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

Choose Your Own Economy
  • February 16, 2024

Choose Your Own Economy

If you’re a parent or grandparent, you may know of the “Choose Your Own Adventure” storybook series. Written in second person, they make “you” the hero. The reader makes choices as the story unfolds, leading to one of several possible endings.

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Desperately Seeking Neutral
  • February 9, 2024

Desperately Seeking Neutral

One of the more fascinating and mysterious parts of watching the Federal Reserve is the ongoing dialogue between Fed leaders and Wall Street. We imagine private meetings held in great secrecy. Those may in fact occur, but I’m not sure they are even necessary. The parties exchange their requests publicly. All those speeches, interviews, and papers are available to everyone, but have a specific audience in mind.

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Industrial Size Surplus
  • February 2, 2024

Industrial Size Surplus

Modern economies, even small ones, are unfathomably complex. The number of variables is far more than any human can comprehend or any model can track. It’s really no wonder so many forecasts are wrong.

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Going Bang!
  • January 26, 2024

Going Bang!

In thinking about the 2020s, I often find myself looking back to the 1920s. That decade began with a deep recession/depression and ended with a stock market crash. While we now see the 1920s as a kind of “in between” period, people at the time didn’t know another depression and war were coming. They looked forward to good things and often embraced risk—hence the “Roaring Twenties” label.

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Clashing Crises
  • January 19, 2024

Clashing Crises

“Two is better than one” is a nice saying, but it really depends on what you’re describing. Two hurricanes or earthquakes aren’t better than one. Just one disaster at a time will suffice, thank you very much.

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No Way Out
  • January 12, 2024

No Way Out

Having now spent almost six months describing the historical cycles and massive debt that surround us, I find myself looking for an “easy” exit. Maybe one exists, but I haven’t found it yet. I think we’re stuck. The building will have to collapse around us before we can leave.

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Time to Consider a VAT?
  • December 22, 2023

Time to Consider a VAT?

First, let me wish you Merry Christmas, Happy Holidays or your favorite personal form of greetings for this time of year. I realize as you read this you are more focused on Christmas and the approaching New Year and family, so this will be a shorter letter than normal, but still a topic that is seminal in our discussions on taxes and debt.

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Finding Revenue
  • December 15, 2023

Finding Revenue

If you really want to reduce the federal debt, you don’t have to convince Congress of anything. You can just write a check. The Treasury Department gladly accepts gifts from anyone so inclined.

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