John Mauldin's Blog

Chairman of Mauldin Economics, & President

John Mauldin is a renowned financial expert, a multiple New York Times best-selling author, and a pioneering online commentator. His weekly e-newsletter, Thoughts From The Frontline, was one of the first publications to provide investors with free, unbiased information and guidance. Today, it is one of the most widely distributed investment newsletters in the world, translated into Chinese, Spanish and Italian. He is regularly seen on TV and in national print media. President of Millennium Wave Investments, he is the father of seven children (five adopted) and lives in Dallas, Texas.

Dear Media, Stop Freaking Out About Donald Trump's Polls

I’m going to offer something a little different in this week’s Outside the Box. Nate Silver has consistently been one of the best political analysts of the past 12 years. I wasn’t terribly enamored of his move from the New York Times to ESPN – to go back to covering sports rather than politics...

Paris, Sharm el-Sheikh, and the Resurrection of Old Europe

Soon after the Paris attacks, I picked up the phone to talk over the situation with my friend George Friedman. George is one of the truly world-class thought leaders on geopolitics. We had an animated 20-minute conversation. I didn’t particularly like what I heard.

The Shadowy World of Shadow Statistics

Many people have constructed alternative inflation measures to correct what they consider flawed and/or manipulated government statistics. Shadow Stats is a well-known example. Publisher John Williams believes the 1990s introduction of hedonic adjustments...

The Financialization of the Economy

Yesterday, we learned that lending standards had eased and that there was increased loan demand from institutions and households, per the ECB’s September report. (Which was attributed to the success of QE and...

Unhealthy, Not Wealthy, and Far From Wise

Decisions, decisions. Many Americans will have to make a big one in the next 60 days or so. How you decide will affect both your health and your wallet. Hospital management and doctors are seeing significant differences in...

A Worrying Set of Signals

There is presently a bull market in complacency. There are very few alarm bells going off anywhere; and frankly, in reaction to my own personal complacency, I have my antenna up for whatever it is I might be missing that...

Weapons of Economic Misdirection

GDP is far from the rather exact number most people think. There are lots of ways to measure GDP; and recently, what is not measured has been the cause for some controversy, at least among economists who care...

Playing the Chinese Trump Card

Back in the olden days (pre-2000 or so), information junkies like me relied on printed newspapers, paper magazines, TV newscasts, and snail-mail newsletters. All these channels still exist, but they can’t begin...

Another Day Younger and Deeper in Debt

A new report from Pew Charitable Trusts that examines debt within each generation finds that as you move down the age ladder, consumers are less likely to view debt in positive terms. This report helps us understand...

Commodity Weakness Persists

The sluggish economic growth here and abroad has spawned three significant developments – falling commodity prices, looming deflation and near-universal currency devaluations against the dollar. With slowing to negative economic...

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