News by John Mauldin
January 2012
Staring into the Abyss (PDF | 362 KB)
The End of Europe? (PDF | 250 KB)
March 2012
Western Civilisation: Decline - or Fall? (PDF | 102 KB)
Unintended Consequences (PDF | 190 KB)
European Countries That Make You Go Hmmm... (PDF | 626 KB)
Where Will The Jobs Come From? (PDF | 317 KB)
Weeks When Decades Happen (PDF | 638 KB)
A Random Walk Through the Data Minefields (PDF | 332 KB)
Hmmm... Holland (PDF | 162 KB)
April 2012
All Spain All the Time (PDF | 352 KB)
It Can Be Done! (PDF | 403 KB)
It's All About Jobs (PDF | 340 KB)
I'm Worried (PDF | 152 KB)
The War for Spain (PDF | 220 KB)
Hoisington First Quarter Review and Outlook (PDF | 569 KB)
The Pain in Spain (PDF | 2815 KB)
A Gold Standard (PDF | 241 KB)
U.S. Consumers: Still Key to the Outlook (PDF | 1678 KB)
May 2012
A Graphic Presentation (PDF | 920 KB)
A Leaderless World (PDF | 218 KB)
Waving the White Flag (PDF | 357 KB)
The Clash of Generations (PDF | 250 KB)
China: Two Economic Models and the Ideological Divide in Chongqing (PDF | 233 KB)
Dr. Frankenstein's Europe (PDF | 264 KB)
One Nation (under Germany) (PDF | 379 KB)
To the Class of 2012 (PDF | 205 KB)
Meanwhile, Back at the Ranch (PDF | 705 KB)
June 2012
First Deflation, Then Inflation. But the Timing...? (PDF | 511 KB)
Macro-EU: The Solution Illusion (PDF | 3209 KB)
A Dysfunctional Nation (PDF | 268 KB)
Necessary But Not Sufficient (PDF | 940 KB)
A Conversation on Europe's Political Economy With George Friedman and John Mauldin (PDF | 235 KB)
The Bang! Moment is Here (PDF | 307 KB)
Flirtin' with Disaster (PDF | 566 KB)
Daddy's Home (PDF | 325 KB)
What Will Germany Do? (PDF | 212 KB)
The Futility of European Elections (PDF | 354KB)
Bull's Eye Investing Ten Years Later (PDF | 852 KB)
July 2012
Into the Matrix (PDF | 915 KB)
The Tragic Decline of Gibraltar's Spanish Neighbor (PDF | 256 KB)
A Random Walk Through My Inbox (PDF | 965KB)
The Beginning of the Endgame (PDF | 330 KB)
Things That Make You Go Hmmm... (PDF | 711 KB)
Third Quarter Forecast 2012 (PDF | 539 KB)
The Lion in the Grass (PDF | 1275 KB)
Hoisington Quarterly Review and Outlook (PDF | 552 KB)
Gambling in the House? (PDF | 227 KB)
Joan Sees Red (PDF | 460 KB)
August 2012
The Election, the Presidency, and Foreign Policy (PDF | 257 KB)
Time to Row, or Sail? (PDF | 1159 KB)
Orders and Production: No Time for Complacency (PDF | 759 KB)
And Then There Is Disaster C (PDF | 660 KB)
Random Europe (PDF | 244 KB)
How Change Happens (PDF | 210 KB)
Financial Markets, Politics and the New Reality (PDF | 269KB)
Is Germany Entering a Recession? (PDF | 838 KB)
Boomers Are Breaking the Deal (PDF | 458KB)
Australia: Running Out of Luck Down Under (PDF | 1.53MB)
September 2012
The Consequences of Easy Monetary Policy (PDF | 286 KB)
Debt Be Not Proud (PDF | 363 KB)
A Decade of Volatility: Demographics, Debt, and Deflation (PDF | 497 KB)
The Direction of the Compromise (PDF | 263 KB)
2012 - The Most Important Year Yet in Technology (PDF | 6.28 MB)
QE Infinity: Unintended Consequences (PDF | 394 KB)
What If the FED Has It All Wrong? (PDF | 854 KB)
Bull's Eye Investor... and More (PDF | 241 KB)
Uncertainty and Risk in the Suicide Pool (PDF | 374 KB)
October 2012
When Career Risk Reigns (PDF | 830 KB)
The Unemployment Surprise (PDF | 507 KB)
A Little Chronic Deflation (PDF | 853 KB)
Economic Singularity (PDF | 250 KB)
Hoisington Investment Management Quarterly Review and Outlook, Third Quarter 2012 (PDF | 850 KB)
The Perils of the Fiscal Cliff (PDF | 216 KB)
Memo to Central Banks: You're debasing more than our currency (PDF | 1.54 MB)
The Quest for Certainty (PDF | 270 KB)
November 2012
The Role of Risk in Asset Allocation (PDF | 233 KB)
Three Men Make a Tiger (PDF | 244 KB)
Four More Years (PDF | 587 KB)
Central Bank Insurance (PDF | 750 KB)
One (Biotech) Ring to Rule Them All (PDF | 279 KB)
Where Will the Jobs Come From? (PDF | 528 KB)
Capital Formation and the Fiscal Cliff (PDF | 331 KB)
Popular Delusions: The bull case for safe havens (PDF | 463 KB)
December 2012
Things that make you go Hmmm... Le Grand Plan (PDF | 4.90 MB)
Peak Oil or Peak Energy? - A Happy Solution (PDF | 877 KB)
Sorting Out the Decade (PDF | 318 KB)
Central Bank Insurance (PDF | 706 KB)
Things that make you go Hmmm.. White Brits (PDF | 5.31 MB)
US Birth Rate Hits New Low - A Nation of Singles (PDF | 291 KB)
Looking on the Bright Side (PDF | 141 KB)
Somewhere Over the Rainbow (PDF | 724 KB)
January 2013
Things that make you go Hmmm... Janus, Cassandra & Pollyanna (PDF | 5.19 MB)
Ending the Era of Ponzi Finance (PDF | 2.06 MB)
Things that make you go Hmmm... Taboo-hoo (PDF | 4.43 MB)
The Crisis of the Middle Class and American Power (PDF | 194 MB)
Forecast 2013: Unsustainability and Transition (PDF | 599 KB)
Hoisington Investment Management - Quarterly Review and Outlook, Fourth Quarter 2012 (PDF | 644 KB)
Prisoner of the Bureaucracy (PDF | 191 KB)
Things that make you go Hmmm... War Games (PDF | 3.71 MB)
February 2013
US Private-Sector Deleveraging: Where Are We? (PDF | 988 KB)
Things that make you go Hmmm... No, Mr. Bond, I Expect You To Die. (PDF | 3.81 MB)
The Good, the Bad, and the Greek (Risks) (PDF | 237 KB)
2013 Investment Themes (PDF | 1.14 MB)
How Not to Run a Pension (PDF | 205 KB)
Investing in a Low-Growth World (PDF | 402 KB)
Scrambling for Returns (PDF | 300 KB)
Whatever It Takes (PDF | 165 KB)
The Keynesian Depression (PDF | 402 KB)
The Healthcare Blues (PDF | 300 KB)
March 2013
Fifty Trades of Grey (PDF | 1.41 MB)
Things that make you go Hmmm.. It's Just Bluefish (PDF | 5.10 MB)
An Infinite Amount Of Money (PDF | 170 KB)
Out On A Limb: An Investor's Guide To X-treme Monetary and Fiscal Conditions (PDF | 1.07 MB)
Argentina on Sale (PDF | 231 KB)
Would the Real Peter and Paul Please Stand Up? (PDF | 295 KB)
Things That Make You Go Hmmm... It's All Relative (PDF | 4.12 MB)
Will the Real Unemployed Please Raise Your Hands? (PDF | 420 KB)
Is The Government Lying To Us About Inflation? Yes! (PDF | 413 KB)
You Can't Be Serious (PDF | 160 KB)
Cyprus Has Finally Killed Myth That EM Is Benign (PDF | 228 KB)
April 2013
Things That Make You Go Hmmm... Delay of Game. Five (point eight) Yards. (PDF | 4.45 MB)
The Theology of Inflation (PDF | 217 KB)
Things That Make You Go Hmmm... A Date Which Will Live in Yenfamy (PDF | 4.92 MB)
Taking Distortion at Face Value (PDF | 313 KB)
Assume a Perfect World (PDF | 313 KB)
Things That Make You Go Hmmm... Bit Happens (PDF | 3.95 MB)
Are Earnings Expectations Realistic? (PDF | 247 KB)
Austerity is a Consequence, not a Punishment (PDF | 162 KB)
Things That Make You Go Hmmm... Bulls Hit (PDF | 4.50 MB)
Hoisington Investment Management - Quarterly Review and Outlook, First Quarter 2013 (PDF | 404 KB)
The Cashless Society (PDF | 337 KB)
Debt, Growth and the Austerity Debate (PDF | 217 KB)
May 2013
The QE Sandpile (PDF | 165 KB)
Is Abenomics Going to Put Japan Back on the map? (PDF | 173 KB)
Skills, Education, and Employment (PDF | 495 KB)
Geopolitical Journey: Europe, the Glorious and the Banal (PDF | 197 KB)