Thoughts from the Frontline

The Case of the Missing Bottom

By John Mauldin

July 26, 2001

The Case of the Missing Bottom?
The Three Amigo Indicators
Four Odd Facts
What are Analysts Smoking?
Earnings Suck
Life is Good

This letter has some pretty important analysis, if I do say so myself. I tell you how we will recognize the bottom, and what can happen between now and then. You might want to forward this one to your friends.

OK, it's Wednesday afternoon and I am writing an e-letter. Something wrong? No, just a few insights, some interviews and some articles which make things "click" in my mind, plus I am off to Puerta Vallarta Friday (my usual writing day) for a long weekend. My bride is already there, and I look forward to some rest before coming back to launch a new fund.

The Case of the Missing Bottom?

The recent…

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