by John Mauldin | May 27, 2022 | alerts, Markets/Economy, Mauldin Economics
Two weeks after SIC ended, I’m beginning to assimilate everything. Different pieces are connecting in my head. I’d like to tell you I have a vision for uninterrupted peace and prosperity. Sadly, that’s not the case. Good things are coming, but not just yet. For now,...
by John Mauldin | May 20, 2022 | alerts, Markets/Economy, Mauldin Economics
Atherosclerosis, or hardening of the arteries, occurs when substances like cholesterol accumulate and impede your blood flow. This keeps your body from delivering nutrients where needed. Left untreated, it usually doesn’t end well. Something similar is happening to...
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 10, 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...
