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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

What’s the Worst that Could Happen?

January 26, 2021

What’s the Worst that Could Happen?

“Never tell me the odds,” said Han Solo to C-3PO as he deftly navigated through the asteroid field. They made it. But The Empire Strikes Back was a movie. SARS-CoV-2 is real.

Biden’s Minimum Wage

January 19, 2021

Biden’s Minimum Wage

Last week President-Elect Joe Biden revealed a pandemic relief proposal. The list was mostly predictable: direct cash payments, enhanced unemployment benefits, vaccine funding, help for state and local governments.

Vaccines Are Not Enough

January 12, 2021

Vaccines Are Not Enough

“Houston, we have a problem,” said the Apollo 13 crew. Now Houston is a problem as some of its largest hospitals reach 100% ICU occupancy. 

This Vaccine Map Will Define 2021

January 5, 2021

This Vaccine Map Will Define 2021

Many have optimistic outlooks because they expect the COVID-19 pandemic to end this year. They vary mainly on when the inevitable boom will start. But nearly all assume…

2020 Was a Lesson in Connection

December 22, 2020

2020 Was a Lesson in Connection

Christmas is a little different this year. I haven’t been to any shopping malls but I hear they are not exactly crowded. 

The Restaurant Question

December 15, 2020

The Restaurant Question

Here we go again. The much-anticipated winter surge is here and COVID-19 cases are filling hospital wards across the US. Some governors have responded by, among other things, forbidding indoor restaurant service in their states.

Economic Herd Immunity Will Take Awhile

December 8, 2020

Economic Herd Immunity Will Take Awhile

Governments around the world met this pandemic in various ways, ranging from brutal, near-universal lockdown in China to Sweden’s laissez-faire voluntary approach. And everything in between.

We Can’t Vaccinate the Economy Fast Enough

December 1, 2020

We Can’t Vaccinate the Economy Fast Enough

A new economic narrative is forming: Vaccines will make next year better. By mid-2021 business should start going back to normal.

The Burial Boom of 2020

November 24, 2020

The Burial Boom of 2020

We’ve learned a lot about COVID-19 since the pandemic started. There’s still no cure, but we have better treatments. Highly effective vaccines seem to be coming, too.

Why We Don’t Need More Lockdowns

November 17, 2020

Why We Don’t Need More Lockdowns

Here we go again. US hospitals are filling with COVID-19 cases, and some governors are tightening restrictions. Is this really necessary?

Economic Pain Reliever Needed

November 10, 2020

Economic Pain Reliever Needed

So a few important things happened last week. The US election was one—but, in the short-term, not necessarily the most important.

Healthcare Should Be on the Ballot

November 3, 2020

Healthcare Should Be on the Ballot

On Election Day four years ago I wrote about healthcare. 

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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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