by John Mauldin | Feb 9, 2024 | alerts, Markets/Economy, Mauldin Economics
One of the more fascinating and mysterious parts of watching the Federal Reserve is the ongoing dialogue between Fed leaders and Wall Street. We imagine private meetings held in great secrecy. Those may in fact occur, but I’m not sure they are even necessary. The...
by John Mauldin | Feb 2, 2024 | alerts, Markets/Economy, Mauldin Economics
Modern economies, even small ones, are unfathomably complex. The number of variables is far more than any human can comprehend or any model can track. It’s really no wonder so many forecasts are wrong. In my 2024 forecast letter I predicted “A Muddle-Through Year.”...
by John Mauldin | Jan 26, 2024 | alerts, Markets/Economy, Mauldin Economics
In thinking about the 2020s, I often find myself looking back to the 1920s. That decade began with a deep recession/depression and ended with a stock market crash. While we now see the 1920s as a kind of “in between” period, people at the time didn’t know another...
by John Mauldin | Jan 19, 2024 | alerts, Markets/Economy, Mauldin Economics
“Two is better than one” is a nice saying, but it really depends on what you’re describing. Two hurricanes or earthquakes aren’t better than one. Just one disaster at a time will suffice, thank you very much. The same holds true for man-made crises like the debt...
by John Mauldin | Jan 12, 2024 | alerts, Markets/Economy, Mauldin Economics
Having now spent almost six months describing the historical cycles and massive debt that surround us, I find myself looking for an “easy” exit. Maybe one exists, but I haven’t found it yet. I think we’re stuck. The building will have to collapse around us before we...
by John Mauldin | Jan 5, 2024 | alerts, Markets/Economy, Mauldin Economics
First, let me wish you the best for the new year. I look forward to exploring it with you. It’s forecast season again, the time when people like me tell people like you what will happen this year. Sadly, we are often wrong. It turns out predictions are hard,...
