by John Mauldin | May 15, 2020 | Mauldin Economics
I knew this letter’s topic months ago. It was going to be a review of the Strategic Investment Conference, which would have just concluded fabulously in sunny Scottsdale.
by John Mauldin | May 8, 2020 | Mauldin Economics
We live in truly historic times. “There are decades when nothing happens, and weeks when decades happen,” says a quote usually attributed to Vladimir Lenin. It certainly fits now.
by John Mauldin | May 1, 2020 | Mauldin Economics
Market sentiment reflects human sentiment, which lately has been quite negative—understandably so, given the great uncertainty surrounding the coronavirus pandemic. A month ago, we didn’t know where all this was going but it was potentially serious.
by John Mauldin | Apr 24, 2020 | Mauldin Economics
We are looking at a world with parameters bounded by pure imagination; where we go from here is anyone’s guess. —Will Thomson and Chip Russell, Massif Capital
by John Mauldin | Apr 17, 2020 | Mauldin Economics
The viral fog is starting to thin. US coronavirus case growth appears to be slowing, albeit at a tragically high level. Governments and businesses are thinking about the next stage.