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

Thoughts from the Frontline Archive, April 2008

The Velocity Of Money
  • April 25, 2008

The Velocity Of Money

The late and great Milton Friedman told us that inflation is always and everywhere a monetary phenomenon. But there is an asterisk to his equation that we need to examine, namely, the velocity of money. Sometimes a fast-growing money supply is not as inflationary as you might think. Then we will take quick looks at why the banking sector is in for more and larger rounds of write-offs, as well as note that the housing industry is in a...

Read more
The Muddle Through Question
  • April 18, 2008

The Muddle Through Question

A few weeks ago I asked for readers to send me questions and said I would try and answer them while I was in Switzerland. Some of them were quite good and have given me ideas for whole newsletters but will require a lot of research. But a lot of them fell into two basic camps. This week we look at a number of questions from readers about my thoughts on the Muddle Through Economy.

One group basically asked, "John, given all the bad news [insert your favorite bearish statistic on housing, the...

Read more
Is it a Bull, Bear or Cowardly Lion Market?
  • April 11, 2008

Is it a Bull, Bear or Cowardly Lion Market?

Are we in a bull, a bear, or a cowardly lion market? As we will see, the answer can make a huge difference in your investment portfolio. This week I am at my Strategic Investment conference in La Jolla. About four times a year I take a break from writing the letter and bring in a guest writer. This week Thoughts from the Frontline will have the very distinguished analyst and author Vitaliy Katsenelson.

In his recent book, Active...

Read more
Thoughts on the Continuing Crisis
  • April 4, 2008

Thoughts on the Continuing Crisis

There is so much that is happening each and every day as the Continuing Crisis moves slowly into month 8, so much news to follow, so many details that need to be followed up that it can get a little overwhelming. Where to begin? Maybe with a "minor" change of the rules on how we value assets, then a look at the proposed changes in regulations, some comments to my hedge fund friends, a quick look at the employment and ISM numbers which are clearly showing we are in a recession and then...

Read more
Thoughts from the Frontline

Archive

Get in Touch

PO Box 192495,
Dallas, Texas 75219

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

Copyright © 2020 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!