John Mauldin

Contributor since: 26 Feb 2010

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Biography

• Six Impossible Things

  Published 28 May 2010 | viewed 0 times

  Alice laughed. "There's no use trying," she said" One can't believe impossible things." "I daresay you haven't had much practice," said the Queen. "When I…

• The Case for a Fed Rate Hike

  Published 23 May 2010 | viewed 0 times

  Everywhere there are arguments that we are in a "V"-shaped recovery. And there are signs that in fact that is the case. Today we will…

• The Commodities Con

  Published 18 May 2010 | viewed 0 times

  A quick introduction for this week's Outside the Box. This is from my London Partner Niels Jensen, talking about the problems with long only commodity…

• Europe Throws a Hail Mary Pass

  Published 15 May 2010 | viewed 0 times

  In a 1975 playoff game, the Dallas Cowboys were nearly out of time and facing elimination from the playoffs, down 14-10 against a very good…

• The Center Cannot Hold

  Published 07 May 2010 | viewed 0 times

  Turning and turning in the widening gyre The falcon cannot hear the falconer; Things fall apart; the center cannot hold; Mere anarchy is loosed upon…

• The Future of Public Debt

  Published 01 May 2010 | viewed 0 times

  Everyone and their brother intuitively knows that the current government fiscal deficits in the developed world are unsustainable. They have to be brought under control,…

• First, Let's Kill the Angels

  Published 17 April 2010 | viewed 0 times

  When you draft a 1,300-page "financial reform" bill, various special interests get language tucked into the bill to help their agendas. However, the unintended consequences…

• Reform We Can Believe In

  Published 10 April 2010 | viewed 1,389 times

  Casey Stengel, manager of the hapless 1962 New York Mets, once famously asked, after an especially dismal outing, "Can't anybody here play this game?" This…

• Is This a Recovery?

  Published 03 April 2010 | viewed 1,219 times

  Last week I wrote a letter to my kids trying to explain what Greece meant to them. Reader Ken V wrote: "Great letter, John. Now…

• What Does Greece Mean to You?

  Published 27 March 2010 | viewed 1,938 times

  "To trace something unknown back to something known is alleviating, soothing, gratifying and gives moreover a feeling of power. Danger, disquiet, anxiety attend the unknown…

• The Threat to Muddle Through

  Published 20 March 2010 | viewed 2,171 times

  If the Chinese allowed the renminbi to rise, would that make the USA better off? That is the contention of a cabal of critics from…

• It Helps to Be Rich

  Published 15 March 2010 | viewed 3,267 times

  Long time readers of Thoughts from the Frontline will be familiar with the name The Liscio Report. It is one of my "secret" sources of…

• The Implications of Velocity

  Published 13 March 2010 | viewed 4,838 times

  This week we do some review on a very important topic, the velocity of money. If we don't understand the basics, it is hard to…

• Welcome to the Future

  Published 07 March 2010 | viewed 5,611 times

  We are in an era of accelerating change, moving toward a future that will be profoundly different from the past we grew up in. But…

• An Attempt to Think Through the Greek Crisis

  Published 01 March 2010 | viewed 2,657 times

  Today I am sitting listening to Ralph Merkle lecture on nanotechnology, part of a 9-day-long series of lectures on how accelerating change in technologies of…

• The Multiplication of Money

  Published 26 February 2010 | viewed 3,936 times

  The economy grew in the fourth quarter by 5.9%, the most in years. The adjusted monetary base is exploding. Bank reserves are literally through the…

• A Five-Step Guide to Contagion

  Published 22 February 2010 | viewed 4,572 times

  I am in Tampa meeting with Raymond James Chief Investment Officer Jeff Saut, who graciously took us out on his boat yesterday in what I…

• The Pain in Spain

  Published 20 February 2010 | viewed 6,613 times

  Last week we talked about Greece. But the problems are more than just Greece. We look at two very different views of the euro, and…

• Between Dire and Disastrous

  Published 13 February 2010 | viewed 10,008 times

  The news is somewhat "All Greece, All the Time," but most of the pieces miss the more critical elements, and in today's letter we will…

• February Economic Report

  Published 08 February 2010 | viewed 3,658 times

  Before we get to this week's Outside the Box, a quick note about my writing on Greece in last Saturday's letter. I made the point…