- May 23, 2025
Inflation Standoff
The Strategic Investment Conference is over. I’m now in my annual recovery period, during which I try to absorb the informational firehose I (with thousands of others) just experienced.
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Follow John Mauldin as he uncovers the truth behind, and beyond, the financial headlines. This in-depth weekly dispatch helps you understand what's happening in the economy and navigate the markets with confidence.
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- May 16, 2025
How We Got Here
We are in the middle of the Strategic Investment Conference, a fabulous gathering of some of the best economic, political, and geopolitical minds anywhere. I’m really proud of what we’re doing. And at the last minute, we’ve added Dr. Mehmet Oz, nationally regarded cardiovascular surgeon, author of numerous best-selling books with my friend Dr. Mike Roizen, and now head of the Centers for Medicare and Medicaid Services. He will be joined by Dr. Robert Redfield, former CDC director, virologist,...
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- May 9, 2025
Tension in the Sandpile
I’ve been writing about tariffs for a couple of months now, focusing mostly on the macroeconomic harm and the costs they impose on small businesses. Today I want to consider something else: the new risks they are adding to the financial system alongside the old risks. We had a small taste of it when markets convulsed in early April. That episode passed, but I don’t think the risk is gone. Different and potentially worse may be coming, as the disruptions compound.
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- May 2, 2025
Soft Data Gets Softer
Economic data can be soft or hard. “Soft” data reflects attitudes, expectations, opinions, and feelings. It’s a step removed from the “hard” data reflecting actual events. Soft data is still valuable because future expectations shape the hard data that follows.
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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."
Recent Articles
Tariff-Induced Paralysis
- April 25, 2025
The Uncertainty World
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The Uncertainty Recession
- April 11, 2025
The Tariff Recession?
- April 4, 2025
Do Trade Deficits Matter?
- March 28, 2025
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John Mauldin
Editor, Thoughts from the FrontlineWhen investors, financial professionals, and discerning citizens need a big-picture view of what's going on in the economy, they turn to John Mauldin.
And for good reason. John has dedicated more than 30 years to keeping people informed about financial risk.
