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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 one ...more

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Geopolitical Breakdown
Every country has its own interests, which of course its government must defend. The fact that the whole world isn’t at constant, open warfare is one of the modern era’s greatest achievements.
Artificially Intelligent
When new inventions turn into market frenzies, the contrarian part of me wants to be skeptical. But the optimistic part of me wants it to be true, especially when the idea promises to change life for the better.
An Inflation Conversation
Sometimes two seemingly opposite things can be true at the same time. Right now, we can correctly say inflation is both a) better than it was and b) higher than it should be.
Chinese Exceptionalism
Any way you care to measure it, the United States has the world’s largest economy. It is not, however, the fastest-growing economy.
Liminal Space
I’m entering my annual post-SIC decompression period. I say that only half-jokingly. The last two weeks were my version of a dive deep into the sea, where you see shocking things and endure crushing pressure.
When Absolute Returns Are Not Absolute
This week is part two of our conversation about alternative investments. As I pointed out last week, this space has evolved into a distinct asset class of its own.
There Is No Alternative
Today, we look at the world of “alternative investing.” I put it in quotes because this was originally a somewhat pejorative term.
Dividends On Offense
This week continues our series on dividends and dividend growth stocks. This is one part of my strategy to try to get through what I see as a coming crisis by the end of the decade with as much of my buying power as intact as possible.
Crisis Cycle Investing
Last year I wrote a series of letters reviewing different ideas of repeatable cycles in history. All four authors I reviewed, and your humble analyst, all foresee a major crisis/upheaval coming around the end of this decade.
Monetary Dilemma
Leaders take a lot of criticism. In fact, that’s part of the job. Presidents, governors, CEOs, coaches, other top decision makers and even your humble analyst all have to answer for what happens on their watch—even when it’s not their fault.
Powering The AI
If, like me, you’re old enough to remember the 1990s internet bubble, today’s AI excitement might be giving you flashbacks. The parallels are unmistakable.
A Valuation Conversation
You may have noticed the stock market rising lately. Much of the gain isn’t so much “the market” as a handful of mega-cap stocks. Nonetheless, the bulls are clearly in charge.
Higher For Longer?
The market is still telling us they expect the Fed to cut 4 times this year. Here is the market projections for rate cuts after the NFP release. The market will be wrong.
The Good News/Bad News Economy
Of course, the economy is far more complex than coyotes vs. gravity. We don’t even know what all the inputs are, much less know with any certainty what they will produce.
An Energy Demand Surge Is Imminent
A surge in energy demand is imminent. Within a year, the five-year growth forecast for national electricity demand has jumped from 2.6% to 4.7%. Much of this demand surge will come from artificial intelligence.
Choose Your Own Economy
The economy isn’t a storybook. It’s the real world and it affects everyone. Its direction depends in part on the policy choices of central bankers and government leaders.
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