Muddle Through, R.I.P? Savings Equal Investments Japanese Disease Who Will Buy the Debt? The New Muddle Through Economy On the Road Again I first wrote about the Muddle Through Economy in 2002, and the term has more or less become a theme we have returned to from time to time. In 2007 I wrote that we...
The Return of Muddle Through* Can China Lead the Global Recovery? The Statistical Recovery The Last Bear Standing New York, Maine and Tulsa A lot of bullish commentators are talking about a recovery being in the works, and they may very well be right. But it is not going to look like any recovery worthy...
The Endgame Employment Numbers Are Worse Than Posted Aye, Captain, I'm Giving Her All I've Got! Problem #1: Deflation Problem #2: Pushing on a String The Muddle Through Middle Conversations With John Deflation? Stimulus? Deleveraging? Recession? A soft depression? A return to a bull market? With...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
01-17-2009
Filed under:
Filed under: Employment, GDP, Debt, Economic Forecast, Muddle Through, Economic Crisis, Deflation, TARP, Obama, Pushing on a String, Stimulus
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
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...
The Muddle Through Fed Risks to the Downside Consumers Gone Wild Leaving the Ballpark After All these Years This week the Fed offered us their forecasts for 2008-10 for the economy, inflation and employment. We will look at some of the details which I think will be of interest. Then we glance at some...
The Return of Muddle Through The dollar reaches new lows. The housing market shows no sign of a bottom. Oil almost touches $84 before backing off. Interest rates go up after the Fed cuts. So naturally the stock market keeps climbing. But then, consumer spending came in strong, employment looks like it...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
09-28-2007
Filed under:
Filed under: John Mauldin, The Dollar, The Fed, China, Recession, Inflation, GDP, Chinese Yuan, Euro, Housing Bubble, Credit Crisis, Muddle Through