Conversations with John Mauldin

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MikeW
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MikeW

Conversations with John Mauldin This is a new service from, you guessed it, John Mauldin. Six to eight times a year John holds live interviews with experts and then the transcript is available. Price is $179 I believe although if you shop around you can find a coupon. I paid $99, athough I believe it is worth the $179. Does not offer specific picks necessarily athough the last issue in April offer two preferreds which are up 30%. Experts interviewed so far include Roubini, Shilling, Dr. Lacey Hunt, Rich Lashly and Christopher Whalen. These are in depth interviews and transcipts… Read more »

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I don’t know offhand — the names I’ve heard recently are Mandalay Resources, Timmins Gold, Aurcana, Ram Power, Armistice Resources, but I haven’t made it a point to watch every loan they make. As of the last quarterly report they had closed $44 million in loans, were about to close $18 million, and had “committed term sheets” for $33 million that they think they’ll close in the near term, which means they are probably a bit behind where I thought they would be over the Winter (their hurdle for starting the dividend payment is roughly $100 million in active resource… Read more »

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