Thoughts from the Frontline

Investment Wind Changes

By John Mauldin

March 8, 2002

The Recovery is Here
How High Is Up?
Bond Vigilantes Unite!
How Should We Then Invest?
Fleet Street Offer
High Yield Magic
Memphis Travel Blues

When you are sailing, it is important to know where the wind is blowing. You have to change the position of your sails as the wind changes.

This will be an important e-letter, as the data tells us it is time to change our investment sails. I will also be telling you about a stock which is paying a 7% dividend and an inexpensive source for investment advice that I particularly favor. As usual, there is a lot to cover, so let's get started. But first, a quick review:

In late 1999, I wrote that it was time to…

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