Thoughts from the Frontline Archive, August 2012

Boomers Are Breaking the Deal
  • August 25, 2012

Boomers Are Breaking the Deal

There is something missing from this thing we are calling a recovery. For most in the US it does not feel like a recovery, and for good reason: the jobs aren’t there. But for some groups it is a recovery, and more. And that reveals an even bigger problem. Today, in a summer-shortened Thoughts from the Frontline, we look at the trends in employment as well as take note of a signpost we passed on the way to finding out that we can’t pay for all the future entitlements we have been promised. It’s...

Read more
How Change Happens
  • August 18, 2012

How Change Happens

"To trace something unknown back to something known is alleviating, soothing, gratifying and gives moreover a feeling of power. Danger, disquiet, anxiety attend the unknown – the first instinct is to eliminate these distressing states. First principle: any explanation is better than none… The cause-creating drive is thus conditioned and excited by the feeling of fear …"

– Friedrich Nietzsche

"Any explanation is better than none." And the simpler, it seems, in the investment game, the better....

Read more
And Then There Is Disaster C
  • August 11, 2012

And Then There Is Disaster C

They say that breaking up is hard to do.
Now I know, I know that it's true
Don't say that this is the end.
Instead of breaking up
I wish that we were making up again.
– Neil Sedaka, 1962

I have contended for some time that Europe is faced with two choices: Disaster A, which is the break-up of the eurozone, or Disaster B, which is the creation of a fiscal union, which keeps the euro more or less intact. Over the last few months I have come to realize that there is indeed a third...

Read more
Time to Row, or Sail?
  • August 4, 2012

Time to Row, or Sail?

Note to readers: Due to internet connection problems from the Shadow Fed fishing camp in Maine, important information that John wanted to include in this week's letter did not get out in time for the original deadline, and so we are reposting the letter.

A few weeks ago, Ed Easterling and I updated the work we published almost ten years ago about secular bear and bull markets in chapters 5 and 6 of Bull's Eye Investing. This week I am in Maine at the annual Shadow Fed fishing trip...

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