» john mauldin

A common mistake that people make when trying to design something completely foolproof is to underestimate the ingenuity of complete fools. - Douglas Adams, The Hitchhiker’s Guide to the Galaxy For quite some time in this letter I have been making the case that for the eurozone to survive, th...

The US employment numbers this month were disappointing. But disappointing does not begin to describe the situation I read about today in Europe. I have just finished up with my conference in Carlsbad, California and am getting back to the room late. I have to get up in a few hours (4 AM is rather o...

The US employment numbers came out this morning, and they were disappointing. But disappointing does not begin to describe the situation I read about today in Europe. I have just finished up with my conference in Carlsbad, California and am getting back to the room late. I have to get up in a few ho...

“Would you tell me, please, which way I ought to go from here?” “That depends a good deal on where you want to get to,” said the Cheshire Cat. “I don’t much care where . . . ” said Alice. “Then it doesn’t matter which way you go,” said the ...

What are the major problems Spain is facing right now, and how will they impact your investments? Carmel Asset Management has written an outstanding presentation in which they analyze Spain’s economic outlook, and what investors can do to prepare themselves. Simply enter your email below to d...

Today’s employment numbers were decidedly soft, but the unemployment rate went down anyway, and that is about the best you can say. And this being a holiday weekend, it provides us an opportunity to look deep into the employment numbers, while we put off thinking about Spain for at least a wee...

Last Monday I was in Paris and was asked to do a spot on CNBC London. I arrived at the studios an hour early due to a misunderstanding of the time zones, so while trying to catch up on the news I listened to CNBC. I had just written about Spain in last week’s letter and guessed that was what t...

“Six years into our global data collection effort, we may have already found the single most searing, clarifying, helpful, world-altering fact. “What the whole world wants is a good job. “This is one of the most important dsicoveries Gallup has ever made. At the very least, it need...

… (December 11, 2009) – Greece’s prime minister, George Papandreou, told reporters in Brussels on Friday that European Central Bank President Jean-Claude Trichet and Luxembourg Prime Minister Jean-Claude Juncker see “no possibility” of a Greek default, Bloomberg News reported. ...

One of the interesting things about being in Hong Kong is that I get to see the weekend edition of the Financial Times 12 hours early. And the headlines were not all that pleasant. As I promised last week, we will cast our eyes to Europe and ponder what is in store for Europe for the year and the ...

It is now common to use the term bazooka when referring the actions of governments and central banks as they try to avert a credit crisis. And this week we saw a coordinated effort by central banks to use their bazookas to head off another 2008-style credit disaster. The market reacted as if the c...

Angela Merkel is leading the call for a rule change, a rewiring of the basic treaty that binds the EU. But is it both too much and too late? The market action suggests that time is indeed running out, and so we’ll look at the likely consequences. Then I glance over the other way and take notice of...