Thoughts From The Frontline - All Comments

re: The Rise of A New Asset Class

rspiland3 — Sat, 02 Aug 2008 22:16:47 GMT

Your timing still seems optimistic to me. When you make your forecasts, what are your assumptions on regulation and global trade?

It seems to me that the pendulum is swinging towards more regulation and more protectionism. And in addition to delevering the financial system, there appears to be renewed interest in delevering the government as well (higher taxes, raised social security cap, etc.)

This would suggest to me that subpar economic growth and elevated inflation could easily persist for another 5 years or more. Additionally, that time period would be consistent with the historic length of past commmodity bull markets.

re: The Problem with the Euro

JJJoseph — Sat, 31 May 2008 17:52:10 GMT

When the oils sink, they take down the oil services with them. And the oil services quickly become bargains because of their long-term visibility. When oil tanks, is that a good time to buy into oil services?

OT: when you say "...and partner Tiffani" I get stuck trying to figure out if this is personal information (leave it alone) or biz information (how does his "partner" fit into what I'm reading). Do us a favour - leave the term "partner" outside. There's many better words :-)

re: The Problem with the Euro

lewis — Sat, 31 May 2008 05:28:27 GMT

Hi John, does it mean that we should also exit the gold and gold stock position?

re: Lies and Other Statistics

IIP Webmaster — Mon, 05 May 2008 20:07:29 GMT

The print page feature of your browser should work fine now in IE and Firefox.

re: Lies and Other Statistics

David F. — Mon, 05 May 2008 17:49:49 GMT

What's with the new font when printing? It makes my Laserjet look like a dot matrix printer. It is very difficult to read.

re: The Velocity Of Money

MoneyTalks — Thu, 01 May 2008 16:20:18 GMT

As always, Mauldin gives such a unique peek inside the economy.

re: Is it a Bull, Bear or Cowardly Lion Market?

msula02 — Sat, 12 Apr 2008 19:51:47 GMT

Is there a print ready version of the article? I do not want to print all that stuff on the right side of the page. Thanks.

re: More Thoughts on the Continuing Crisis

IIP Webmaster — Mon, 07 Apr 2008 01:12:03 GMT

Great! But don't hesitate to contact me with further questions.

re: More Thoughts on the Continuing Crisis

ginunn — Sat, 05 Apr 2008 23:27:33 GMT

Just testing the new site - I think I see how to navigate it now.

Daily Pundit » Much Ado, Signifying Nothing?

Daily Pundit » Much Ado, Signifying Nothing? — Sat, 05 Apr 2008 17:23:05 GMT

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Credit Crunch » Thoughts on the Continuing Crisis

Credit Crunch » Thoughts on the Continuing Crisis — Sat, 22 Mar 2008 06:45:09 GMT

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Apple » Stagflation and the Fed

Apple » Stagflation and the Fed — Sun, 02 Mar 2008 05:27:24 GMT

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A Bad Week for the Dollar...

Daily Pfennig — Tue, 19 Feb 2008 18:18:49 GMT

* A bad week for the dollar... * Aussie dollar hits 5-month high! * Auction Rate Bonds are in trouble! * Spring Training is here!

Magnifying the Trivial

John Mauldin's Outside the Box — Fri, 14 Dec 2007 23:18:53 GMT

Introduction Today I am pleased to present to you a very thoughtful piece by John P. Hussman, Ph.D.,

Commodities as an Asset Class

John Mauldin's Outside the Box — Fri, 14 Dec 2007 23:15:06 GMT

Introduction A couple weeks ago in my "Thoughts from the Frontline" Friday E-Letter, I wrote