John Mauldin

Contributor since: 26 Feb 2010

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• The Singularity Is Near

  Published 24 September 2005 | viewed 6,600 times

  This week, after a few brief thoughts on central bank buying of the dollar, and a very interesting observation about dopamine addiction in the US…

• A Critical Juncture

  Published 10 September 2005 | viewed 6,169 times

  This week we once again look at Fed policy, the economy and some very interesting statistics and commentary from some very thoughtful commentators. We are…

• Time to Call an Audible

  Published 03 September 2005 | viewed 8,045 times

  Nearly all eyes are on the terrible devastation caused by Katrina, and rightly so. I can do little to add to the amount of news…

• The Fed Targets Your Home

  Published 26 August 2005 | viewed 6,092 times

  What is the relationship between housing prices and stock market forecasting? What will happen if the housing market begins to falter? Exactly what did Greenspan…

• What Will Cause the Next Recession?

  Published 20 August 2005 | viewed 9,603 times

  It's a race to see what will be the cause, or maybe better put, what will be blamed for the next economic slowdown. Will it…

• The Greenspan Uncertainty Principle

  Published 13 August 2005 | viewed 5,853 times

  This week we revisit our old friend, the Yield Curve. We look at what it may or may not be telling us, how the Conference…

• The World Is Flat

  Published 06 August 2005 | viewed 7,966 times

  I got home late last night from two weeks with the kids in Europe, and jet lag is kicking in. Since I should not be…

• India - The Next Big Player

  Published 29 July 2005 | viewed 5,958 times

  Last week we looked at China, and this week we look at India, the next rising superpower in Asia. I have asked my friend (and…

• Those Clever Chinese

  Published 23 July 2005 | viewed 8,816 times

  Last week I said that for this week's letter we would look at the US trade deficit and China, and in particular the possible revaluation…

• Mid-Year Forecast - More See-Saw Fed

  Published 16 July 2005 | viewed 6,105 times

  Where will Treasury rates go? What about inflation/deflation? The dollar? The stock markets? Gold? We cover all this and more in this week's letter. I…

• Are There Too Many Hedge Funds?

  Published 09 July 2005 | viewed 8,187 times

  At precisely what point can we say that there are too many hedge funds? Are too many funds the reason hedge fund returns were down…

• Thoughts on the Housing Bubble

  Published 02 July 2005 | viewed 8,169 times

  Looking at a recent magazine covers one is left with the impression that the whole world is concerned about US real estate prices. This is…

• Idea of Europe

  Published 25 June 2005 | viewed 6,570 times

  This week we return to Europe, as what is happening there is one of the most important questions of the day. It is every bit…

• Public Pensions, Public Disasters

  Published 18 June 2005 | viewed 6,452 times

  This week we will look with fresh eyes at an old problem: US pension funds, both public and private, are under-funded, and the situation is…

• Whither Europe and the Euro?

  Published 11 June 2005 | viewed 5,551 times

  What if the Malthusian doom and gloom crowd is wrong? What if the trend of lower population growth clearly evident in the developed world is…

• Can the Fed Find the Sweet Spot?

  Published 04 June 2005 | viewed 5,291 times

  The questions of the day seemed to revolve around Fed policy, the US trade deficit and the dollar. We look at all of these questions…

• The Greenspan Conundrum

  Published 28 May 2005 | viewed 6,117 times

  "There is little doubt that, with the breakup of the Soviet Union and the integration of China and India into the global trading market, more…

• Kicks Just Keep Getting Harder to Find

  Published 21 May 2005 | viewed 7,562 times

  "It seems like kicks just keep getting harder to find, All your kicks ain't bringing you peace of mind, Before you find out it's too…

• The Problem With Indexes

  Published 14 May 2005 | viewed 7,571 times

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

• A Stable Disequilibrium

  Published 07 May 2005 | viewed 5,971 times

  This week we look at a speech given by Paul McCulley (Managing Director at PIMCO funds) at my recent Accredited Investor Conference in La Jolla.…