September 2006 - 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.

Thoughts From The Frontline

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Trim Inflation Now

Introduction It's been a random walk through the data fields this week. The headlines say that inflation rose a mere 0.1% in August. The markets liked that. But digging deeper, the data is not as sanguine. We had the depressing Philly Fed manufacturing...

Published 09-29-2006 1:56 AM by John Mauldin

Filed under: John Mauldin, Inflation, Consumer Price Index, Consumer Spending
The Visible Slowdown

Introduction Yesterday the Philadelphia Fed Business Economic Survey came in at the lowest level since the recession in 2001. Some argue that it is just one month's worth of data, and "...besides, it is Philadelphia. Those numbers are always...

Published 09-23-2006 1:54 AM by John Mauldin

Filed under: John Mauldin, Recession, Bond Market, Technology, Philadelphia Fed Business Economic Survey, South Africa
A Kinder, Gentler Mr. Market?

Introduction The market, my various mentors have all told me, is designed to cause the most pain to the largest number of people. And while I am not in pain, the recent move up in the various market indices is certainly not in keeping with my thoughts...

Published 09-15-2006 1:53 AM by John Mauldin

Filed under: John Mauldin, Inflation
The Fat Lady Hasn't Sung

Introduction "The opera ain't over 'til the fat lady sings." And speech after speech by members of the Federal Reserve over the past few weeks suggest that the fat lady is still waiting offstage, not sure of her cue. Today we look at...

Published 09-08-2006 1:51 AM by John Mauldin

Filed under: John Mauldin, The Fed, Inflation
Déjà Vu All Over Again

Introduction I had occasion to be in my car this morning, listening to CNBC, when the host of the show (Bob Pisani, a very nice gentleman on the few occasions I have had the opportunity to meet him) was arguing with a modestly bearish guest. Yes, there...

Published 09-01-2006 1:50 AM by John Mauldin

Filed under: John Mauldin, GDP, Housing, S&P 500, Bubble, Housing Bubble, Inverted Yield Curve, Goldilocks

September 2006 - Thoughts From The Frontline

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Frontline Thoughts Audio

Have You Seen This?

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Have You Seen This?

Trim Inflation Now

The Visible Slowdown

A Kinder, Gentler Mr. Market?

The Fat Lady Hasn't Sung

Déjà Vu All Over Again