John Mauldin

Contributor since: 26 Feb 2010

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Biography

• Muddle Through, R.I.P?

  Published 18 October 2009 | viewed 3,934 times

  I first wrote about the Muddle Through Economy in 2002, and the term has more or less become a theme we have returned to from…

• Ponzi Finance

  Published 12 October 2009 | viewed 7,911 times

  I look forward at the beginning of every quarter to receiving the Quarterly Outlook from Hoisington Investment Management. They have been prominent proponents of the…

• Killing the Goose

  Published 10 October 2009 | viewed 5,842 times

  Peggy Noonan, maybe the most gifted essayist of our time, wrote a few weeks ago about the vague concern that many of us have that…

• Another Finger of Instability

  Published 04 October 2009 | viewed 7,626 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…

• Welcome to the New Normal

  Published 26 September 2009 | viewed 4,785 times

  Unemployment is high and rising. But if the recession is over, won't employment start to rise? The quick answer is no. We look deeper into…

• The Hole in FDIC

  Published 19 September 2009 | viewed 5,133 times

  This week we continue to look at what powers the forces of deflation. As I continue to stress, getting the fundamental question answered correctly is…

• Penury, Self-imposed or Inflicted, the New Normal?

  Published 14 September 2009 | viewed 4,406 times

  One of my favorite sources of information is The Liscio Report by Philippa Dunne & Doug Henwood. Among other things, each month they survey all…

• Elements of Deflation, Part 2

  Published 12 September 2009 | viewed 5,891 times

  Just as water is formed by the basic elements hydrogen and oxygen, deflation has its own fundamental components. Last week we started exploring those elements,…

• The Elements of Deflation

  Published 05 September 2009 | viewed 7,752 times

  As every school child knows, water is formed by the two elements of hydrogen and oxygen in a very simple formula we all know as…

• Spain: The Hole In Europe's Balance Sheet

  Published 31 August 2009 | viewed 19,958 times

  Today's offering for this week's Outside the Box starts off with a quote from Titus Maccius Plautus: "I am a rich man as long as…

• An Uncomfortable Choice

  Published 29 August 2009 | viewed 5,429 times

  We have arrived at this particular economic moment in time by the choices we have made, which now leave us with choices in our future…

• Between a Rock and a Hard Place

  Published 24 August 2009 | viewed 4,898 times

  There is the strong possibility that policy makers in the US and UK will not time the transition from the current quantitative easing to a…

• The Statistical Recovery, Part Three

  Published 22 August 2009 | viewed 4,533 times

  This week we further explore why this recovery will be a Statistical Recovery, or one that, as someone said, is a recovery only a statistician…

• Growth in Potential GDP

  Published 17 August 2009 | viewed 4,423 times

  This week I offer you two short pieces for your Outside the Box Reading Pleasure. The first is from my friends at GaveKal and is…

• The Statistical Recovery, Part II

  Published 14 August 2009 | viewed 5,892 times

  A few weeks ago I first used the term "statistical recovery" to describe the nature of today's economic environment. Today we are going to further…

• Slow Long-Term Growth, And Government's Response

  Published 11 August 2009 | viewed 4,803 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…

• Six Impossible Things Before Breakfast

  Published 10 August 2009 | viewed 5,821 times

  The Efficient Market Hypothesis, according to Shiller, is one of the most remarkable errors in the history of economic thought. EMH should be consigned to…

• The Great Reflation Experiment

  Published 01 August 2009 | viewed 7,343 times

  The question we have been focused on for some time now is whether we end up with inflation, or deflation, and what that endgame looks…

• Breakfast with Dave

  Published 27 July 2009 | viewed 6,225 times

  This week I offer something unusual for outside the Box, in that I agree on almost all points with my friend David Rosenberg, except he…

• The Statistical Recovery

  Published 25 July 2009 | viewed 5,621 times

  A lot of bullish commentators are talking about a recovery being in the works, and they may very well be right. But it is not…