Economist John Mauldin says history shows that if the U.S. wants to reduce private and public sector leverage, it will have to figure out how to run a trade surplus. Mauldin says that a country cannot reduce total leverage while running a trade deficit — the amount of leverage used and the trade balance must […]
Read more
Tag Archives: John Mauldin
Ritholtz on Individual Investors’ Greatest Enemies
December 28, 2011 
0 Comments
Barry Ritholtz of The Big Picture blog and FusionIQ says investors need to know who they are up against when managing their portfolios — and says that to find perhaps the greatest enemy, you don’t have to look far. Writing a guest piece for John Mauldin’s “Thoughts from the Frontline” newsletter, Ritholtz says the first […]
Read moreMauldin: Markets Overreacting to Middle East Unrest
February 24, 2011 0 Comments
John Mauldin says markets are overreacting to the turbulence in the Middle East. Mauldin tells Bloomberg that Libya is not a major oil provider for the U.S., and that “in the grand scheme of things all of this will pass”. He also says the unrest could actually have the odd effect of helping balance the […]
Read moreMauldin: 50/50 Chance of 2011 Recession
April 14, 2010 0 Comments
John Mauldin says high unemployment and coming big tax hikes are creating a “50/50″ chance the U.S. will dip back into recession in 2011. Mauldin tells Bloomberg that means a 40% plunge could hit the stock market, and that investors should treat the current market as a trader’s market.
Read moreBe Nimble in this Market, Mauldin Says
October 21, 2009 0 Comments
John Mauldin, one of the few strategists who saw last year’s market meltdown coming, now says that he thinks the current environment calls for “nimble” investing. Mauldin tells Yahoo! TechTicker that he thinks investors can be traders or “ride the wave” in the current market, but adds, “I don’t think you want to buy something […]
Read moreMauldin to Bulls: Not So Fast
August 7, 2009 1 Comment
John Mauldin, the economist and strategist from Millennium Wave Investments, isn’t buying the bullish views many strategists are now offering. In an interview with Yahoo!TechTicker, Mauldin says the market has gotten “way ahead of its fundamentals”. Mauldin says too many are trying to compare this recession to past recessions. “This recession is completely different,” he […]
Read moreMauldin: This Time It Really Is Different (Sort Of)
June 23, 2009 0 Comments
In his latest “Thoughts from The Frontline” newsletter, John Mauldin makes a pretty bold proclamation that goes against a long-held principle of investing — this time, he says, things really are different. “If memory serves me, I have written several e-letters disparaging various personages who have uttered those very words, and gone one to confirm […]
Read moreBiggs vs. Mauldin: Will The Rally Hold?
April 22, 2009 2 Comments
The big question in the market these days is, of course, whether the current rally is really the start of a new bull run, or if it is another bear market head fake. And two interesting, differing takes on the topic come from top strategists Barton Biggs and John Mauldin. In a recent CNBC interview, […]
Read moreMauldin Sees Bleak 2009 for Economy, Stock Market
January 16, 2009 Comments Off
Investment manager and author John Mauldin — one of the few strategists who saw the 2008 stock market mess coming — tells Yahoo! TechTicker that he doesn’t see a turnaround coming in 2009.
Read more
