John Mauldin looks at the economic consequences of the political decision that will come with the choices we make in November in the US.

The 80/20 rule isn't some sort of a scientific certainty, but rather a generally good representation of real life.

John Mauldin looks at the employment numbers, because deeper within the data is a real story. Then he looks at how effective any monetary stimulus is likely to be.

When you trade short term, you have to be prepared for a lot of unexpected movements.

Fed Chairman Ben Bernanke laid out the rationalization for his policy of ever more quantitative easing. But how effective is it? And are there unintended consequences we should be aware of? Why is it that the markets seem to positively salivate over the prospect of additional QE?

There is something missing from this thing we are calling a recovery. For most in the US it does not feel like a recovery, and for good reason: the jobs aren't there.

Dealing with the unknown can be disturbing, so we look for the simple explanation.

John Mauldin looks at three choices for Europe and the euro.

John Maulding looks at the cycle of earnings, rather than a specific point in time.

Why would banks want to reveal how much profit they are making? The last thing they want is transparency.