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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

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The Coming Pension Crisis Is So Big That It’s A Problem For Everyone
The problem is “solvable”… but the solutions will be problems in themselves.
Buffett Made A Mistake That Cost Him $4.3 Billion This Year — Here’s What Every Investor Can Learn From It
Even the best investors have bad days. Warren Buffett is no exception. In February, he watched one of his biggest acquisitions, Kraft Heinz, quickly sour.
Trump’s Trade War Is Good For These 3 Dividend Stocks
US companies that make products that compete with Chinese imports like steel, electronics, and automation equipment now have a major advantage. The tariffs help them sell more, which means higher earnings and higher stock prices.
It's Not Technology But The Fed That Is Taking Away Jobs
If you take GDP as a gauge for national income, it’s been growing far faster than median family income—even adjusted for inflation. The wider that gap gets, the more people feel left behind.
This Unprecedented Credit Crisis Will Redefine How We Invest
Bear markets that don’t occur in a recession (like last December) have V-shaped recoveries. Bear markets that happen in a recession have long recoveries. The next one, because of the massive debt, is likely to see an even slower recovery.
Economic Dominoes Are Starting To Drop
In the Great Recession, authorities faced enormous pressure to “do something.”
Where Will We Get The Money For This Spending?
The U.S., Europe, and most of the developed world on are the road to Japanification. The rest of us will begin to look like Japan with its astronomical deficits and ultra-dovish monetary policy.
How I Learned To Love The Debt
The US, Europe, and most of the developed world on are the road to Japanification. Essentially, we will begin to look like Japan with its astronomical deficits and ultra-dovish monetary policy.
The Rules Will Change But That’s (Probably) Ok
Last year (fiscal 2018) the “official” budget deficit was $779 billion. The national debt went up $1.2 trillion. The “small” $421-billion difference was more than half the official budget deficit.
Recession: Are We There Yet?
Every recession prediction is eventually correct; some just get the timing wrong. That’s because, so long as we have a business cycle, a recession is always coming. The only question is when it will strike.
The Fed Caused This Market Sell-Off - But Not With Rate Hikes
I recently argued Jerome Powell did the right thing by raising rates a mere 25 basis points. Now, let me tell you where he and the current Fed leaders are royally making a mess. This is critically important.
European Threats
Many of us don’t fully grasp how important Europe is to the US and global economy.
The Pension Train Has No Seat Belts
Public worker pension plans are massive promises. They don’t always show up on the state and local balance sheets correctly (or directly!), but they have a similar effect.
Corporate Debt Will Cause A Repeat Of The 2008 Meltdown
It’s time to address the elephant in the room: the high-yield bond market.
China Plays It Cool
China is the world economy’s elephant in the room. We can’t possibly ignore it, yet many try anyway. Admitting China’s influence forces us to admit the world is changing—and we all must change with it.
Hoisington Quarterly Review And Outlook, First Quarter 2018
Nearly nine years into the current economic expansion Federal Reserve policy actions appear to be benign, as even after six increases, the federal funds rate remains less than 2%.
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