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  • $100 Trillion Up in Smoke

    Simple Math, Hard Answers Drowning in Oil Third-Order Effects Coup de Grâce? Cayman Islands and Home “We aren’t addicted to oil, but our cars are.” – James Woolsey “The greatest asset, even in this country, is not oil and gas. It’s integrity.” – George...
    Posted to Thoughts From The Frontline by John Mauldin on 02-12-2016
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  • The Wall

    I generally send out two letters a week. The letter that arrives in your inbox over the weekend is Thoughts from the Frontline and is written by me. The second letter, which is called Outside the Box, generally comes in the middle of the week and is an article or essay written by someone else that I...
    Posted to John Mauldin's Outside the Box by John Mauldin on 10-23-2015
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  • Blodget on Market History

    I remember the first time I walked into Henry Blodget’s new startup, Business Insider, back in 2009. Twelve fresh-faced kids were crammed into a room about the size of my bedroom, pounding away on laptops, creating a new destination website. He took me over to a corner; we sat down in front of...
    Posted to John Mauldin's Outside the Box by John Mauldin on 10-09-2015
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  • When China Stopped Acting Chinese

    “The one thing I know for sure about China is, I will never know China. It's too big, too old, too diverse, too deep. There's simply not enough time.” – Anthony Bourdain, Parts Unknown Much of the world is focused on what is happening in Greece and Europe. A lot of people are...
    Posted to Thoughts From The Frontline by John Mauldin on 08-05-2015
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  • US Dollar: American Phoenix

    “Just a little patience, yeah…” – Guns N’ Roses Lastweek the FOMC essentially removed forward guidance and placed all options back on the table, and at the end of the day they’ve opened the door for further tightening. As Yellen recently explained in advance, the...
    Posted to John Mauldin's Outside the Box by John Mauldin on 03-26-2015
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  • What Uber Could Teach the American Economy

    When I travel around the country, one of the questions that comes up often in conversation is, where will the jobs of the future come from? I have a stock answer that I glibly offer: In 1980, the Japanese were beating our brains out. Inflation was well into the double digits, as was unemployment. Finding...
    Posted to John Mauldin's Outside the Box by John Mauldin on 02-23-2015
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  • A War Between Two Worlds

    The terrorist attacks in Paris have fixated the world’s attention on the contrast between competing worldviews and what constitutes acceptable behavior in modern society. What are the principles by which society should be organized and run? Who gets to set those rules, and to what standards should...
    Posted to John Mauldin's Outside the Box by John Mauldin on 01-16-2015
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  • The Burning Questions For 2015

    Louis Gave is one of my favorite investment and economic thinkers, besides being a good friend and an all-around fun guy. When he and his father Charles and the well-known European journalist Anatole Kaletsky decided to form Gavekal some 15 years ago, Louis moved to Hong Kong, as they felt that Asia...
    Posted to John Mauldin's Outside the Box by John Mauldin on 12-19-2014
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  • Calling Into Question

    A note has been circulating among economists, calling into question the wisdom of another group of economists who wrote an open letter to the Federal Reserve a few years ago suggesting that one of the risks of their quantitative easing program was increased inflation. Since we have not seen CPI inflation...
    Posted to John Mauldin's Outside the Box by John Mauldin on 10-16-2014
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  • Why the Fed Is So Wimpy

    Another in what seems to be a small parade of scandals involving secretly recorded tapes of Federal Reserve regulators emerged last week. What a number of writers (including me) have written about regulatory capture over the past decade was brought out into the open, at least for a while. My brilliant...
    Posted to John Mauldin's Outside the Box by John Mauldin on 10-01-2014
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  • Transformation or Bust

    Transformation or Bust, China Version Becoming a Developed Economy The Four Eras of Chinese Growth & Development Mini-Stimulus & Third Plenum Progress Report A Few Final Thoughts Montana, San Antonio, DC, Barefoot, and Boston China continues to be front and center on my list of concerns, even...
    Posted to Thoughts From The Frontline by John Mauldin on 08-04-2014
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  • Poverty Matters for Capitalists

    Having taken Thomas Piketty to the cleaners a few weeks back (see “ Gave & Gave … and Hay ”), Charles Gave now redresses the balance with regard to the issue of economic inequality in today’s Outside the Box . He makes a forceful case that “poverty matters for capitalists”...
    Posted to John Mauldin's Outside the Box by John Mauldin on 07-10-2014
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  • Italy: When Hope Is a Strategy

    Game of Thrones, European-Style When Hope Is a Strategy Nantucket, New York, and Maine I came back from Italy this week, and one of my guilty pleasures was being able to sit down and watch the last three episodes, including the season finale, of Game of Thrones . For those readers who are not enthralled...
    Posted to Thoughts From The Frontline by John Mauldin on 06-23-2014
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  • Can Central Planners Revive China’s Economic Miracle?

    Can Central Planners Revive China’s Economic Miracle? Like Every Other Investment-Driven Growth “Miracle” Which Way to Sustainable Growth? What Could Possibly Go Wrong? Cross the River By Feeling the Stones A Final Special Note Trequanda, Rome, Nantucket, New York, and Maine For years...
    Posted to Thoughts From The Frontline by John Mauldin on 06-09-2014
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  • Don’t Ignore the Anecdotes

    Whenever I'm in New York I make a point of calling a number of my economist and investor friends and arranging a “dinner with interesting people.” Thankfully, Rich Yamarone is almost always at the table, because his insights into what's happening in the real economy, beyond Wall Street...
    Posted to John Mauldin's Outside the Box by John Mauldin on 05-07-2014
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