Thoughts from the Frontline Archive, January 2002

The Muddle Through Economy
  • January 25, 2002

The Muddle Through Economy

The task I face every week as I begin this column is to interpret the tea leaves so we can get some glimpse into the future of the economy, and thereby get an idea of how to invest our hard-earned money. In theory, the direction of the economy (both local and global) will have a direct influence on stocks, bonds and other investments.

Read more
Blues Brothers: Enron and Cisco
  • January 18, 2002

Blues Brothers: Enron and Cisco

Last week we looked at the continuing evidence of deflation, which is my primary concern when I analyze the future direction of the markets.

Read more
Simple Deflation
  • January 11, 2002

Simple Deflation

Last week's 2002 Forecast laid out the clear cut case that deflation would be the dominant economic force in the first part of 2002. I took pains not to use any recent data, trying to make the case on long-term economic patterns. I have always felt it is dangerous to use weekly data to make long-term forecasts.

Read more
2002 Economic Forecast
  • January 4, 2002

2002 Economic Forecast

My annual predictions letters for the last two years have been easy to write, and with one glaring exception, have been generally on target. I start with a basic premise - one key economic factor -- and work out from there. I look for the one thing I believe is going to affect the economy more than anything else in the coming year. If I am wrong on my basic premise, then everything else is likely to be wrong.

Read more
Thoughts from the Frontline

Archive


Interviews with leading experts digging deep on the most urgent stories you need to know about. Interviews with leading experts digging deep on the most urgent stories you need to know about.
×
Thoughts from the Frontline

Wait! Don't leave without...

John Mauldin's Thoughts from the Frontline

Experience the legend—join one of the most widely read macroeconomic newsletters in the world. Get this free newsletter in your inbox every Saturday!

By opting in you are also consenting to receive Mauldin Economics' marketing emails. You can opt-out from these at any time. Privacy Policy