by John Mauldin | Feb 11, 2022 | alerts, Markets/Economy, Mauldin Economics
Interest rates—the “price of money”—have been unusually low for most of this century, particularly since the 2008 crisis but going back to Greenspan’s era. The wisest people I know differ on exactly why. Was it purely a policy choice, or the result of larger,...
by John Mauldin | Feb 4, 2022 | alerts, Markets/Economy, Mauldin Economics
“In many important ways, the financial crash of 2008 had never ended. It was a long crash that crippled the economy for years. The problems that caused it went almost entirely unsolved. And this financial crash was compounded by a long crash in the strength of...
by John Mauldin | Jan 28, 2022 | alerts, Markets/Economy, Mauldin Economics
You’ve heard the old stock market adage, “As goes January, so goes the year.” If so, 2022 will be a wild ride. Of course, in this context “wild” doesn’t necessarily mean a loss. But it could, and given the well-documented human tendency to buy high and sell low,...
by John Mauldin | Jan 21, 2022 | alerts, Markets/Economy, Mauldin Economics
Ranked by population, the United States is the world’s third largest country, behind China and India. But the gap is greater than the ranking implies. According to Worldometer, as of 2020 China had 1.44 billion people, India 1.38 billion, and the US 331 million. In...
by John Mauldin | Jan 14, 2022 | alerts, Markets/Economy, Mauldin Economics
If you are a booklover like me, you probably have many shelves. On some of those shelves you probably have bookends holding the books in place. They come in opposing pairs—similar but reversed. What if the COVID-era economy has bookends? I think that may be what’s...
