Author: John Mauldin

Speechless in Seattle

Speechless in Seattle BY JARED DILLIAN – Mauldin Economics Seattle is being mismanaged. Readers from Seattle probably know what I am talking about. Conservatives (I suppose you could include me in that category) would say that Seattle’s city government will...

Debt Clock Ticking

Debt Clock Ticking by John Mauldin – Mauldin Economics Too Many Trillions Rapid Maturity Leverage Plus Leverage Circling Vultures NYC, St. Louis, Maine, Beaver Creek, Cleveland, Gloucester, and Newport Rather go to bed without dinner than to rise in debt....

The Italian Trigger

The Italian Trigger by John Mauldin – Mauldin Economics Messy Politics Fatal Flaws Parallel Currency Market Fireworks The Mutualization of European Debt Staying Close to Home Train wrecks and their financial analogues are a worldwide phenomenon. Europe, as I have...

Train Crash Preview

Train Crash Preview by John Mauldin – Mauldin Economics The Beginning of Woes Lending Drought Political Backlash The Great Reset Wrong Track Dragon, Raleigh and Cleveland Today we will summarize something I’ve been thinking about for a long time. Exactly...

Thoughts from the Mailbox

Thoughts from the Mailbox by John Mauldin – Mauldin Economics Trade Talks Tax Trouble Border Checks Chicago, Orange County, Raleigh, and Lemonade Since last week’s letter, I have flown enough to send me over 100,000 miles on American Airlines this...

China Plays It Cool

China Plays It Cool by John Mauldin – Mauldin Economics Central Control Two Cards to Play Grand Struggle A Tale of Trade History Fort Lauderdale, Reykjavik(!), New York, Chicago, Orange County, and Raleigh Photo: Getty Images China is the world...

Springtime Chart Fling

Springtime Chart Fling by John Mauldin – Mauldin Economics Velocity and Debt Missing Reflation Generational Difference Income Disparity Deficit Headache Tech Trouble Monetary Madness Charlotte, Fort Lauderdale, Chicago, and Raleigh Here in Texas you know spring is here when our...

SIC Perspectives

SIC Perspectives by John Mauldin – Mauldin Economics The Basic Questions I Wanted Answered at SIC A General Consensus About a Potential Recession The Return of Volatility The Rise of Global Debt Where to Put Money to Work Today The...

What is up?/Inflation

What is up?/Inflation By Peter Boockvar – Mauldin Economics February core retail sales (ex autos, gasoline and building materials) rose just .1% m/o/m after no change in January and a decline of one tenth in December. The estimate was for...

The Great Jobs Collision

The Great Jobs Collision by Avi Gilburt – Gold Seek Labor 2030 Surplus Workers Wealth Tax Coming Home Again, Home Again, Jiggity-Jig We’ve just wrapped the Strategic Investment Conference, which in many ways is the best week of my year....

State of Inflationary Confusion

State of Inflationary Confusion by John Mauldin – Mauldin Economics No One Is Average Hedonic Guesswork Disinflation Fixation Dallas, SIC, and San Diego “Nobody knows anything…. Not one person in the entire motion picture field knows for a certainty what’s...

Data-Dependent … on Imaginary Data

Data-Dependent … on Imaginary Data By John Mauldin – Mauldin Economics Invisible Derivatives Giant Mystery Zero Confidence Sonoma and the SIC in San Diego Federal Reserve officials like to say their policy course is “data-dependent.” That sounds very cautious and intelligent,...

Gross Domestic Problems

Gross Domestic Problems by John Mauldin – Mauldin Economics The Plow Horse Speeds Up Libraries and Typewriters Better Mousetraps Sonoma and San Diego Fictitious Wall Street villain Gordon Gekko famously declared, “Greed is good.” I think actual Wall Street titans...

Year of the Octopus, Part 1

Year of the Octopus, Part 1 by John Mauldin – Mauldin Economics Hunt: Chaotic System Gavekal Trifecta Kotok: A Permanent Shift Upward Krugman: Return to Normalcy Rosenberg: Pretty Late in the Game Wien: Speculation Reaches an Extreme Jet-Lagged in Hong...

Economy on a Roll

Economy on a Roll by John Mauldin – Mauldin Economics Objects in Motion Fed Pops Its Own Bubble The Trump Effect What Could Go Wrong? What to Do Black-Eyed Peas, Hong Kong, Sarasota, and Boston In addition to popping champagne...

Why Bitcoin Can’t Be Money

Why Bitcoin Can’t Be Money BY Patrick Watson – Mauldin Economics Everyone is talking about bitcoin, even people who otherwise know little about investing. That’s probably a bad sign for bitcoin. Recently, I had a conversation with my 89-year-old father....

Renovating the Fed

Renovating the Fed by John Mauldin – Mauldin Economics Nonmusical Chairs Monetary Mismatch Main Street on the Fed Little Bits of Fed Trivia Rich Yamarone, RIP Earnings don’t move the overall market; it’s the Federal Reserve Board…. Focus on the...