Thoughts From The Frontline : The Dollar, China

The Return of Muddle Through

John Mauldin — Fri, 28 Sep 2007 08:13:00 GMT

The Return of Muddle Through The dollar reaches new lows. The housing market shows no sign of a bottom. Oil almost touches $84 before backing off. Interest rates go up after the Fed cuts. So naturally the stock market keeps climbing. But then, consumer...(read more)

Do Trade Deficits Matter?

John Mauldin — Fri, 16 Dec 2005 06:18:00 GMT

Introduction "I don't know whether change will come with a bang or a whimper, whether sooner or later. But as things stand now, it is more likely than not that it will be a financial crisis rather than a policy foresight that will force change...(read more)

The Dollar as the Old Maid

John Mauldin — Fri, 25 Feb 2005 23:49:00 GMT

Bretton Woods 2, Redux As I wrote last week, the first Bretton Woods system came about when representatives of most of the world's leading nations met at Bretton Woods, New Hampshire, in 1944 to create a new international monetary system. Under the...(read more)

Things That Go Bump in My Worry Closet

John Mauldin — Sun, 21 Nov 2004 02:14:00 GMT

Introduction From ghoulies and ghosties And long-leggedy beasties And things that go bump in the night, Good Lord, deliver us! --Old Scottish Prayer Coming back from Canada this morning, where the Canadian dollar is on a breath-taking rise, and reading...(read more)

Premise #3: A Falling Dollar

John Mauldin — Sat, 30 Oct 2004 20:16:00 GMT

Premise #3: A Falling Dollar In March of 2002, I wrote an e-letter entitled "King Dollar and the Guillotine," which as the title suggests was a quite negative view of the future prospects for the dollar. Two weeks earlier, I had written a bullish...(read more)