by John Mauldin | Jun 16, 2023 | alerts, Markets/Economy, Mauldin Economics
A year ago, the US Consumer Price Index was rising at an almost 9% annual rate. The Federal Reserve was trying to change that trend with tighter policy. But it wasn’t just the Fed. All of us—businesses, consumers, everyone—responded to the pain. Good news: Our...
by John Mauldin | Jun 9, 2023 | alerts, Markets/Economy, Mauldin Economics
In economics we often talk about cycles. “Business cycle theory” is an entire academic sub-field whose basic idea is that economic history really does repeat itself. Not in every detail, of course, but as a recurring sequence of expansions and recessions. More...
by John Mauldin | Jun 2, 2023 | alerts, Markets/Economy, Mauldin Economics
“Crisis” is an overused word. Actual crises are those rare times when we are on the knife edge of disaster. It’s not a crisis when a bank fails, or Congress can’t agree on a budget. Those are annoyances (unless it’s your bank). While not good, they don’t spell...
by John Mauldin | May 19, 2023 | alerts, Markets/Economy, Mauldin Economics
We often talk about technology’s influence on the economy. After the Strategic Investment Conference, though, I’ve decided that isn’t strong enough. It’s more correct to say technology is the economy. But when I use the word technology here, I’m not talking...
by John Mauldin | May 12, 2023 | alerts, Markets/Economy, Mauldin Economics
This year’s Strategic Investment Conference is wrapped up, but it’s not over. We spent five days thinking the unthinkable. I, for one, will continue not just thinking about it but meditating on it. I believe we got some serious insight into this decade’s fin de...
