by John Mauldin | Apr 8, 2022 | alerts, Markets/Economy, Mauldin Economics
An old Danish proverb, later attributed to everyone from Mark Twain to Nostradamus to Yogi Berra, says, “Predictions are difficult, especially about the future.” I would refine it a little: Predictions are actually pretty easy. Accurate predictions are very difficult....
by John Mauldin | Apr 1, 2022 | alerts, Markets/Economy, Mauldin Economics
“I would not interpret the currently very flat yield curve as indicating a significant economic slowdown to come.” (and subprime is contained.) —Ben Bernanke, March 2006 Evidence continues to mount that a recession is coming soon. The latest was this week’s “inverted...
by John Mauldin | Mar 25, 2022 | alerts, Markets/Economy, Mauldin Economics
In these letters, I look at the economy and tell you what I think, for better or worse. Recent missives were mostly negative. I regret being the bearer of bad news but sometimes that’s just reality. I often say that I am the most optimistic man in the room, and it’s...
by John Mauldin | Mar 18, 2022 | alerts, Markets/Economy, Mauldin Economics
The Strange Recession we are now entering is strange for another reason beside those I described last week. The last “normal” recession ended in 2009, almost 13 years ago. As with most unpleasant experiences, we don’t put a lot of energy into remembering what it was...
by John Mauldin | Mar 11, 2022 | alerts, Markets/Economy, Mauldin Economics
Back in the good old days, recessions were simply the unpleasant part of the business cycle. Consumer choices, exuberant businesses, and monetary policy would periodically generate growth contractions. We debated the timing, but recessions didn’t come out of the blue....
by John Mauldin | Mar 4, 2022 | alerts, Markets/Economy, Mauldin Economics
“How did you go bankrupt? Two ways. Gradually, then suddenly.” – Ernest Hemingway, The Sun Also Rises Change usually comes slowly. But every now and then, events like Pearl Harbor, September 11th, and COVID-19 come out of nowhere and change everything. We can...
