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Helping you make better long-term investment decisions... Get started now with Thoughts from the Frontline from John Mauldin and Global Macro Update from Ed D'Agostino.Clear, concise, insightful research you can rely on.
US-China Trade War 2.0 - Mauldin Economics
Nov 15, 2024 · Get Ahead of Big Market Trends—with Global Macro Update. Today’s most successful investors share one thing in common: They spot major trends early and move quickly to take advantage of them.
Strategic Portfolio - ETF Investing Newsletter - Mauldin Economics
Editor: Jared Dillian. Jared Dillian is one of the industry's most original, entertaining, contrarian voices. He is a master of market psychology and has been called "the Dr. House of trading," with a staunch following ranging from casual investors …
Economist Dr. Lacy Hunt on inflation and the US economy’s “very ...
Oct 4, 2024 · Before we get to this week’s interview, I want to mention an important resource from our friend Dr. Lacy Hunt. Dr. Hunt is Executive Vice President and Chief Economist of Hoisington Investment Management.
Drill Baby Maybe - Mauldin Economics
Nov 19, 2024 · Nevertheless, the oil industry’s market is diminishing. The International Energy Agency projects a 1 million barrel per day global surplus in 2025.; Chinese refinery output dropped 4.6% in October compared to a year earlier.; Eleven Angolan oil tankers are sailing around looking for buyers.; Morgan Stanley recently cut its oil price forecast, citing a likely “sizable surplus” next year ...
One-Way Road to Crisis - Mauldin Economics
Nov 1, 2024 · Here is another graphic showing the CRFB’s findings. The black line at the bottom is the current debt outlook, leading to 125% of GDP in 2035.
The Trump Inflation Problem - Mauldin Economics
Nov 15, 2024 · I previously noted how similar efforts, like the 2010 Simpson-Bowles commission, began with high hopes and then went nowhere. I said, “This is something where a majority isn’t enough. You need a supermajority consensus. No such thing was possible in 2010, nor would it be today, in my opinion.”
Hard or Soft? - Mauldin Economics
Oct 11, 2024 · But as is often the case in an emerging field, there tends to be a lot of misinformation and hyperbole around the latest developments. To help our readers, I’ve asked Patrick to put together a special report on "Longevity Myths and Solutions."He will be doing monthly updates on things you can do to improve your own health and lifespan.
Dividends on Offense - Mauldin Economics
Apr 12, 2024 · Revenue/sales—It is fine to believe revenues will grow and even potentially grow in line with expectations.But if one believes in the economic logic of revenue growth being correlated to economic growth, and one believes that excessive government indebtedness takes away from future economic growth (something I believe to be tautologically true), then one can be forgiven for not accepting the ...
The Changing Nature of the Stock Market - Mauldin Economics
Nov 29, 2024 · The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years? This week, in what I hope is a short Thanksgiving letter, I will talk about why that is simultaneously one of the most important and irrelevant questions you should be thinking about as we come into the holiday season.