by John Mauldin | Nov 26, 2021 | alerts, Markets/Economy, Mauldin Economics
Happy Thanksgiving! I hope everyone had a good holiday. I’m writing this issue early in the week while enroute to join family in Dallas. Today will be different and I hope you like it. The charts and comments below are drawn from the “Clips That Matter” feature of...
by John Mauldin | Nov 19, 2021 | alerts, Markets/Economy, Mauldin Economics
In some simplistic economic theories, shortages never happen. Supply and demand for any particular good are always perfectly balanced in a given time and place. If you can’t get what you demand at that moment, you pay a higher price or you demand something else. But...
by John Mauldin | Nov 12, 2021 | archive, Markets/Economy, Mauldin Economics
I am writing in the middle of a whirlwind week in New York. We are going to discuss what I’m learning, some takeaways from the conversations I’ve had, changes in my personal portfolio, and thoughts around the topic of the day: inflation. As well as a few random things...
by John Mauldin | Nov 5, 2021 | alerts, Markets/Economy, Mauldin Economics
If I had to describe my last 500 letters in one word, it would be “complexity.” The older I get, the more I realize problems I once thought had reasonably straightforward solutions are, in fact, hideously complicated. That doesn’t make them unsolvable but it reduces...
by John Mauldin | Oct 29, 2021 | alerts, Markets/Economy, Mauldin Economics
To Jerome Powell and the Fed: It’s a lesson too late for the learning,Made of sand, made of sand.In the wink of an eye, prices are risingIn your hand, by your hand. Are you going away with no word of farewell,Will you leave your inflation behind?You should have...
