by John Mauldin | Mar 19, 2020 | alerts, Mauldin Economics
This is a short midweek note, something I haven’t done for years. But as we all know, these are very special and difficult times.
by John Mauldin | Mar 13, 2020 | alerts, Mauldin Economics
I write this letter early Friday morning after a week in New York visiting with many fellow market participants. And lots of phone calls, both to analysts and medical experts. I had originally planned a completely different letter but circumstances changed.
by John Mauldin | Mar 6, 2020 | alerts, Mauldin Economics
In baseball, there is a kind of pitch called the “changeup,” designed to look like a fastball while actually going slower. The deceived batter swings too soon and misses. Strike, you’re out. The world has thrown a wicked biological changeup at the...
by John Mauldin | Feb 28, 2020 | alerts, Mauldin Economics
For the last 3+ years, I have maintained it would take an “exogenous” event to send the United States into recession. Historically suboptimal growth? Sure, but sub-3% growth isn’t a recession.
by John Mauldin | Feb 21, 2020 | alerts, Mauldin Economics
As I write this, a self-proclaimed “democratic socialist” is leading the race for one of our major parties’ presidential nomination. The fact that so many Americans (especially young Americans) support Bernie Sanders ought to tell us something. A...
by John Mauldin | Feb 14, 2020 | alerts, Mauldin Economics
The welfare of a nation can scarcely be inferred from a measure of [GDP].” —Simon Kuznets (who developed GDP), 1934