my opinion of mauldin is as below, and i quote myself,
mauldin is a closet wastrel inflationistic interventionist of the worst sort
his whole "muddle through" economy thesis so whole-hearted featured missed by more than 10k miles in the opposite direction
and his johnny-come-lately roubini-esque conversion betrays his limitations
he is one who must fall before our sorry episode is truly over and the system is genuinely cleansed
also, as he is a fan of stratfor, he is a neocon, and he is more than likely to not faith in the bible, earlier edition, or any other scriptures of similar publishing era
above said, vented, yes, that the team usa is a paper tiger is not in doubt
should team usa gdp be revised downward substantially, and closer to middle kingdom gdp, mathematically or otherwise by action of the market place, i fear the decoupling we fancy may be closer at hand, moving from 7-15 years away to 5-10 years on the close enough horizon
unless of course beijing decides to revise its gdp proportionally
for it is just all so few numbers to jiggle
i find mauldin useful in effort to discern the beliefs of all those he talks to, and should they talk more similarly then not on commonly-held beliefs, i feel a bit more comforted and assured, especially when and if i have a different take
in above way mauldin is as useful as gartman, iow, both tools, i.e. dipsticks :0)
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