John Mauldin

Contributor since: 26 Feb 2010

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• Market Timers or Market Cheaters?

  Published 06 September 2003 | viewed 5,379 times

  Given the wide disparity of views about the economy, it is little wonder that the reaction to Greenspans latest speech has been all over the…

• Greenspan's Uncertainty Principle

  Published 30 August 2003 | viewed 3,482 times

  This week we are going to examine in some detail Alan Greenspans speech given today in Jackson Hole, Wyoming. I was working on an entirely…

• Manufacturing the Data

  Published 23 August 2003 | viewed 4,515 times

  How can I talk about a mere Muddle Through Economy when manufacturing is rising, the Phillie Fed Index skyrockets, housing and new home construction is…

• Stupid Economist Tricks

  Published 16 August 2003 | viewed 5,026 times

  This week we further explore the variation in economic forecasts and then finish with Part Three of "How the World Really Works" from my friend,…

• Conflicting Opinions

  Published 08 August 2003 | viewed 3,943 times

  What can we make of the huge variations in economic predictions by quite reasonable analysts? I briefly touch on the topic from my perch in…

• The Velocity of Money

  Published 01 August 2003 | viewed 4,301 times

  This week as I am in Nova Scotia, where my bride "suggests" I will be far removed from any internet access, I am pleased that…

• Greenscam: The View From Europe

  Published 26 July 2003 | viewed 3,778 times

  This week we review what I learned on my trip to Geneva; we look at a way to invest in the Chinese Renminbi; I offer…

• The Most Unlikely Action

  Published 19 July 2003 | viewed 3,797 times

  This week we look at what Greenspan really said and what he didn't say; the real reason why the bond market reacted so violently (not…

• Poker at the Federal Reserve

  Published 12 July 2003 | viewed 3,794 times

  Is this a critical time in the bond market or are we simply back to where we were a few months ago before the recent…

• Mid-2003 Forecast: Muddle Through*

  Published 05 July 2003 | viewed 3,878 times

  I promised in my January 2003 forecast I would re-visit my predictions, giving you a mid-year update. Faster than I can believe, that time is…

• The Investment Matrix Revelations

  Published 28 June 2003 | viewed 4,806 times

  This week the Fed cut rates by 0.25% as I predicted, yet the long rates have risen by over 0.50% from the lows. The dollar…

• Bull Market or Bear Market Rally?

  Published 21 June 2003 | viewed 4,938 times

  This week I want to briefly look at some comments by Stephen Roach and Rob Arnott, two of my favorite analysts. Then we quickly segue…

• The Economic Silly Season

  Published 13 June 2003 | viewed 5,110 times

  It seems to be the economic silly season. This week we will explore some of the more absurd ideas to make their way to my…

• Thoughts from the Frontline

  Published 07 June 2003 | viewed 6,300 times

  Today we have a guest writer for Thoughts From the Frontline, as I am in Puerto Vallarta sipping margaritas by the beach. I asked my…

• The Muddle Through Economy

  Published 31 May 2003 | viewed 4,007 times

  This week we will visit one of my main themes for the last two years: the Muddle Through Economy. This is a summary (and first…

• The Trend is Your Friend, (Until It Isn't)

  Published 24 May 2003 | viewed 5,505 times

  This week we look at trends and how to make them your friend. Whether its stocks, the dollar or interest rates, getting the trend right…

• Presupposing Deflation

  Published 17 May 2003 | viewed 3,436 times

  The topic du jour is deflation. I must have read 40 or so treatises on the deflation debate this week alone. Some are rather lengthy…

• King Dollar and the Guillotine

  Published 10 May 2003 | viewed 4,051 times

  "Whoever you are, I have always depended on the kindness of strangers." (Blanche Dubois from Tennessee Williams' A Streetcar Named Desire.) The world is in…

• Why the Stock Market Is Rising

  Published 03 May 2003 | viewed 5,079 times

  Today we speculate about why the stock market is rising and whether it can continue to do so, given all the negative economic news. Along…

• Investing: Faith Versus History

  Published 25 April 2003 | viewed 4,022 times

  This week we briefly look at a few choice economic insights, and then I once again will close with a portion of my book-in-progress about…