Today I'd like us to think about sustainability. The Mayfly is a species of insect that goes from egg to death sometimes in as little as 30 minutes, and never more than a day. Take note, because as investors we have to be wary of the same rapid fluxes in economies. I'm of course speaking of the...
Back and recovering from my Strategic Investment Conference this weekend (where I decided to give myself permission not to write my usual letter, but I promise I will be back at it this next Friday!) I have spent some time pondering what we learned. It was a fabulous conference. Lacy Hunt, Dr. Gary Shilling...
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...
Dear Friends: When I read the headline, "China: Exports Drop," plastic toys, cheap sneakers and milk scandals come to mind. But the impact of China's financial health is more far-reaching than simply affecting the Wal-Mart consumer; China matters on a global investing stage. So that's...
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
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Filed under: Social Security, Baby Boomers, GDP, Economic Forecast, Geopolitics, Stratfor, Muddle Through, George Friedman, Valuations, Georgia, Soviet Union