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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  • When the Future Becomes Today

    First, I want to express my shock and quiet despair over the events in Dallas this weekend. The shock comes from this actually happening in Dallas. If anything, Dallas police are accommodating and work with the community as well as any police force in the country. But this event is a reminder that tragedies don’t just happen somewhere else. All it takes is one or two lone actors, and the world of somewhere else lands on your doorstep. This sad spectacle is part and parcel of what we will be discussing today: a world where common sense and reasonable discourse are breaking down, leaving us with social outcomes that only a few years ago would have seemed impossible. As Buffalo Springfield sang, “There’s something happening here; what it is ain’t exactly clear.”

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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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  • Negative Rates Nail Savers

    Before we jump in, I want to note that economic chaos is not my only concern. We face a whole different kind of chaos on the geopolitical front. To a considerable degree it overlaps with the economic problems I’ll discuss today. George Friedman has been calling the Eurasian landmass a “cradle of disorder.” It’s home to 5 billion people, and it’s floundering in a sea of accelerating crises.

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  • Forecasting with Friends

    In some ways, I think it’s just entertainment. You might compare our prognosticating to what happens with NFL football. For weeks before the Super Bowl, we devoted fans will spend hours speculating on the game’s every detail. We’ll dissect the rosters, talk about each team’s strengths and weaknesses, debate game plans, and so on. Is any of this ritual necessary or useful? No, but it extends the experience and we enjoy it.

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