Thoughts from the Frontline Archive - John Mauldin

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Thoughts from the Frontline Archive, February 2023

February 24, 2023

Deficits Forever

“Diamonds are forever,” according to the jewelry industry. That may be a slight exaggeration, yet diamonds will certainly outlive you and whomever you give them to.

February 17, 2023

Federal Reserve officials like to call their decisions “data dependent.” Business leaders say it a little differently, often “data driven.” The point, in both cases, is something like: “We consider relevant data when making important decisions.”

February 10, 2023

Assumptions Have Consequences

Remember National Lampoon’s Vacation? It was a 1983 comedy film in which suburban dad Clark Griswold (Chevy Chase) takes his family on a cross-country road trip to the fabled Walley World amusement park.

February 3, 2023

A Muddle-Through Market, for Now

These weekly letters, of which I’ve now written well over 1,000 (plus 7 books and multiple papers and articles), are generally about two broad topics: the economy and the financial markets. While related, these aren’t the same. Good news for one can be (and often is) bad news for the other.

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Thoughts from the Frontline Archive, February 2023

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