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Better decisions begin with better information. Reliable, agenda-free analysis has never been more important – or hard to find
Over My Shoulder solves that problem. With this one-of-a-kind service, you’ll get:
2-3 pieces of research per week, curated by John Mauldin & Patrick Watson
Analysis from a deep bench of renowned economists, asset managers, and geopolitical experts
Access to privileged information, including client-only reports we have special permission to share with subscribers
Every research piece comes with a top-level summary to save you time and highlight what matters
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Get “Inside” Access to the World’s Finest Investment & Economic Research
If we are what we eat, then your information diet is vital. Put garbage in, you spew garbage out. But high-quality inputs lead to high-quality thinking and decision-making – and that’s where Over My Shoulder becomes indispensable.
Founded in 2011, Over My Shoulder leverages John Mauldin’s unparalleled network to bring you high-quality research that helps you beat information overload and make smarter investment decisions.
2-3 times per week, John and Patrick send subscribers thought-provoking analysis on everything from DeepSeek to global oil demand, the Fed’s next moves to why AI may actually impede economic growth, tariffs to DOGE, and much more.
In 2025 alone, Over My Shoulder brought subscribers research from 43 unique voices and perspectives: from music attorneys to commodity traders in Hong Kong to data analysts, and of course, portfolio managers, traders, and economists.
This breadth of information and knowledge not only helps you become a more well-rounded, astute investor, but as one subscriber says, it’s “good for cocktail party conversations,” too(!)
Why Over My Shoulder?
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Beat the Algorithm and Media Noise: Over My Shoulder cuts through the algorithmic garbage and AI slop to give you wide-ranging, variant perspectives.
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Avoid Tunnel Vision: Featured research spans macro, geopolitics, energy, technology, demographics, credit, liquidity, behavioral finance, commodities, and more.
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A Modern Encyclopedia of Financial Wisdom: A trove of quality investment writing: vast archives of timeless and timely insights.

Featuring
Howard Marks… Peter Boockvar… Lyn Alden… George Friedman… Mark Grant… Louis Gave… Torsten Slok… David Bahnsen… Lacy Hunt… Eric Cinnamond… Noah Smith… Barry Habib… Wolf Richter… Diane Swonk… Niels Jensen… David Kotok… Bruce Mehlman… And Many More...
