May 2008 - 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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The Problem with the Euro

Last week I wrote that we could see a drop in the price of oil as speculators seemed to be storing oil in very large tankers and "slow steaming" them to port in a bet that prices would rise. When everyone is on the same side of the trade, the time is right for a reversal. This is especially true when there is a large potential supply sitting on the sidelines....

Published 05-30-2008 3:34 PM by John Mauldin

Filed under: Commodities, Europe, Oil, Euro, Energy, Economic Crisis, Dollar, Louis Gave
Whither the Price of Oil?

Why has the price of oil risen so much in the past few months? Is it a supply and demand issue as some believe; or is it because of an out-of-control futures market driven by the proliferation of commodity index funds and rampant speculation, as everyone tries to get in on the rise in commodity prices? This is a very complex issue, with a lot of emotion attached to it....

Published 05-24-2008 1:23 AM by John Mauldin

Filed under: Myanmar, Oil, OPEC, Economic Outlook, Knightsbridge, Index Speculators
The Fed at the Crossroads

Retail Sales Take a Dive Accounting for Inflation The Fed at the Crossroads Sell in May and Go Away South Africa, Flowers, and On the Road Is the economy poised for a recovery, as the stock market seems to expect? Or are we in for another few more quarters...

Published 05-17-2008 1:08 AM by John Mauldin

Filed under: The Fed, Inflation, Retail Sales, Unemployment, Economic Crisis
Why Investors Fail

This week I am in South Africa and am not as connected as I would like to be due to meetings and slow Internet, so we are going to look at some material from my book, Bull's Eye Investing, which I think is more pertinent than ever. And since lately there has been rather large growth in the readership, there are a significant number of new readers for whom this material will be fresh....

Published 05-09-2008 1:48 PM by John Mauldin

Filed under: Absolute Returns, Investing, Economic Theory, Bullseye Investing
Lies and Other Statistics

If we are to believe the government statistics, the GDP of the US grew by 0.6% in the first quarter of this year. And unemployment actually fell. And there were only 20,000 job losses. This week we do a quick review of why the statistics can be so misleading. We also look at why I was wrong about the housing number last week, and I highlight what could be a very serious Black Swan lurking in the agricultural bushes....

Published 05-02-2008 10:21 PM by John Mauldin

Filed under: Inflation, Housing, Unemployment, Food Prices, International Living

May 2008 - Thoughts From The Frontline

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The Problem with the Euro

Whither the Price of Oil?

The Fed at the Crossroads

Why Investors Fail

Lies and Other Statistics