by John Mauldin | May 13, 2022 | alerts, Markets/Economy, Mauldin Economics
The Strategic Investment Conference wrapped up this week with another wave of strong, fascinating speakers and panels. I gave you some highlights in last week’s Soft Now, Hard Later letter. Today I have more to share and, as you’ll see, the plot thickened...
by John Mauldin | May 6, 2022 | alerts, Markets/Economy, Mauldin Economics
The Strategic Investment Conference is in full swing. This is our 18th consecutive year and the third in an all-online virtual format. In 2020 we had to make that transition quickly, yet somehow the team pulled it off. Now we are getting the hang of it—though I do...
by John Mauldin | Apr 29, 2022 | alerts, Markets/Economy, Mauldin Economics
We found out this week that the first quarter was recessionary: GDP down 1.4% when the expectation was that the quarter would be up 1%. Rather large miss! Even so, the quarter-over-quarter comparisons were difficult so I believe the Fed will look past it and a...
by John Mauldin | Apr 22, 2022 | alerts, Markets/Economy, Mauldin Economics
If you haven’t noticed—perhaps because you live on Mars—inflation is here. Not just in the US but almost everywhere. Prices for everyday goods and services, including necessities like food, are climbing rapidly. The US Consumer Price Index rose 8.5% in the 12 months...
by John Mauldin | Apr 15, 2022 | alerts, Markets/Economy, Mauldin Economics
It’s Easter weekend, so we are going to revisit a 2018 letter about the yield curve. The yield curve is much misunderstood and misused by many analysts. This letter will give you the tools to understand the correct importance and relevance of the yield curve. And...
