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Thoughts From The Frontline

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Frontline Thoughts Audio

Don't have time to read the weekly newsletter? The audio version of my Frontline Thoughts are now available via Podcast on InvestorsInsight.com. Consume the feed here.

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Is it a Bull, Bear or Cowardly Lion Market?

Bull, Bear, and Cowardly Lion Markets Market Cycle Math Where Are We Today? Analyze and Strategize Switzerland and American Airlines Are we in a bull, a bear, or a cowardly lion market? As we will see, the answer can make a huge difference in your investment...

Published Fri, Apr 04 2008 4:09 PM by John Mauldin

Filed under: Recession, Interest Rate, Stock Market, Economic Forecast, Economic Theory
More Thoughts on the Continuing Crisis

There is so much that is happening each and every day as the Continuing Crisis moves slowly into month 8, so much news to follow, so many details that need to be followed up that it can get a little overwhelming. Where to begin? Maybe with a "minor" change of the rules on how we value assets, then a look at the proposed changes in regulations...

Published Sat, Apr 04 2008 12:14 AM by John Mauldin

Filed under: Recession, Inflation, Credit Crisis, Economic Forecast, Muddle Through, Consumer Debt, Housing Crisis, Regulation, Hank Paulson
Where is the Bottom in Housing?

Housing - Finding the Elusive Bottom Where is the Value in Housing? Bottom Line? There is no Bottom in Sight The Real ARMs Race Cancun, La Jolla, London, and Switzerland Existing home sales rose by 2.9% in February, the first significant rise in home...

Published Fri, Mar 03 2008 10:10 AM by John Mauldin

Filed under: Interest Rate, Housing, Foreclosures, Mortgage, Economic Forecast, Housing Crisis
The Subprime Virus

The Subprime Virus The Subprime Virus 2007 Mid-Year Forecast Compete With the Pros When the Facts Change Credit? What Credit? global Warming, Maine and San Antonio As predicted in this letter early this year, the credit markets have finally begun to tighten...

Published Fri, Jul 07 2007 3:05 AM by John Mauldin

Filed under: John Mauldin, Subprime, Credit, Credit Crisis, bonds, Economic Forecast
Fun in the Subprime Summer

Fun in the Subprime Summer Hot Fun In The Summertime Collateralized Loan Obligations The Economic Outlook for Leveraged Credits The New Mickey Mouse Club Planes, Trains and Automobiles This week I am already in Maine and getting ready for a weekend of...

Published Fri, Jul 07 2007 3:04 AM by John Mauldin

Filed under: John Mauldin, Subprime, Mortgage, Credit Crisis, Economic Forecast
A Raging Bull

Introduction This week I am in South Africa. At the moment I am literally flying from Johannesburg to Durban in a single-engine Pilates PC 12, a very upscale Swiss-manufactured plane. I am told pilots will know and appreciate the plane. It is supposedly...

Published Fri, Feb 02 2007 2:25 AM by John Mauldin

Filed under: John Mauldin, Bull Market, Africa, Economic Forecast, Risk Management, South Africa
Some Additional Firming?

Introduction Are we in for a soft or a hard landing? Did retail sales slow, as the data suggest, or is the underlying data quite bullish? We will look at the arguments, and then look at the most reliable of all economic indicators to see if we can get...

Published Fri, Oct 10 2006 1:59 AM by John Mauldin

Filed under: John Mauldin, Consumer Spending, Housing Bubble, Economic Forecast
2006 Mid-Year Forecast

Introduction This week we will venture into the always hazardous area of making my semi-annual forecast. I make some non-consensus projections as to the economic climate for the next six months, and of course look at Fed policy. We will also quickly review...

Published Fri, Jun 06 2006 1:34 AM by John Mauldin

Filed under: John Mauldin, The Fed, Hedge Funds, SEC, Economic Forecast
Forecast 2006: On the Gripping Hand

Introduction Once again it's time for me to demonstrate the foolhardy part of my nature by putting to electronic pen my forecast for 2006. I spend more research time on this one letter than on any four or five combined, simply reading hundreds of...

Published Fri, Jan 01 2006 12:23 AM by John Mauldin

Filed under: John Mauldin, The Fed, Ben Bernanke, Housing, Economic Forecast, Bretton Woods, Muddle Through, Nash Equilibrium
The More Things Change

The More Things Change This is the text of a speech given at the Accelerating Change 2004 conference at Stanford University. The conference organizers asked me to look out over the next 3-4 decades and offer my thoughts as to what the future may look...

Published Fri, Apr 04 2005 9:14 PM by John Mauldin

Filed under: John Mauldin, Demographics, Economic Forecast, The Innovation Cycle
Forecast: The Next Ten Years

Introduction This week we look at how politics and geopolitical events can affect our investments. We look at a decade-long forecast from one of my favorite information services: Stratfor.com. I change my view on the euro, talk about a possible Chinese...

Published Sat, Apr 04 2005 9:12 PM by John Mauldin

Filed under: John Mauldin, China, Globalization, Europe, Economic Forecast, Geopolitics, Russia, Stratfor, Politics
Unexpected Returns

Introduction Writing on the train to Yorkshire from London, I am surrounded by a gorgeous English countryside on a beautiful spring day. Life has its moments. I like the trains in Europe. Quite a civilized way to travel. Yet every time I pull out my wallet...

Published Tue, Apr 04 2005 8:32 PM by John Mauldin

Filed under: John Mauldin, Economic Forecast

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