The Rise of A New Asset Class, Part 2 Unrealistic Expectations The Boomers Break the Deal A Nation of Wal-Mart Greeters Weddings and 08-08-08 Last week's letter was the first part of a speech I have been giving on what I think will be the rise of a new asset class. This week will be the second and...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
08-08-2008
Filed under:
Filed under: Social Security, Baby Boomers, GDP, Economic Forecast, Geopolitics, Stratfor, Muddle Through, George Friedman, Valuations, Georgia, Soviet Union
As we begin the new quarter, now is an excellent time to take stock of your basic investment thesis. Ask yourself if your allocations still reflect what you think the world is going to look like over the next several months. And as part of that process, I'm here to tell you that making "financial"...