Thoughts from the Frontline Archive - John Mauldin

Thoughts from the Frontline Archive, November 2019

November 27, 2019

Advice Worth Taking

We’ve reached the Thanksgiving weekend, and as always, I’m thankful for loyal readers like you. I hope you are enjoying some quality time with family and friends.

November 22, 2019

Muddling for Solutions

Those who experienced the 1930s as adults are mostly gone now, but they left notes. We have a pretty good record of what that period was like. It wasn’t fun to begin with—then it got worse.

November 15, 2019

The Road to Default

Nothing is forever, not even debt. Every borrower eventually either repays what they owe, or defaults. Lenders may or may not have remedies. But one way or another, the debt goes away.

November 8, 2019

Slowing but Not Stopping (Yet)

If you are a computer (other than the newest experimental quantum ones), your world is entirely binary. Everything is some combination of zeroes and ones. The machines can do marvelous things with those two digits but they have limits.

November 1, 2019

Chinese Chess Game

Every investment decision should have an exit strategy. What will you do if your idea doesn’t work? Ideally, you make that decision before you invest. Mistakes are inevitable but survivable if you recognize them quickly and act to minimize their costs.