Toll-free: (877) 631-6311 | Local: (602) 626-3100 |
Office Open
.(JavaScript must be enabled to view this email address)

Thoughts from the Frontline Archive, June 2003

The Investment Matrix Revelations
  • June 27, 2003

The Investment Matrix Revelations

This week the Fed cut rates by 0.25% as I predicted, yet the long rates have risen by over 0.50% from the lows. The dollar rises, gold drops and the stock market declines. On Tuesday, I was a guest of Ron Insana and Sue Herera on CNBC's "Business Center." During the interview, Ms. Herera asked me, "What would you like to see the Fed do?"

Read more
Bull Market or Bear Market Rally?
  • June 20, 2003

Bull Market or Bear Market Rally?

This week I want to briefly look at some comments by Stephen Roach and Rob Arnott, two of my favorite analysts. Then we quickly segue into Part One of a series showing the relationship between stock market returns, P/E ratios, inflation/deflation and the economy. This is some of the more practical and significant research I have written about in the last few years, and I think you will find it very helpful in developing your own investment strategy.

Read more
The Economic Silly Season
  • June 13, 2003

The Economic Silly Season

It seems to be the economic silly season. This week we will explore some of the more absurd ideas to make their way to my reading material this week. I call these to your attention not to make fun of them (well, maybe a little), but because they offer an excellent opportunity for enlightenment. We will look at Japan's plans to tax cash (not profits or interest but actual cash in your bank account), Yahoo selling bonds with no interest, Greenspan buying insurance, Freddie Mac and the NASDAQ...

Read more
The Bankrupting of America
  • June 6, 2003

The Bankrupting of America

Today we have a guest writer for Thoughts From the Frontline, as I am in Puerto Vallarta sipping margaritas by the beach. I asked my friend, Porter Stansberry, to give us his take on the recent (and very important) study which shows the US government is $44 trillion dollars in debt. I think you will like his easy reading style, even if the analysis is sobering. Then, to end on an upbeat note, I asked him to give you a free link to a recent study by David Lashmet, one of his analysts from the...

Read more
Thoughts from the Frontline

Archive


Another Record-Breaking SIC in the Making! Get Your SIC 2021 Pass at 50% Off Today!Another Record-Breaking SIC in the Making! Get Your SIC 2021 Pass at 50% Off Today!

Get in Touch

PO Box 192495,
Dallas, Texas 75219

Toll-free: (877) 631-6311
Local: (602) 626-3100

Copyright © 2021 Mauldin Economics, LLC. All rights reserved.
×
Thoughts from the Frontline

Wait! Don't leave without...

John Mauldin's Thoughts from the Frontline

Experience the legend—join one of the most widely read macroeconomic newsletters in the world. Get this free newsletter in your inbox every Saturday!