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Thoughts From The Frontline

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Don't have time to read the weekly newsletter? The audio version of my Frontline Thoughts are now available via Podcast on InvestorsInsight.com. Consume the feed here.

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Should the Fed Cut Interest Rates?

Should the Fed Cut Interest Rates? The Shocker in the Employment Numbers Should the Federal Reserve Cut Interest Rates? Will A Cut Make Any Difference? How Housing Woes Hurt the Rest of the Economy Home Again, Home Again The unemployment numbers came...

Published Fri, Sep 09 2007 3:10 AM by John Mauldin

Filed under: John Mauldin, The Fed, Interest Rate, Employment, Ben Bernanke, Housing, Bubble, Subprime, Housing Bubble, bonds
Blame It On Stability

Introduction This week we look at length at an outstanding new book just hitting the bookstores by good friend Paul McCulley (of Pimco fame), called Your Financial Edge . The main themes will give me an opportunity to weave in a few thoughts about some...

Published Fri, Jun 06 2007 2:57 AM by John Mauldin

Filed under: John Mauldin, China, Bubble, Stability
Real Estate and the Post-Crash Economy

Introduction I am taking some time off from writing over the holidays, but good friend Barry Ritholtz offered to write this week's letter. It is a very thought-provoking piece on the importance of what he calls the "real estate industrial complex"...

Published Fri, Dec 12 2006 2:15 AM by John Mauldin

Filed under: John Mauldin, GDP, Housing, Consumer Spending, Bubble, Real Money, Real Estate
The Coming Collapse in Housing

Introduction This week I am in New Orleans at the annual New Orleans Investment Conference and quite frankly with so many good friends that I have given myself permission to not write a letter this week. But you will be getting an even better writer than...

Published Fri, Nov 11 2006 2:07 AM by John Mauldin

Filed under: John Mauldin, Housing, Bubble
Honey, I Created A Bubble

Introduction We have been told for months that the next interest rate move by the Federal Reserve is dependent upon what the data tells us prior to each meeting. If the data tells us that inflation is too high and/or the economy too strong, the Fed will...

Published Fri, Nov 11 2006 2:06 AM by John Mauldin

Filed under: John Mauldin, The Fed, Bubble
Déjà Vu All Over Again

Introduction I had occasion to be in my car this morning, listening to CNBC, when the host of the show (Bob Pisani, a very nice gentleman on the few occasions I have had the opportunity to meet him) was arguing with a modestly bearish guest. Yes, there...

Published Fri, Sep 09 2006 1:50 AM by John Mauldin

Filed under: John Mauldin, GDP, Housing, S&P 500, Bubble, Housing Bubble, Inverted Yield Curve, Goldilocks
The Fed Targets Your Home

Introduction What is the relationship between housing prices and stock market forecasting? What will happen if the housing market begins to falter? Exactly what did Greenspan say about housing at Jackson Hole? We explore these topics and a whole lot more...

Published Fri, Aug 08 2005 10:40 AM by John Mauldin

Filed under: John Mauldin, The Fed, Alan Greenspan, Housing, Bubble
Thoughts on the Housing Bubble

Thoughts on the Housing Bubble Looking at a recent magazine covers one is left with the impression that the whole world is concerned about US real estate prices. This is borne out by the fact that if you go to Google and type in sex you get 78,000,000...

Published Fri, Jul 07 2005 8:27 PM by John Mauldin

Filed under: John Mauldin, Housing, Bubble

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