Money and Finance
- Links
Profit Margins Don’t Matter: Ignore Them, and Focus on ROEs Instead (LINK) Michael Lewis reviews Tim Geithner’s book Stress Test (LINK)Related book: Stress Test: Reflections on Financial CrisesLessons From Cable Cowboy John Malone (LINK)Related book:...
- John Mauldin: A Gold Standard?
There are times, my friends Michael Lewitt and Dr. Lacy Hunt agreed today at lunch, when the study of economics is best informed by a sound knowledge of history. Indeed, Michael's son wants to follow his father into the finance world, and Michael...
- John Mauldin's Outside The Box: Greatest Moral Hazard, Says Paul Mcculley, Is Austerity Here And Now
The last Thoughts from the Frontline featured an interview of me by Kate Welling. I promised another interview she did with my friend Paul McCulley, who (warning) is a consummate Keynesian. For him (paraphrasing closely), prescribing austerity for the...
- John Mauldin: Tough Choices, Big Opportunities
This week I am in Ireland and going from meeting to meeting with a wide variety of people. And this week's letter is a wide-ranging interview with me, conducted by that doyen of financial-world interviews, Kate Welling. She really is one of the best,...
- John Mauldin: The Unsustainable Meets The Irresistible
This week’s letter is a result of two lengthy conversations I had today, which have me in a reflective mode. Plus, I finished the last, final edits of my book, all of which is causing me to mull over the unsustainability of the US fiscal situation....
Money and Finance
John Mauldin's Outside the Box: Face The Music
No one does it like Kate Welling – we're talking financial-world interviews here, "interrogatory journalism," as Kate would put it – and her interview of Dr. Lacy Hunt, which you're about to read, is in my opinion one of the best she's ever done, and the best I've seen with Lacy.
- Links
Profit Margins Don’t Matter: Ignore Them, and Focus on ROEs Instead (LINK) Michael Lewis reviews Tim Geithner’s book Stress Test (LINK)Related book: Stress Test: Reflections on Financial CrisesLessons From Cable Cowboy John Malone (LINK)Related book:...
- John Mauldin: A Gold Standard?
There are times, my friends Michael Lewitt and Dr. Lacy Hunt agreed today at lunch, when the study of economics is best informed by a sound knowledge of history. Indeed, Michael's son wants to follow his father into the finance world, and Michael...
- John Mauldin's Outside The Box: Greatest Moral Hazard, Says Paul Mcculley, Is Austerity Here And Now
The last Thoughts from the Frontline featured an interview of me by Kate Welling. I promised another interview she did with my friend Paul McCulley, who (warning) is a consummate Keynesian. For him (paraphrasing closely), prescribing austerity for the...
- John Mauldin: Tough Choices, Big Opportunities
This week I am in Ireland and going from meeting to meeting with a wide variety of people. And this week's letter is a wide-ranging interview with me, conducted by that doyen of financial-world interviews, Kate Welling. She really is one of the best,...
- John Mauldin: The Unsustainable Meets The Irresistible
This week’s letter is a result of two lengthy conversations I had today, which have me in a reflective mode. Plus, I finished the last, final edits of my book, all of which is causing me to mull over the unsustainability of the US fiscal situation....