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Each week, well over a million readers turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one ...more

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Thoughts From The Frontline: Transformation Or Bust, Part 2
China is the true conundrum in the global economy. It is an outlier in the history of development, with no true analogues. And while there is much to be appreciative of and admired about China, there are clear danger signals.
Money: How The Destruction Of The Dollar Threatens The Global Economy
Forbes Editor-in-Chief and longtime friend Steve Forbes leads off this week’s Outside the Box with a sweeping historical summary – and damning indictment – of the “cheap money” policies of the US executive branch and Federal Reserve.
Transformation Or Bust
Is China the single biggest risk to world economic equilibrium?
Big Banks Shift To Lower Gear
Gary Shilling has sent along a very interesting analysis of the big banks. Gary knows a lot about what went down with the big banks during and after the Great Recession, and he tells the story well.
Time To Put A New Economic Tool In The Box
John Mauldin says to Paul Krugman, "I don’t think GDP as it is measured today is a Keynesian plot. GDP is a valuable measurement tool, if you understand what is being measured and all those asterisks with caveats..."
Outside The Box: Geopolitics And Markets
Michael Cembalest of J.P. Morgan Asset Management argues that the only time since WWII that a violent conflict has had a medium-term negative effect on markets was in 1973.
Thoughts From The Frontline: GDP: A Brief But Affectionate History
A short-sighted economic policy is not unlike a drug that makes one feel good for a period of time but ultimately leads to further weakness or collapse.
Poverty Matters For Capitalists
Having taken Thomas Piketty to the cleaners a few weeks back, 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.”
Central Bank Smackdown
"Smackdown" is a useful word for talking about confrontations that are more for show than actual physical altercations.
The New Normal Of Healthcare Spending
The GDP was knocked down the first quarter. A quick perusal of the data on the BLS website revealed the culprits: exports and healthcare spending.
Italy: When Hope Is A Strategy
What surprised me about Italy was the emergence of something that felt like speranza, which I am told is the Italian word for hope.
Musical Chairs At The FOMC
With a new chairperson (Janet Yellen) and vice-chair (Stanley Fischer), and with higher than normal turnover on the Federal Open Market Committee (FOMC) – over the past year, 75% of the FOMC’s membership has changed.
The Age Of Transformation
I think the difference today will be the simultaneous nature of multiple transformational trends playing out within a very short period of time and at an accelerating rate.
Outside The Box: Networks And Hierarchies
Clashes between hierarchies and networks are not new in history; on the contrary, there is a sense in which they are history. Indeed, the course of history can be thought of as the net result of human interactions along four axes [time, nature, networks, and hierarchies].
Breakfast With Dave
The first quarter GDP setback was clearly the outlier, influenced by one-off effects from the severe weather, an auto inventory unwind, the end to emergency jobless benefits and the new mortgage qualification rules.
Looking At The Middle Kingdom With Fresh Eyes
The lack of transparency of the Chinese economy is not just a problem for individual and institutional investors who make the choice every day to put their money at risk; it also carries enormous policy implications for central bankers and politicians.
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