Thoughts From the Frontline, Job Creation

3 posts tagged with “Job Creation”.

Where Will the Jobs Come From?

November 5, 2011

I find myself in Liam's taxi on the beautiful drive to Kilkenny through the Irish countryside for a few hours this very early Friday morning, so what better time to begin writing about employment than in a country that is struggling, just as most of the developed world is, to find good jobs for its people. I'm on my way to a conference that will talk about the economics that is driving the world's leading governments to distraction in Cannes. Is Greece going to vote? Take the money? Will it be an orderly default? Should Ireland default? Whatever I write, the situation will change as soon as I hit the send button tonight. (For the record, I think Greece should have a referendum. You don't go into what they are getting ready to suffer without national buy-in. No elitist deals. Put it to the people to decide, one way or the other.)

Time to Get Outraged

June 10, 2011

This week we look at data from the Bank of International Settlements, by which (if someone does a lot of work) you can figure out how much US banks have written in credit default swaps to banks in Europe on Greek, Irish, and Portuguese debt. The details should not make you happy. I meditate on whether one should buy a house now, and then discuss “the way out” of all this mess and why we will Muddle Through. Oh, and I’ll ask you for help on yet another book project, on creating jobs. And all while trying to finish early enough to go to dinner. So let’s get started.

Forecast 2011: Better than Muddle Through

January 7, 2011

It is time once again to throw caution and wisdom to the wind and actually make my 11th annual forecast. I have to admit this is the most stressful letter I write each year. I do at least 5-10 times more research and thinking about this issue than any other. On a positive note, this may be one of the more optimistic forecast letters I have done in a long time. But there are some asterisks, as always. We will survey the world, trying to peer through the fog of the future. There are some very interesting side trails we will want to explore. Did you know some events in Russia could have real ramifications for inflation in China, the US, and the world? I pay attention to the background details and bring them to you. So settle back as we tour the world.

But first, as you are fastening your seat belts, I am proud to announce that FINALLY we are a full go on my new web sites, which have been in soft launch for a few weeks. The main site is now, where you can access everything I do, including Thoughts from the Frontline and Outside the Box, as well as ten years’ worth of archives.

There’s a lot that’s new, as Tiffani is dragging me into the new world of Internet 2.0. Our old site was so ’90s. Now we are the cutting edge. Everything is done in HTML 5, and we are one of the first and few financially oriented sites to use this new code. Very crisp and clean.

But more importantly to you, we have ways for you to interact with me and the “Mauldin Community.” You can comment on each weekly Thoughts from the Frontline and Outside the Box, and I will read your comments. There is a forum where you can join the community and discuss topics I bring up, whether you agree with me or not. I have always contended that my readers are the smartest, most well-informed of any writer’s, and now you can benefit from your collective wisdom.

The only general rule is that you have to be civil and have some sense of decorum.
At least on the small part of the Web I own, there will be a sense of dignity and probity. You can disagree with me or some other commenter to your heart’s content, and I encourage it, as that is the way I (and we) learn; but no flame mails, no casting aspersions on anyone’s character because of the views they hold.

I will also be doing voice podcasts that we call The Mauldin Minute. And you can view my latest media spots. Want to ask me a question? There’s a spot for them in the upper left-hand corner of our home page, and each week I will pick 1-3 questions to respond to. Rule: it has to be a question that does not need a book chapter or an e-letter to answer!

We also have a new site called The Mauldin Circle, where you can find investment professionals around the world who can help you find appropriate investments, generally in the alternative space, which can add some real diversification to your portfolio. (If you have signed up for the accredited investor letter in the past, you do not need to do so again. In this regard, I am president of and a registered representative of Millennium Wave Securities, LLC, member FINRA.)

If you have a minute, go to, put in your email address, and sign up. (You won’t get two copies of my letters if you are already on the list!) Tiffani and I really would like your feedback on the new site.

And now on to the topics of Forecast 2011, in no particular order.