John Mauldin

I have introduced the concept of a technical recovery to describe the anticipated weak recovery period that lies ahead.  Van Hoisington and Lacy Hunt have a different term to remember: Partial recovery.  They see the potential…

David Rosenberg is out with a bearish piece on equities today (I hop that doesn’t surprise you).  He sees the market as still overvalued at these levels. The key, he say is that most of the rally has been built on multiple expansion and not…

James Montier has a very good piece out via John Mauldin ([email protected]) on the need for real economy stimulus over financial sector stimulus. The quote I find most memorable goes to the heart of our debate about the…

The following post is from John Mauldin, who is a Best-Selling author and recognized financial expert. He is also editor of the free Thoughts From the Frontline that goes to over 1 million readers each week. For more information on John…

Now that I have burnished my bullish bona fides with two posts from the optimistic viewpoint, I want to share with you an analysis from John Mauldin that is much closer to the truth regarding where the global economy is headed, what type of…

You have probably heard people bandy about the term pro-cyclical as it has become a key concept for economists as we enter a downturn. The crux of pro-cyclicality is that some things rise with an upswing, but fall with downswings --…

With Goldman Sachs and Morgan Stanley becoming bank holding companies, the traditional U.S. investment banking model has come to an end. But it bears remembering that investment banks are highly leveraged institutions. Both Goldman…

This newsletter from John Mauldin arrived in my inbox this morning. If you haven't read his newsletters they are very good, including those from Guest commentators like this one from James Montier. I will add the text in full. It is…

John Mauldin is an economic pundit I have been following for a number of years. He not only writes a weekly newsletter that is very informative but he also has many guest writers of equal note. Yesterday, he had Michael Levitt of HCM…

This weekend I received a disturbing newsletter from John Mauldin, provacatively entitled " Lies and Other Statistics," that dissected the GDP numbers where the headline number was +0.6%. Digging into the detail reveals a completely…