John Mauldin | TalkMarkets | Page 27
Mauldin Economics, Millennium Wave Investments
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Each week, well over a million readers turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one ...more

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Thoughts From The Frontline: Playing The Chinese Trump Card
China has pushed the Fed into second place (for a few days at least) – perhaps we should be grateful that at least something has. Of course, there is the little problem that a bear market might be in the offing.
Outside The Box: Another Day Younger And Deeper In Debt
Neil Howe, author of Generations, The Fourth Turning, and other books and president of Saeculum Research, joins us today in Outside the Box with a succinct, eye-opening essay on generational differences in debt levels and attitudes towards debt.
Outside The Box: Commodity Weakness Persists
In today’s Outside the Box, good friend Gary Shilling gives us deeper insight into the global economic trends that have led to China’s headline-making, market-shaking devaluation of the renminbi.
Thoughts From The Frontline: Closing The Sausage Factory
Something is deeply wrong if an economy is not growing, because it means these natural processes are impeded. That is why around the world, since the Dark Ages, lack of growth has been a signal of political oppression or instability.
Outside The Box: Europe’s Greek Tragedy
The eurozone is unraveling. Each swing of the pendulum between financial infusions and economic strafing for Greece further weakens the unity of the bloc.
Thoughts From The Frontline: When China Stopped Acting Chinese
In order for the Chinese economy to continue to grow, the Chinese must shift their emphasis from industrial production and infrastructure investment to a services-oriented economy.
Thoughts From The Frontline: Europe: Running On Borrowed Time
Prodi and the other leaders who forged the euro knew what they were doing. They knew a crisis would develop, as Milton Friedman and many others had predicted.
Thoughts From The Frontline: It’s Not Over Till The Fat Lady Goes On A P/E Diet
For the vast majority of investors, portfolio returns are generated by the equity markets or at a minimum heavily influenced by the equity markets. We have enjoyed an almost six-year bull market run in the stock market.
Outside The Box: Xi’s Anti-Corruption Campaign Is Key To China’s Prospects
President Xi Jinping’s anti-corruption campaign has been underway now for almost three years and shows no sign of relenting.
Thoughts From The Frontline: Shoot The Dog And Sell The Farm
Greece is again all the buzz in the media and on the commentary circuit.
Thoughts From The Frontline: Public Pensions: Live And Let Die
Unless you are a national government and can print your own currency, and with enough effective means to discourage would-be foreclosure, you can run a spending deficit for only so long. Greece is presently learning this the hard way.
Outside The Box: The Importance Of RMB Internationalization
For the last four years, I have been highlighting the idea that when Beijing floats the renminbi, the currency may go down, not up, which is the exact opposite of what those who accuse China of currency manipulation believe would happen
Thoughts From The Frontline: The People’s Republic Of Debt
It wasn’t that many centuries ago that China was the absolute economic center of the world. That center gravitated to Europe and then towards North America and has now begun moving back to China.
Thoughts From The Frontline: Cleaning Out The Attic
To get real growth and increased productivity, we need to deal with the real source of economic progress: the incentive structure.
Outside The Box: On My Radar
My good friend Steve Blumenthal has gathered a number of charts from various authorities showing different ways to look at valuations for today’s US stock market.
Thoughts From The Frontline: World War D-Deflation
Will there be inflation or deflation? Are we in a bull or bear market? Is the bond bull market over and will interest rates rise?
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