Thoughts from the Frontline Archive, March 2003

Boneheads, Iraq and the Artificial Dollar
  • March 28, 2003

Boneheads, Iraq and the Artificial Dollar

The past two weeks I have had so many people email me an article by one Geoffrey Heard of Melbourne, Australia that I am going to comment on his nonsense. Because it is so wrong and yet his arguments seem so seductive, it offers an excellent opportunity for us to learn how world currency transactions really affect the price of gold and oil and other commodities. Warning: I am taking off my gloves in this letter. This is one of the more boneheaded pieces of conspiratorial economic garbage that...

Read more
The Real Old Europe
  • March 21, 2003

The Real Old Europe

This week, it is hard to sit down and think about anything other than Iraq, especially given the circumstances in which our troops and those of our allies and the citizens of Iraq find themselves. Our prayers are for all those and their families involved. Last week, I wrote that it was likely that the war would have begun before the next weekly letter. I hope that next week's letter finds the war is over.

Read more
Unintended Consequences:  Iraq, Pensions and Index Funds
  • March 15, 2003

Unintended Consequences:  Iraq, Pensions and Index Funds

Each week, I typically sit down at noon on Friday to write this letter. Quite often I stare at a blank screen pondering what to write about. Last week, and this week, my task has been to decide what NOT to write about. There is just so much that is worthy of our attention: pensions, indexing, Iraq, the drop in gold and the rise in stocks, international turmoil, the misleading headlines in the investment media and more. I have to leave the office without fail at 5:30 (kids come first), so...

Read more
Deflating Europe, Housing Bubbles and Greenspan’s Amnesia
  • March 7, 2003

Deflating Europe, Housing Bubbles and Greenspan’s Amnesia

I am writing this week's e-letter early, as tomorrow I travel to speak at an investment conference in Florida. As I review the articles and reports of the last few weeks, I am struck by the number of very interesting topics which deserve their own letter. There is truly a lot happening, so like the billiards player trying to make a difficult four bank shot, we will go from one side of the table to another and hope we end up making the shot, or at least making a point or two.

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