Subscribe to John Mauldin's
FREE Publication:

Thoughts From the Frontline

Sign up for John’s free weekly letter and join 1 million of his closest friends.

We will never share your email with third parties

  • Editorials
  • In The News
  • -->

    Thoughts from the Frontline

    Special Updates from the Strategic Investment Conference: Day 1

    May 15, 2014

    By Worth Wray

    Good morning from sunny San Diego, California!

    As the sun rises on the second day of the Strategic Investment Conference, I am absolutely blown away. John and Altegris put on an amazing show, and this is simply unlike any investment conference I have ever attended.

    Let me explain…

    In my experience, these industry events are usually more about networking than content. I go to investment conferences in hopes of expanding my thinking and challenging my preconceived ideas about the world… but all too often I find myself sitting in half-empty auditoriums listening to rock-star economists who are resting comfortably on their laurels rather than bringing their A-games.

    At your average conference, over the course of several days…

    Discuss This

    3 comments

    We welcome your comments. Please comply with our Community Rules.

    Comments

    alfonso pasquel

    May 16, 8:57 a.m.

    Excelent synthesis of the first day of this excelent event, thanks all who had something to do with these series of conferences

    peter.bonisch@paradigmrisk.com

    May 15, 8:20 p.m.

    While I am a keen reader of this column and find its perspective both independent and usefully challenging, you need to remember that you have an international audience, especially if you are desirous of retaining it. I do not know Robert Harward (although I do know a couple of retired Admirals or Vice Admirals) but I presume, like many former senior military officers, he is a man of both intelligence and integrity. “[A] great American who once commanded the Navy SEALS and who gave us all hope that with the support of the greatest warriors in human history, America’s best days lie ahead,” is jingoistic nonsense that has no place in a serious column. Apart from the obvious hyperbole, the conclusion is debatable and its tone aggressively militaristic. Comments like that are part of the problem to which I look to you and your colleagues, at least in small part, for the solution. You could and should do better.

    Peter Bonisch, London

    Tom Scharf

    May 15, 4:22 p.m.

    Puhleeze!! You obviously spend too much time watching Fox News. The shift to using part time employees began back in 2009, about the same time that the Affordable Care Act was being written but 5 years before any provisions that would affect employment took effect.
    http://www.huffingtonpost.com/mehroz-baig/the-rise-in-parttime-employment_b_4102367.html

    You will notice that part time employment of workers older than 25 dropped in 2012 & 2013 leading up to the full implementation of the act in 2014.

    Obvious errors of fact and analysis such as this put everything you write in doubt. If you can’t get something as simple as that right, why should I believe anything you write?