- March 7, 2025
When Valuations Collide…
“Stock prices have reached what looks like a permanently high plateau.”
—Yale economist Irving Fisher 12 days before Black Monday in October 1929
Read moreThoughts from the Frontline
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.
Latest Articles
- February 28, 2025
The Bull’s Eye Matrix: Updated
Bull’s Eye Investing was published on January 1, 2004. It quickly became a bestseller. The main thing that people still ask me about was a trifold spread color chart of stock market returns since 1900. Returns were color-coded so readers could see the ebb and flow of returns over time. That remarkable representation of market performance was created by Ed Easterling of Crestmont Research. Ed and I shared a very nerdy, wonkish fascination with markets and trends. We spent a great deal of time...
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- February 21, 2025
Revenue Thoughts
Last week we began discussing the import tariffs President Trump has been threatening. Most (China is the exception) have not taken effect yet. It’s possible they will never happen or will be quickly modified or rescinded as happened in Trump’s first term.
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- February 14, 2025
Trump Confusion Syndrome
I think I’m going to start a new 12-step program. I sense there are a lot of potential members. The meetings would start with something like this:
“Hi. My name is John. I have Trump Confusion Syndrome. I don’t think it’s contagious, but many of my friends are suffering similar symptoms.
Read moreFree Financial Newsletter
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."
Recent Articles
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- February 7, 2025
Why DeepSeek Is Bullish for the World
- January 31, 2025
Crucial Questions
- January 24, 2025
A Possible Storm
- January 17, 2025
A Partly Cloudy Year
- January 10, 2025
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John Mauldin
Editor, Thoughts from the FrontlineWhen investors, financial professionals, and discerning citizens need a big-picture view of what's going on in the economy, they turn to John Mauldin.
And for good reason. John has dedicated more than 30 years to keeping people informed about financial risk.
