Hmmm… Holland
Hmmm… Holland John Mauldin March 26, 2012 ~~~ For your Outside the Box today I treat you to another big, juicy slab of Grant Williams’ Things That Make You Go Hmmm… I don’t want to be all Grant all the time, but this is just so good I couldn’t resist. This week, Grant is digging...
A Random Walk Through the Data Minefields
A Random Walk Through the Data Minefields By John Mauldin March 23, 2012 > Sweden, the Socialist Mecca What the US Needs Is a Good Swedish Socialist “Europe Short of Magic Wands” What Will Be the US Unemployment Rate Prior to the Election? Baby Needs a New Pair of Shoes > “I speak the truth...
Weeks When Decades Happen
Weeks When Decades Happen John Mauldin March 19, 2012 ~~~ My friends at GaveKal are uniquely positioned to help us think about where we have been in the past decade and where we are going in the next one. Their perch in Hong Kong lets them keep their fingers on China’s pulse, but they also...
Where Will the Jobs Come From?
Where Will the Jobs Come From? John Mauldin March 17, 2012 > Getting Back to Full Employment Who’s Participating in Employment? 4 Million New Jobs a Month! Where Will the Jobs Come From? Stockholm, Paris, San Francisco, and New York > “Six years into our global data collection effort, we may have already found the...
European Countries That Make You Go Hmmm…
European Countries That Make You Go Hmmm… John Mauldin March 12, 2012 ~~~ Today’s Outside the Box comes to us from Grant Williams, who covers the world from his perch in Singapore, in his always instructive and always entertaining Things That Make You Go Hmmm… I felt for him right at the outset today, because...
There Will Be Contagion
There Will Be Contagion John Mauldin March 10, 2012 ~~~ Sarkozy: Problem Solved, Or… Germany to Sarkozy: It’s Not Over The ISDA Steps Up No Winners in Ugly Greek Debt Deal, Only Lessons And By the Way, Close Your Borders The Next Greek Tragedy Orlando, Stockholm, Paris, and Staying Young ~~~ … (December 11, 2009)...
Western Civilisation: Decline – or Fall?
Western Civilisation: Decline – or Fall? John Mauldin March 5, 2012 ~~~ I had my nose in Niall Ferguson’s newest book, Civilization: The West and the Rest, at every possible moment during my recent trip to Hong Kong and Singapore. It’s powerful and very, very timely, and I strongly recommend it. To help get the...
Unintended Consequences
Unintended Consequences By John Mauldin March 3, 2012 > Unintended Consequences Sufficient Unto the Day What Should Greece Do? And Then There Is Ireland New York, Orlando, Sweden, and Paris Just One Question, Daddy > “Illusions commend themselves to us because they save us pain and allow us to enjoy pleasure instead. We must therefore...
A Primer on the Euro Breakup
A Primer on the Euro Breakup John Mauldin February 27, 2012 ~~~ It’s one thing to say that peripheral eurozone countries are better off leaving the euro, but how, exactly? And how severe can we expect the consequences to be, not only for those nations but also for the entire eurozone – and for the...
The Cancer of Debt and Deficits
The Cancer of Debt and Deficits By John Mauldin February 18, 2012 > The Answer We Don’t Want to Know The Cancer of Debt and Deficits Income Measures What You Contribute to Society Taxing Consumption An Update on My Daughter Some Thoughts on Writing and the Future of Employment We are coming to the point...
Face the Music
Face the Music John Mauldin February 13, 2012 ~~~ No one does it like Kate Welling – we’re talking financial-world interviews here, “interrogatory journalism,” as Kate would put it – and her interview of Dr. Lacy Hunt, which you’re about to read, is in my opinion one of the best she’s ever done, and the...
