The Statistical Recovery, Part Two A Recovery Statisticians Can Love A Few Thoughts on the Housing Market Some Thoughts from Maine Tulsa, Birthdays, Weddings, and Paul McCartney A few weeks ago I first used the term "statistical recovery" to describe the nature of today's economic environment...
Can I Have Some More of that Data, Please? The Fault, Dear Brutus, is Not in Our Stars Faith-Based Economics Is Unemployment a Lagging or a Leading Indicator? An Unsustainable Trend in Debt Some Thoughts on the Health Care Problem Why does government data need to be revised so often? Is it conspiracy...
A Few Thoughts on Recessions Are the Green Shoots Really Dandelion Weeds? Is That a Leaky Bucket? Frugality Is Back in Vogue Where Will the Jobs Come From? Cleveland, New York, and Mother's Day Go to Google. Type in "green shoots." In about a 10 th of a second you will find 28,900,000 references...
While Rome Burns The Risk in Europe The Euro Back to Parity? Really? Back to the Basics Living in Paradise The 20-Year Horizon If I Had a Hammer New York, Las Vegas, and La Jolla When I sit down each week to write, I essentially do what I did nine years ago when I started writing this letter. I write...
A Thanksgiving Fire Drill The Financial Fire Trucks Are Gathering The Millennium Wave Thanksgiving, Moving, and New York "It will therefore be crucial that you see the world anew. That means looking from the outside in to reanalyze much that you have probably taken for granted. This will enable...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
11-26-2008
Filed under:
Filed under: Recession, Globalization, Oil, Employment, GDP, Just One Thing, Economic Outlook, Energy Prices, Bailout, Thanksgiving, Ray Kurzweil
How Should We Then Invest? Those Wild And Crazy Analysts The Evidence for Investor Overreaction Stock Prices Are In Our Heads Or, Maybe Investors Are Just Head Cases Can We Actually Predict Earnings? Buffett versus Grantham Back to 1974? Home Again and a New Home Warren Buffett says buy. Jeremy Grantham...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
10-27-2008
Filed under:
Filed under: Analysts, Bear Market, Investors, GDP, Consumer Spending, Warren Buffet, Investing, Economic Outlook, Bullseye Investing, Economic Crisis, Index Funds, Jeremy Grantham, Crestmont Research
The Muddle Through Question Clowns to the Left of Me, Jokers to the Right of Me, Here I am Stuck in the Muddle Through Middle With You! A Soft Depression? Not. South Africa and Swiss Mountains A few weeks ago I asked for readers to send me questions and said I would try and answer them while I was in...