July 2005 - Thoughts From The Frontline

This highly acclaimed blog is primarily focused on private money management, financial services, and investments. John Mauldin demonstrates an unusual breadth of expertise, as illustrated by the wide variety of issues addressed in-depth in his writings.

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India - The Next Big Player

Introduction Last week we looked at China, and this week we look at India, the next rising superpower in Asia. I have asked my friend (and fellow Texan) George Friedman of Stratfor to give us his insights on the political implications of what appears...

Published 07-29-2005 9:51 PM by John Mauldin

Filed under: John Mauldin, CIA, Globalization, India
Those Clever Chinese

Introduction Last week I said that for this week's letter we would look at the US trade deficit and China, and in particular the possible revaluation of the currency and its effect upon the trade deficit. China obliged by revaluing the yuan (Renminbi...

Published 07-22-2005 9:50 PM by John Mauldin
Mid-Year Forecast - More See-Saw Fed

Mid-Year Forecast Where will Treasury rates go? What about inflation/deflation? The dollar? The stock markets? Gold? We cover all this and more in this week's letter. I normally do an annual forecast at the beginning of each year. In conversations...

Published 07-15-2005 9:49 PM by John Mauldin

Filed under: John Mauldin, The Fed, Bond Market, Stock Market
Are There Too Many Hedge Funds?

Introduction At precisely what point can we say that there are too many hedge funds? Are too many funds the reason hedge fund returns were down in 2004? What does the answer say about the potential for future returns? And how large might the industry...

Published 07-08-2005 9:48 PM by John Mauldin

Filed under: John Mauldin, Hedge Funds
Thoughts on the Housing Bubble

Thoughts on the Housing Bubble Looking at a recent magazine covers one is left with the impression that the whole world is concerned about US real estate prices. This is borne out by the fact that if you go to Google and type in sex you get 78,000,000...

Published 07-01-2005 8:27 PM by John Mauldin

Filed under: John Mauldin, Housing, Bubble

July 2005 - Thoughts From The Frontline

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India - The Next Big Player

Those Clever Chinese

Mid-Year Forecast - More See-Saw Fed

Are There Too Many Hedge Funds?

Thoughts on the Housing Bubble