by John Mauldin | Nov 27, 2019 | alerts, Markets/Economy, Mauldin Economics
The global economy is slowing. Germany, for instance, may already be in recession. GDP there dropped 0.1% in this year’s second quarter, with little reason to expect better from Q3 which we will learn soon. Whatever you call it, Germany is certainly not in a good...
by John Mauldin | Nov 27, 2019 | alerts, Markets/Economy, Mauldin Economics
We’ve reached the Thanksgiving weekend, and as always, I’m thankful for loyal readers like you. I hope you are enjoying some quality time with family and friends. And because of the holiday, this week’s letter will be shorter than usual, but I think it will offer real...
by John Mauldin | Nov 22, 2019 | alerts, Markets/Economy, Mauldin Economics
Those who experienced the 1930s as adults are mostly gone now, but they left notes. We have a pretty good record of what that period was like. It wasn’t fun to begin with—then it got worse. This year, I’ve written several times about the 1930s parallels that Ray Dalio...
by John Mauldin | Nov 15, 2019 | alerts, Markets/Economy, Mauldin Economics
Nothing is forever, not even debt. Every borrower eventually either repays what they owe, or defaults. Lenders may or may not have remedies. But one way or another, the debt goes away. One of Western civilization’s largest problems is we’ve convinced ourselves debt...
by Lance Roberts | Oct 19, 2019 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
Now Or Never For The Bulls Bearish Case Has Teeth Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha It’s Now Or Never For The Bulls In April of this year, I wrote an article discussing...
by Lance Roberts | Oct 5, 2019 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
Economic growth isn’t random. It comes from individual decisions to buy, sell, or do nothing. We all make dozens every day. Corporate CEOs and CFOs make bigger decisions, like whether thousands of people get hired or a factory gets built. That means, the economy...
