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Latest Articles

Curving Toward Stagflation
  • August 12, 2022

Curving Toward Stagflation

The latest data shows inflation is still with us at an 8.5% annual rate. That means we can expect the Fed to keep tightening, trying to reduce demand and relieve pressure on consumer prices.

Read more
Weirdness Factors
  • August 5, 2022

Weirdness Factors

It’s a recession! No, not yet! I see these arguments everywhere and I’m already tired of them. For those who believe it is not yet a recession, I will make a deal with you. The third quarter is likely to be negative. When we have three quarters of a recession in a row, just give it up.

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A Weird Recession
  • July 29, 2022

A Weird Recession

Professional economists, perhaps tired of being asked, years ago formed a committee to officially mark the beginning and end of recessions, the NBER (Nation Bureau of Economic Research) committee considers a variety of data, but its final decision is subjective.

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Hubris at the Fed
  • July 22, 2022

Hubris at the Fed

Finding just the right word brings great pleasure to writers like me. As I think and write about the Federal Reserve, the word “hubris” keeps coming to mind.

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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."

John Mauldin, Thoughts from the Frontline, 2001.
Thoughts from the Frontline
Thoughts from the Frontline

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John Mauldin

John Mauldin

Editor, Thoughts from the Frontline

When 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.

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