2024年10月4日 · Inflation hurts those who can least afford it. Lacy rams home the point—just because inflation is slowing, doesn’t mean there are not millions of people still suffering due to the higher costs of basic needs. Lacy walks us through the data. We also discuss the economic impacts of artificial intelligence, the nuclear energy revival, and the pros and cons of immigration. Watch my interview ...

2025年1月3日 · Follow John Mauldin as he uncovers the truth behind, and beyond, the financial headlines. This in-depth weekly dispatch helps you understand what's happening in the economy and navigate the markets with confidence.

Follow John Mauldin as he uncovers the truth behind, and beyond, the financial headlines. This in-depth weekly dispatch helps you understand what's happening in the economy and navigate the markets with confidence.

2024年11月22日 · Politicians and think-tank wonks of all stripes love to condemn government “waste, fraud, and abuse.” But saying it isn’t hard. Who is the opposition? No one says we need more waste, fraud, and abuse. We’re all 100% agreed all three are bad. It’s when you get specific—saying this agency or that program isn’t accomplishing what it should—that disagreement arises. Sometimes it ...

2024年12月17日 · Felix keeps his media appearances to a minimum for most of the year. So, we’re particularly pleased to welcome him back on Global Macro Update. We’re covering a lot of ground today… everything from Europe’s energy woes and cheap Chinese cars to AI’s effect on America’s manufacturing revival and de-risking global supply chains. Here’s Felix on deglobalization: You will see now ...

2025年1月22日 · Mauldin Economics Dividend Digest There are lots of generous dividend payments waiting to be collected—if you know where to look. And many of these companies have been paying and boosting their dividends year in and year out for decades. If you want to find the yield that you deserve, sign up for Mauldin Economics Dividend Digest —industry-leading income investing research delivered to ...

2024年11月1日 · Anyone else ready for the election to be over? This uncertainty is exhausting, no matter how you want it to end. But sadly, it won’t really end. We will just transition to a different uncertainty over what will happen next. I will offer my thoughts on the election at the end of this letter, after setting the stage. I am quite certain about …

2025年1月20日 · My wife and I just welcomed our third child (George) into the world. He’s doing great and settling into home life with his big sister and brother. Right now, his only job is drinking bottles of milk and sleeping. But one day, he’ll start asking grown-up …

2024年10月11日 · A challenge in writing a weekly letter like this is that the economy never stops. Important data keeps accumulating, whether I write about it or not. A lot happened in the last four weeks: an FOMC meeting with major policy changes, a surprising jobs report, important shifts in the bond market and yield curve, hurricanes, China, some geopolitical events, and a political race, just to start. I ...

2024年12月13日 · John Mauldin shares an interesting conversation with a top energy expert.