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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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..

 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

 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 ???

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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 ???

 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 ???

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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

 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 ???

 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

 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

 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

 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

 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

 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.

 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

 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.

 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.

 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