Thoughts from the Frontline - John Mauldin

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

August 23, 2024

Unemployment, Inflation and The Fed’s Choice

There was an historically large revision to the unemployment data this week, which was even worse than the headline when you dig into the actual numbers. On top of that, there is some “behind the numbers” data on inflation, which is typically not talked about, that will have a big impact on the Fed decision, not to mention traders and mortgages. This all has implications for the economy and maybe even for the election. While it's not quite Sophie's Choice, it's still not easy for the Fed....

August 16, 2024

A Head Fake, Maybe

In basketball and other sports, a “head fake” means the player moves their head as if they are about to turn left or right, but then doesn’t do so. This can fool an opposing player into moving the wrong way.

August 9, 2024

25 Years and Counting

I can't let this month pass without noting a significant anniversary: This is the 25th year I’ve been writing Thoughts from the Frontline. The first few issues were lost to the electronic gods and my lack of technical prowess back then. That quickly changed. You can visit the archive and see every issue since January 2001 (including, trust me, some I would like to remove). That's roughly 5 million words, not counting 7 (soon to be 8) books, numerous papers and articles, speeches, emails, and...

August 2, 2024

The Hunger Games: The Fed Version

I am just a poor boy

July 26, 2024

A Sticky Last Mile

“Alice laughed. 'There's no use trying,' she said. 'One can't believe impossible things.'”

July 19, 2024

Going, Not Gone

The ability to choose our goods and services is fundamental to economics. The freer we are to make choices, the more the economy should prosper. That’s because our choices tell producers what works.

July 12, 2024

Attitude Adjustments

We are in the time of year when Americans pack transatlantic airliners for their European vacations. I had actually hoped to be one of them. That didn’t work out but we can still talk about events in Europe. And we probably should, because potentially major changes are happening.

July 5, 2024

Meditations on Independence

I am writing this letter on the afternoon of July 4th, so it is natural to think about our government and independence. I want to comment on the Chevron case which is blowing up my X (Twitter) feed as well as my news feeds, both for and against. It is both less and more than many of the quick reactions. I would like to interject a little calmness, as not a great deal will immediately change, but it will change our experiment with self-government.

June 28, 2024

Debtors and Creditors

The giant federal debt we’ve been talking about isn’t just borrowed money. It is also lent money. Loans are two-party transactions. One side receives temporary use of cash which it agrees to repay with interest. The other gives up the current use of that cash in exchange for receiving interest. Ideally, it works out for both… but not always.

June 21, 2024

This Time Is (Not) Different

The old saw about doing the same thing and expecting a different result is less simple than it seems. Sometimes you need a few attempts to get it right.

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