Author: John Mauldin

Your Pension May Be Monetized

Your Pension May Be Monetized BY JOHN MAULDIN for Mauldin Economics Underfunded Future Pension Fund Underfunding Is a Local Problem Make the Children Pay The Strategic Investment Conference and Possible Recessions One difficulty in analyzing our economic future is the...

Time to Change Strategy

Time to Change Strategy By: John Mauldin for Mauldin Economics We Have a Problem No Solutions Friends Don’t Let Friends Buy and Hold Dallas, SIC, and Conversations My recent letters described what I think the future will look like. I...

Capitalism Gone Wild

Capitalism Gone Wild By: John Mauldin, Millennium Wave Advisors for Mauldin Economics Recession is coming. We can debate the timing, but the economy will turn decisively downward at some point. My own analysis, looking at the data available on April...

Recession Signs Everywhere

Recession Signs Everywhere By: John Mauldin for Mauldin Economics Cracks Appearing First Domino Constrained Hiring Tariff Trouble A Virtual Pass to the SIC RIP, Andrew Marshall, The Last Warrior Cleveland, Chicago, Dallas, Austin, Dallas, and Back Home to Puerto Rico...

No Free Lunch: Valuation Determines Return

No Free Lunch: Valuation Determines Return By: John Mauldin for Mauldin Economics Theories and Realities Valuation Matters Why Average Rarely Happens New York, Cleveland, Austin, and Dallas Last week, I described the enormous challenges retirees face. One reason for that,...

The Fed Is Playing a Dangerous Game

The Fed Is Playing a Dangerous Game by John Mauldin – Mauldin Economics Infested with Crawdads Not Applauding Steadily More Dovish #3 Mandate Puerto Rico, Cleveland, New York, Cleveland, Austin, and Dallas In an ideal world, we wouldn’t have to...

Recession: Are We There Yet?

Recession: Are We There Yet? by John Mauldin for Mauldin Economics Dramatic Weakening Missing Inversion No Credit Stress Not Going Global The Rest of the Story “I’m an American!”—Pat Caddell—RIP Dallas, Athens, and Houston An old joke says economists predicted...

Modern Monetary Madness

Modern Monetary Madness by John Mauldin – Mauldin Economics Modern Monetary Madness Pet Economists Can This Really Be a Thing? Sound Bite Economics Do Deficits Matter? Strategic Investment and Life Planning Dallas, Houston, Cleveland a lot, New York, back to...

Capitalism Without Competition

Capitalism Without Competition by John Mauldin for Mauldin Economics Monopoly Rents Not Free to Choose Data Oligopoly Puerto Rico, Dallas, Houston, Cleveland, New York, and Austin The Soviet Union’s collapse and spread of semi-free markets through Eastern Europe seemingly ended...

How Should We Then Invest?

How Should We Then Invest? by John Mauldin – Mauldin Economics The Extraordinary Power of the Political Arena We Live in Interesting Times Baltimore, New York, Boca Raton, and Back Home to Puerto Rico “To be absolutely certain about something,...

European Threats

European Threats BY JOHN MAULDIN – Mauldin Economics Monetary Drug Withdrawal European Disunion Trade Threats Puerto Rico, Cleveland, and San Francisco Someone asked recently how many times I had “crossed the pond” to Europe. I really don’t know. Certainly dozens...

Pyramids of Crisis

Pyramids of Crisis by John Mauldin – Mauldin Economics This Is Nuts From Pyramid to Rectangle Redefining Retirement Demographic Problems and Opportunities Puerto Rico, Cleveland, and Boca Raton In an increasingly divided world, we all share one great desire: self-preservation....

Seventh-Inning Debt Stretch

Seventh-Inning Debt Stretch by John Mauldin – Mauldin Economics Know Thyself Lending Allows Spending Wealth Gap A Beautiful Deleveraging IRA Magic The Joys of Traveling, Puerto Rico and Cleveland Science tells us energy can neither be created nor destroyed within...

Economic Brake Lights

Economic Brake Lights by John Mauldin – Mauldin Economics Zombies and Unicorns Missing Investment The Deficit and Debt Drag on the Economy Swimming in Liquidity Work Your IRA Like a Mule Germany, Georgia, and Thanksgiving But, like Cinderella at the...

Debt Alarm Ringing

Debt Alarm Ringing by John Mauldin – Mauldin Economics Addicted to Debt Lost Exorbitant Privilege Trigger Points Frankfurt, Cleveland, Golf, and Here and There Is debt good or bad? The answer is “Yes.” Debt is future spending pulled forward in...

Red Hot China Mailbag

Red Hot China Mailbag BY John Mauldin Mauldin Economics Predatory Practices War Talk Quality Control Manifest Destiny Puerto Rico, Frankfurt, and Parts Here and There An odd aspect of being a writer is you never know in advance what will excite...

The Trump Trade War Recession?

The Trump Trade War Recession? by John Mauldin – Mauldin Economics Hoover, Smoot & Hawley Multiplayer Game Theory Trade Sandpile Victim List Lopsided Polls Investors in the Hands of an Angry Market The Seven-Body Problem “A conservative is someone who...

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...