by John Mauldin | Nov 27, 2019 | alerts, Markets/Economy, Mauldin Economics
The global economy is slowing. Germany, for instance, may already be in recession. GDP there dropped 0.1% in this year’s second quarter, with little reason to expect better from Q3 which we will learn soon. Whatever you call it, Germany is certainly not in a good...
by John Mauldin | Nov 27, 2019 | alerts, Mauldin Economics
We’ve reached the Thanksgiving weekend, and as always, I’m thankful for loyal readers like you. I hope you are enjoying some quality time with family and friends. And because of the holiday, this week’s letter will be shorter than usual, but I think it will offer real...
by John Mauldin | Nov 22, 2019 | alerts, Mauldin Economics
Those who experienced the 1930s as adults are mostly gone now, but they left notes. We have a pretty good record of what that period was like. It wasn’t fun to begin with—then it got worse. This year, I’ve written several times about the 1930s parallels that Ray Dalio...
by John Mauldin | Nov 15, 2019 | alerts, Mauldin Economics
Nothing is forever, not even debt. Every borrower eventually either repays what they owe, or defaults. Lenders may or may not have remedies. But one way or another, the debt goes away. One of Western civilization’s largest problems is we’ve convinced ourselves debt...
by John Mauldin | Aug 24, 2019 | alerts, Mauldin Economics
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 Kotok of Cumberland Advisors who started these outings many years ago. CNBC and others began calling it the “Shadow Fed,” but it is...
