29 February 2020

John Mauldin

A noted financial expert, a New York Times best-selling author, an online commentator, and the publisher of investment newsletter Thoughts from the Frontline
  • Most of the world’s hedge funds and investors could be on the wrong side of the dollar trade, according to well-known commentator John Mauldin. Photo: Bloomberg

    What will a strong dollar bring?

    - Oct 15, 2014 11:31am
    John Mauldin believes we are in the opening act of a multi-year US dollar bull market. In his latest weekly letter, the commentator discusses some of the possible consequences of a long-term dollar rising trend. First of all,...
  • Keeping the union intact is a clear, logical choice, but the  'no' coalition is trying to talk logic about what is essentially an emotional issue for many. Photo: Reuters

    What’s on your radar screen?

    - Sep 17, 2014 4:33pm
    Sometimes, I feel like an air traffic controller at “rush hour” at a major international airport. My radar screen is just so full of blinking lights that it is hard to choose what to focus on....
  • The ECB could work through various asset-buying programs over the next year or so, taking the place of the US Federal Reserve. Photo: Bloomberg

    Europe takes the QE baton

    - Sep 11, 2014 9:43am
    If the wide, wide world of investing doesn’t seem a little strange to you these days, it can only be because you’re not paying attention. If you’re paying attention, strange really isn’t the word you’re probably...
  • Pedestrians walk past signs of a housing bubble. All bubbles look alike and they go through five distinct phases, according to a leading economist. Photo: Bloomberg

    Bubbles, bubbles everywhere

    - Aug 20, 2014 12:12pm
    You can almost feel it in the air. The froth and foam on markets of all shapes and sizes all over the world. There’s nothing like a rising market to lift our mood. But what if...
  • China’s rapid credit expansion in the past five years puts it in the top five credit booms of the modern era. Photo: Bloomberg

    Part 2: Transformation or bust

    - Aug 13, 2014 11:32am
    In my last column, my young colleague Worth Wray and I continued our series exploring the risks posed by China’s rapid private sector debt growth and its consumption-repressing, investment-heavy growth model that is quickly running out...
  • A laborer rests on his cart in Shenzhen. China needs more than an abundant capital stock or a highly capable workforce to become a truly developed economy. Photo: Bloomberg

    China’s next step: Transformation or bust

    - Aug 6, 2014 12:39pm
    China continues to be front and center on my list of concerns, even more so than the latest Federal Reserve press release or fluctuations in the Dow. I believe China is the single biggest risk to...
  • Gross output measures the total output of an economy, including investments made by businesses in order to produce goods. Photo: Bloomberg

    Time to put a new economic tool in the box

    - Jul 30, 2014 2:32pm
    Last week we took a deep dive into how the concept of GDP (gross domestic product) came about. We looked at some of the controversies surrounding GDP statistics that we use to measure the growth of...
  • British statisticians have declared the UK economy to be 5 percent bigger than previously thought. What brought about the change? They counted the economic contribution of prostitution and illegal drugs. Photo: Bloomberg

    GDP just a fuzzy economic measurement

    - Jul 23, 2014 3:26pm
    The mainstream media regularly releases gross domestic product (GDP) numbers with the implicit assumption that they are in fact an accurate reflection of the general economy. But GDP is actually a fuzzy reflection of the economy,...
  • Federal Reserve chief Janet Yellen is basically saying she won't have anything to do with risk and productivity and will continue fostering a low-rate environment. Photo: Bloomberg

    Central bank smackdown

    - Jul 9, 2014 2:15pm
    The term “smackdown” was first used by professional wrestler Dwayne Johnson (a.k.a. The Rock) in 1997. Ten years later its use had become so ubiquitous that Merriam-Webster felt compelled to add it to their lexicon. It...
  • Healthcare-related taxes may create headwind to US growth this year and next. Photo: Bloomberg

    Obamacare stalls US economy

    - Jul 3, 2014 10:12am
    A rather interesting shockwave came across the newsfeeds this week. US gross domestic product (GDP) shrank an annualized 2.9 percent in the first quarter. A quick perusal of the data on a government website revealed the...
  • Matteo Renzi, Italy's youngest prime minister, brings hope of reform to his country. Photo: Bloomberg

    Italy: When hope is a strategy

    - Jun 25, 2014 3:15pm
    Let’s look this week at what I uncovered in Italy, which rather surprised me, and think through some of the implications that the new developments suggest for the ultimate outcome of the euro project. What surprised...
  • The solar industry is growing at 30% a year; and while it is only 1% of US energy consumption today, if we keep up that compounding rate, it could be almost 100% in 20 years. Photo: Bloomberg

    The Age of Transformation

    - Jun 18, 2014 2:14pm
    Today I offer some musings on what I’ve come to think of as the Age of Transformation. I believe there are multiple and rapidly accelerating changes happening simultaneously that are going to transform our social structures,...
  • China’s consumer market is nowhere near optimized, with massive room seen for growth. Photo:

    Can central planners revive China’s economic miracle?

    - Jun 11, 2014 1:34pm
    For years, when asked whether I thought China would experience a hard landing, I would simply answer, “I don’t understand China. Making a prediction would be pretending that I did, so I can’t.” The problem is...
  • Chinese government and government-sponsored borrowers in zombie industries consume the majority of the country’s credit, in turn forcing households to borrow through shadow banks at massive risk premiums

    China’s online banking may be encouraging riskier behavior

    - Jun 4, 2014 1:19pm
    One of the few consensus ideas that I took away from the Strategic Investment Conference is that China has the potential to become a real problem. It seemed to me that almost everyone who addressed the...