11/29/2005 - Our Brave New World, Part II
by John Mauldin "GaveKal not only asserts that a dollar asset standard is developing, but that it is superior to gold. Quite simply, they argue that since gold cannot grow at a fast enough pace to maintain global growth, it has to be replaced." 10/20/05 - Inflating the Numbers
by John Mauldin "Is inflation running at a 9.4% clip, a 5.6% rate of just over 2%? The correct answer is both. It just depends upon how you want to calculate the numbers and over what time period you want to calculate them." 09/15/2005 - To Pause, Or Not To Pause
by John Mauldin "There are more and more calls for the Fed to pause in September. Clearly the markets are expecting them to do so, and this has given a boost to the stock market." 07/06/2005 - Irrational Exuberance
by John Mauldin "Despite the fact that you can't turn on the television, open a newspaper, or surf the web without being bombarded with talk of real estate, there seems to be little public concern over rising home prices and a growing bubble…" 06/07/2005 - Searching For The Sweet Spot
by John Mauldin"The top questions today revolve around Fed policy, the trade deficit and the dollar. John Mauldin lays out three scenarios involving possible future Fed policy actions - and what they may mean for the U.S. and global economy…" 05/05/2005 -Faith And History, Fear And Greed
By John Mauldin "While members of the Church of the Fed place their Faith in the power of Greenspan, History itself dredges up a Pandora's box full of contradictions. Thus we become witnesses of a titanic boxing match between Faith and History…" 05/02/2005 - The Three Amigo Bottom Indicators
By John Mauldin "…For every seller in a bear market there is a buyer. Given the real problems in the economy, however, the question to those of a bearish persuasion becomes: 'Why is anyone buying stocks?'…" 04/22/2005 - Doing The Interest Rate Limbo
By John Mauldin "…Rate cuts do nothing to offset the deflationary winds sweeping the world economy. Deflation is going to push long-term rates even lower, which ultimately is bullish. Then things will change…" 04/21/2005 - The Innovation Cycle
By John Mauldin "…In the last decade, a rising tide lifted all boats. Now things will start to be a little different. As always, new innovations will bring rewards to investors. But the "winners" will be investments that focus…" 04/14/2005 - A Surprising Solution
By John Mauldin "World oil demand is currently surging far higher than normal rates…and nobody knows how high oil prices will go. What does this mean for the U.S. economy? John Mauldin explores…" 03/03/2005 - Unstable Stability
By John Mauldin "Greenspan recently warned against Americans becoming too content with the economy, that they need to prepare themselves for the shock of what would happen if those 'kind strangers' were to stop supporting us." 12/22/2004 - Canary In A Coalmine
By John Mauldin "John Mauldin is the creative force behind the Millennium Wave investment theory and author of the weekly economic e-mail Thoughts from the Frontline. As well as being a frequent contributor to The Daily Reckoning." 11/10/2004 - A Manipulated Market
By John Mauldin "The Federal Reserve defines the trade-weighted dollar as "a weighted average of the foreign exchange value of the U.S. dollar measured against a subset of the broad index currencies that circulate widely outside…" 11/09/2004 - How High Can The Euro Rise?
By John Mauldin "In the last three years, the euro has done the heavy lifting of dollar devaluation. China has helped not a whit. Japan has protected the yen, aggressively buying dollars." 10/07/2004 - Keeping Your Eye On The Ball
By John Mauldin "Successful investors even develop contingency plans for what to do when a special investment or situation comes along that requires a little quicker action. The goal is to not let your emotions or too much information…" 09/09/2004 - The Lazy Investor's Rewards
By John Mauldin "…I should note that this makes a very big difference in retirement lifestyles. At a 5% return, we are talking about the difference between $2,400 per year and $11,000 per year on that original $10,000…" 08/17/2004 - A Recession In Pink
By John Mauldin "…Not remembering any pink shirts in my closet, I asked my daughter, who works across the hall, if pink was showing up any more than usual. 'It's really big now, especially overseas…" 07/13/2004 - Henpecked
By John Mauldin "…So, there are lots of facts that should make us nervous and others that give us reason to be a housing bull. But that still does not answer the question, is there a housing bubble…?" 06/04/2004 - Will They Raise Or WIll They Stay?
"…I think the Fed will start to change their language and start to clearly let everyone know that they are going to start raising rates. I am not certain they think that a two-month warning is enough time to allow the markets to adjust…" 05/06/2004 - Flatliners
By John Mauldin "…Essentially, Estrella and Mishkin showed how every U.S. recession in the post-WW2 era has been preceded by a negative yield curve…" | 
