Patrick Watson
Senior Economic Analyst
A Global Macro Perspective
Patrick Watson is a compulsive trend-observer and John Mauldin’s senior economic analyst. He and John first began collaborating around 30 years ago, and he contributes research and ideas to John’s wildly popular weekly e-letter, Thoughts from the Frontline. When John needs to make sense of the senseless, Patrick is often the first person he looks to.
Like John, Patrick specializes in a global macro perspective—from the latest correction in oil to new housing bubbles in China, or whatever is happening in global markets. Patrick’s illuminating explanations help shape several Mauldin Economics publications.
Patrick’s writing portfolio reads like a Who’s Who in financial publishing: Forbes, Business Insider, Investor’s Business Daily, Seeking Alpha, Money & Markets, Market Watch, Newsmax, ZeroHedge, and more. When Patrick breaks down a topic, people get it. His decades-honed ability to simplify complex ideas into crystal-clear takeaways makes his contributions invaluable.
Patrick Watson at Mauldin Economics
Three years ago, John invited Patrick to join Mauldin Economics full-time to assist him with Thoughts from the Frontline, and later to edit two of our premium investment services: Yield Shark and Macro Growth & Income Alert.
In 2018, when John decided to rejuvenate his premium research service, Over My Shoulder, there was only one person he wanted onboard. As John puts it, “Patrick is prodigiously talented and has an insatiable appetite for knowledge. He is my closest, most trusted long-time source.”
And so, Patrick became co-editor and co-pilot of Over My Shoulder. Several times per week, he and John bring readers the finest research from their friends and associates at the highest levels of the world’s most successful money management and investment research firms.
When coupled with their incisive analysis and time-saving summaries, Over My Shoulder is a must-read research service for investors.
Patrick Watson’s Bio
Before joining Mauldin Economics, Patrick was the managing editor at All Star Fund Trader, an award-winning advisory service near the top of Hulbert Financial Digest ratings for eight years. For over a decade, he was a contributor to Weiss Research, and he served as an equity portfolio manager for high net worth investors.
Add to that his experience as a stock analyst, securities and commodities representative, compliance officer, risk manager, and even as a military intelligence officer—and you’ll understand why Patrick’s second-to-none research intuitions make him a trusted member of John Mauldin’s inner circle.
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Thoughts from the Frontline
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Global Macro Update
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Today’s most successful investors share one thing in common: They spot major trends early and move quickly to take advantage of them. Every Friday, Ed D’Agostino—publisher and macro investing veteran—interviews leading experts and respected authorities to get ahead of major trends and market shifts.
“Our goal is to get ahead of the forces that will affect our investments in the months and years to come.” —Ed D’Agostino
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Over My Shoulder
Streamlining your research has never been easier...
If there is another service like Over My Shoulder out there, we are unaware of it. As the name of the service indicates, as Patrick Watsoon and John Mauldin read through literally reams of top-level investment and economic research as part of their regular work each week, they keep a close watch for those special gems that deserve your immediate attention. When they find one, they forwards them to you, along with a quick pointer or two as to the importance and personal relevance of the research.
It's like having your own highly tuned radar constantly scanning the landscape for what's important, saving you time while ensuring you are exceedingly well informed on today's most pressing economic and investment topics. Learn more today about becoming a member of John Mauldin's private Over My Shoulder network.
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I am a better investor because of the insights I receive. Even good for cocktail party conversations!
-BT
This has literally changed the way I read and consume financial/economic news and analysis.
-FL
This is the single best source of information from many of the investment industry’s greatest thinkers.
-TH
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I’ve read everything Ed and his Macro Advantage team have put out and it’s fantastic. I can’t recommend this service highly enough.”
-John Mauldin
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Books
Books written by John Mauldin
Bull's Eye Investing
If there is another service like Over My Shoulder out there, we are unaware of it. As the name of the service indicates, as Patrick Watsoon and John Mauldin read through literally reams of top-level investment and economic research as part of their regular work each week, they keep a close watch for those special gems that deserve your immediate attention. When they find one, they forwards them to you, along with a quick pointer or two as to the importance and personal relevance of the research.
It's like having your own highly tuned radar constantly scanning the landscape for what's important, saving you time while ensuring you are exceedingly well informed on today's most pressing economic and investment topics. Learn more today about becoming a member of John Mauldin's private Over My Shoulder network.
This book has more wisdom per page than any reader has the right to ask for. John Mauldin knows the score and tells the reader how to join him in keeping count. ”
-Peter L. Bernstein, author of the bestseller Against the Gods
John Mauldin's widely heralded new book, Bull's Eye Investing, is a breath of fresh air and a treasure trove of market insights and information. When you think you?ve read ?em all, my suggestion is that you turn to this book. Simply put, Bull's Eye Investing provides information and perspective that you will not find anywhere else. ”
-Richard Russell, publisher of Dow Theory Letters
Endgame: The End of the Debt SuperCycle and How It Changes Everything
Greece isn't the only country drowning in debt. The Debt Supercycle—when the easily managed, decades-long growth of debt results in a massive sovereign debt and credit crisis—is affecting developed countries around the world, including the United States. For these countries, there are only two options, and neither is good—restructure the debt or reduce it through austerity measures.
Endgame details the Debt Supercycle and the sovereign debt crisis, and shows that, while there are no good choices, the worst choice would be to ignore the deleveraging resulting from the credit crisis.
This is an extremely powerful, sobering, well-written and highly accessible book. It will demonstrate to you why there are no painless solutions to the mounting debt problems around the world--something that too many people are yet to realize. It will take you on a well-documented journey through the debt supercycle, making stops around the world and at critical junctures. And it is a must-read for anyone wishing to understand the global debt dynamics and ways to protect against its bad consequences.”
-Mohamed A. El-Erian, CEO, PIMCO, and author of "When Markets Collide"
No one has thought more creatively about the economy. Mauldin's weekly newsletter is a must-read, and his book is even more important if you want to understand a rapidly changing world.”
-Newt Gingrich, Former Speaker of the House of Representatives
Code Red: How to Protect Your Savings from the Coming Crisis
Valuable insights on monetary policies, their impact on your financial future, and how to protect against them. Written by the New York Times bestselling author team of John Mauldin and Jonathan Tepper, Code Red spills the beans on the central banks in the U.S., U.K., E.U., and Japan and how they've rigged the game against the average saver and investor. More importantly, it shows you how to protect your hard-earned cash from the bankers' disastrous monetary policies and how to come out a winner in the irresponsible game of chicken they're playing with the global financial system.
From quantitative easing to zero interest rate policies, ZIRP to the impending currency wars, runaway inflation to GDP targeting, authors Mauldin and Tepper achieve the impossible by not only explaining global monetary policy and its consequences in plain English, but also making it compelling listening.
If you read only one book on finance this year, make it Code Red: How to Protect Your Savings from the Coming Crisis, by John Mauldin and Jonathan Tepper, authors of the bestseller Endgame, which delved into the 2008 collapse.”
-Forbes magazine
When you seek strength, you read the Holy Bible. When you want entertainment, you go to Broadway. When you want to learn about the economic big picture, you read John Mauldin—one of the most connected, important, informed, and intelligent market mavens on the Street today. And, he's genuinely a nice guy.”
-Rich Yamarone, Chief Economist, Bloomberg
A Great Leap Forward?
Many economists and historians credit Beijing’s central planners for the nation’s transformation from a poor agrarian economy in the 1970s to a space-age industrial dynamo today. Some think an even greater leap forward is coming.
John Mauldin and Worth Wray say that either way, China will shake the world. Decades of command & control governance have left China’s “old” smokestack economy overbuilt and awash in debt, with a banking system that may be seriously underwater. Beijing hopes rising retail consumption and productivity will usher in a new era of growth—but the devil is in the details.
China’s future is the entire world’s future. What will it look like? Read A Great Leap Forward? to find out.
This is one of the best books I have read on the economic situation of China. Some of the chapters show a scary picture of China's future and you might impulsively negate them. That might well be your problem in the future. Think again where you want to put your money. This book gives you a good starting point to think harder.”
-Amazon review
Great book. A good combination of ideas pulled together into one work. Definitely an appropropriate book for our times.”
-Amazon review
Just One Thing: Twelve of the World's Best Investors Reveal the One Strategy You Can't Overlook
In "Just One Thing", author John Mauldin offers an incomparable shortcut to prosperity: the personal guidance of an outstanding group of recognized financial experts, each offering the single most useful piece of advice garnered from years of investing.
Conversational rather than technical in tone, each contributor's personal principle for success is illustrated with entertaining and illuminating real-life stories.
This is a book that every serious investor should read. I am always looking for new trends and ideas that will help me be a successful investor. As a result of reading this book and a key chapter by Andy Kessler titled "Signposts in the Fog" I rode a stock from $5.50 to a current value of over $50.00. Take the time to read and contemplate what will happen next.”
-Amazon review
The Little Book of Bull's Eye Investing
To make money in this troubled economy you need to understand where the markets are headed, not where they?ve been. Clinging to outdated strategies and played out market trends are sure ways to miss out on new investments, and in The Little Book of Bull'?'s Eye Investing, acclaimed investment expert John Mauldin teaches you how to read the direction of the markets to make decisions that capitalize on today?s investment opportunities.
A practical road map to what?s in store for the markets to help you stay ahead of the curve, the book debunks many of the myths that have come to govern investment logic, particularly the buy-and-hold, relative return vehicles that Wall Street peddles to unsuspecting investors.
John Mauldin understands the complexities of investing in today's tumultuous global environment. This is an invaluable guide for identifying the certainties in an increasingly uncertain market climate, and the profitable opportunities that will emerge.”
-David Rosenberg, Chief Economist and Strategist, Gluskin Sheff + Associates
Successful investing requires making sense of the big picture and helping investors gain perspective. The Little Book of Bull's Eye Investing is a must-read. Once again, John Mauldin has nailed it!”
-Jon Sundt, President and CEO, Altegris Investments, Inc.
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