John Mauldin

Contributor since: 26 Feb 2010

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• The Conundrum of Risk

  Published 18 February 2006 | viewed 6,131 times

  One of the positive things about international travel is that it gives me a large amount of time to read and think. This week we…

• Greed by Four Lengths

  Published 11 February 2006 | viewed 7,503 times

  This week we look at an interesting index of greed and fear, look at the yield curve and the new 30 year Treasury bond, the…

• Ahead of the Yield Curve

  Published 05 February 2006 | viewed 6,292 times

  Last week we started a series on a very important book by friend Joe Ellis called "Ahead of the Curve." We continue this week looking…

• Ahead of the Curve

  Published 28 January 2006 | viewed 8,698 times

  The economy grew at a much slower pace last quarter, with GDP only moving forward by 1.1%. This week we look at why and see…

• The Rules of Trading

  Published 21 January 2006 | viewed 19,888 times

  The economy created 215,000 new jobs in November. A paltry 11,000 were manufacturing. Is that good enough? In previous recoveries we would have been seeing…

• The Sacrifice Ratio

  Published 15 January 2006 | viewed 6,450 times

  This week we will look at a few very interesting items that did not make it into last week's forecast, as that letter was already…

• Forecast 2006: On the Gripping Hand

  Published 07 January 2006 | viewed 7,234 times

  Once again it's time for me to demonstrate the foolhardy part of my nature by putting to electronic pen my forecast for 2006. I spend…

• The Yield Curve

  Published 31 December 2005 | viewed 13,542 times

  The level of attention to the recent and mild inversion of the yield curve has bordered on hysteria in the media. Does it portend a…

• Be Careful What You Wish For

  Published 24 December 2005 | viewed 8,827 times

  We are awash in debt, assert numerous authorities. And they point to the charts which show debt mounting seemingly to the sky. But not all…

• Do Trade Deficits Matter?

  Published 18 December 2005 | viewed 7,176 times

  "I don't know whether change will come with a bang or a whimper, whether sooner or later. But as things stand now, it is more…

• As Though It Were Real Money

  Published 11 December 2005 | viewed 6,998 times

  "Our analysis leads us to believe that recovery is only sound if it does come from itself. For any revival which is merely due to…

• Empire of Debt

  Published 03 December 2005 | viewed 7,042 times

  "The economy in its entirety must continue to decline so long as more is being consumed than produced, and some part of consumption therefore takes…

• Our Brave New World, Part Two

  Published 26 November 2005 | viewed 7,442 times

  Is it different this time? Can it be that trade deficits do not matter? Or is our collective debt going to end in a period…

• This Time It's Different

  Published 12 November 2005 | viewed 8,772 times

  "For over ten years now, a wide majority of market strategists and economists from respected investment banks (Morgan Stanley, Dresdner...), a large number of upscale…

• Thoughts on Pensions and Retirement

  Published 06 November 2005 | viewed 5,858 times

  How bad is the pension fund issue. Is it a crisis as the Pension Benefit Guaranty Corporation (PBGC) claims? Or is the American Benefits Council…

• The Bernanke Era

  Published 29 October 2005 | viewed 5,741 times

  The King is going. Long live the King. We now know that Ben Bernanke will be the next Fed Chairman. His approval by the Senate…

• Inflation and Fed Policy

  Published 22 October 2005 | viewed 6,015 times

  Exactly how do you measure inflation? Last week's letter showed how the Bureau of Labor Statistics uses "owners' equivalent rent" to measure the rise in…

• Smoothing Out Inflation

  Published 15 October 2005 | viewed 5,575 times

  How can inflation be so low over the past few years if we see rising energy prices, ever-increasing medical costs and especially the cost of…

• Aah, Brave New World

  Published 08 October 2005 | viewed 7,253 times

  Last week we looked at how technology has the potential to slow and possibly reverse aging within the next two decades. Marvelous cures for the…

• Solving an Old Age Problem

  Published 01 October 2005 | viewed 6,971 times

  What will the world look like in 10-20-30 years? What might future technological advances allow us to do? What will medicine look like? Can we…