Blogs

A Kinder, Gentler Mr. Market?

Introduction The market, my various mentors have all told me, is designed to cause the most pain to the largest number of people. And while I am not in pain, the recent move up in the various market indices is certainly not in keeping with my thoughts...

Posted to Thoughts From The Frontline by John Mauldin on 09-15-2006

Filed under: John Mauldin, Inflation

The Economy & One Of My Favorite Money Managers

Introduction This week we take a fresh look at the latest US economic data which continue to point to a slowdown led by the housing sector. We will discuss what the economic slowdown means for the Fed, and what Bernanke & Company are likely to do...

Posted to Forecasts & Trends by Gary D. Halbert on 09-12-2006

Magnifying the Trivial

Introduction Today I am pleased to present to you a very thoughtful piece by John P. Hussman, Ph.D., President of Hussman Investment Trust. John manages the Hussman Strategic Total Return Fund - HSTRX and the Hussman Strategic Growth Fund - HSGFX, where...

Posted to John Mauldin's Outside the Box by John Mauldin on 09-11-2006

The Fat Lady Hasn't Sung

Introduction "The opera ain't over 'til the fat lady sings." And speech after speech by members of the Federal Reserve over the past few weeks suggest that the fat lady is still waiting offstage, not sure of her cue. Today we look at...

Posted to Thoughts From The Frontline by John Mauldin on 09-08-2006

Filed under: John Mauldin, The Fed, Inflation

Iraq: The Policy Dilemma

Introduction Today I am sending out a Special Edition of Outside the Box. My good friend George Friedman, the President of Stratfor.com, has posted a very insightful essay on the dilemma facing the U.S. on the situation in Iraq. Contrary to many of the...

Posted to John Mauldin's Outside the Box by John Mauldin on 09-07-2006

Predictions of a Cyber-Soothsayer

Doug Casey predicted in these pages earlier this year that the stock markets were in for a "financial Freddy Krueger." But what would you make of a prediction so specific as to claim that between now and the end of 2006, the Dow Jones Industrial...

Posted to What We Now Know by DaveGonigam on 09-05-2006

Our Tainted Meat Supply

"The hamburger has become our national food," stated a Washington Post article in 2002. "Americans eat more meat than any other people in the world, and the average person devours three hamburgers a week." At the same time, news of...

Posted to What We Now Know by Shannara Johnson on 09-05-2006

Reader Feedback 09/05/2006

I add my voice to those who appreciate the generally unbiased research and writing of the WWNK. I am a religious conservative, but I find your articles informative and worthy of consideration. (Gary B.) *** You perform a valuable service to those of us...

Posted to What We Now Know by Doug Casey on 09-05-2006

The Monetary Crisis

U.S. government debt, before taking into account the obligations of Social Security and Medicare, is quickly closing in on $9 trillion. Of course one might cavalierly say, that's the government's problem and it doesn't concern me. But you...

Posted to What We Now Know by Doug Casey on 09-05-2006

Investment Scams Are Alive and Well

Introduction During the 6+ years of the new millennium, we have experienced the end of one of the longest bull markets in history, a devastating bear market, a brief rally, and more recently a "sideways" period where the markets seem to be just...

Posted to Forecasts & Trends by Gary D. Halbert on 09-05-2006

No Cuts, No Butts, No Coconuts

Introduction The markets have been forced to digest a plethora of events over the past several years, ranging from continuous geopolitical turmoil to a new Fed chairman, from blowups like the Refco scandal to an inflated housing market, each of these...

Posted to John Mauldin's Outside the Box by John Mauldin on 09-04-2006

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...

Posted to Thoughts From The Frontline by John Mauldin on 09-01-2006

Filed under: John Mauldin, GDP, Housing, S&P 500, Bubble, Housing Bubble, Inverted Yield Curve, Goldilocks

Reverse Mortgages Revisited

Introduction In the investment industry, we often talk about seniors who are "house-rich but cash-poor," in that they own their home, but do not have enough money for regular monthly expenses such as food and medicine. However, a relatively...

Posted to Forecasts & Trends by Gary D. Halbert on 08-29-2006

The Biggest Slump in US Housing in the Last 40 Years

Introduction Last week in my letter "Thoughts from the Frontline," I promised a more in-depth view into the housing market provided by the well respected Professor Nouriel Roubini. I also commented on how complexity theory plays into the markets...

Posted to John Mauldin's Outside the Box by John Mauldin on 08-28-2006

Fingers of Instability part2?

Introduction This week we revisit some ideas on how change occurs. We are in a transition in the world economy, and it sometimes helps to think about how these transitions take place. What is the mechanism for change? Can we see it coming soon enough...

Posted to Thoughts From The Frontline by John Mauldin on 08-25-2006

Filed under: John Mauldin, Housing, Instability

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