John F. Mauldin

John F. Mauldin Articles

Everybody is suddenly talking about the inverted yield curve. They’re right to do so, too, but alarm bells may be premature. Inversion is a historically reliable but early recession indicator. The yield curve isn’t saying recession is...
Someone asked recently how many times I had “crossed the pond” to Europe. I really don’t know. Certainly dozens of times. It’s been several times a year for as long as I remember.
Debt is future spending pulled forward in time. It lets you buy something now for which you otherwise don’t have cash yet. Whether it’s wise or not depends on what you buy. Debt to educate yourself so you can get a better job may be a good...
“The world in which we live has an increasing number of feedback loops, causing events to be the cause of more events (say, people buy a book because other people bought it), thus generating snowballs and arbitrary and unpredictable planet...
If I am right about the potential for a recession, it is going to bring Ben Bernanke and the Fed to a very serious crossroads. Recessions are by definition deflationary. But inflation is already as low as it has been in a very long time....
The Bernanke Era The Sacrifice Ratio How Important is Housing to the Economy? On the Contrary: Why It Pays To Be Different Toronto, Miami and New York
What Will Cause the Next Recession? $70 Tank of Gas The Housing Market Starts to Show Signs of Weakness Greenspan - Where's the Fire? Malta? New York, London, Brussels, Sofia, Toronto, Etc.
Judging from the level of complacency in the stock market, some of you may not care to make it to the second paragraph of this article--Hyman Minsky warned us about times like this! Those of you that stay until the end will find a...

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The world’s gold supply increases by 2,600 tons per year versus the U.S. steel production of 11,000 tons per hour.