Thoughts from the Frontline

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The Great Slowdown
  • June 27, 2025

The Great Slowdown

Economic news is increasingly hard to follow these days, mainly because it changes so fast and it gives so many mixed signals. Less than three months ago, we were all in shock from President Trump’s “Liberation Day” tariff announcement. While he paused the worst parts of that plan, US import taxes are still at their highest point in decades. Yet now the headlines are more about oil and geopolitics. It turns out that most of the news is just noise. The markets aren’t significantly different from...

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Strategic Investment Conclusions
  • June 20, 2025

Strategic Investment Conclusions

Today we’ll talk again about the SIC—not the Strategic Investment Conference, but the Strategic Investment Conclusions it helped us reach. This is not a recap of the conference. It’s my reflection on some things I think we should practice in our lives and our investment portfolio management. The “strategic” part means we don’t seek information for its own sake. We seek information because it should influence our actions.

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The Investment Signal in the Noise
  • June 13, 2025

The Investment Signal in the Noise

One cannot overstate the importance of Claude Shannon and his 1940s work on information theory at Bell Labs. It was foundational to modern telecommunications and electronics. We’ve seen constant improvement in our ability to communicate because we can separate the important information from the noise.

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Thoughts from the Frontline explores developments overlooked by mainstream news and analyzes challenges and opportunities on the horizon.

The newsletter began as John’s way of sharing his thoughts with a few associates. Two decades later, it is one of the most widely read investment newsletters in the world. From his warning of an impending recession in 2000, to a polemic on the Obamacare “death spiral” in 2016, John has blazed his own trail as one of the most respected macroeconomic minds in the field.

"Central bankers, businessmen, and investors continually try to beat History to a pulp, but History always wins the final rounds."

John Mauldin, Thoughts from the Frontline, 2001.
Thoughts from the Frontline
Thoughts from the Frontline

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John Mauldin

John Mauldin

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When investors, financial professionals, and discerning citizens need a big-picture view of what's going on in the economy, they turn to John Mauldin.

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The Coming Supercycle Crisis

Before you go... Grab a free copy of John Mauldin's The Coming Supercycle Crisis

The Debt Supercycle theory traces the increasing transfer of private debt to government balance sheets, highlighting its implications, the unique constraints of government debt management, and potential future scenarios—including the limits of government borrowing, the role of bond vigilantes, and the risk of a major fiscal crisis if current trends continue.

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