Economic Analysis

Recession Rumbles

Thoughts from the Frontline

July 19, 2019

I’m often asked if recession is coming, and for quite different reasons. Some people worry about their investments. Others are worried about their employment or their kids. Political types wonder if and how recession could affect the next election.

The company disrupting your mouth

Editorial

July 15, 2019

One of my most painful memories as a kid was having my braces tightened.

Ray Dalio – John Mauldin Conversation, Part 6

Thoughts from the Frontline

July 12, 2019

This is the final letter of the six-part series of my reply to Ray Dalio’s essays. Here are some links to help you wrap it all together.

How to collect safe profits on the “rewiring” of US real estate

Editorial

July 8, 2019

A unique way to profit from a disruptive megatrend that’s just getting underway.

Ray Dalio - John Mauldin Discussion, Part 5

Thoughts from the Frontline

July 5, 2019

“The belief that wealth subsists not in ideas, attitudes, moral codes, and mental disciplines but in identifiable and static things that can be seized and redistributed is the materialist superstition. It stultified the works of Marx and other prophets of violence and envy. It frustrates every socialist revolutionary who imagines that by seizing the so-called means of production he can capture the crucial capital of an economy. It is the undoing of nearly every conglomerateur who believes he...

How Bernard got into the rich guy club

Editorial

July 1, 2019

This past week, Bernard Arnault’s personal fortune grew to $100.4 billion.

Ray Dalio-John Mauldin Discussion, Part 4

Thoughts from the Frontline

June 28, 2019

This week is the fourth in a series of five open letters responding to a series of essays by Ray Dalio, the founder of Bridgewater Associates. His original letters are Why and How Capitalism Needs to Be Reformed, Parts 1 and 2 and It’s Time to Look More Carefully at ‘Monetary Policy 3 (MP3)’ and ‘Modern Monetary Theory (MMT)’. My replies are here, here, and here. Today I continue my response.

The boom nobody cares about

Editorial

June 24, 2019

The US housing market is BOOMING.

Ray Dalio Is Kinda, Sorta, Really Wrong, Part 3

Thoughts from the Frontline

June 21, 2019

Two weeks ago I started a mini-series in the form of an open letter responding to a series of essays by Ray Dalio, the founder of Bridgewater Associates. I wrote here and here that he was kinda, sorta wrong in Why and How Capitalism Needs to Be Reformed, Parts 1 and 2 but really, really wrong in It’s Time to Look More Carefully at ‘Monetary Policy 3 (MP3)’ and ‘Modern Monetary Theory,’ in which he basically endorsed MMT. Today I continue my response.

Why I’m buying Google on the government crackdown

Editorial

June 17, 2019

Imagine how much money you’d make if half of all people on the planet were your customers...