by John Mauldin | Jun 4, 2021 | alerts, Markets/Economy, Mauldin Economics
Macroeconomic forecasting is too politicized. I don’t mean that in a partisan sense, though it may be so. The bigger problem is that forecasters spend most of their time thinking about central bank decisions and government policies. In the long run, those aren’t the...
by John Mauldin | May 28, 2021 | alerts, Markets/Economy, Mauldin Economics
If you could ask the world’s top central bankers what really terrifies them, I think the honest answer would usually be “deflation.” It is their greatest nightmare. They think a little inflation is good (thus the 2%+ target), and they’re confident they can subdue it...
by John Mauldin | May 21, 2021 | alerts, Markets/Economy, Mauldin Economics
The annual whirlwind is over. SIC was once again a mental overload. This year our virtual schedule spread it over almost two weeks, which was actually nice. The in-between days let the ideas settle a bit before the firehose opened again. Fifty powerful, thoughtful...
by John Mauldin | May 14, 2021 | alerts, Markets/Economy, Mauldin Economics
The SIC was in full swing this week. I am finishing this on Friday morning, a few hours before the start of the last official day and then a “Plus Day” on Tuesday. My mind is swimming with new connections and revelations. While the live events are mostly over now,...
by John Mauldin | May 7, 2021 | alerts, Markets/Economy, Mauldin Economics
We’re midway through the SIC 2021, and as I expected, it’s shaping up to be the biggest and best Strategic Investment Conference I’ve ever hosted. So far, all of our presenters and panelists have given stellar performances… and attendees seem to agree with that...
