John Mauldin

Articles by John Mauldin

Inflexible, Fragile, and VulnerableImposing PainGradual TransitionReliable Energy Needs Reliable FinancingNew York, Dallas, and Lake GranburyIf I had to describe my last 500 letters in one word, it would be “complexity.” The older I get,...
Policy ChangesTrapped MoneyModified StagflationNew York, Dallas, and DinnersTo Jerome Powell and the Fed:It’s a lesson too late for the learning,Made of sand, made of sand. In the wink of an eye, prices are rising In your hand,...
Unneeded Fire TrucksSlamming the BrakesForce-Feeding LiquidityThe Right CourseWashington, DC, Maine, Colorado, and Personal LossesGreat news: The US economy is officially out of recession. We know this because the National Bureau of...
Capital Record: From Muddling to StumblingApolitical AnswersChicken or EggThe SIC Begins, Dallas, and New YorkWe did the first Strategic Investment Conference 18 years ago. I remember one of the partners in the firm that cohosted the event...
Recently I searched the Thoughts from the Frontline archives to see how often I used the word “bubble.” It was more than I thought, and I wasn’t quoting Don Ho. The bubbles I talked about were anything but tiny...
1971 MemoriesIQ TestsThe Jobs Problem Is Really a Data ProblemCloser to Traveling, Inflation, and College DegreesBig economic storms are rare and usually end quickly, but they tend to have long-lasting effects. Today I want to talk about a...
Assumptions and Guesswork

“The Tiniest Inconsistency”

Moving Parts

The Bias in Models

Retirement Meltdown

AI to the Rescue?

Puerto Rico and Dallas

Here in Puerto Rico we are now...
Diverted Capital
Fiscal Futility
Jaws of the Trap
Special Opportunity
Anomalies in Paradise

We're caught in a trap
I can't walk out
Because I love you too much baby

Elvis Presley’s rendition of Suspicious Minds...
Missing Inflation
Debt Rubicon
Velocity Falling
The Complex Debt and Currency Dance
“Too High and Getting Wider”
They Shall Not Grow Old

Modern technology was supposed to make travel less necessary. We can meet by phone,...
Modern Monetary Madness
Pet Economists
Can This Really Be a Thing?
Sound Bite Economics
Do Deficits Matter?
Strategic Investment and Life Planning
Dallas, Houston, Cleveland a lot, New York, back to Puerto Rico, Austin, and...


US silver mining began on a large scale with the discovery of the Comstock Lode in Nevada in 1858.

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