August 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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  • World Gone Backwards

    This week Patrick discusses another aspect of globalization, one that has a direct bearing on questions of equity. He explores the technologies that allowed globalization to take hold and the new technologies that are actually allowing production to “re-shore.” I mentioned that topic in passing last week, and it turned out that one of my readers heads an organization that is focused on assisting companies in re-shoring their production back to the US. He tells me that 250,000 jobs have already returned to the US. Patrick tells us an interesting story about how this trend will continue to unfold.

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  • Weapons of Economic Misdirection

    Patrick and Robert co-edit our Macro Growth & Income Alert premium service. As I’ve explained before, for regulatory reasons (since I am registered) I do not discuss specific stocks or other securities in this letter, tending instead to stick to macroeconomic and other big-picture concepts. Patrick and Robert face no such limitations, so after we discuss the macro world, I will drop off and they will talk about how to turn our macro views into real-world investment ideas. I am proud of the team we have assembled here at Mauldin Economics and appreciate the hard work and experience they bring to our readers.

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