Thoughts from the Frontline

One More for the Road

By John Mauldin

December 7, 2001

Three Amigo Update
Housing Foundations Start to Crack
Consumer Confidence in What?
One More for the Road?
Son of Bubble?
Some Conclusions
Same Song, Second Verse: Bonds

A lot of data has come out this week. I slice and dice it for you to help us figure out whether the economy is truly turning up, or is this just a head fake from the markets? Plus, we look at what some are calling a slam dunk investment. I agree it is as close as it comes to being a lock.

But first, I want to welcome the new readers from InvestorsInsight. I think you'll find this weekly e-letter to be extremely interesting and give you a perspective on the markets you don't find from the usual cheer-leader crowd. I read several hundred pages of information each week, from scores of sources. On Friday, I sit down and try to give you my impression of what's important and what's not. I look for ways we can…

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