by John Mauldin | Feb 25, 2022 | alerts, Markets/Economy, Mauldin Economics
This week’s news is seemingly all about Ukraine and Russia. It is a terrible situation. But as an economic matter, we still have serious economic challenges no matter how it develops. I’ll have some thoughts on the Ukraine effects at the end of this letter. First I...
by John Mauldin | Feb 18, 2022 | alerts, Markets/Economy, Mauldin Economics
But mouse-friend, you are not alone In proving foresight may be vain: The best-laid schemes of Mice and Men Go oft awry, And leave us only grief and pain, For promised joy! — Robert Burns, “To a Mouse,” English translation How much inflation is okay? People have...
by John Mauldin | Feb 11, 2022 | alerts, Markets/Economy, Mauldin Economics
Interest rates—the “price of money”—have been unusually low for most of this century, particularly since the 2008 crisis but going back to Greenspan’s era. The wisest people I know differ on exactly why. Was it purely a policy choice, or the result of larger,...
by John Mauldin | Feb 4, 2022 | alerts, Markets/Economy, Mauldin Economics
“In many important ways, the financial crash of 2008 had never ended. It was a long crash that crippled the economy for years. The problems that caused it went almost entirely unsolved. And this financial crash was compounded by a long crash in the strength of...
by John Mauldin | Jan 28, 2022 | alerts, Markets/Economy, Mauldin Economics
You’ve heard the old stock market adage, “As goes January, so goes the year.” If so, 2022 will be a wild ride. Of course, in this context “wild” doesn’t necessarily mean a loss. But it could, and given the well-documented human tendency to buy high and sell low,...
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...
