Thoughts from the Frontline

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Latest Articles

The Changing Nature of the Stock Market?
  • November 29, 2024

The Changing Nature of the Stock Market?

The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years? This week, in what I hope is a short Thanksgiving letter, I will talk about why that is simultaneously one of the most important and irrelevant questions you should be thinking about as we come into the holiday season.

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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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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

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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