by John Mauldin | Jun 2, 2023 | alerts, Markets/Economy, Mauldin Economics
“Crisis” is an overused word. Actual crises are those rare times when we are on the knife edge of disaster. It’s not a crisis when a bank fails, or Congress can’t agree on a budget. Those are annoyances (unless it’s your bank). While not good, they don’t spell...
by John Mauldin | May 19, 2023 | alerts, Markets/Economy, Mauldin Economics
We often talk about technology’s influence on the economy. After the Strategic Investment Conference, though, I’ve decided that isn’t strong enough. It’s more correct to say technology is the economy. But when I use the word technology here, I’m not talking...
by John Mauldin | May 12, 2023 | alerts, Markets/Economy, Mauldin Economics
This year’s Strategic Investment Conference is wrapped up, but it’s not over. We spent five days thinking the unthinkable. I, for one, will continue not just thinking about it but meditating on it. I believe we got some serious insight into this decade’s fin de...
by John Mauldin | May 5, 2023 | alerts, Markets/Economy, Mauldin Economics
World economic growth is slowing. That’s so obvious, very few will disagree. I suppose there are people out there predicting imminent 1990s-like expansion, but they are few and far between. If recession begins soon, it will be the most anticipated one in history. This...
by John Mauldin | Apr 21, 2023 | alerts, Markets/Economy, Mauldin Economics
Back before clocks went digital, you could say “a stopped clock is right twice a day” and even youngsters would know what you meant. A mechanism could be nonfunctional but occasionally correct. So it is with the Federal Reserve and its leaders. They make many mistakes...
by John Mauldin | Apr 14, 2023 | alerts, Markets/Economy, Mauldin Economics
Spotting trend changes is the key to economic forecasting. They don’t happen often. Most of the time, this year will be similar to last year. The pace varies but the overall trend continues… until it doesn’t. Those who lived through the painful 1970s inflation...
