June 2016 - Thoughts From The Frontline

This highly acclaimed blog is primarily focused on private money management, financial services, and investments. John Mauldin demonstrates an unusual breadth of expertise, as illustrated by the wide variety of issues addressed in-depth in his writings.

Thoughts From The Frontline

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  • Generational Chaos Ahead

    I had that thought in mind when I asked Neil Howe to be our kick-off speaker at the Strategic Investment Conference and invited Niall Ferguson to wrap it all up three days later. As historians, they both gaze back through time to identify patterns and draw lessons. They were the bookends who framed the wide-ranging discussions in between. They have both been very influential in helping me develop my understanding of the world.

    As I said two weeks ago, the experts I brought to the conference, even the ones I expected to be raging bulls, were mostly bearish. The surprise was Niall Ferguson, who has become the new raging bull. That’s pretty much the one thing you can count on at my conference: surprises! But you can see that even Niall is deeply concerned about much of what is happening in the world.

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  • Hot Summer Economic Weirdness

    As I wrote last month, the protected/unprotected schism increasingly drives both politics and economics. Maybe it has always driven them, and we’re just now recognizing it. In either case, we find ourselves in increasingly weird circumstances. I certainly see parallels with the 1930s. And a number of those circumstances will collide with one another over the next few months.

    My intention this week had been to revisit some of the powerful ideas that were discussed at my Strategic Investment Conference two weeks ago. But events are looming in Europe that absolutely demand our attention. The powerful macroeconomic and investing ideas will still be there next week – and at the end of today’s letter I will discuss an informal poll I’ve conducted on the timing of the next recession.

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