December 2005 - Thoughts From The Frontline

This highly acclaimed blog is primarily focused on private money management, financial services, and investments. John Mauldin demonstrates an unusual breadth of expertise, as illustrated by the wide variety of issues addressed in-depth in his writings.

Thoughts From The Frontline

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The Yield Curve, Part 8

Introduction The level of attention to the recent and mild inversion of the yield curve has bordered on hysteria in the media. Does it portend a recession? Or is, as Ethan Harris, the chief economist of Lehman Brothers suggests, the bond market simply...

Published 12-30-2005 12:22 AM by John Mauldin

Filed under: John Mauldin, Recession, bonds, Yield Curve, Yield Curve Inversion
Be careful what you wish for

Introduction We are awash in debt, assert numerous authorities. And they point to the charts which show debt mounting seemingly to the sky. But not all debt is bad. Some of it is good. We should save more and spend less. But if we do, there are consequences...

Published 12-23-2005 12:20 AM by John Mauldin

Filed under: John Mauldin, Myanmar, Disequilibrium, Debt, Muddle Through, Nash Equilibrium, Consumer Debt
Do Trade Deficits Matter?

Introduction "I don't know whether change will come with a bang or a whimper, whether sooner or later. But as things stand now, it is more likely than not that it will be a financial crisis rather than a policy foresight that will force change...

Published 12-16-2005 12:18 AM by John Mauldin

Filed under: John Mauldin, The Dollar, Trade Deficit, China, Recession, GDP, Housing, Assett Inflation, The Millennium Wave
As Though It Were Real Money

Introduction "Our analysis leads us to believe that recovery is only sound if it does come from itself. For any revival which is merely due to artificial stimulus leaves part of the work of depression undone and adds, to an undigested remnant of...

Published 12-09-2005 12:17 AM by John Mauldin

Filed under: John Mauldin, Alan Greenspan, Gold, Empire of Debt, Housing, Savings, Debt, Investing, Investing Strategies, Gold Insurance
Empire of Debt

Introduction "The economy in its entirety must continue to decline so long as more is being consumed than produced, and some part of consumption therefore takes place at the expense of the existing capital stock." - Friedrich August von Hayek...

Published 12-02-2005 12:15 AM by John Mauldin

Filed under: John Mauldin, Empire of Debt, America, Just One Thing

December 2005 - Thoughts From The Frontline

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The Yield Curve, Part 8

Be careful what you wish for

Do Trade Deficits Matter?

As Though It Were Real Money

Empire of Debt