John Mauldin: Slow growth means it has to be absolute return

By Prieur du Plessis, on October 8th, 2011 posted in: Economy, Investment

In this interview, John Mauldin, president of Millennium Wave Investments and author of “Endgame: The End of the Debt Supercycle and How It Changes Everything”, shares a message for all investors: “hope is not a strategy”. He argues that with economies globally in disarray, the old rules of investing no longer apply. It’s time, he says, to engage with absolute return.

“You want people paying you for the use of your money,” he says, not be stuck earning a pitiful 2% from governments and banks.

Source: CityWire, October 4, 2011.

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boatman

October 9, 2011 at 12:48 pm

i get john’s newsletter n have read him for years…and he does ‘get’ the debt supercycle deal….he likes biotech(plenty of time to pick those up the next crash)…likes gold to a certain degree.

when i read ‘absolute returns’ i think ‘annuities’

i believe that in the coming ‘great reset’ some/many of these will go bankrupt,however.

October 17, 2011 at 10:16 am

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