by John Mauldin | Aug 28, 2020 | alerts, Markets/Economy, Mauldin Economics
If you ever think you just can’t win, I know how you feel. I’m labeled both a doomsayer and a Pollyanna—sometimes in reaction to the same letter. In fact, I am neither. I used to be the “muddle-through” guy who acknowledged difficulty but expected eventual success....
by John Mauldin | Aug 21, 2020 | alerts, Markets/Economy, Mauldin Economics
I write this introduction from an all-too-short vacation in Montana (more below). This week I have asked my longtime associate Patrick Watson to step in and write Thoughts from the Frontline, offering his perspective as a small business owner. As you read this,...
by John Mauldin | Aug 14, 2020 | alerts, Markets/Economy, Mauldin Economics
“It’s a recession when your neighbor loses his job; it’s a depression when you lose yours.” —Harry S. Truman, 33rd US President In recent weeks, numerous commentators started to suggest the US and the world are entering a depression. For some...
by John Mauldin | Aug 7, 2020 | alerts, Markets/Economy, Mauldin Economics
As I file this letter Friday morning, people are reacting to the July jobs report. My own reaction: The headline report is absurd. I will explain further at the end of this letter. But first, I have another topic. Regular readers know I worry about debt, mainly that...
by John Mauldin | Jul 31, 2020 | alerts, Markets/Economy, Mauldin Economics
One of COVID-19’s many less-than-obvious consequences is the way it makes us look inward. Facing mortality has always done that, of course. West Texas Judge Roy Bean reportedly said, “Nothing focuses the mind like a good hanging.” For the vulnerable and those of us of...
by Lance Roberts | Jul 28, 2020 | alerts, Mauldin Economics, Real Investment Advice
As July comes to an end, should we be looking for a sellable rally to reduce risk? As addressed in “Fed Stimulus Has Created The Cobra Effect,” the failure of the market to “breakout” of the June highs raises our risk. To wit: “With the...
