by John Mauldin | Dec 6, 2019 | alerts, Markets/Economy, Mauldin Economics
According to the dictionary, the word angst refers to “a feeling of deep anxiety or dread, typically an unfocused one about the human condition or the state of the world in general.” It comes from a German word for “fear.” Two weeks ago I referred back to my...
by John Mauldin | Nov 29, 2019 | alerts, Markets/Economy, Mauldin Economics
You really need to watch this video of a recent conversation between Ray Dalio and Paul Tudor Jones. Their part is about the first 40 minutes. In this video, Ray highlights some problematic similarities between our times and the 1930s. Both feature: a large wealth gap...
by John Mauldin | Nov 27, 2019 | alerts, Markets/Economy, Mauldin Economics
The global economy is slowing. Germany, for instance, may already be in recession. GDP there dropped 0.1% in this year’s second quarter, with little reason to expect better from Q3 which we will learn soon. Whatever you call it, Germany is certainly not in a good...
by John Mauldin | Nov 27, 2019 | alerts, Markets/Economy, Mauldin Economics
We’ve reached the Thanksgiving weekend, and as always, I’m thankful for loyal readers like you. I hope you are enjoying some quality time with family and friends. And because of the holiday, this week’s letter will be shorter than usual, but I think it will offer real...
by John Mauldin | Nov 22, 2019 | alerts, Markets/Economy, Mauldin Economics
Those who experienced the 1930s as adults are mostly gone now, but they left notes. We have a pretty good record of what that period was like. It wasn’t fun to begin with—then it got worse. This year, I’ve written several times about the 1930s parallels that Ray Dalio...
by John Mauldin | Nov 15, 2019 | alerts, Markets/Economy, Mauldin Economics
Nothing is forever, not even debt. Every borrower eventually either repays what they owe, or defaults. Lenders may or may not have remedies. But one way or another, the debt goes away. One of Western civilization’s largest problems is we’ve convinced ourselves debt...
