by John Mauldin | Feb 5, 2021 | alerts, Markets/Economy, Mauldin Economics
If time is money, then interest rates are the price of time. The most important interest rates in the world are for US Treasury securities. This is why I’ve long said it makes no sense for a committee to set those rates. The markets could do just fine without that...
by John Mauldin | Jan 29, 2021 | alerts, Markets/Economy, Mauldin Economics
I’m often asked if I foresee inflation or deflation. This week we had an “Ask Me Anything” session for Alpha Society members and it came up several times. Both are possible in their own ways, and frankly I feel a little funny telling people I think we will see both. I...
by John Mauldin | Jan 22, 2021 | alerts, Markets/Economy, Mauldin Economics
This will be the third part of my 2021 Forecast Series. You can read the first two parts here and here. The general theme has been “On the Gripping Hand.” Science fiction writers imagined a three-handed alien race with a left hand, right hand, and a very strong...
by John Mauldin | Jan 15, 2021 | alerts, Markets/Economy, Mauldin Economics
This is part two of my 2021 forecast series. I began last week (you can read it here) discussing a three-handed alien race envisioned by science fiction writers Jerry Pournelle and Larry Niven. They had two regular hands and a third “gripping hand,” which though less...
by John Mauldin | Jan 8, 2021 | alerts, Markets/Economy, Mauldin Economics
This week’s letter is the first part of my 2021 forecast. There is simply too much to cover in one letter, and today we’ll start with the most important factor, a known unknown, that I think will be the driver for 2021. Before beginning, I want to make two points, one...
by John Mauldin | Dec 18, 2020 | alerts, Markets/Economy, Mauldin Economics
“History repeats itself, that’s one of the things that’s wrong with history.” —Clarence Darrow (1857-1938), American lawyer The end of 2020 has me looking back. I started writing the letters that later became Thoughts from the Frontline back in the...
