John Mauldin

Contributor since: 26 Feb 2010

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Biography

• A Bubble in Search of a Pin

  Published 06 February 2010 | viewed 6,150 times

  Should Greenspan and Bernanke have seen the bubble in housing and other assets and acted, or should we accept their defense that you can't know…

• This Time is Different

  Published 30 January 2010 | viewed 10,529 times

  "Our immersion in the details of crises that have arisen over the past eight centuries and in data on them has led us to conclude…

• Thoughts on the End Game

  Published 22 January 2010 | viewed 7,443 times

  When I was at Rice University, so many decades ago, I played a lot of bridge. I was only mediocre, but enjoyed it. We had…

• 2010 Investment Strategies: Six Areas To Buy, 11 Areas To Sell

  Published 18 January 2010 | viewed 6,523 times

  This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the…

• When the Fed Stops the Music

  Published 16 January 2010 | viewed 6,690 times

  Last week we delved into the uncertainties that face us and that make forecasting for 2010 problematical. Will the government actually increase taxes as much…

• The Coming BioTech Bubble

  Published 12 January 2010 | viewed 4,520 times

  In last Friday's letter, I said that I had not bought any single stocks in the last decade, preferring funds and managers, and in general…

• 2010 Forecast: The Year of Uncertainty

  Published 09 January 2010 | viewed 5,607 times

  "Lying here, during all this time after my own small fall, it has become my conviction that things mean pretty much what we want them…

• The Age of Deleveraging

  Published 19 December 2009 | viewed 6,027 times

  This is the season when pundits feel compelled to make annual forecasts. I will make mine, as I traditionally do, in the first letter of…

• Will The Three Trends of 2009 Prevail in 2010?

  Published 14 December 2009 | viewed 4,672 times

  Today I am speaking at a local conference here in Dallas for my friends Charles and Louis Gave of GaveKal along with George Friedman of…

• Thoughts on the Statistical Recovery

  Published 12 December 2009 | viewed 4,584 times

  We are clearly starting to get some better data points here and there. But as I pointed out this summer, it is going to be…

• Reckless Myopia

  Published 30 November 2009 | viewed 5,151 times

  Long time Outside of the Box readers are familiar with John Hussman of the eponymous Hussman Funds. And once again he is my selection for…

• Why I am an Optimist

  Published 28 November 2009 | viewed 7,133 times

  I admit that of late my writings have had a rather dark tone. There are certainly a number of severe long-term problems that we must…

• Where the Wild Things Are

  Published 21 November 2009 | viewed 5,551 times

  From ghoulies and ghosties And long-leggedy beasties And things that go bump in the night, Good Lord, deliver us! -- Old Scottish Prayer Where the…

• Eclectica November Fund Commentary

  Published 16 November 2009 | viewed 3,947 times

  Today's Outside the Box comes to us from England. My European partner Niels Jensen from time to time sends me some of the best letters…

• If This Is Recovery...

  Published 14 November 2009 | viewed 8,044 times

  No one goes into Wal-Mart and asks to pay extra sales tax. Thus sales taxes are reasonable barometers for retail sales. This week we look…

• The Glide Path Option

  Published 07 November 2009 | viewed 4,828 times

  The present contains all possible futures. But not all futures are good ones. Some can be quite cruel. The one we actually get is dictated…

• Just Desserts and Markets Being Silly Again

  Published 03 November 2009 | viewed 4,692 times

  My long time readers are familiar with Jeremy Grantham of GMO as I quote him a lot. He is one of the more brilliant and…

• Catching Argentinian Disease

  Published 31 October 2009 | viewed 5,075 times

  I have been in South America this week, speaking nine times in five days, interspersed with lots of meetings. The conversation kept coming back to…

• Liquor before Beer - In the Clear

  Published 26 October 2009 | viewed 4,920 times

  I am in Argentina today, but still have found time to read a rather provocative speech by David Einhorn, who is President of Greenlight Capital,…

• The Best of Times

  Published 24 October 2009 | viewed 5,628 times

  What's a Fed to do? We get talk about tightening and taking away the easy credit, but we got the fourth largest monetization on record…