John Mauldin

Contributor since: 26 Feb 2010

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• The Possibility of a Recession

  Published 16 July 2006 | viewed 8,469 times

  The economy seems to be slowing. Will this be a mid-cycle slowdown as it has been the last two decades or will it evolve into…

• The End of Medicine

  Published 08 July 2006 | viewed 7,000 times

  This week we look at a very intriguing new book by good friend Andy Kessler called The End of Medicine, subtitled "How Silicon Valley (and…

• What the Fed Really Said

  Published 01 July 2006 | viewed 6,097 times

  Thursday saw a powerful response by the markets in stocks, bonds, commodities, and currencies to the communiqué from the Fed after its recent two-day meetings.…

• 2006 Mid-Year Forecast

  Published 24 June 2006 | viewed 6,859 times

  This week we will venture into the always hazardous area of making my semi-annual forecast. I make some non-consensus projections as to the economic climate…

• The Problem with Indexes

  Published 17 June 2006 | viewed 5,304 times

  This week we look at index funds, and specifically at problems that certain types of capitalization weighted index funds have. It is intuitively obvious that…

• Central Bankers of the World, Unite Again!

  Published 10 June 2006 | viewed 5,952 times

  Is the Fed right to be worried about inflation, or is that so last quarter? What do musty old academic papers suggest about Fed policy?…

• The Problem with Stable Prices

  Published 27 May 2006 | viewed 6,616 times

  Can you have too much of a good thing? And specifically, can targeting low inflation and stable prices create problems that are even larger than…

• A Foolish Conversation With John Mauldin

  Published 20 May 2006 | viewed 7,255 times

  This week I am in La Jolla for my annual Strategic Investment Conference. It is packed, and of course I am quite busy, so not…

• Do Trade Deficits Matter?

  Published 13 May 2006 | viewed 6,081 times

  This week we look at the links between the US trade deficit, the low savings rate in the US, home prices, and interest rates, all…

• It's Value Time Again

  Published 06 May 2006 | viewed 7,033 times

  Is the market overvalued? Fairly valued? Or are there really rocket boosters underneath the trading floors? We will look at the data, some historical charts…

• To Pause, or Not To Pause

  Published 29 April 2006 | viewed 6,831 times

  Be careful what you wish for. You just might get it. This week we look at a more transparent Fed, Japanese monetary policy, the powerhouse…

• Islands of Stability

  Published 22 April 2006 | viewed 5,340 times

  "Year after year, economic theorists continue to produce scores of mathematical models and to explore in great detail their formal properties; and the econometricians fit…

• Richard Russell's Wisdom

  Published 14 April 2006 | viewed 14,785 times

  It is Good Friday, and I am going to take the writing day off. Next week we will delve further into the rich mines we…

• Fingers of Instability

  Published 08 April 2006 | viewed 8,860 times

  "To trace something unknown back to something known is alleviating, soothing, gratifying and gives moreover a feeling of power. Danger, disquiet, anxiety attend the unknown…

• When Will the Fed Stop?

  Published 31 March 2006 | viewed 5,661 times

  This week the US Federal Reserve raised interest rates once again, for the 15th straight time. As everyone knows by now, the press release at…

• The Bottomless Well

  Published 25 March 2006 | viewed 6,375 times

  Today we begin what will be an intermittent series on oil and energy. Each and every year there is a need for more and more…

• The Wind Beneath the Economy's Wings

  Published 18 March 2006 | viewed 8,160 times

  "The U.S. outlook is all about the property market, which has been the wind beneath consumers' wings this decade." Paul McCulley, Managing Director, Pimco The…

• Smoot-Hawley Lives

  Published 11 March 2006 | viewed 6,758 times

  This week we look into my worry closet and ponder whether the Dubai port debacle is a one-off thing or does it signal a rise…

• Central Banker's of the World, Unite!

  Published 04 March 2006 | viewed 5,844 times

  "Central Bankers of the World, Unite!" That at least seems to be the theme from the central banker's playbook. The US Federal Reserve, The European…

• Probabilities of Recession

  Published 25 February 2006 | viewed 10,015 times

  This week we look at the possible direction of interest rates both at the long end and the short end. Bottom line: history suggests there…