Thoughts from the Frontline

Nuclear Waste or Gold?

By John Mauldin

February 22, 2002

Three Amigos Update
Capacity Utilization Just Isn’t
Nuclear Waste or Gold?
I Fire Myself
The Shocker in the CPI
Japanese Conspiracies
Tech Stock Capitulation

Long time readers have been asking me to re-visit some of my old themes and recommendations. Today we are going to visit our old friends, The Three Amigos , to see what these historically accurate indicators have to tell us about the direction of the economy. Is it safe to get back in the water? I suggest a special way to invest in high yield bonds that you don't want to miss.

Then we look at the coming surprise in the Consumer Price Index numbers that NOBODY is talking about, and that you will read about here first. It will have a major effect on your bond portfolios. I specifically answer your questions about long term bonds and interest rates.

Now, you want to be sure and read next week's letter. I get more questions on gold than on any other single topic. My…

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