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

November 21, 2023

EVs and iPhones

Remember life before smartphones?

October 17, 2023

An Unsolvable Problem

Economic growth depends on boring things we rarely think about. Property insurance, for example.

September 19, 2023

When the Worker Shortage Can Kill You

The US labor shortage isn’t really “news” anymore.

August 15, 2023

Summer of Strikes

Remember when summer meant baseball, hot dogs, and swimming pools?

July 18, 2023

The Worker Shortage Will Get Worse, Not Better

Wishful thinking is a powerful force. We all want to believe good things are coming.

June 20, 2023

Labor Market Math

Quite a few experts think the US economy will enter recession soon. If so, someone forgot to tell the labor market.

May 16, 2023

Debt Ceiling Fakery

The United States is about to hit its credit limit.

April 18, 2023

Naked Banking

Warren Buffett, always good for a pithy quote, once said...

March 21, 2023

Worker’s Poker

Remember Salomon Brothers?

February 21, 2023

The Dumbest Way to Save Social Security

Last month the 70 million or so people receiving Social Security benefits all got an 8.7% raise.

January 17, 2023

Workers Want to Work but It’s Still Not Enough

Remember when “jobs, jobs, jobs” was a political talking point?

December 19, 2022

A New Kind of Recession

Back in the 1990s somebody coined the phrase 'jobless recovery.' It describes an economy where recession is over, but unemployment remains stubbornly high.

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Every week, Patrick Watson clues investors in to the geopolitical, cultural, and technological forces disrupting the global economy.

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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.

Find out more about Patrick