- 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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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.
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- 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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- 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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- October 25, 2024
Broken China
Here in the US, people are obsessed with the impending election. It is perhaps the World’s Largest Guessing Game. We can look at polls and make our best guesses, but no one really knows what will happen. We just have to wait for more data which will (hopefully) be forthcoming November 5 or soon afterward.
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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."
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- October 18, 2024
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The Revolt of the Public, Part 2
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- September 20, 2024
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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.
