Spreading the truth. Empowering the people.
Authored by John Mauldin via MauldinEconomics.com, Let’s address an elephant in the room: the rapidly expanding federal debt. Each annual deficit raises the total debt and forces the Treasury to issue … Read more
by John Mauldin Social Security is a textbook illustration of how government programs go off the rails. It had a noble goal: to help elderly and disabled Americans, who can’t work, maintain … Read more
By John Mauldin The last few weeks marked a turning point in the global economy. It’s more than the trade war. A sense of vulnerability is replacing the previous confidence—and … Read more
Authored by John Mauldin via MauldinEconomics.com, I am back from my 14th annual Maine fishing camp. The private event at Leen’s Lodge is generally called Camp Kotok in honor of David … Read more
via marketwatch: The European Central Bank this month said it would keep record-low interest rates for longer. The news comes shortly after the U.S. Federal Reserve gave in to the stock … Read more
BY JOHN MAULDIN For almost 40 years, we’ve lived in an era of low rates and easy money. It let governments and businesses worldwide run up piles of debt. Global debt … Read more
BY JOHN MAULDIN The US and China are the world’s largest and second-largest economies. They are also entwined in so many ways that it’s hard to tell where one ends and … Read more
BY JOHN MAULDIN A Federal Reserve policy mistake is our top risk this year. Correction: The mistake is already happening. So that’s less a forecast and more a recognition of reality. … Read more
BY JOHN MAULDIN This essay is going to insult a bunch of smart, maybe even brilliant, people. It is not polite nor is it politically correct. I will try to be … Read more
BY JOHN MAULDIN I’m often called the “muddle-through guy.” When I consider opposing scenarios or opinions, I figure reality will be somewhere in between. That’s right more often than you might … Read more
BY JOHN MAULDIN If you read mainstream financial news, you don’t need me to tell you how bad our economy is. Skepticism abounds in the punditry. But sometimes we get so … Read more
BY JOHN MAULDIN Last week, I mentioned an insightful comment my friend Peter Boockvar—CIO of Bleakley Advisory Group—made at dinner in New York: “We now have credit cycles instead of economic … Read more
BY JOHN MAULDIN The stock market is overvalued by many different measures. I recently shared Dave Rosenberg’s thoughts on the subject. But at the SIC 2018 conference, we also heard a lot more from Steve … Read more
Authored by John Mauldin via MauldinEconomics.com, Excerpted from “A Fly In The Ointment?” Repeating History History never repeats, but sometimes it rhymes. The trigger for our last recession and financial … Read more
Authored by John Mauldin via MauldinEconomics.com, Since the 2008 financial crisis, there’s been a growing number of ridiculous, inane, and otherwise nonsensical economic interventions from our central bankers that fill the daily … Read more
Authored by John Mauldin via MauldinEconomics.com, This is something I’ve been pondering for some time. I think the next crisis will reveal how little liquidity there is in the credit markets, … Read more