by John Mauldin | Dec 2, 2022 | alerts, Markets/Economy, Mauldin Economics
Then you better start swimmin’Or you’ll sink like a stoneFor the times they are a-changin’ —Bob Dylan, “The Times They Are A-Changin'” Change is constant, in the economy and everything else. We talk about it often. Yet when we talk about...
by John Mauldin | Nov 25, 2022 | alerts, Markets/Economy, Mauldin Economics
Last week, I introduced you to my friend of 20+ years, Keith Fitz-Gerald of Keith Fitz-Gerald Research. As I mentioned, I recently signed up for his Morning! 5 With Fitz free research email, and I’m enjoying it immensely. This week, around my trip to a...
by John Mauldin | Nov 18, 2022 | alerts, Markets/Economy, Mauldin Economics
Financial crises are really about trust. They tend to occur when people lose trust in assets, institutions, or people they had thought trustworthy. Whether the lost trust was a consequence of the crisis, or its cause is a different question. But they do seem to go...
by John Mauldin | Nov 11, 2022 | alerts, Markets/Economy, Mauldin Economics
Early this week, with the severe inverted yield curve and other signals flashing recession, I planned to use this letter to delve into the data. Then Thursday’s CPI data convinced markets to blow the all-clear whistle. Lack of any “green shoots” would have been out of...
by John Mauldin | Nov 4, 2022 | alerts, Markets/Economy, Mauldin Economics
Historically speaking, this phase of life we call “retirement” is a new concept. The idea you could stop working at a certain age was unknown until quite recently. People worked as long as they physically could, then died quickly unless they had family or servants to...
