Money and Finance
- John Mauldin: Austerity Is A Four-letter French Word
The France that I see as I look out from the bullet train today is far different from the France I see when I survey the economic data. Going from Marseilles to Paris, the countryside is magnificent. The farms are laid out as if by a landscape artist...
- John Mauldin: And Then There Is Disaster C
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...
- John Mauldin: Who Took My Easy Button?
Everyone knows by now that the US is facing difficult choices. Depending on what assumptions you use, the unfunded liabilities of Social Security and Medicare are between $50 and $80 trillion and rising. It really doesn’t matter, as there is no way...
- John Mauldin: 2012: A Year Of Choices
2012 will the year that the consequences of the choices made by nations of the so-called developed world will begin to truly manifest themselves in the economic realm. We are in the closing chapters of the current Debt Supercycle, with different countries...
- Manual Of Ideas - Exclusive Interview With Tom Gayner
This Monday, April 6th, the Manual of Ideas will publish an exclusive interview with Thomas S. Gayner, Chief Investment Officer of Markel Corporation (NYSE: MKL). The interview will cover Tom's views on a wide range of topics, including his investment...
Money and Finance
John Mauldin: The Direction of the Compromise
We are often told that the current election is the most important in recent history. I think I have heard that in about ten presidential cycles, ever since I first voted, for McGovern, as a young man. And looking back, only about one of those elections actually qualified on that score. I think this election does have the potential to be one of those rare times, at least in terms of economic outcomes. In Thoughts from the Frontline we cover economics and investments, money and finance. We only rarely stray into the political world, and then only glancingly. Today, we cross that gray line, but at a somewhat different angle, as we look at the economic consequences of the political decision that will come with the choices we make in November in the US.
But it is not as simple as suggesting that choosing one party over the other will solve the nation's economic ills. If that were the case, we would not be facing the momentous challenge we now do, because both parties have had firm control of the levers of power in recent years, and both have failed to deal with what has become, at least for this economic analyst, the burning issue of the day. Indeed, both have made it worse. Today we look at what the choices are and the impacts of those choices.
- John Mauldin: Austerity Is A Four-letter French Word
The France that I see as I look out from the bullet train today is far different from the France I see when I survey the economic data. Going from Marseilles to Paris, the countryside is magnificent. The farms are laid out as if by a landscape artist...
- John Mauldin: And Then There Is Disaster C
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...
- John Mauldin: Who Took My Easy Button?
Everyone knows by now that the US is facing difficult choices. Depending on what assumptions you use, the unfunded liabilities of Social Security and Medicare are between $50 and $80 trillion and rising. It really doesn’t matter, as there is no way...
- John Mauldin: 2012: A Year Of Choices
2012 will the year that the consequences of the choices made by nations of the so-called developed world will begin to truly manifest themselves in the economic realm. We are in the closing chapters of the current Debt Supercycle, with different countries...
- Manual Of Ideas - Exclusive Interview With Tom Gayner
This Monday, April 6th, the Manual of Ideas will publish an exclusive interview with Thomas S. Gayner, Chief Investment Officer of Markel Corporation (NYSE: MKL). The interview will cover Tom's views on a wide range of topics, including his investment...