by John Mauldin | May 1, 2020 | alerts, Markets/Economy, Mauldin Economics
Market sentiment reflects human sentiment, which lately has been quite negative—understandably so, given the great uncertainty surrounding the coronavirus pandemic. A month ago, we didn’t know where all this was going but it was potentially serious. I can almost begin...
by John Mauldin | Apr 24, 2020 | alerts, Markets/Economy, Mauldin Economics
We are looking at a world with parameters bounded by pure imagination; where we go from here is anyone’s guess. —Will Thomson and Chip Russell, Massif Capital Today’s letter will be another hop-around review of the crisis landscape. I’ll touch on several topics...
by John Mauldin | Apr 17, 2020 | alerts, Markets/Economy, Mauldin Economics
The viral fog is starting to thin. US coronavirus case growth appears to be slowing, albeit at a tragically high level. Governments and businesses are thinking about the next stage. On the other hand, fog tends to return when the weather is right. Might this virus...
by John Mauldin | Apr 10, 2020 | alerts, Markets/Economy, Mauldin Economics
“Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output. … A steady rate of monetary growth at a moderate level can provide a framework under which a...
by John Mauldin | Apr 3, 2020 | alerts, Markets/Economy, Mauldin Economics
In times of change learners inherit the earth; while the learned find themselves beautifully equipped to deal with a world that no longer exists. —Eric Hoffer Greetings from Puerto Rico, where this frequent traveler is evidently home for an unusually long time. I want...
