John Mauldin

Contributor since: 26 Feb 2010

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• The Super Trend Puzzle

  Published 31 January 2004 | viewed 3,718 times

  I start this week's letter somewhere over Kansas on the way to Lake Louise outside of Calgary, Canada. I have been giving a great deal…

• How to be a Top 20% Investor

  Published 24 January 2004 | viewed 4,055 times

  This week we re-visit one of my favorite themes: Why Investors Fail. I am doing the final edits on my book, Bull's Eye Investing, and…

• The Supercycle of Debt

  Published 17 January 2004 | viewed 4,946 times

  Debt and the dollar, employment and interest rates, the US economy and world trade, money supply and inflation/deflation, taxes, deficits, commodity prices, politics, war, regulation…

• Forecast 2004: The Silver Lining Economy

  Published 10 January 2004 | viewed 4,284 times

  For the last 10 days, I have been reviewing over 500 pages of forecasts, predictions, and data from a wide variety of sources. Some have…

• The Outlook for the Housing Market

  Published 03 January 2004 | viewed 4,185 times

  This is always a fairly intensive research time of the year for me, as I begin to format my thoughts about the possible trends for…

• Oil, Stock Prices and the Dollar

  Published 20 December 2003 | viewed 6,374 times

  This week we see what oil has to do with the price of tea in China, what they both have to say about the US…

• The Fed Said What?

  Published 13 December 2003 | viewed 6,357 times

  Today we look at recent Fed statements, which give us more than a few clues as to what is really happening in the economy, plus…

• The Problem With Assumptions

  Published 06 December 2003 | viewed 4,643 times

  Insanity, my bride tells me again and again, is doing the same thing over and over and expecting different results. This week we return to…

• The 22 Rules of Trading

  Published 29 November 2003 | viewed 4,890 times

  This week we look at two very intriguing studies, one from James Montier where, safely perched in England, he forecasts future real returns on the…

• Bras, Steel and Bush

  Published 22 November 2003 | viewed 5,053 times

  Whenever I venture from my "assigned" space of economics and investing, and roam into the realm of politics, I am sure to offend more than…

• Your Inner Spock

  Published 15 November 2003 | viewed 4,125 times

  Why do we continue to make the same classic investing mistakes, generation after generation, throughout the world, in all times and in every culture? It…

• The Steroid Economy

  Published 08 November 2003 | viewed 5,376 times

  Todays letter may be one of the more controversial, or at least debatable, letters I have written in some time. I take a very out…

• Demography is Destiny

  Published 01 November 2003 | viewed 4,546 times

  This week we will look at the very long term trends in demographics. I find this whole topic fascinating and one that is fraught with…

• Earnings Deflation

  Published 25 October 2003 | viewed 4,760 times

  Earnings season is upon us, and with each announcement the market seems to surge on new ecstasies or retreat with disillusionment. Each new announcement is…

• Contradictions: The Fed vs. the Bond Market

  Published 18 October 2003 | viewed 4,559 times

  Two weeks ago we examined the changes in our lives. Last week we looked at imbalances in the economy. This week the theme that I…

• The Great Balancing Act

  Published 11 October 2003 | viewed 4,552 times

  Last week we looked at change, and this week we turn our attention to balance, or more precisely, the dangers and opportunities of imbalance. Stock…

• The Nature of Change

  Published 04 October 2003 | viewed 3,777 times

  The Nature of Change "My interest is in the future, because I am going to spend the rest of my life there." -- Charles F.…

• Take Me Out to the Stockgame

  Published 27 September 2003 | viewed 4,434 times

  Exactly what are investors thinking? How can I be right about being in something called a secular bear market if stocks just keep going up?…

• A Considerable Predicament

  Published 20 September 2003 | viewed 4,416 times

  This week we re-visit Federal Reserve policy, and how their current policy may be setting up a very real problem with interest rates. Is the…

• The Weather Equalization Act

  Published 13 September 2003 | viewed 4,508 times

  This week we deal with tariff proposals and other absurdities, the Chinese and the huge rise in their holdings of US debt by foreign governments,…