John Mauldin

Contributor since: 26 Feb 2010

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• Europe on the Brink

  Published 18 July 2009 | viewed 12,463 times

  We have avoided Armageddon, at least for now. The cost to the US taxpayer has been a few trillion. Some in the media are loudly…

• Debt and Deflation

  Published 13 July 2009 | viewed 7,501 times

  There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort…

• Buddy, Can You Spare $5 Trillion?

  Published 11 July 2009 | viewed 10,718 times

  There is no doubt that the US is in financial trouble. Those talking of a strong recovery are just not dealing with reality. But the…

• Make Sure You Get This One Right

  Published 06 July 2009 | viewed 6,429 times

  There are those who sweat over every decision, worrying about how it will affect their lives and investments. Then there is the school of thought…

• A 20-Year Bear Market?

  Published 30 June 2009 | viewed 10,063 times

  Long time readers know that I am a huge fan of the work of Neil Howe. His book, The Fourth Turning, was one of the…

• The End of the Recession?

  Published 27 June 2009 | viewed 6,351 times

  Last week we began a series on data abuse, about how various commentators twist and torture data to make it say what they want, or…

• A Tale of Two Depressions

  Published 22 June 2009 | viewed 6,714 times

  This week's Outside the box looks at some very interesting research done by two economic historians, Barry Eichengreen of the University of California at Berkeley…

• This Time its Different*

  Published 20 June 2009 | viewed 9,133 times

  I have often written that the four most dangerous words in the investment world are "This Time It's Different." If memory serves me, I have…

• History Lesson for Economists in Thrall to Keynes

  Published 09 June 2009 | viewed 4,651 times

  There is a debate in academic circles on the lessons of the current economic crisis. While most ivory tower debates are of little concern to…

• The New, New Normal

  Published 06 June 2009 | viewed 9,405 times

  We are coming to a critical inflection point, perhaps the most critical point that we have had in 70 years for the US and to…

• This Way There Be Dragons

  Published 30 May 2009 | viewed 6,832 times

  In fantasy novels the intrepid heroes come across a sign saying "This Way Be Dragons." Of course, they venture on, facing calamity and death, but…

• Credit Crisis Watch

  Published 26 May 2009 | viewed 5,452 times

  This week we look at a number of charts of various parts of the credit markets to see what kind of progress is being made…

• The Paradox of Deficits

  Published 24 May 2009 | viewed 8,399 times

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

• The End Game Draws Nigh -The Future Evolution of the Debt-to-GDP Ratio

  Published 18 May 2009 | viewed 9,354 times

  Nearly everyone I talk with has the sense that we are at some critical point in our economic and national paths, not just in the…

• Faith-Based Economics

  Published 16 May 2009 | viewed 6,400 times

  Why does government data need to be revised so often? Is it conspiracy, as some claim, or is it methodology? And if it is methodology…

• The $33,000,000,000,000 Question

  Published 11 May 2009 | viewed 8,707 times

  It has long been my contention that we are entering an extraordinary period of time in which using historical analogies to plot market behavior is…

• Green Shoots or Dandelion Weeds?

  Published 09 May 2009 | viewed 6,062 times

  Go to Google. Type in "green shoots." In about a 10th of a second you will find 28,900,000 references. Scrolling through a few pages, you…

• The Financial Commentator on the Economy

  Published 05 May 2009 | viewed 4,707 times

  Late last week a letter from Jim Welsh crossed my desk. I started reading and found myself being pulled through his very thoughtful letter. I…

• Back to the Future Recession

  Published 02 May 2009 | viewed 6,178 times

  The old adage that one should "sell in May and walk away" has been around for years. I mentioned that bromide about this time last…

• Back to the Future Recession

  Published 25 April 2009 | viewed 7,210 times

  This week we look at the second half of my speech from a few weeks ago at my annual Strategic Investment Conference in La Jolla.…