news.goldseek.com >> 26 July 2020
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news.goldseek.com >> 26 July 2020 |
Valuation Inflation
By: John Mauldin
The Market in a Dozen Charts
Where Is the Breadth?
The S&P 10 versus the S&P 490
If That Was a Bubble, What Is This?
Extra Cash
Enter Robin Hood
Triggered Market
Coping with COVID
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news.goldseek.com >> 20 July 2020 |
Small Business Blues
By: John Mauldin, Thoughts from the Frontline
Closed for Good
False Start
Small Businesses Need Customers
It’s a Global Depression
Noncreative Protection
Puerto Rico and Maddening COVID Data
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news.goldseek.com >> 13 July 2020 |
Stumble-Through Jobs Market
By: John Mauldin, Thoughts from the Frontline
Data Problems
Permanent Losses
Job Openings
Sticky Problems
Wargaming with Uncle Doug
You Need to Have a Plan B, C, D, and…
A World I Don’t Recognize
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news.goldseek.com >> 6 July 2020 |
The Blacker Swan
By: John Mauldin
The Black Swan
When “Because” Isn’t Enough
Gliding into Disorder
Big Dreams
Birthdays, Anniversaries and the 4th of July
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news.goldseek.com >> 22 June 2020 |
Where We Go from Here
By: John Mauldin
Highly Uncertain
Reallocation Shock
Demand Shock
A Most Troubling Dilemma
How You Can Help
Puerto Rico and Final Thoughts
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news.goldseek.com >> 15 June 2020 |
The Stumble-Through Economy
By: John Mauldin
Wordy Intellectuals
Rocky Rollouts
The Devil and the Deep Blue Sea
Fourth Turning
The Stumble-Through Economy
Puerto Rico and the Gym
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news.goldseek.com >> 8 June 2020 |
COVID-19: A Data-Driven Analysis
By: John Mauldin, Thoughts from the Frontline
Double Effect
Secondary Consequences
Even if We Get a Vaccine…
Bottom Line
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news.goldseek.com >> 1 June 2020 |
Economics in Orbit
By: John Mauldin
Fireside Chat
Rapid Fire
Fireworks Show
Some Final Thoughts
Scars from the Great Depression
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news.goldseek.com >> 18 May 2020 |
Reflection Week
By: John Mauldin, Thoughts from the Frontline
Week 1 Highlights
And Then We Look at Politics
Then It Was Wednesday
War of the Experts
Puerto Rico and the World
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news.goldseek.com >> 11 May 2020 |
Five Viral Lessons
By: John Mauldin, Thoughts from the Frontline
Five Lessons
Changes Coming
Around the World from My Home
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news.goldseek.com >> 4 May 2020 |
The Figure-It-Out Economy
By: John Mauldin, Thoughts from the Frontline
Still Bullish
New Models
Jet Fuel Market
|
news.goldseek.com >> 26 April 2020 |
Viral Thoughts
By: John Mauldin, Thoughts from the Frontline
Future Trajectory
Juggling Act
Testing Time
The Inflation/Deflation Debate
How High Will Unemployment Go?
Puerto Rico and Missing My Gym
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news.goldseek.com >> 20 April 2020 |
Repricing the World
By: John Mauldin, Thoughts from the Frontline
Nothing Like Normal
Math Problem
A Few Thoughts on Unemployment
Repricing the World
Staying at Home
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news.goldseek.com >> 13 April 2020 |
Bending the Inflation Curve
By: John Mauldin, Thoughts from the Frontline
Preventing Depression
Monetary and Fiscal Policy: Where We Are Today
Inflation Is Always and Everywhere a Function of Demand
The Utter Travesty of Unemployment
Thinking of the Enormity of It All
|
news.goldseek.com >> 6 April 2020 |
Notes from Lockdown
By: John Mauldin, Thoughts from the Frontline
All in the Battle
Small Business Help
Bye-Bye, Buybacks
China Puzzle
Global Recession
Lightning Round
Final Thoughts
A Personal Memory
|
news.goldseek.com >> 29 March 2020 |
Postcards from the Frontline
By: John Mauldin, Thoughts from the Frontline
Federal Reserve: $5 Trillion Heading to $10 Trillion
The Problem with Models and Assumptions
The Cavalry Is on the Way
Speaking of Mortality Rates
Federal Budget Deficits: To $30 Trillion and Beyond
The Unintended Consequences of Doing Good
Tens of Millions of Unemployed
The Post-Virus New Normal
Staying in Puerto Rico and Amanda
|
news.goldseek.com >> 22 March 2020 |
The Beacons Are Lit
By: John Mauldin, Thoughts from the Frontline
It’s Happening
Going to War
We Are Facing a Depression, Not a Recession
What Will It Take?
How Things Are Going to Change and What We Should Do
We Can Do This
Personal Thoughts
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news.goldseek.com >> 16 March 2020 |
Coronavirus Helicopter Money
By: John Mauldin, Thoughts from the Frontline
Policy Shocks
My Best Guess on the Future
A Consumer-Led Recession
Don’t Ask, Don’t Test
One Major Caveat
The Right Thing
New York and Back to Puerto Rico
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news.goldseek.com >> 9 March 2020 |
Chinese Coronavirus Changeup
By: John Mauldin, Thoughts from the Frontline
Masked Bike Rides
Overly Optimized
Exogenous Causes
Silver Linings
A Suggestion
New York and Final Thoughts
|
news.goldseek.com >> 2 March 2020 |
COVID-19: A Crisis the Fed Can’t Fix
By: John Mauldin, Thoughts from the Frontline
Y2K Redux
Supply Chains Unlinked
Fed Futility
Some Silver Linings
How to Find the Opportunity I See Everywhere
|
news.goldseek.com >> 23 February 2020 |
Why Americans Want Socialism
By: John Mauldin, Thoughts from the Frontline
The Decade of Living Dangerously
What’s the Appeal?
Affordability Crisis
Social Contract
Rigged System
|
news.goldseek.com >> 18 February 2020 |
Depending on the Undependable
By: John Mauldin
GDP Genesis
We Need a Pleasure Measure
Flawed Data Dependence
My 2020 Forecast and the Coronavirus
SIC Registration Is Open
|
news.goldseek.com >> 10 February 2020 |
The Hits to GDP
By: John Mauldin
- Viral Threat
- Not Good Enough
- Overwhelming Stimulus
- But What About Government Deficits?
- And Then There Is the Fed…
- Dallas and New York
|
news.goldseek.com >> 3 February 2020 |
Dismissing the Experts
By: John Mauldin, Thoughts from the Frontline
Missing the Yen
Buy, Hold, Pray
Passive Investing by the Numbers
Floating Aimlessly
Dallas and New York
|
news.goldseek.com >> 27 January 2020 |
Nose Blind to Inflation
By: John Mauldin, Thoughts from the Frontline
Hedonic Fantasies
Meaningless Averages
Desperate Ideas
Inflation May Not Be the Most Important Statistic
Philadelphia, Dallas, and New York
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news.goldseek.com >> 19 January 2020 |
Looking on the Bright Side
By: John Mauldin, Thoughts from the Frontline
- Disappearing Stuff
- Saved Lives
- Unlocking the Door
- A Better World, by the Numbers
- Miami and New York
|
news.goldseek.com >> 12 January 2020 |
Decade of Living Dangerously, Part 2
By: John Mauldin, Thoughts from the Frontline
The Long Now
Not Worth the Risk
Unproductive and Non-Linear
The Great Reset
New York and the Most Optimistic Man in the Room
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news.goldseek.com >> 6 January 2020 |
Decade of Living Dangerously, Part 1
By: John Mauldin
- Crisis Delayed
- Circling the Drain
- Tax and Spend
- Get Ready
- Writing, SIC Planning, and More Writing
|
news.goldseek.com >> 23 December 2019 |
Prelude to Crisis
By: John Mauldin, Thoughts from the Frontline
Simple Conceit
Radical Actions
Ballooning Balance Sheet
Merry Christmas and the Happiest New Year
Ignoring problems rarely solves them. You need to deal with them—not just the effects, but the underlying causes, or else they usually get worse. The older you get, the more you know that is true in almost every area of life.
In the developed world and especially the US, and even in China, our economic challenges are rapidly approaching that point. Things that would have been easily fixed a decade ago, or even five years ago, will soon be unsolvable by conventional means..
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news.goldseek.com >> 16 December 2019 |
Time to Do the Hard Thing
By: John Mauldin
French Connection
Suppressed Competition
Do Hard Things
Reach Out & Listen
VIP Access
Christmas in Puerto Rico, Pat Cox, and More
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news.goldseek.com >> 9 December 2019 |
Inflationary Angst
By: John Mauldin
Stable Prices, Sometimes
Deaths of Despair
Radical Solutions
It’s All Relative…
Angst-Ridden Voters
|
news.goldseek.com >> 25 November 2019 |
Muddling for Solutions
By: John Mauldin
Hearts and Minds
Split Labor
Warring Tribes
Dallas and Thanksgiving
|
news.goldseek.com >> 11 November 2019 |
Slowing but Not Stopping (Yet)
By: John Mauldin, Thoughts from the Frontline
Technical Recession
Freight Volumes Plummet
“An Ugly Battle”
Philadelphia, Dallas, and ???
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news.goldseek.com >> 3 November 2019 |
Chinese Chess Game
By: John Mauldin
Orderly World
Hundred-Year Marathon
The Assassin’s Mace and Modern Warfare
Targeted Response
Houston, Philadelphia, Dallas, and ???
|
news.goldseek.com >> 28 October 2019 |
China's Disturbing Vision
By: John Mauldin, Thoughts from the Frontline
Hong Kong and the NBA
China’s Vision of Victory
Clashing Values
Houston, Philadelphia, and Dallas
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news.goldseek.com >> 21 October 2019 |
Decoding the Fed
By: John Mauldin, Thoughts from the Frontline
Six Bears
Repo Weirdness
“Ample Supply”
Seven Deadly Sins
New York, Houston?, Philadelphia?, And…?
|
news.goldseek.com >> 14 October 2019 |
Our Nuts Are in Danger
By: John Mauldin, Thoughts from the Frontline
Big Gaps
Rising Pressure
Victoriously Breaking Even
But Wait, There’s More
7 Deadly Economic Sins Week
New York and Butterflies
|
news.goldseek.com >> 7 October 2019 |
Social Security Is Dying Because Baby Boomers Aren’t
By: John Mauldin, Thoughts from the Frontline
Off the Rails
Your Social Security Return on Investment
The Next Quadrillion
Missing Opportunities
The Best Birthday Present
|
news.goldseek.com >> 30 September 2019 |
Quantum Economics
By: John Mauldin, Thoughts from the Frontline
Uncertainty Principle
(Dis) Equilibrium
Insane Ideas
A Tribute to Art Cashin and New York
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news.goldseek.com >> 23 September 2019 |
That Time Keynes Had a Point
By: John Mauldin, Thoughts from the Frontline
False Assumptions
Necessary Debate
Keynesian Sense?
The Bond Master Class
Houston and Home Again
|
news.goldseek.com >> 16 September 2019 |
Black Hole Investing
By: John Mauldin, Thoughts from the Frontline
Realistic Forecasts
Profound Technological Change
Income Challenges
Crazy Numbers
New York and Houston
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news.goldseek.com >> 9 September 2019 |
Dalio’s Analogue and Mauldin’s Commentary
By: John Mauldin, Thoughts from the Frontline
The Three Big Issues and the 1930s Analogue
Survival Advice
A Preview of Next Week
New York and Houston
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news.goldseek.com >> 3 September 2019 |
Volatile Year Coming
By: John Mauldin
Supply Shocks Ahead
Subnormal Growth
Bond Market Insanity
Paralyzed Business
Bumpy Ride
Florida and a Fire Drill
|
news.goldseek.com >> 26 August 2019 |
Digging a Hole to China
By: John Mauldin, Thoughts from the Frontline
China and Intellectual Property
Binary Thinking
The Trade Deficit Is Not a Scorecard
Bilateral Trade Balances—Whack-A-Mole?
I Need a Vacation from My Vacation
|
news.goldseek.com >> 19 August 2019 |
What I Learned at Camp Kotok
By: John Mauldin
“Don’t Look Back. Something Might Be Gaining on You.”
MMT or the Magic Money Tree
A Fundamental Change in the US/China Relationship
Bone-Penetrating Exhaustion
Montana and Back to Puerto Rico
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news.goldseek.com >> 11 August 2019 |
Larry Kotlikoff on The Big Con
By: John Mauldin, Thoughts from the Frontline
The Big Con
The Usual Suspects
Unsafe at Any Speed
Looking for Solutions
Maine and Montana
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news.goldseek.com >> 5 August 2019 |
An Opportunity in the Chaos
By: John Mauldin, Thoughts from the Frontline
You Think the Fed Is One and Done?
Awash in Debt
Investment Grade Zombies
Selling Under Pressure
Falling Apart Quickly
Navigating the Waters Ahead
New York, Maine, New York, and Montana
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news.goldseek.com >> 28 July 2019 |
Money of the Future
By: John Mauldin, Thoughts from the Frontline
- Trust Issues
- Know Your Customer
- Out of the Mattresses
- Barriers
- Throwing Down the Gauntlet
- New York, Maine, and Montana
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news.goldseek.com >> 21 July 2019 |
Recession Rumbles
By: John Mauldin, Thoughts from the Frontline
Longer and Weaker
Inversions-R-Us
Freight Freeze
Action Plan
New York, New York, Maine, and Montana
|
news.goldseek.com >> 15 July 2019 |
Ray Dalio – John Mauldin Conversation, Part 6
By: John Mauldin, Thoughts from the Frontline
- No Easy Solutions
- A Radical Restructuring of the Economy and Tax Code
- MP3?
- A Brief Commercial
- New York, Maine, and Montana
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news.goldseek.com >> 8 July 2019 |
Ray Dalio - John Mauldin Discussion, Part 5
By: John Mauldin, Thoughts from the Frontline
- The Problem with Keynesianism
- Without Savings, Nothing Happens
- Maine and Montana
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news.goldseek.com >> 30 June 2019 |
Ray Dalio-John Mauldin Discussion, Part 4
By: John Mauldin, Thoughts from the Frontline
Comparative National Emergencies
What Happens if There Is a Recession?
On-Budget Versus Off-Budget Deficits
Forget Turning Japanese, We Are Turning Greek
Where Will the Money Come From?
Boston, New York, Puerto Rico, New York, Maine, and Montana
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news.goldseek.com >> 16 June 2019 |
Ray Dalio Is Kinda, Sorta, Really Wrong, Part 2
By: John Mauldin, Thoughts from the Frontline
- Dear Ray
- Financial Repression
- The Referees Suck
- Boston, New York, and ???
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news.goldseek.com >> 10 June 2019 |
Ray Dalio Is Kinda, Sorta, Really Wrong
By: John Mauldin, Thoughts from the Frontline
- Dear Ray
- Income and Wealth Inequality
- Is Capitalism the Problem?
- Boston, New York, and ???
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news.goldseek.com >> 2 June 2019 |
The Trump Trade War Recession?
By: John Mauldin, Thoughts from the Frontline
- Hoover, Smoot & Hawley
- Multiplayer Game Theory
- Trade Sandpile
- Victim List
- Lopsided Polls
- The Seven-Body Problem
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news.goldseek.com >> 27 May 2019 |
Why Debt Won't Spark Inflation
By: John Mauldin, Thoughts from the Frontline
- Missing Inflation
- Debt Rubicon
- Velocity Falling
- The Complex Debt and Currency Dance
- “Too High and Getting Wider”
- They Shall Not Grow Old
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news.goldseek.com >> 12 May 2019 |
Your Pension May Be Monetized
By: John Mauldin, Thoughts from the Frontline
- Underfunded Future
- Pension Fund Underfunding Is a Local Problem
- Make the Children Pay
- The Strategic Investment Conference and Possible Recessions
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news.goldseek.com >> 6 May 2019 |
Time to Change Strategy
By: John Mauldin, Thoughts from the Frontline
- We Have a Problem
- No Solutions
- Friends Don’t Let Friends Buy and Hold
- Dallas, SIC, and Conversations
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news.goldseek.com >> 29 April 2019 |
How I Learned to Love the Debt
By: John Mauldin, Thoughts from the Frontline
- Monetary Hockey Stick
- Killer Debt
- Dominoes Dropping
- Washington DC, Dallas, and Puerto Rico
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news.goldseek.com >> 22 April 2019 |
The Rules Will Change but That's (Probably) OK
By: John Mauldin
Fiscal Insanity
Avoiding the Windshield
The Cost of High Debt
New Rules, or Moving the Goalpost
Dallas, Cleveland, Chicago, Puerto Rico, and Washington DC
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news.goldseek.com >> 15 April 2019 |
Japanified World Ahead
By: John Mauldin, Thoughts from the Frontline
- Losing Decades
- Too Much, Too Fast
- A $6 trillion $10 Trillion Federal Reserve Balance Sheet
- Mastering Private Markets
- Living on Puerto Rico Time
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news.goldseek.com >> 8 April 2019 |
Capitalism Gone Wild
By: John Mauldin, Thoughts from the Frontline
- Unwise Investment
- Zombie Companies
- Gummed-Up Economy
- Uncreative Destruction
- The Drive for Scale
- Helicopter Governments
- Cleveland, Chicago, Dallas, and SIC
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news.goldseek.com >> 1 April 2019 |
Recession Signs Everywhere
By: John Mauldin, Thoughts from the Frontline
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
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news.goldseek.com >> 17 March 2019 |
No Free Lunch: Valuation Determines Return
By: John Mauldin, Thoughts from the Frontline
- Theories and Realities
- Valuation Matters
- Why Average Rarely Happens
- New York, Cleveland, Austin, and Dallas
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news.goldseek.com >> 11 March 2019 |
Retirement Isn't Happening
By: John Mauldin, Thoughts from the Frontline
Social Security Is Not Enough
Is That All There Is?
The Indexing Problem in Retirement Accounts
Double Problem
Cleveland, Eye Surgery, New York, and More Cleveland
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news.goldseek.com >> 4 March 2019 |
The Fed Is Playing a Dangerous Game
By: John Mauldin, Thoughts from the Frontline
- Infested with Crawdads
- Not Applauding
- Steadily More Dovish
- #3 Mandate
- Puerto Rico, Cleveland, New York, Cleveland, Austin, and Dallas
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news.goldseek.com >> 24 February 2019 |
Recession: Are We There Yet?
By: John Mauldin, Thoughts from the Frontline
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
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news.goldseek.com >> 10 February 2019 |
Capitalism Without Competition
By: John Mauldin, Thoughts from the Frontline
- Monopoly Rents
- Not Free to Choose
- Data Oligopoly
- Puerto Rico, Dallas, Houston, Cleveland, New York, and Austin
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news.goldseek.com >> 3 February 2019 |
What Should We Then Expect (From Investing)?
By: John Mauldin, Thoughts from the Frontline
All Models Are Wrong, but Some Are Useful
Starting Valuation Matters
Empty Quarter
Fun with Forecasting: Choosing Your Time Periods
Late in the Cycle
Removing Emotions
Can It Get Any Better Than This?
Puerto Rico, Dallas, Cleveland, Cleveland, Cleveland, and ???
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news.goldseek.com >> 27 January 2019 |
How Should We Then Invest?
By: John Mauldin
- The Extraordinary Power of the Political Arena
- We Live in Interesting Times
- Baltimore, New York, Boca Raton, and Back Home to Puerto Rico
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news.goldseek.com >> 14 January 2019 |
Something Wicked This Way Comes
By: John Mauldin, Mauldin Economics
Shaky China
Brexit Breakage
Helpless Europe
DC, Back to Dorado, more Florida, and Boca Raton
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news.goldseek.com >> 13 August 2017 |
What I Learned at (Economics) Summer Camp
By: John Mauldin
Will Yellen Stay or Go?
Quantitative Tightening
Consensus Forecasts
Lightning Round
Chicago, Lisbon, San Francisco, Denver, and Lugano
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news.goldseek.com >> 6 August 2017 |
Hot Summer Mailbag
By: John Mauldin
Three Black Swans
Prepare for Turbulence
Trade War Games
The Wedge Goes Deeper
What It’s Like
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news.goldseek.com >> 18 June 2017 |
The Next Minsky Moment
By: John Mauldin
The Next Minsky Moment
Natural Instability
Learning the Rules
Chinese Minsky
The Swiss Central Bank Is Doing What?
Getting Married on St. Thomas, Omaha, San Francisco, and Freedom Fest in Las Vegas
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news.goldseek.com >> 19 June 2016 |
Generational Chaos Ahead
By: John Mauldin
After a lifetime of watching financial markets, the speed at which traders react still amazes me. Sometimes it seems to me like they hail from the “ready, shoot, aim,” school of thinking. Economic trends almost never turn on a dime; and though we can look back and find a moment that was the exact bottom or top, there were forces building that caused people to move from one side of the boat to the other, tilting the economy or markets or society in a different direction. New data can alter our probabilities – but rarely as fast as trading algorithms seem to think. Long-term trends, by definition, change slowly.
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news.goldseek.com >> 11 April 2016 |
Open Letter to the President, Part Five
By: John Mauldin
An Open Letter to the Next President, Part 5
The Need for More Revenue
Giving Everybody Some of What They Want… But Not Everything They Want
Be Radical, but Phase It in Slowly
A Few Final Thoughts
Abu Dhabi, Raleigh, and Home
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news.goldseek.com >> 3 April 2016 |
Open Letter to the Next President, Part 4
By: John Mauldin
An Open Letter to the Next President, Part 4
Where to Find $1 Trillion of Free Money
Making America Competitive Again
New York, Dallas, and Abu Dhabi
|
news.goldseek.com >> 24 November 2014 |
On the Verge of Chaos
By: John Mauldin
Bad Yen Falling
The Obvious Impacts
Every Central Bank for Itself
Seriously, the Fed Is Doing What?
Complexity and Collapse
The Fragile Eight
Home for the Holidays
|
news.goldseek.com >> 26 May 2014 |
A Bubble in Complacency
By: John Mauldin, Mauldin Economics
Notes from SIC 2014
Trequanda, Rome, Nantucket, New York, and Maine
Drugs, Prostitution, and Smuggling
|
news.goldseek.com >> 23 February 2014 |
The Worst Ten-Letter Word
By: John Mauldin, Chairman, Mauldin Economics
A new word is achieving ubiquity. The word has always been with us and at times has been a beacon to attract the friends of liberty and opportunity. But now I’m afraid it is beginning to be used as a justification for social and economic policies that will limit the expansion of both liberty and opportunity. The word? Inequality. More specifically, the word has become problematic when used in close proximity to the word income. There are those who believe that income inequality is the proximate cause of the Great Recession, if not the imminent demise of Western Civilization, pushing us into a dystopian world that will come to resemble the one depicted in the movie Blade Runner.
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news.goldseek.com >> 16 February 2014 |
The Economic Singularity
By: John Mauldin, Millennium Wave Advisors
I fully intended to write today about a recently released academic paper that illustrates nearly every bad idea currently being bandied about in the field of economics. The insidious part is that the paper is considered mainstream and noncontroversial. Simply reading it required me to up my blood pressure medicine dosage. It is going to take me a little longer to finish that letter, and I realized that it needs a certain setup – one that coauthor Jonathan Tepper and I conveniently wrote a few months ago and included in the book Code Red.
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news.goldseek.com >> 26 January 2014 |
Forecast 2014: The CAPEs of Hope
By: John Mauldin, Mauldin Economics
The Second Most Expensive Stock Market in the World
Who’s Got Your Risk?
Join Me in San Diego
Home Again, Los Angeles, Miami, and Argentina
And Final Thoughts on the Employment Participation Rate