by John Mauldin | Jan 21, 2022 | alerts, Markets/Economy, Mauldin Economics
Ranked by population, the United States is the world’s third largest country, behind China and India. But the gap is greater than the ranking implies. According to Worldometer, as of 2020 China had 1.44 billion people, India 1.38 billion, and the US 331 million. In...
by John Mauldin | Jan 14, 2022 | alerts, Markets/Economy, Mauldin Economics
If you are a booklover like me, you probably have many shelves. On some of those shelves you probably have bookends holding the books in place. They come in opposing pairs—similar but reversed. What if the COVID-era economy has bookends? I think that may be what’s...
by John Mauldin | Jan 7, 2022 | alerts, Markets/Economy, Mauldin Economics
Twenty-two years of tradition dictate I begin the new year by forecasting what lies ahead. Unfortunately, the future is never really knowable. “Forecast” is a polite synonym for “guess.” The better ones are informed guesses, but still inherently uncertain. The coming...
by John Mauldin | Dec 24, 2021 | alerts, Markets/Economy, Mauldin Economics
This week is a little bit different than your usual Thoughts from the Frontline. It is Christmas Day as this is sent out, so not the time to ramble on about inflation and the markets. Instead I’ll share a story from my good friend Vitaliy Katsenelson. He immigrated to...
by John Mauldin | Dec 17, 2021 | alerts, Markets/Economy, Mauldin Economics
Milton Friedman famously said inflation is “always and everywhere a monetary phenomenon.” He was right but that short statement doesn’t fully explain how inflation works. It has other causes, too. The period in which he did his most famous research showed inflation...
by John Mauldin | Dec 10, 2021 | alerts, Markets/Economy, Mauldin Economics
You won’t be surprised to know I disagree with recent Federal Reserve policy choices. The Fed’s future choices are more important, though. Debating what they should do is one thing. Anticipating what they will do is critical. Today we’ll “war game” what the Fed is...
