Thoughts from the Frontline

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Latest Articles

Waste, Fraud, and Abuse
  • November 22, 2024

Waste, Fraud, and Abuse

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.

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The Trump Inflation Problem
  • November 15, 2024

The Trump Inflation Problem

Two weeks ago, I opened this letter by noting the election uncertainty, once over, would give way to a different uncertainty about what comes next. That’s where we are now.

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Dogs Catching Cars
  • November 8, 2024

Dogs Catching Cars

I went to bed “early” on election night, around 10:30 pm. We are in the five months of the year where Puerto Rico is one hour ahead of Eastern time, and nothing I was seeing made me think it would be an early night. And by that I meant 3 or 4 am. I woke up as usual, made my coffee and fired up my iPad to see the news. It was quite a stunner.

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One-Way Road to Crisis
  • November 1, 2024

One-Way Road to Crisis

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.

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Thoughts from the Frontline explores developments overlooked by mainstream news and analyzes challenges and opportunities on the horizon.

The newsletter began as John’s way of sharing his thoughts with a few associates. Two decades later, it is one of the most widely read investment newsletters in the world. From his warning of an impending recession in 2000, to a polemic on the Obamacare “death spiral” in 2016, John has blazed his own trail as one of the most respected macroeconomic minds in the field.

"Central bankers, businessmen, and investors continually try to beat History to a pulp, but History always wins the final rounds."

John Mauldin, Thoughts from the Frontline, 2001.
Thoughts from the Frontline
Thoughts from the Frontline

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John Mauldin

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When investors, financial professionals, and discerning citizens need a big-picture view of what's going on in the economy, they turn to John Mauldin.

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