Thoughts from the Frontline

Blues Brothers: Enron and Cisco

By John Mauldin

January 18, 2002

The Gears of Progress Have a Few Teeth Missing
Lamy (Who?) Threatens, and We Waffle
Back at the US Ranch
Profits plunge 50% in 2001
To Cut Or Not To Cut
Blues Brothers: Enron and Cisco
The Enron Solution
And Much More!

Last week we looked at the continuing evidence of deflation, which is my primary concern when I analyze the future direction of the markets.

This week, we are going to first look at the world economy and then come back home to analyze a mountain of new data that has come our way - the very data that Greenspan and Company will be looking at when they meet next week to decide whether to cut rates yet another time. I have called the rate cuts correctly so far. Last year at this time, I said rate cuts would…

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