Thoughts from the Frontline: Tag = "john mauldin newsletter"

When Absolute Returns Are Not Absolute
  • April 26, 2024

When Absolute Returns Are Not Absolute

This week is part two of our conversation about alternative investments. As I pointed out last week, this space has evolved into a distinct asset class of its own. I believe investors need to understand the good, the bad, and the ugly aspects of investing in alternatives.

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There Is No Alternative
  • April 19, 2024

There Is No Alternative

Today, we look at the world of “alternative investing.” I put it in quotes because this was originally a somewhat pejorative term. Back in the 1960s (and maybe before?), brokers sold you stocks and bonds, saying that was how smart people invested. Of course, by pure coincidence, they sold these securities at markups and commissions that would choke a horse by today’s standards.

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Dividends on Offense
  • April 12, 2024

Dividends on Offense

This week continues our series on dividends and dividend growth stocks. This is one part of my strategy to try to get through what I see as a coming crisis by the end of the decade with as much of my buying power as intact as possible.

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Crisis Cycle Investing
  • April 5, 2024

Crisis Cycle Investing

Last year I wrote a series of letters reviewing different ideas of repeatable cycles in history. All four authors I reviewed, and your humble analyst, all foresee a major crisis/upheaval coming around the end of this decade.

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Monetary Dilemma
  • March 29, 2024

Monetary Dilemma

Leaders take a lot of criticism. In fact, that’s part of the job. Presidents, governors, CEOs, football coaches, other top decision makers and even your humble analyst all have to answer for what happens on their watch—even when it’s not their fault. Then-general Dwight Eisenhower prepared a letter for release in case the 1944 Normandy landing failed, placing all blame on himself. Which, I suspect, he knew would happen anyway.

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Powering the AI
  • March 22, 2024

Powering the AI

If, like me, you’re old enough to remember the 1990s internet bubble, today’s AI excitement might be giving you flashbacks. The parallels are unmistakable.

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A Valuation Conversation
  • March 15, 2024

A Valuation Conversation

You may have noticed the stock market rising lately. Much of the gain isn’t so much “the market” as a handful of mega-cap stocks. Nonetheless, the bulls are clearly in charge. The question is how long they will stay there. History suggests longer than many market bears think.

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Higher for Longer?
  • March 8, 2024

Higher for Longer?

“There is a difference between you and me. We both looked into the abyss, but when it looked back at us, you blinked.”

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When Readers Speak
  • March 1, 2024

When Readers Speak

Today, we have a different kind of letter. I’ve been in California for some rather innovative and hopefully life/health span-extending medical treatment. I’m fine, but it has been a bit tiring. So this week, I’m handing the keyboard to you, my intrepid and smart readers.

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The Good News/Bad News Economy
  • February 23, 2024

The Good News/Bad News Economy

Recently I saw a T-shirt for sale that said, “Science Doesn’t Care What You Think.” I used a similar metaphor recently, observing how many experiments show that jumping off a cliff will send you rapidly downward. If you want to test that theory, please add me to your will first.

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