John Mauldin

Contributor since: 26 Feb 2010

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Biography

• Sometimes They Do Ring A Bell

  Published 13 November 2004 | viewed 5,468 times

  With many sub-market indexes hitting new highs, and given the recent performance of the market, how can I maintain we are still in a long-term…

• The Next Bush Recession

  Published 06 November 2004 | viewed 7,295 times

  This week we enter the realm controversial. The election is over, and now reality will impinge its often unpleasant odor over the political landscape of…

• Premise #3: A Falling Dollar

  Published 30 October 2004 | viewed 4,521 times

  In March of 2002, I wrote an e-letter entitled "King Dollar and the Guillotine," which as the title suggests was a quite negative view of…

• The Bottom Right Hand Corner

  Published 23 October 2004 | viewed 4,489 times

  What makes one person a pessimist and another an optimist when speculating about the future of the US and the markets? How do we come…

• Premise #2: The Muddle Through Era

  Published 16 October 2004 | viewed 4,614 times

  We are doing a series on my basic investment premises: the themes which drive my overall investment strategies. Last week we looked at some of…

• Elections, Recessions and the Economy

  Published 09 October 2004 | viewed 3,948 times

  What are the basic premises which determine your investment portfolio? Is there a consistency to your thought, or is your portfolio a blend of ideas…

• Horse Racing and the CIA

  Published 02 October 2004 | viewed 4,151 times

  This week we explore in depth an essay on how we think from that bastion of investment analysis, the US Central Intelligence Agency. We look…

• Running Money

  Published 25 September 2004 | viewed 4,462 times

  How might the economic world be turned upside down as we go from a post-industrial society to a world driven by intellectual property? What if…

• The Zero Bound Dilemma

  Published 17 September 2004 | viewed 3,989 times

  A battle plan, we are told, seldom survives contact with the enemy. Nonetheless, military leaders throughout the world wisely persist in making plans they know…

• Single Derivative Investing

  Published 03 September 2004 | viewed 4,965 times

  When can we once again return to the stock market with some long term confidence? What's up with bonds and global reflation? This week we…

• The Rewards of Lazy Investing

  Published 28 August 2004 | viewed 4,802 times

  Is being lazy the secret key to riches? Can you grow your portfolio 2,000 percent with just one decisions? Did I spend 432 pages and…

• Why Investors Fail

  Published 21 August 2004 | viewed 4,261 times

  This week we look at how to make you a top 20% investor, think about some of the mistakes we all make and much more.…

• $450 Billion Pension Fund Shortfall

  Published 14 August 2004 | viewed 4,623 times

  This week we start out with the weather and end up buried in the footnotes of the Pension Benefits Guaranty Corporation as we wonder about…

• Lean, Mean Reversion Machine

  Published 07 August 2004 | viewed 4,792 times

  This week we look at a thoughtful analysis by one of my long time favorite analysts, Jeremy Grantham, on what stock market returns should be…

• The Endgame For Mutual Funds

  Published 31 July 2004 | viewed 5,745 times

  This week we are going to look at one aspect of the future of investing. A few weeks ago, I was with good friend Doug…

• Recession Watch

  Published 24 July 2004 | viewed 5,565 times

  There are always a few dark clouds that determined bears can find, even in the best of times, albeit they may be no bigger than…

• The China Productivity Miracle

  Published 17 July 2004 | viewed 6,743 times

  This week we look at China with a few thoughts that are not part of the conventional wisdom, and throw in a comment or two…

• How to Recognize a Housing Bubble

  Published 10 July 2004 | viewed 6,200 times

  Today we take a final look at the housing market. Are we in a bubble or is it merely a period of overheated prices which…

• The Real Growth in Housing

  Published 03 July 2004 | viewed 5,700 times

  This week we once again look at the US housing market. We explore what may be the prime contributor to spiraling home prices. (I bet…

• The ARMS Trade

  Published 26 June 2004 | viewed 4,694 times

  This week we continue our look into the factors involved in housing prices. Specifically, we are going to look at the affect of Adjustable Rate…