Thoughts from the Frontline

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Latest Articles

The Coming Supercyclical Crisis
  • June 14, 2024

The Coming Supercyclical Crisis

You know I’m highly concerned about government debt in the developed world, particularly the US. I’ve said for years a crisis is coming. We’ve blown right past all our chances to avoid it. Now all we can do is imagine what the crisis will look like… and how much it will hurt.

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Geopolitical Breakdown
  • June 7, 2024

Geopolitical Breakdown

I’m writing you from Cape Town, South Africa, where I’ve been warmly welcomed and reminded how much I enjoy international travel (well, except for jet lag!). Our world has so many wonders most people never get to experience. Of course, “there’s no place like home,” but seeing other places makes me happy, too.

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Inflationary Perceptions
  • May 31, 2024

Inflationary Perceptions

A quandary of writing a weekly letter is I notice myself saying the same things repeatedly. Something comes to mind as I write, I start to include it, and then I vaguely remember, “Wait, didn’t I say that last month/quarter/year?” I check and sure enough, it’s right there. Should I say it again?

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Artificially Intelligent
  • May 24, 2024

Artificially Intelligent

When new inventions turn into market frenzies, the contrarian part of me wants to be skeptical. But the optimistic part of me wants it to be true, especially when the idea promises to change life for the better. Reality is usually somewhere in between. And that, I suspect, is where the current artificial intelligence frenzy will go.

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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.

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