John Mauldin | TalkMarkets | Page 1
Mauldin Economics, Millennium Wave Investments
Contributor's Links: Mauldin Economics Mauldin Newsletters
Each week, well over a million readers turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one ...more

All Contributions

Latest Posts
1 to 16 of 60 Posts
Rwgrwyweygqrhy
rgtwryg
Outside The Box: Notes On Russia
Outside the Box has two pieces this week that deliver deeper insights into the situation with Russia and Putin.
Outside The Box: The Return Of The Dollar
Putin has cornered the market on Uranium.
The 10th Man: Three Steps Forward, Two Steps Back
Suffice it to say, the last three years have been very painful as an owner of gold.
Outside The Box: The Biggest Threat To U.S. Jobs: “The Contestability Nightmare”
Sam Rines of Chilton Capital Management explains "contestability" as it pertains to the job market, and Janet Yellen's struggle to defeat this beast she doesn't know she's fighting.
Thoughts From The Frontline: Rhyme And Reason
To understand what happened 141 years ago, we revisit the phenomenon of October as a month of negative surprises. It has its roots in the interplay between farming and banking.
Connecting The Dots: The Ticking Time Bomb Of The Strong US Dollar
The US dollar has been on fire, but instead of helping corporate America, it hurts US multinational companies in two painful ways.
Midterm Elections: Would A Republican Win Be Bullish For The Stock Market?
Just about every single piece of academic research on market correlations shows that the stock market (and GDP, and many other metrics) outperforms under Democratic presidents.
A Scary Story For Emerging Markets
Guest author Worth Wray writes about the potential train wreck in emerging markets. An unwarranted flow of easy money has fueled a borrowing bonanza on top of a massive USD-funded carry trade... how will this end?
Hoisington Investment Management Quarterly Review And Outlook: Third Quarter 2014
Dr. Lacy Hunt examines the velocity of money (V) in the US, Europe and Japan. He shows how V is influenced by the Productivity of Debt and why we need to be looking out for global deflation.
Outside The Box: Calling Into Question
There has been inflation, it just hasn’t been in the CPI. We’ve seen it in assets instead.
Thoughts From The Frontline: Sea Change
With some caveats, Mauldin looks at an outline for a potential book of his called Sea Change.
The World’s Greatest Stock Picker? Bet You Sold Apple And Google A Long Time Ago.
The good news is your brain has kept you alive long enough to read this column. The bad news, it also made you sell Apple 10,000% ago.
Outside The Box: Why The Fed Is So Wimpy
If bank regulators are captives who identify with the interests of the banks they regulate, it is partly by design. This is especially true of the Federal Reserve System, which was created more as a friend to the banks than as a watchdog.
Thoughts From The Frontline: The End Of Monetary Policy
Is America degenerating into what Francis Fukuyama calls a “neopatrimonial” society in which dynasties control blocks of votes and political insiders trade power for favours?
Outside The Box: Future Bull
David Hay of Evergreen Capital sends John Mauldin a letter from the "future."
1 to 16 of 60 Posts