Thoughts from the Frontline

Understanding Stock Market Behavior

By John Mauldin

April 17, 2003

Stock Market Cycles
Understanding Stock Market Behavior
Growing Pains
Long Waves Explained (Finally)
The Deviant’s Advantage
Sedona and Meet me in Tucson

This week we will look at why and when stock markets go up and down over long periods of times, and how to use that knowledge to your advantage. We will examine how to find the next "New, New Thing" as we look at something called the Innovation Cycle.

I must confess that this week's letter is actually a chapter in my book-in-progress. It does contain some material from a letter I wrote a year or so ago, but I have added and edited it considerably. While it is a little longer than most weekly letters, I think you will find it quite valuable.

I am making finishing the book my #1 priority now, and have dropped a lot of other writing projects and private e-letters. There are not enough hours in the day. For those of you who are wondering why I have not written an Accredited Investor E-letter for months, that is the reason. I will get back to a regular schedule in a month or so.

Stock Market Cycles

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