…I highly suggest you subscribe today. Now, to the AI conversation at the SIC, reduced to a few pages from 40+: Statistical Engines Joe Lonsdale has had the advantage of watching AI develop while also knowing the main players. He co-founded Palantir and now runs 8VC, a large venture capital…
…bank announced the provision for possible U.S. fines…. ... SUBSCRIBE TO INSIGHT AND YOU'LL GET A COPY OF GARY SHILLING'S FULL REPORT ON LARGE BANKS – FOR FREE!
The Velocity of Money The Federal Reserve and central banks in general are running a grand experiment on the economic body, without the benefit of anesthesia. They are testing the theories of Irving Fisher (representing the classical economists), John Keynes (the Keynesian school) Ludwig von Mises (the Austrian school), and…
An Insider’s View of the Real Estate Train Wreck By David Galland The Casey Report The first time I spoke with real estate entrepreneur Andy Miller was in late 2007, when I asked him to serve on the faculty of a Casey Research Summit. As John Mauldin, a former faculty…
…been recommending that you subscribe to David Bahnsen’s Dividend Café. The Dividend Café is a short daily summary combined with pithy market wisdom and commentary, plus one weekend thought piece which will make you a better investor. I suggest you try it out. I have written a white paper called…
…of his essays and subscribe to the free Daily Reckoning (be warned: Bill is quite bearish) by clicking on this link: http://www.dailyreckoning.com/rpt/mauldin.html. Tiffani and I will then be going to La Jolla September 15 to meet with my partners at Altegris, and meet some new potential associates. Right now, drinks…
…highly recommend that you subscribe to Joe’s fabulous podcast series, American Optimist). This week he talks with the man who is bringing flying cars and taxis to our lives. Always a must listen! Creative Destruction We all intuitively understand something called Schumpeter’s “creative destruction” principle. Automobiles decimated the horse carriage…
How do You Spell Stagflation? I wrote this summer that it was likely that we would see inflation as reported in the Consumer Price Index rise dramatically in the fourth quarter. This is due to the very low year over year comparison numbers of last years fourth quarter. We got…
Seven Varieties of Deflation By Dr. A. Gary Shilling Inflation in the U.S. has historically been a wartime phenomenon, including not only shooting wars but also the Cold War and the War on Poverty. That’s when the federal government vastly overspends its income on top of a robust private economy—obviously…
John Mauldin
John Mauldin