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Connecting the Dots

You don't need pristine conditions to make money—that's the takeaway readers get from Patrick Watson's free letter, Connecting the Dots. It dives deep into current US and world events, and investigates how you can leverage them to your advantage.

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Latest Articles

Why Bitcoin Can’t Be Money

December 12, 2017

Why Bitcoin Can’t Be Money

Everyone is talking about bitcoin, even people who otherwise know little about investing. That’s probably a bad sign for bitcoin.

How Tax Cuts Will Trigger Recession

December 5, 2017

How Tax Cuts Will Trigger Recession

According to the more cynical pundits, government programs usually achieve the opposite of their intended goal. And sometimes they do.

Tax Talks Lead Nowhere Good

November 28, 2017

Tax Talks Lead Nowhere Good

The US Senate may vote on its tax “reform” plan this week. If it passes, they’ll have to reconcile it with the somewhat different House plan.

Two Bad Choices in Tax Debate

November 21, 2017

Two Bad Choices in Tax Debate

Remember when everyone wanted to cut the federal deficit? Fiscal policy was much simpler back then: balanced budget good, deficits bad.

The Tax Trade Is Getting Crowded

November 14, 2017

The Tax Trade Is Getting Crowded

Congress is deciding your portfolio’s future right now—so you might want to pay attention.

Tariffs on Your Roof

November 7, 2017

Tariffs on Your Roof

The US is about to fire another salvo in the international trade war, and this one may actually make sense.

This Energy Revolution Could Shrink Your Electric Bill to Zero

October 31, 2017

This Energy Revolution Could Shrink Your Electric Bill to Zero

Happy Halloween. Whether you’ll get a trick or a treat is hard to know in this zombified economy.

Free Trade Is Awesome, But It Has a Dark Side

October 24, 2017

Free Trade Is Awesome, But It Has a Dark Side

If you think economics is boring, bring up “free trade” and see what happens. I guarantee sparks will fly.

Unemployment Is a Geography Lesson

October 17, 2017

Unemployment Is a Geography Lesson

According to the Bureau of Labor Statistics (BLS), the US economy is at full employment, or close to it. Yet it doesn’t feel that way for many Americans. Even if you have a secure job, you probably know people who don’t.

How to Work in Retirement and Love It

October 10, 2017

How to Work in Retirement and Love It

Wall Street endlessly gushes about retirement. Its TV commercials show how wonderful life will be in our golden years—when we are old, yet still healthy and wealthy enough to go hang-gliding every day.

Taxing Puerto Rico to Save US Shippers

October 3, 2017

Taxing Puerto Rico to Save US Shippers

In theory, capitalism is all about healthy competition, which makes producers deliver quality goods and services at lower prices.

What Could Go Wrong? For Public Pensions, More Than You Know

September 26, 2017

What Could Go Wrong? For Public Pensions, More Than You Know

Here’s a loaded question for you: “What could go wrong?”

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Connecting the Dots
Connecting the Dots
Patrick Watson

Patrick Watson

Editor, Connecting the Dots

Patrick Watson is a compulsive trend-observer and John Mauldin's senior economic analyst. He and John first began collaborating around 30 years ago, and he contributes research and ideas to John's wildly popular weekly e-letter, Thoughts from the Frontline. When John needs to make sense of the senseless, Patrick is often the first person he looks to.

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