Follow John Mauldin as he uncovers the truth behind, and beyond, the financial headlines. This in-depth weekly dispatch helps you understand what's happening in the economy and navigate the markets with confidence.
“Crisis” is an overused word. Actual crises are those rare times when we are on the knife edge of disaster. It’s not a crisis when a bank fails, or Congress can’t agree on a budget. Those are annoyances (unless it's your bank). While not good, they don’t spell immediate catastrophe.
Read moreBusiness media is famous for propagating buzzwords and phrases, especially if they produce more clicks. The latest is Artificial Intelligence. It’s everywhere and is now a fixture in earnings calls, too. Every CEO is getting asked how AI will fit into or affect their company. It’s not quite as bad as every CEO trying to figure out how to make their company a “dot com” in 1998–1999, but almost.
Read moreWe often talk about technology’s influence on the economy. After the Strategic Investment Conference, though, I’ve decided that isn’t strong enough. It’s more correct to say technology is the economy. But when I use the word technology here, I'm not talking about the big, nifty eight tech companies that dominate today’s stock market. I'm talking more about the entire scope of technological advances over the past 300+ years. None of our economy today is possible without those advances....
Read moreThis year’s Strategic Investment Conference is wrapped up, but it’s not over. We spent five days thinking the unthinkable. I, for one, will continue not just thinking about it but meditating on it. I believe we got some serious insight into this decade’s fin de siècle. I’ve dubbed it The Great Reset. Others have different terms. Regardless, the implications and consequences are beginning to show themselves.
Read moreThoughts 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."
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