John Mauldin’s take on what’s happening in the crumbling economy of Greece and what Europe’s options are for dealing with it.
Thoughts from the Frontline
John Mauldin on Being an Optimist and the Coming Millennium Wave
I am not sure where the new jobs will come from, but they will. Just as they did in 1975. -John Mauldin, November 2009 For those of you who are not yet subscribers to John Mauldin‘s weekly newsletter Thoughts From The Frontline, this week’s edition should finally push you over the fence. Mauldin writes beautifully…
States Are Eating The Stimulus Money, Not Stimulating With It
In this week’s Thoughts From The Frontline, John Mauldin looks at the prospects of recovery through the prism of what tax receipts look like. In an interesting aside, he sheds light on the fact that several states, their budgets and finances in disastrous condition, are using federal stimulus money to plug holes rather than fund…
John Mauldin on the Latest Employment Data
In the latest edition of his excellent weekly newsletter, this one entitled The Glide Path, John Mauldin touvhes on the latest employment numbers and what they actually mean: From Thoughts From The Frontline: The Ugly Unemployment Numbers The headlines said unemployment, as measured by the “establishment survey,” was down by 190,000; and even though that…
Mauldin on Deflation or Inflation, Take Your Pick
It is not a matter of pain or no pain; it is a matter of choosing which pain we will face and for how long, and perhaps in what order. – John Mauldin, September 2009 We’ve talked about the Inflation vs Deflation debate a lot here on TRB this year, as I think that getting…
James Montier Mauls the Efficient Market Hypothesis
“The EMH also teaches us that opportunities will be fleeting as someone will surely try to arbitrage them away. This, of course, is akin to the age old joke about the economist and his friend walking along the street. The friend points out a $100 bill lying on the pavement. The economist says, ‘It isn’t…
Mauldin Takes on China's Growth Story
In John Mauldin‘s excellent Thoughts from the Frontline newsletter, the subject of The Statistical Recovery is covered, with an interesting aside about China’s growth prospects. Below is his commentary on the chart above: A few side observations on the above graph. China is roughly as big as the other three of the BRICs (Brazil, Russia,…
Are You Paying a Hidden Tax to the High Frequency Traders
This is a developing story, but one which has all the potential to explode if the right people hear about it. I don’t have a strong opinion on this stuff yet, but I thought I’d put John Mauldin‘s take on the table and let everyone make up their own minds. From Thoughts From the Frontline:…
John Mauldin on "The New Normal"
There is a new term being thrown about in the financial media and press almost as often as Green Shoots. A commentator citing the existence of economic Green Shoots is usually extrapolating positive data points that would ordinarily be de minimus to make the case that they are the first signs of Spring, coming up…
John Mauldin: An Unpayable Deficit?
John Mauldin‘s latest newsletter, entitled This Way Be Dragons (Thoughts from the Frontline), tackles the big problem that the bulls don’t want to think about yet: How will the $1.2 trillion deficit we’ve got in the oven ever be paid off? While Obama gives lip service to cutting the deficit in half, his actual budget…
