筆者經常會在這個專欄講一些可能發生的可怕事情，然後進行分析探討，最後一般都會認為可以避開最壞的情況，勉強渡過難 ...全文
今日信報理財投資前沿思考John Mauldin2017年04月27日
美國人以前的退休計劃很簡單，加入大公司做一世，退休時除了得到金錶做長期服務獎外，還可以「食長糧」，但現在這種退 ...全文
今日信報理財投資前沿思考John Mauldin2017年04月20日
今期專欄由筆者與吾友CMG Capital Management創辦人布盧門撒爾（Steve Blumenth ...全文
今日信報理財投資前沿思考John Mauldin2017年04月13日
美國是全球最大的經濟體，很多方面可能令其他國家既羨且妒，但美國人面對的壓力並不亞於其他地方。我們今期將繼續討論 ...全文
今日信報理財投資前沿思考John Mauldin2017年04月06日
焦慮這種情緒很多人都有過，問題是現在處於焦躁不安之中的人特別多。很多先進國家的人都覺得未來日子會更加難過，財政 ...全文
今日信報理財投資前沿思考John Mauldin2017年03月23日
各位耐心的讀者，本專欄的美國稅改討論已經進入第五期，今次應該可以正式畫上句號。上周提到國會共和黨人提出的稅改方 ...全文
今日信報理財投資前沿思考John Mauldin2017年03月16日
本周我們繼續討論稅制改革。稅改將奠定國家經濟的基調和方向，對美國來說非常重要；而且影響不只在稅務方面，還有就業 ...全文
今日信報理財投資前沿思考John Mauldin2017年03月02日
本專欄的稅改討論進入第三部分，今次我們將深入探討稅改建議中的邊境調整稅（BAT），研究它的好處和壞處，看過前兩 ...全文
今日信報理財投資前沿思考John Mauldin2017年02月23日
一般來說，稅務不會令人覺得緊張刺激，最理想的稅制是低調而不招搖，只求收集到足夠應付政府營運的收入，一分錢不多， ...全文
今日信報理財投資前沿思考John Mauldin2017年02月16日
這個專欄一向以經濟、金融和投資為主，稅務雖然政治味道甚重，但對三者有非常重要的影響，因此今期我們將談談稅務改革 ...全文
今日信報理財投資前沿思考John Mauldin2017年02月09日
John Mauldin believes we are in the opening act of a multi-year US dollar bull market. In his latest weekly letter, the commentator discusses some of the possible consequences of a long-term dollar ri ...More
EJ Insight2014-10-15
Sometimes, I feel like an air traffic controller at “rush hour” at a major international airport. My radar screen is just so full of blinking lights that it is hard to choose what to focus on. We each ...More
EJ Insight2014-09-17
If the wide, wide world of investing doesn't seem a little strange to you these days, it can only be because you're not paying attention. If you're paying attention, strange really isn't the word you' ...More
EJ Insight2014-09-11
You can almost feel it in the air. The froth and foam on markets of all shapes and sizes all over the world. There’s nothing like a rising market to lift our mood. But what if the rising market is … a ...More
EJ Insight2014-08-20
In my last column, my young colleague Worth Wray and I continued our series exploring the risks posed by China’s rapid private sector debt growth and its consumption-repressing, investment-heavy growt ...More
EJ Insight2014-08-13
China continues to be front and center on my list of concerns, even more so than the latest Federal Reserve press release or fluctuations in the Dow. I believe China is the single biggest risk to worl ...More
EJ Insight2014-08-06
Last week we took a deep dive into how the concept of GDP (gross domestic product) came about. We looked at some of the controversies surrounding GDP statistics that we use to measure the growth of th ...More
EJ Insight2014-07-30
The mainstream media regularly releases gross domestic product (GDP) numbers with the implicit assumption that they are in fact an accurate reflection of the general economy. But GDP is actually a fuz ...More
EJ Insight2014-07-23
The term “smackdown” was first used by professional wrestler Dwayne Johnson (a.k.a. The Rock) in 1997. Ten years later its use had become so ubiquitous that Merriam-Webster felt compelled to add it to ...More
EJ Insight2014-07-09
A rather interesting shockwave came across the newsfeeds this week. US gross domestic product (GDP) shrank an annualized 2.9 percent in the first quarter. A quick perusal of the data on a government w ...More
EJ Insight2014-07-03
