Mauldin Economics, Millennium Wave Investments
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Each week, well over a million readers turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of ... more

ALL CONTRIBUTIONS

The Great Jobs Reset
The biggest danger to the stock market is that the Federal Reserve in particular and central banks in general, “lose the narrative.” When the market stops believing the Fed can control interest rates and influence markets, we enter a scary new world.
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Random Thoughts From The Frontline
Today we will cover several topics in shorter form: valuations, infrastructure, the debacle in Texas, and a lot more. Let’s jump in.
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Overstimulation Risk
Coming on top of trillions already authorized in prior bills, a budget deficit that was already approaching $2 trillion, and the Federal Reserve stimulating in its own ways, people are asking whether this is too much. The answer depends on COVID-19.
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HH Controlling The Curve
Treasury issuance is going to grow in the 2020's. We are already at a $2 trillion deficit without any pandemic relief or infrastructure spending. Who will buy that debt? How high will long-term yields need to go to draw out enough buyers?
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Inflation And Broken Windows
As I have been repeating all month, anything I say about the economy is subject to the coronavirus “Gripping Hand.” It greatly constrains the available options. Other possibilities open up if we manage to get and keep the virus under control.
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Forecast 2021: The Stock Market
Today we are going to focus on my stock market expectations. As I promised last week, this is a “Generational Call.” For reasons we will go into below, I think we are at a pivot point for stocks, with some clear exceptions I will outline.
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Gamestonk
Music industry lawyer and blogger Bob Lefsetz comments on the GameStop showdown. He claims the same digital disruption that struck his business has reached Wall Street.

Work Experience

Lecturier
Singularity University
2010 - Present (11 years 4 months)
Owner
Millennium Wave Investments
1999 - Present (22 years 6 months)

Education

Publications

The Millennium Wave
John Mauldin
Wiley
08/25/2014
“A forward-looking guide to the changes that will impact the investment environment…” In John Mauldin’s book, The Millennium Wave, Mauldin explains how we are entering a decade where change will come faster and be more profound than at any time in history, and gives investors the strategies necessary to profit from what he predicts will happen.
Code Red
John Mauldin
Wiley
10/28/2013
“How to Protect Your Savings From the Coming Crisis...” Written by the NYT-bestselling team of Endgame, John Mauldin and Jonathan Tepper's Code Red explains quantitative easing, zero interest rate policies, money printing, financial repression, rising inflation and currency wars in layman’s terms and offer insights to savers on how to protect their wealth.
Endgame
John Mauldin
Wiley
03/08/2011
“The definitive book on economic recessions.” John Mauldin's latest book, Endgame, details the Debt Supercycle and the sovereign debt crisis, and shows that, while there are no good choices, the worst choice would be to ignore the deleveraging resulting from the credit crisis.
Just One Thing
John Mauldin
Wiley
11/04/2005
In Just One Thing, author John Mauldin offers an incomparable shortcut to prosperity: the personal guidance of an outstanding group of recognized financial experts, each offering the single most useful piece of advice garnered from years of investing. Conversational rather than technical in tone, each contributor’s personal principle for success is illustrated with entertaining and illuminating real-life stories.
The Little Book of Bull’s Eye Investing
John Mauldin
Wiley
05/03/2004
"The Most Enlightening Investment Book of the Past 40 Years.” Rich Kaarlgard, publisher of Forbes, put it #1 under Instructional Tips on his “2007 Books to Get Rich By.” The New York Times agrees, putting the book into their suggested summer reading list. Writing in the Sunday Money Business section, they said: “For a serious summer book, we turn to Bull’s Eye Investing…”
Thoughts from the Frontline
John Mauldin
Free Weekly Newsletter: Follow Mauldin as he uncovers the truth behind, and beyond, the financial headlines. Thoughts from the Frontline explores developments overlooked by mainstream news and analyzes challenges and opportunities on the horizon. This in-depth weekly dispatch helps you understand what’s happening in the economy and navigate the markets with confidence.
Outside the Box
John Mauldin
Free Weekly Newsletter: In our interconnected world—with its accelerating rate of change—flexibility and an open mind are vital to investment success. Each week, Mauldin highlights a thoughtful, provocative essay from a fellow analyst or economic expert. Some will inspire you. Some will make you uncomfortable. All will challenge you to think outside the box.
Things That Make You Go Hmmm...
John Mauldin
Free Weekly Newsletter: Grant Williams is a history buff, deep thinker, and analyst of economic and world affairs, and his insights range from eye-opening to mind-boggling. Regular readers of Outside the Box are already familiar with his unique observations that come from 26 years of financial experience in the Asian, Australian, European and US markets. Grant has held positions with several international investment houses and currently serves as portfolio and strategy advisor at Vulpes Investment Management in Singapore.