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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 one ...more

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Time Has A Price
One benefit of human progress is the way we gain “common knowledge” that was once anything but common. We observe basic facts—for example, water boils if placed over a flame—and then build on them.
I Haven’t Seen Bargains This Good In 20 Years
The S&P 600 is full of profitable, small-cap value stocks. And they’re trading at bargain levels we haven’t seen in two decades.
Inflation Reaches Unicorns
One reason today’s inflation has us all so concerned is we went a long time without any. That wasn’t normal. This is one reason the prospect of extended 5%, 8%, or higher inflation feels so dreadful. We’ve forgotten what it was like.
Why Insiders Are Bullish When Nobody Else Is
Try to ignore the doom-and-gloom headlines. No bear market lasts forever, and they always create profitable buying opportunities. Company insiders know that, you just need to know where to look.
Gradually Worse
This time last year, the great debate was whether inflation would be "transitory." That question is now settled, and we have moved on to debating what the Federal Reserve will do about it - and can do about it.
I’m Buying Another Dirt-Cheap Energy Stock
Ovintiv, formerly Encana is dirt cheap. The stock has almost doubled in the past year, yet it’s trading for 4 times 2023 estimated earnings per share.
A Trillion Here, A Trillion There...
For the last six years, I have done occasional analyses of the debt situation. I gave you an update on the numbers back in September 2020. Today we’ll review them again, with the benefit of the Congressional Budget Office’s latest forecast.
Amazon Is Doing Something It Hasn't Done In Over 20 Years
Today, Amazon is doing something it hasn’t done since the dot-com bubble. A stock split.
Three Stocks To Buy In This Bear Market
There’s a silver lining to the current bear market. It’s created great buying opportunities.
They’re Missing The Point About Warren Buffett (Again)
What a mess…The California Public Employee Retirement System (CalPERS) is throwing another hissy fit about legendary investor Warren Buffett and his holding company, Berkshire Hathaway.
Into The Fire
As bad as conditions are, they have the real potential to get even worse. Today we will explore how China’s latest COVID-19 lockdowns will affect the global economy. Hint: It won’t be good. We may be out of the frying pan and into the fire.
How To Pick Dividend-Payers, Plus My Favorite One To Buy Now
Ask income investors what they’re looking for, and one word is bound to come up. Predictability. Income investors want to know the money will keep showing up.
Other Possibilities
Today we’ll consider the risks to my stagflation forecast. Note that’s different from the risks of my forecast, should it prove accurate. I’ve described those already, but it’s important to ask how I might be wrong.
How To Play Merger Arbitrage
The investing world is chock-full of confusing terms. Like “merger arbitrage.” It sounds complicated, but the setup is simple.
Curve Ball
Evidence is showing that a recession is coming. The latest was the “inverted yield curve” with the 2-year Treasury yield exceeding the 10-year Treasury yield. That’s the opposite of normal. Then again, things have been the opposite of normal lately.
Things Are Getting Better
In these letters, I look at the economy and tell you what I think. Recent missives were mostly negative. I regret being the bearer of bad news, but sometimes that’s just reality. Today I want to focus on good news and sometimes great news.
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