06. September 2010

About: John Mauldin

Name:	John Mauldin
Company:	Millennium Wave
Function:	President
URL:	http://www.frontlinethoughts.com/
Email:	John@frontlinethoughts.com
About:	John Mauldin is president of Millennium Wave Advisors, LLC, (MWA) a registered investment advisor. All material presented herein is believed to be reliable but we cannot attest to its accuracy. Investment recommendations may change and readers are urged to check with their investment counselors before making any investment decisions. Opinions expressed in these reports may change without prior notice. John Mauldin and/or the staff at Millennium Wave Advisors, LLC may or may not have investments in any funds cited above. Mauldin can be reached at 800-829-7273. MWA is also a Commodity Pool Operator (CPO) and a Commodity Trading Advisor (CTA) registered with the CFTC, as well as an Introducing Broker (IB). John Mauldin is a registered representative of Millennium Wave Securities, LLC, (MWS) an NASD registered broker-dealer. Millennium Wave Investments is a dba of MWA LLC and MWS LLC. Funds recommended by Mauldin may pay a portion of their fees to Altegris Investments who will share 1/3 of those fees with MWS and thus to Mauldin. For more information please see "How does it work" at www.accreditedinvestor.ws. This website and any views expressed herein are provided for information purposes only and should not be construed in any way as an offer, an endorsement or inducement to invest with any CTA, fund or program mentioned. Before seeking any advisors services or making an investment in a fund, investors must read and examine thoroughly the respective disclosure document or offering memorandum. Please read the information under the tab "Hedge Funds: Risks" for further risks associated with hedge funds. If you would like to reproduce any of John Mauldin's E-Letters you must include the source of your quote and an email address (John@FrontlineThoughts.com) Please write to info@FrontlineThoughts.com and inform us of any reproductions. Please include where and when the copy will be reproduced. John Mauldin is president of Millennium Wave Advisors, LLC, a registered investment advisor. All material presented herein is believed to be reliable but we cannot attest to its accuracy. Investment recommendations may change and readers are urged to check with their investment counselors before making any investment decisions. Opinions expressed in these reports may change without prior notice. John Mauldin and/or the staffs at Millennium Wave Advisors, LLC may or may not have investments in any funds cited above. PAST RESULTS ARE NOT INDICATIVE OF FUTURE RESULTS. THERE IS RISK OF LOSS AS WELL AS THE OPPORTUNITY FOR GAIN WHEN INVESTING IN MANAGED FUNDS. WHEN CONSIDERING ALTERNATIVE INVESTMENTS, INCLUDING HEDGE FUNDS, YOU SHOULD CONSIDER VARIOUS RISKS INCLUDING THE FACT THAT SOME PRODUCTS: OFTEN ENGAGE IN LEVERAGING AND OTHER SPECULATIVE INVESTMENT PRACTICES THAT MAY INCREASE THE RISK OF INVESTMENT LOSS, CAN BE ILLIQUID, ARE NOT REQUIRED TO PROVIDE PERIODIC PRICING OR VALUATION INFORMATION TO INVESTORS, MAY INVOLVE COMPLEX TAX STRUCTURES AND DELAYS IN DISTRIBUTING IMPORTANT TAX INFORMATION, ARE NOT SUBJECT TO THE SAME REGULATORY REQUIREMENTS AS MUTUAL FUNDS, OFTEN CHARGE HIGH FEES, AND IN MANY CASES THE UNDERLYING INVESTMENTS ARE NOT TRANSPARENT AND ARE KNOWN ONLY TO THE INVESTMENT MANAGER.

Guest Articles
05	Jun	2009	The Geography of Recession - by P. Zeihan
30	May	2009	This Way Be Dragons
27	May	2009	Credit Crisis Watch - by Dr. Prieur de Plessis
24	May	2009	The Paradox of Deficits
22	May	2009	An Israeli Prime Minister Comes to Washington Again - by G. Friedman
19	May	2009	The End Game Draws Nigh - The Future Evolution of the Debt-to-GDP Ratio - by H. Brock
16	May	2009	Faith-based economics
12	May	2009	The $33,000,000,000,000 Question - by Niels C. Jensen
10	May	2009	Green Shoots or Dandelion Weeds?
09	May	2009	The Geopolitics of Pandemics - by George Friedman
05	May	2009	The Financial Commentator on the Economy - by E. James Welsh
03	May	2009	Sell in May and Go Away
28	Apr	2009	On Energy Production and US Intelligence Failures - by P. W. Huber, G. Friedman
25	Apr	2009	Back to the Future Recession
24	Apr	2009	Second Quarter Forecast 2009: Global Trends - by George Friedman
21	Apr	2009	Quarterly Review and Outlook - by Van Hoisington, Dr. Lacy Hunt
18	Apr	2009	The Trend May Not Be Your Friend
14	Apr	2009	Thoughts on the Market Rebound - by Tom Au, William Hester
11	Apr	2009	Is That Recovery We See?
10	Apr	2009	Obama's Strategy and the Summits - by George Friedman
07	Apr	2009	Fighting Recklessness with Recklessness - by John P. Hussman
04	Apr	2009	Deep Inside the Dow
31	Mar	2009	Comments Before the Money Marketeers Club Playing Solitaire ... - by Paul McCulley
28	Mar	2009	Why Bother With Bonds?
26	Mar	2009	The Obama Administration and the Former Soviet Union - by George Friedman
25	Mar	2009	Roadmap To Inflation And Sources Of Cheap Insurance - by James Montier
22	Mar	2009	Solving the Housing Crisis
17	Mar	2009	Long-Term Outlook: Slow Growth And Deflation - by A. Gary Shilling
14	Mar	2009	The Swiss Start Their Engines
13	Mar	2009	China: Exports Drop - by Stratfor
10	Mar	2009	Reality Bites - by Michael E. Lewitt
07	Mar	2009	The Law of Unintended Consequences
03	Mar	2009	Europe On the Ropes - by Niels C. Jensen
28	Feb	2009	Buy and Hope Investing
22	Feb	2009	While Rome Burns
20	Feb	2009	Weakness Unmatched in 35 Years
20	Feb	2009	Obama's Energy Plan: Trying to Kill 3 Birds With 1 Stone
15	Feb	2009	Time for a Reality Check
11	Feb	2009	Where Will the Growth Come From?
07	Feb	2009	Further Thoughts on the Continuing Crisis
06	Feb	2009	Global Trend: The Russian Resurgence - by George Friedman
03	Feb	2009	Can The Euro Survive?
31	Jan	2009	Trading With the Big Boys
27	Jan	2009	Geithner, China, and the Specter of Technical Insolvency - by Kotok + Roubini,Parisi-Capone
23	Jan	2009	The Next 100 Years - by George Friedman
19	Jan	2009	The Endgame - by Hoisington, Hunt
18	Jan	2009	The Endgame
13	Jan	2009	Market Vertigo - by Cliff W. Draughn
11	Jan	2009	Forecast 2009: Deflation and Recession
09	Jan	2009	Iran: Using Oil as a Weapon, But Only Rhetorically
08	Jan	2009	Setting the Bull Trap - by Bennet Sedacca
05	Jan	2009	2008: Annus Horribilis, RIP
30	Dec	2008	Foundations of Crisis - by Doug Casey
23	Dec	2008	A Daily Snapshot Of Market Moving Developments - by David A. Rosenberg
21	Dec	2008	I Meant to Do That
16	Dec	2008	Semi-Annual U.S. Economic Outlook: Collapsing On Schedule
13	Dec	2008	Some Things That Just Should Not Be
09	Dec	2008	Dow 5,000 Redux
05	Dec	2008	Eyeing Opportunities in the Global Financial Crisis
02	Dec	2008	The Six Lessons from Last Week's Action
27	Nov	2008	The Stock Market is Not in Uncharted Territory
23	Nov	2008	Leverage Is an 8 Letter Word
21	Nov	2008	On G-20 and GM: Economics, Politics and Social Stability - Special Edition
16	Nov	2008	The Economy Gets a Margin Call
14	Nov	2008	Obama's Challenge
08	Nov	2008	The Problem With Deleveraging
03	Nov	2008	Electing the Janitor-in-Chief
28	Oct	2008	How Shall We Then Invest?
21	Oct	2008	Where is My Swap Line?
18	Oct	2008	The Economic Blue Screen of Death
13	Oct	2008	Where Do We Go From Here?
29	Sep	2008	Who is Afraid of a Big, Bad Bailout?
20	Sep	2008	Betting on Financial Armageddon
14	Sep	2008	Housing: Are We Near the Bottom?
07	Sep	2008	Thoughts on the Continuing Crisis
30	Aug	2008	Thoughts from the Frontline - Who Holds the Old Maid?
10	Aug	2008	A New Asset Class, Part Two
02	Aug	2008	The Rise of A New Asset Class
27	Jul	2008	Earnings and Mr. Bear
19	Jul	2008	The World Will Not End
13	Jul	2008	$1.6 Trillion in Losses and Counting
28	Jun	2008	The Slow Motion Recession Re-visited
22	Jun	2008	Warren Makes a Bet
16	Jun	2008	Whip Inflation Now
07	Jun	2008	When Bubbles Collide
01	Jun	2008	The Problem with the Euro
25	May	2008	Whither the Price of Oil?
17	May	2008	The Fed at the Crossroads
10	May	2008	Why Investors Fail
03	May	2008	Lies and Other Statistics
28	Apr	2008	The Velocity Of Money
20	Apr	2008	The Muddle Through Question
13	Apr	2008	Is it a Bull, Bear or Cowardly Lion Market?
06	Apr	2008	Thoughts on the Continuing Crisis
29	Mar	2008	Where is the Bottom in Housing?
22	Mar	2008	Thoughts on the Continuing Crisis
16	Mar	2008	Muddle Through and Your Long Term Returns
10	Mar	2008	What's That Hissing Sound?
02	Mar	2008	Stagflation and the Fed
24	Feb	2008	The Muddle Through Fed
17	Feb	2008	What Would Warren Do?
03	Feb	2008	What Does a Recession Look Like?
26	Jan	2008	What Does the Fed Know?
12	Jan	2008	What Are They Thinking?
08	Jan	2008	Forecast 2008: Recession and Recovery
15	Dec	2007	Things That Go Bump in the Night
10	Dec	2007	Black Swans and Endogenous Uncertainty
01	Dec	2007	The Financial Fire Trucks Are Gathering
27	Oct	2007	As the Subprime Turns
21	Oct	2007	Taking Out the SIV Garbage
14	Oct	2007	The GDP Equation
07	Oct	2007	The Slow Motion Recession
29	Sep	2007	The Return of Muddle Through
23	Sep	2007	Sea Change at the Fed
15	Sep	2007	The Black Swan
08	Sep	2007	Should the Fed Cut Interest Rates?
03	Sep	2007	Hope Is Not a Strategy
18	Aug	2007	The Panic of 2007
04	Aug	2007	The Mortgage Pig in the Python
21	Jul	2007	Fun in the Subprime Summer
17	Jul	2007	The Birth/Death Ratio
07	Jul	2007	Where is the Real Risk in the Subprime Debacle?
02	Jul	2007	$250 Billion in Subprime Losses?
23	Jun	2007	Blame It On Stability
18	Jun	2007	Be Careful What You Wish For
03	Jun	2007	A Little Discretionary Spending, Please
26	May	2007	The US Mortgage Market - Overexposed and Overrated
20	May	2007	Are We There Yet?
13	May	2007	A Most Disruptive Technology
06	May	2007	Stuck in the Middle With You
21	Apr	2007	What? Me Worry?
14	Apr	2007	What Does a Dollar of Debt Get You?
31	Mar	2007	Draw the Curve, Then Plot the Data
25	Mar	2007	All Subprime, All the Time
18	Mar	2007	The Fingers of Housing Instability
11	Mar	2007	China and the Hedge Fund Dragon
26	Feb	2007	The 51.9% Recession
18	Feb	2007	Gold, Housing and the Yield Curve
10	Feb	2007	Out of Africa
05	Feb	2007	A Raging Bull
28	Jan	2007	A New Definition of Rich
21	Jan	2007	Capital Keeps Falling on My Head
13	Jan	2007	Should Oil Be $40 or $70?
06	Jan	2007	Identifying Trends and Risks for 2007
25	Dec	2006	My Personal Portfolio
16	Dec	2006	Party Like It's 1999
10	Dec	2006	When Will the Housing Market Bottom?
03	Dec	2006	The Recession of 2007
25	Nov	2006	It's All About Your Time Frame
19	Nov	2006	The Coming Collapse in Housing
12	Nov	2006	Honey, I Created A Bubble
06	Nov	2006	The Return of the Muddle Through Economy
28	Oct	2006	That Stubborn Yield Curve
22	Oct	2006	That Permanently High Plateau
15	Oct	2006	Some Additional Firming?
07	Oct	2006	The Inflation of Expectations
30	Sep	2006	Trim Inflation Now
24	Sep	2006	The Visible Slowdown
17	Sep	2006	A Kinder, Gentler Mr. Market?
09	Sep	2006	The Fat Lady Hasn't Sung
02	Sep	2006	Déjà Vu All Over Again
26	Aug	2006	Fingers of Instability
19	Aug	2006	Goldilocks and Just One Bear
14	Aug	2006	Economic Whiplash
05	Aug	2006	A Thousand Barrels a Second
31	Jul	2006	The Return of Stagflation
24	Jul	2006	Goldilocks or Micawber?
17	Jul	2006	The Possibility of a Recession
08	Jul	2006	The End of Medicine
02	Jul	2006	What the Fed Really Said
24	Jun	2006	2006 Mid-Year Forecast
19	Jun	2006	The Problem with Indexes
11	Jun	2006	Central Bankers of the World, Unite Again!
27	May	2006	The Problem with Stable Prices
20	May	2006	A Foolish Conversation With John Mauldin
14	May	2006	Do Trade Deficits Matter?
06	May	2006	It's Value Time Again
29	Apr	2006	To Pause, or Not To Pause
23	Apr	2006	Islands of Stability
17	Apr	2006	Richard Russell's Wisdom
08	Apr	2006	Fingers of Instability
01	Apr	2006	When Will the Fed Stop?
26	Mar	2006	The Bottomless Well
19	Mar	2006	The Wind Beneath the Economy's Wings
11	Mar	2006	Smoot-Hawley Lives
26	Feb	2006	Probabilities of Recession
18	Feb	2006	The Conundrum of Risk
11	Feb	2006	Greed by Four Lengths
05	Feb	2006	Ahead of the Yield Curve
28	Jan	2006	Ahead of the Curve
21	Jan	2006	The Rules of Trading
16	Jan	2006	The Sacrifice Ratio
08	Jan	2006	Forecast 2006: On the Gripping Hand
02	Jan	2006	The Yield Curve
26	Dec	2005	Be Careful What You Wish For
18	Dec	2005	Do Trade Deficits Matter?
12	Dec	2005	As Though It Were Real Money
04	Dec	2005	Empire of Debt
27	Nov	2005	Our Brave New World, Part Two
26	Nov	2005	Our Brave New World, Part Two
19	Nov	2005	Hoping It's Different This Time
06	Nov	2005	Thoughts on Pensions and Retirement
30	Oct	2005	The Bernanke Era
23	Oct	2005	Inflation and Fed Policy
17	Oct	2005	Smoothing Out Inflation
10	Oct	2005	Aah, Brave New World
01	Oct	2005	Solving an Old Age Problem
10	Sep	2005	A Critical Juncture
04	Sep	2005	Time to Call an Audible
28	Aug	2005	The Fed Targets Your Home
21	Aug	2005	What Will Cause the Next Recession?
08	Aug	2005	The World Is Flat
29	Jul	2005	India - The Next Big Player
24	Jul	2005	Those Clever Chinese
17	Jul	2005	Mid-Year Forecast - More See-Saw Fed
09	Jul	2005	Are There Too Many Hedge Funds?
03	Jul	2005	Thoughts on the Housing Bubble
25	Jun	2005	Idea of Europe
19	Jun	2005	Public Pensions, Public Disasters
12	Jun	2005	Whither Europe and the Euro?
04	Jun	2005	Can the Fed Find the Sweet Spot?
29	May	2005	The Greenspan Conundrum
21	May	2005	Kicks Just Keep Getting Harder to Find
16	May	2005	The Problem With Indexes
09	May	2005	A Stable Disequilibrium
02	May	2005	Wildness Lies in Wait
24	Apr	2005	The More Things Change
17	Apr	2005	Forecast: The Next Ten Years