Who Took My Easy Button?
Who Took My Easy Button? By John Mauldin February 4, 2012 > Who Took My Easy Button? Putting a Good Employment Number in Perspective When a College Education Isn’t Enough We’re All Turning Greek Who Can Afford Health Care? > Everyone knows by now that the US is facing difficult choices. Depending on what assumptions...
American Gridlock
American Gridlock John Mauldin January 30, 2012 How do we resolve the current political gridlock over healthcare, the economy, and a myriad of other problems? It is clear that there are no easy solutions, and putting off making choices will just make the ultimate cost we pay that much more expensive. This week for our...
The Transparency Trap
The Transparency Trap John Mauldin January 28, 2012 The Transparency Trap Tell Us What You Think We Want to Hear A Very Soft GDP Number Central Banks: A High-Wire Balancing Act What Does It All Mean? A Few Thoughts on LTRO Greek Exhaustion Syndrome Cape Town, Stockholm, Geneva, Paris, and London > This week we...
Working Out of Debt
Working Out of Debt John Mauldin January 23, 2012 ~~~ This week we look at a report called “Working Out of Debt,” about debt and deleveraging, from the McKinsey Global Institute. This is a well-done summary of their longer paper, which has been updated, called “Debt and deleveraging: Uneven progress on the path to growth.”...
Staring into the Abyss
Staring into the Abyss By John Mauldin January 21, 2012 ~~~ Choices, Debt, and the Endgame Staring into the Abyss An Unintended (and Very Negative) Consequence A Preview of Coming Attractions Hallucinogenic Data and Other Fun Activities Gentlemen, Choose Your Disaster What Europe Should Do South Africa and Sweden > “If we want everything to...
The End of Europe?
The End of Europe? By John Mauldin January 14, 2012 ~~~ Solving the Mayan Code To Solve the Crisis You Must Solve Three Problems Getting Simple About Europe How Much Risk Do You Want in a Government Bond? Do You Have a Spare €1.5 Trillion? Singapore, Cape Town, and Thoughts on Hong Kong One of...
2012: A Year of Choices
2012: A Year of Choices By John Mauldin January 7, 2012 ~~~ The Consequences of Path Dependency There’s No Going Back The End of the Debt Supercycle The Time for Hard Choices Hong Kong, Singapore, Bloomberg, and a Personal Note ~~~ Once to every man and nation, comes the moment to decide, In the strife...
Collateral Damage
Collateral Damage By John Mauldin December 31, 2011 ~~~ What Next? Where Next? A World with Too Much Debt Debt Restructuring and Write-Offs The Euro Zone: Pouring Fuel on the Flames What If… ? The Year(s) Ahead Auld Lang Syne ~~~ “Whoever cannot seek the unforeseen sees nothing for the known way is an impasse.”...
The Unintended Empire
The Unintended Empire John Mauldin December 22, 2011 ~~~ A new year is almost upon us, so now seems like a perfect time to step back from the (many) crises at hand and take stock of the big picture. According to my friend & fellow thinker George Friedman, the big picture of the next 10...
The Center Cannot Hold
The Center Cannot Hold By John Mauldin December 17, 2011 ~~~ The Center Cannot Hold Where Is My Return to the Mean? The High Cost of Leaving Some Quick Thoughts on the Keystone XL Pipeline Look Over My Shoulder for Forecast 2012 LA, NYC, Hong Kong, and Singapore Turning and turning in the widening gyre...
A Player to Be Named Later
A Player to Be Named Later John Mauldin December 10, 2011 ~~~~ A Player to Be Named Later You Can Check Out but You Can’t Leave Germany Is Saying that Europe Needs a Dad An Empty Seat at the Table Germany Takes the Long View New York, Hong Kong, Singapore, and the Lights… We have...
The Covert Intelligence War Against Iran
The Covert Intelligence War Against Iran John Mauldin December 8, 2011 ~~~ Today I offer a topic that might have missed your “news-net” coverage of the eurozone crisis, US debt insanity, and a possible global recession. Folks, we may have the modern-day equivalent of the Cold War on our hands. Go ahead and let go...
