by John Mauldin | May 22, 2020 | alerts, Markets/Economy, Mauldin Economics
We finished the Virtual Strategic Investment Conference yesterday. I can honestly say it was simply the best conference I have ever attended or been privileged to host. The ability to bring together so many exciting speakers, something schedules would not have allowed...
by John Mauldin | May 15, 2020 | alerts, Markets/Economy, Mauldin Economics
I knew this letter’s topic months ago. It was going to be a review of the Strategic Investment Conference, which would have just concluded fabulously in sunny Scottsdale. Well, something intervened. Coronavirus precautions kept us from having an in-person conference....
by John Mauldin | May 8, 2020 | alerts, Markets/Economy, Mauldin Economics
We live in truly historic times. “There are decades when nothing happens, and weeks when decades happen,” says a quote usually attributed to Vladimir Lenin. It certainly fits now. For thousands of years, people who lived through what we call “history” didn’t realize...
by John Mauldin | May 1, 2020 | alerts, Markets/Economy, Mauldin Economics
Market sentiment reflects human sentiment, which lately has been quite negative—understandably so, given the great uncertainty surrounding the coronavirus pandemic. A month ago, we didn’t know where all this was going but it was potentially serious. I can almost begin...
by John Mauldin | Apr 24, 2020 | alerts, Markets/Economy, Mauldin Economics
We are looking at a world with parameters bounded by pure imagination; where we go from here is anyone’s guess. —Will Thomson and Chip Russell, Massif Capital Today’s letter will be another hop-around review of the crisis landscape. I’ll touch on several topics...
by John Mauldin | Apr 17, 2020 | alerts, Markets/Economy, Mauldin Economics
The viral fog is starting to thin. US coronavirus case growth appears to be slowing, albeit at a tragically high level. Governments and businesses are thinking about the next stage. On the other hand, fog tends to return when the weather is right. Might this virus...
