 6,881 times

  The Fed elected to pause in its rate hiking assault on inflation this week. With the backward looking data pointing to higher inflation that must…

• A Thousand Barrels a Second

  Published 05 August 2006 | viewed 8,306 times

  Today we take another look at the energy picture and how it will change over the next decade. Just as the world switched from whale…

• The Return of Stagflation

  Published 29 July 2006 | viewed 8,126 times

  The GDP data released Friday suggests the economy seems to be slowing. So naturally the stock market surges forward in a very strong move, convinced…

• Goldilocks or Micawber?

  Published 22 July 2006 | viewed 7,516 times

  This week I write from Grand Lake Stream in Maine. It has been a long time since I have taken a week off from writing,…