This week I am in Maine on vacation with my son, and next week is my daughter Tiffani's wedding, so for the next two weeks I am going to send an updated version of a speech I have been giving the past few months on what I think is the likely potential for the rise of a brand new asset class. It is...
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...
Thoughts on the Continuing Crisis If the Rules are Inconvenient, Change the Rules Let's Re-arrange the Deck Chairs Regulations Coming to a Hedge Fund Near You More Fun in the Unemployment Numbers A Muddle Through Recession How Much do we Borrow for a $1 growth in GDP? London, Switzerland and South...
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