In the News 
Buffett Warns: The Dollar Will Decline
March 28, 2011
Let the word go forth: On Friday, March 25, 2011, Warren Buffett predicted the decline of the U.S. dollar. In a speech given in New Delhi (where he's hunting up some cheap Indian stocks), the chairman of Berkshire Hathaway warned investors to avoid "long-term fixed-dollar investments" such as 10-year U.S. Treasury bonds. Buffett worries that the $2.3 trillion in new money our government has pumped into the economy, when combined with interest rates so low they're practically giving money away, are combining to dilute the value of the dollar. Read more
Book Review: ‘Endgame’
March 28, 2011
John Mauldin and Jonathan Tepper recently teamed up to write Endgame: The End Of The Debt Supercycle And How It Changes Everything for John Wiley & Sons. The subtitle basically gives you the gist of the book, but that would give it short shrift for such a well-researched and documented piece of work. Read more
Mauldin’s “Endgame” teaches politicians the basics, but are they listening?
March 23, 2011
John Mauldin’s blog “Thoughts from the Frontline” is one of the best financial and economic commentaries around, not least because Mauldin is an avid and skilled collector and presenter of good analysis culled from wherever he can find it, with credit always duly bestowed. His latest book "Endgame: The End of the Debt SuperCycle and How It Changes Everything, written with Jonathan Tepper, is an absolute must read. Read more
Tragic Events in Japan Will Only Accelerate Country’s Inevitable Economic Descent
March 22, 2011
Smart financial minds -- like John Mauldin and Ambrose Evans-Pritchard -- have been expecting a Japanese economic decline for the last few years. Read more
Hedge Funds Had Bets Against Japan
March 14, 2011
The catastrophe in Japan has placed renewed focus on the country's already fragile economy—and brought unexpected profits to investors who have long bet that the nation eventually will be dragged down by its debt problems. Read more
Western debt woes spotlighted
February 12, 2011
The short-term world economic trend will likely be bumpy with a new recession in the US and sovereign debt defaults in some economies representing potential risks, says John Mauldin, the president of the advisory firm Millennium Wave Investment. Read more
Investment guru sees hope for US
February 11, 2011
Speaking at an MBMG Group sponsored event at the Foreign Correspondents' Club of Thailand in Bangkok, Mauldin said the US would have to find ways to cut huge federal deficits before it could expect a long-term recovery. Read more
Strong US GDP Estimate on…Consumer Spending?
January 31, 2011
Well… The euro (EUR) (and the rest of the currencies) got slammed on Friday, from mid-morning on… The euro, which was well into the 1.37 handle when I hit send on Friday, fell 1.5-cents… And while the euro was getting slammed, gold and silver woke up from their doldrums, and rallied strongly. I mentioned to the boys and girls on the desk that the trading seemed very strange, given that the euro was down, and gold was up versus the dollar. As I look at the screens this morning though, it seems we’re getting a reversal of that Friday trading, with the euro gaining back 1-cent, and gold selling versus the dollar. Read more
Debt debacle prophesied
January 29, 2011
John Mauldin may not be a household name to most Winnipeggers, but to the more than 185 chartered financial analysts who call this city home, the Dallas-based investment author is a celebrity. Read more
Why You Should Still Buy Bonds
January 27, 2011
As an investment advisor, it seems like I have a daily conversation with investors who are running for the exit with their bond portfolios. The prognosticators have spoken, and apparently the news has finally leaked out to the masses: Inflation is either here or just around the corner, and with it the great and terrible day of reckoning for bonds. Yes, a dot-com-sized bubble has inflated the bond market before our very eyes, leaving only the most foolish among us still holding on to our bonds. When the bond market finally craters, it will be the stubborn few taking the punishment—pigs, as they say, deserving slaughter. Read more