Over My Shoulder | Mauldin Economics

Over My Shoulder

Grant Williams: “Shifts Happen”

June 22, 2017

Grant Williams expands on his presentation with Raoul Pal on demographics at SIC2017. One of the best presentations on the topic I have seen, with dozens of graphs. (Note: This is a 20.5 MB PDF.)

You can learn more about Grant's Things That Make You Go Hmmm... and subscribe here.

Download - TTMYGH_2017_06_1part.pdf

Charts That Matter, 2017-06-21

June 21, 2017

In this week's edition of Charts That Matter, Robert Ross, co-editor of Macro Growth & Income Alert, gives us some perspective on the current stock market bubble and points out an underlying difficulty with Amazon's acquisition of Whole Foods.

Download - 170621_CTM2.pdf

Charts That Matter, 2017-06-14

June 14, 2017

In this week's Charts That Matter, Patrick Watson gives us some rather startling looks at US oil exports, central bank asset buying, and cash-out mortgage refinancing. Disparate phenomena? Yes and no, considering the "recovery" we've been enduring.

Download - 170614_CTM.pdf

Bob Farrell’s 10 Rules of Investing

June 13, 2017

Doug Kass has conveniently given us Bob Farrell’s 10 Rules of Investing. Bob Farrell was an Institutional Investor Hall of Fame advisor and Wall Street legend. These rules have been around for almost 30 years, and they never go out of style. It never hurts to remind yourself of them.

Download - Farrells_10_rules.pdf