by John Mauldin | Jun 18, 2021 | alerts, Markets/Economy, Mauldin Economics
If it seems I have been talking about the Strategic Investment Conference for weeks… well, you’re right. It really was that much to unpack, and I’ve still only scratched the surface. I will wrap up next week. First, however, I want to make sure you get a few other...
by John Mauldin | Jun 11, 2021 | alerts, Markets/Economy, Mauldin Economics
You can’t always get what you wantBut if you try sometime you findYou get what you need Mick Jagger and Keith Richards, 1969 There’s no way around it: Investing in public companies is always political. Corporations exist because governments charter these artificial...
by John Mauldin | Jun 4, 2021 | alerts, Markets/Economy, Mauldin Economics
Macroeconomic forecasting is too politicized. I don’t mean that in a partisan sense, though it may be so. The bigger problem is that forecasters spend most of their time thinking about central bank decisions and government policies. In the long run, those aren’t the...
by John Mauldin | May 28, 2021 | alerts, Markets/Economy, Mauldin Economics
If you could ask the world’s top central bankers what really terrifies them, I think the honest answer would usually be “deflation.” It is their greatest nightmare. They think a little inflation is good (thus the 2%+ target), and they’re confident they can subdue it...
by John Mauldin | May 21, 2021 | alerts, Markets/Economy, Mauldin Economics
The annual whirlwind is over. SIC was once again a mental overload. This year our virtual schedule spread it over almost two weeks, which was actually nice. The in-between days let the ideas settle a bit before the firehose opened again. Fifty powerful, thoughtful...
by John Mauldin | May 14, 2021 | alerts, Markets/Economy, Mauldin Economics
The SIC was in full swing this week. I am finishing this on Friday morning, a few hours before the start of the last official day and then a “Plus Day” on Tuesday. My mind is swimming with new connections and revelations. While the live events are mostly over now,...
