Author: John Mauldin

Chinese Growth Spurt

Chinese Growth Spurt by John Mauldin – Mauldin Economics Getting a Grip on Growth Export Substitutes AI Waves Automatic Automation Random Bright Points The Uncomfortable Nature of Chinese Growth Some Final Thoughts on China and Technology Houston, Dallas, Frankfurt, and...

China’s Command Innovation

China’s Command Innovation BY JOHN MAULDIN – Mauldin Economics Research Capital Paper Wars A Place to Innovate New York, Houston, and Dallas Hardly a day passes without some sort of China news in the financial headlines. There’s a good reason,...

The Growing Economic Sandpile

The Growing Economic Sandpile BY JOHN MAULDIN – Mauldin Economics Ubiquity, Complexity Theory, and Sandpiles Fingers of Instability A Stable Disequilibrium Sandpile 2018 No More Business Cycles Up in the Air Travel Schedule and the Worst Football Game Ever “How...

The Maine Surprise Was Time

The Maine Surprise Was Time BY JOHN MAULDIN – Mauldin Economics Data Dependence Two Differences Trade Talks Financial Industry Changing Gift of Time Beaver Creek and New Plans I’m back from Camp Kotok. As always, it was both rejuvenating and enlightening....

Unfunded Promises

Unfunded Promises by John Mauldin – Mauldin Economics Assumptions Everywhere Negative Cash Flow The Threats Go On The Venus Flytrap: Entitlements LA, Maine, Beaver Creek and Boston In describing the global debt train wreck these last few weeks, I’ve discovered...

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...