by John Mauldin | Apr 8, 2023 | alerts, Markets/Economy, Mauldin Economics
The week we’ve been waiting for is here. The Strategic Investment Conference starts Monday, and we have a jam-packed schedule. This year is clearly the best SIC we’ve ever had in 19 years—a wide-ranging set of topics dealing with the issues that are most...
by John Mauldin | Apr 7, 2023 | alerts, Markets/Economy, Mauldin Economics
“Thinking the Unthinkable.” What does that phrase bring to mind? To me it suggests a situation that has become so stressed you are forced to consider undesirable solutions. Yet the opposite is possible, too. Thinking differently may reveal an immensely profitable and...
by John Mauldin | Mar 31, 2023 | alerts, Markets/Economy, Mauldin Economics
Remember when banks were small? Those old enough to have a bank account in the 1970s should. Back then, most people did their banking with a locally owned institution, often the First National Bank of (Your Town). These were fully independent banks, not branches of...
by John Mauldin | Mar 24, 2023 | alerts, Markets/Economy, Mauldin Economics
Recently I saw someone share a clip from their weather app. It said, “Rain expected at 3 pm,” right above a little graphic showing a 30% chance of rain at 3 pm. What’s wrong with that picture? Well, if the calculated odds of rain were only 30%, then “expected” wasn’t...
by John Mauldin | Mar 17, 2023 | alerts, Markets/Economy, Mauldin Economics
“There’s an old saying: Whenever the Fed hits the brakes, someone goes through the windshield,” said Michael Feroli, chief economist at J.P. Morgan. “You just never know who it’s going to be.” (The New York Times, March 16, 2023) For years I’ve used a sandpile...
by John Mauldin | Mar 10, 2023 | alerts, Markets/Economy, Mauldin Economics
If a picture is worth a thousand words, this will be the “longest” letter I’ve sent you in a while, as there are quite a few pictures. It may also be the most wide-ranging. Every Wednesday my Over My Shoulder members get a PDF file with some of the week’s most...
