Dr. Frankenstein’s Europe
Dr. Frankenstein’s Europe By John Mauldin May 19, 2012 There Is No Easy Grexit A Rational Bank Run Greek Fatigue The Alligator of Bank Runs Who Gets the Old Maid? Atlanta, New York, Philadelphia, Italy, and Singapore “Had I right, for my own benefit, to inflict this curse upon everlasting...
Waving the White Flag
Waving the White Flag John Mauldin May 12, 2012 Waving the White Flag Viva Los Rescates Financieros de los Bancos Contagion is Real It Doesn’t End With Spain New York, Atlanta, and Philadelphia A common mistake that people make when trying to design something completely foolproof is to underestimate the...
A Leaderless World
A Leaderless World John Mauldin May 7, 2012 I recently had a chance to speak at a conference where Dr. Ian Bremmer spoke after me. I was very impressed with his thought process and asked him to give me an outline of his speech to share with you for this week’s Outside...
A Graphic Presentation
A Graphic Presentation By John Mauldin May 5, 2012 April Employment A Graphic Review of the Strategic Investment Conference A Little Over 31 Years New York, Atlanta, Philadelphia, and Austin The US employment numbers came out this morning, and they were disappointing. But disappointing does not begin to describe the...
U.S. Consumers: Still Key to the Outlook
U.S. Consumers: Still Key to the Outlook John Mauldin April 30, 2012 ~~~ What I like most about Gary Shilling’s economic analysis is that it’s thorough. In the piece that follows – an excerpt from Gary’s monthly INSIGHT – he ranges from the importance of US consumer spending and the unemployment rate, to the...
A Gold Standard?
A Gold Standard? John Mauldin April 28, 2012 A Piece Of My Mind, by Jim Grant A Gold Standard? Carlsbad, Tulsa, Chicago, and Atlanta There are times, my friends Michael Lewitt and Dr. Lacy Hunt agreed today at lunch, when the study of economics is best informed by a sound knowledge of history. Indeed, Michael’s...
The Pain in Spain
The Pain in Spain John Mauldin April 23, 2012 ~~~ It really does seem to be All Spain All the Time, but there is a reason. Unlike Greece, Spain makes a difference to the eurozone. It may be both too big to allow to fail and too big to save. Last week I came across...
A Little Bull’s Eye Investing
A Little Bull’s Eye Investing John Mauldin April 21, 2012 An Introduction to Bull’s Eye Investing Through the Looking Glass Everything Is Not Relative Walking “Long Enough” It’s Good to Be King – But Beware of Tailors Using Invisible Cloth Where Were We, Again? When Past Is Not Prelude Next Week: Austin, New...
The War for Spain
The War for Spain By John Mauldin April 14, 2012 The War for Spain Spain Goes “All In” “We Are Not Greece” The New Labor Force A Little Blue Suede Shoe Trouble I fully intended to ignore Spain this week. Really, truly I did. I had my letter all...
The War for Spain
The War for Spain By John Mauldin April 14, 2012 The War for Spain Spain Goes “All In” “We Are Not Greece” The New Labor Force A Little Blue Suede Shoe Trouble I fully intended to ignore Spain this week. Really, truly I did. I had my letter all...
It’s All About Jobs
It’s All About Jobs John Mauldin April 7, 2012 > Just Trying to Keep Up Participating in the Labor Force Some Good News on Employment San Francisco, Denver, Austin, Philadelphia, Washington DC, Fort Lauderdale, etc. > Today’s employment numbers were decidedly soft, but the unemployment rate went down anyway, and that is about the best...
It Can Be Done!
It Can Be Done! John Mauldin April 2, 2012 ~~~ Professor Andrew Odlyzko leads off this week’s Outside the Box with a familiar litany: “A superpower with crippling debt, exorbitant taxes, glaring inequality, wages far exceeding those of competitors, high and persistent unemployment, lack of basic workplace skills, malnutrition, a rapidly growing rival across the...
