The Velocity of Money Our Little Island World GDP = (P) x (T) P=MV A Slowdown in Velocity Dallas and Thoughts on the Economy This week we do some review on a very important topic, the velocity of money. If we don’t understand the basics, it is hard to make sense of the hash that our world economy...
The Present Contains All Possible Futures The Ugly Unemployment Numbers Argentinian Disease The Austrian Solution The Eastern European Solution Japanese Disease The Glide Path Option Philadelphia, Orlando, and Phoenix The present contains all possible futures. But not all futures are good ones. Some...
Thoughts From The Frontline
Filed under: Filed under: Japan, Employment, GDP, Debt, Economic Theory, Deficit, Eastern Europe, Taxes, Government Debt, Argentina, Austria
This week's Outside the box looks at some very interesting research done by two economic historians, Barry Eichengreen of the University of California at Berkeley and Kevin O'Rourke of Trinity College, Dublin They give us comparisons between the Great Depression and today's downturn. They...
There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort zones and challenges our common assumptions. And this week's letter does just that. I have made the comment more than once that is it unusual for two major bubbles to burst...
John Mauldin's Outside the Box
Filed under: Filed under: Inflation, Deflation, Japan, Dr. Lacy Hunt, Van Hoisington, GDP, Bonds, Economic Theory, Hoisington Management, Government Debt, M2
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 Mid-Year Correction Whatever Happened to Decoupling? The UK Starts to Slow A Recession by Any Other Name What's a Central Banker to Do? The old mantra was that if the United States sneezed, the rest of the world would catch a cold, as the US was seen as the main driver of world growth. That was...