John Mauldin

Contributor since: 26 Feb 2010

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Biography

• Please Give Me a Housing Bubble

  Published 19 June 2004 | viewed 11,050 times

  As I have written about and documented on many occasions, the economic health of the US consumer is hinged upon the housing market and housing…

• The Great Liberator

  Published 12 June 2004 | viewed 3,506 times

  As have many of my countrymen, I have been moved today by the funeral ceremonies of President Ronald Reagan. In what may be the most…

• The Unwinding of the Carry Trade

  Published 05 June 2004 | viewed 13,892 times

  Will rising rates cause the hedge fund world to blow up and bring down the economies of the world? What about the huge recent rise…

• It's Time for the Fed to Reload

  Published 29 May 2004 | viewed 3,743 times

  In what is the shortest e-letter I have written in years, for which many of you will be grateful, this week we once again delve…

• The Sleaziest Journalism on Earth

  Published 22 May 2004 | viewed 4,421 times

  This week we explore the problems with generalizations and assumptions. We will use as the launching point a rather poor piece of sensationalistic journalism from…

• The Summer Swoon: A Dearth of Value

  Published 15 May 2004 | viewed 4,051 times

  I returned very early this morning from the Las Vegas Money Show, where all flights to Dallas were cancelled last night due to the odd…

• A Mass of Alpha

  Published 08 May 2004 | viewed 4,349 times

  While there has been a lot happening in the markets, sometimes it is important to drop back and look at larger issues. This week we…

• The Yield Curve, Part 7

  Published 01 May 2004 | viewed 6,129 times

  This week we look at the probability of a future recession raining on the current economic parade, looking at two indicators which offer insight into…

• Will They Raise or Will They Stay?

  Published 24 April 2004 | viewed 3,861 times

  With the theme song (circa 1979) from The Clash as our background music - Should I Stay or Should I Go? - we explore whether…

• Bull's Eye Investing

  Published 17 April 2004 | viewed 3,398 times

  This week, I am going to depart from the regular format, as my book, "Bull's Eye Investing: Targeting Real Returns in a Smoke and Mirrors…

• Employment Games and Other Silly Statistics

  Published 10 April 2004 | viewed 5,508 times

  This week we take a look at what value really means, and I offer a few thoughts on the recent employment numbers. They may not…

• The Coming Generational Storm

  Published 03 April 2004 | viewed 6,147 times

  Today, we are going to look at a very important study by the always insightful James Montier on the Echo Bubble? Can we look at…

• China Syndromes

  Published 27 March 2004 | viewed 5,247 times

  This week I have been struck by a wide variety of articles on China. Is it a boom getting ready to change the face of…

• Peace in Our Time

  Published 20 March 2004 | viewed 4,295 times

  This week's letter is going to be a little shorter than normal, for which some of you are probably grateful. We are moving our offices…

• Is Someone Ringing A Bell?

  Published 13 March 2004 | viewed 4,258 times

  This week we address the question of whether the stock market is forming a top, take further looks at Fed policy and the unemployment rate…

• Those Magic Unemployment Numbers

  Published 06 March 2004 | viewed 5,028 times

  That loud boom you heard Friday morning coming from the futures pits was the job report imploding the dollar and sending interest rates tumbling. The…

• Free Trade Wars

  Published 28 February 2004 | viewed 4,060 times

  Free trade, jobs, fairness and the economy are all front and center in the coming political debate. As politicians respond to polls, we are going…

• Barbarians at the Fed

  Published 21 February 2004 | viewed 4,344 times

  This week we are going to visit my Worry Closet, where things goes bump in the night. There are many writers who assure us that…

• The Bond Uncertainty Principle

  Published 14 February 2004 | viewed 4,842 times

  One of today's trickiest investment questions revolves around interest rates and bond investing. We are in an economic environment in history like no other, so…

• The Unemployment Quandary

  Published 07 February 2004 | viewed 3,790 times

  This week we tackle some rather odd discrepancies in the employment numbers - are we adding jobs or losing them? Then is there a relationship…