by Lance Roberts | Sep 4, 2021 | alerts, Markets/Economy, Mauldin Economics, Real Investment Advice
In this 09-03-21 issue of “‘Can The Bulls Defy The Odds Of September Weakness?“ Can Bulls Defy The September Weakness Who’s Going To Fund The Deficit As Expected – GDP Gets Downgraded Sharply Portfolio Positioning Sector & Market Analysis 401k Plan Manager...
by John Mauldin | Sep 3, 2021 | alerts, Markets/Economy, Mauldin Economics
Remember math class? Let me give you a quick refresher. In the equation 3 x 5 = 15, the 3 and 5 are factors, and 15 is the product. You can’t have a product without factors. In economics we talk about “factors of production.” If you want to produce something, you need...
by John Mauldin | Aug 27, 2021 | alerts, Markets/Economy, Mauldin Economics
Having been Puerto Rico residents for almost three years now, Shane and I have learned a few things about living in the tropics. In Dallas, we didn’t often think about hurricanes, though we did have tornadoes and severe thunderstorms. Ditto for earthquakes. North...
by John Mauldin | Aug 20, 2021 | alerts, Markets/Economy, Mauldin Economics
I write this letter on my way home from Steamboat Springs, Colorado, where I spoke to the fascinating “GoBundance” group of mostly young, successful, enthusiastic entrepreneurs. Before that I was in Grand Lake Stream, Maine, for the Camp Kotok economics/fishing...
by John Mauldin | Aug 13, 2021 | alerts, Markets/Economy, Mauldin Economics
“How did you go bankrupt?” “Two ways. Gradually, then suddenly.” ―Ernest Hemingway, The Sun Also Rises Change happens quickly and, often, unpredictably. And as we will see, the unpredictable part is actually a mathematical principle. As in the Hemingway quote above,...
by John Mauldin | Aug 6, 2021 | alerts, Markets/Economy, Mauldin Economics
If you look just at 2021, it seems the US economy is tearing higher. Real GDP grew an annualized +6.5% in the second quarter, the Commerce Department estimated last week. This follows a similar +6.3% first quarter, and a pandemic-interrupted 2020 that turned out not...
