- February 7, 2025
Serious Side Effects
Today we’ll talk about Trump, tariffs, cycles, and DOGE. Jumping right in…
Read moreThoughts from the Frontline: Tag = "john mauldin newsletter"
- January 31, 2025
Why DeepSeek Is Bullish for the World
“There are decades when nothing happens, and weeks when decades happen,” says a quote from Vladimir Lenin, who may have copied it from someone else. Regardless of origin, it is true and will be even more true as technology and even government changes faster. We may have just lived through such a week for the financial markets—and maybe for the whole global economy.
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- January 24, 2025
Crucial Questions
The Second Trump Era has begun. If you are confident about what it will bring (either good or bad), I would like to gently suggest you reconsider. None of us should be sure what is coming. We can only know what we want. For a variety of reasons, we may or may not get it, not least of which is that we want a variety of things that may not overlap with what our fellow citizens want.
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- January 17, 2025
A Possible Storm
Rain can be either refreshing or destructive. It can make plants grow or produce devastating floods. But in all cases, it’s largely outside human control. Or is it?
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- January 10, 2025
A Partly Cloudy Year
Weather forecasters tell us what kind of weather we should expect. They can be wrong, but their short-term outlooks are generally reliable. The old joke that economists exist to make weathermen look good is funny because it has a ring of ironic truth.
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- January 3, 2025
A Controversial Start
It was an amazingly short week, punctuated by making 20 gallons of chili, serving almost 300 of my neighbors, and then recovering the next day, which didn’t leave a lot of time for in-depth analysis and forecasts. I’m sure you will be happy with the shortened letter as we cover some of the main events of last year and the ones that will have the most impact this year. A few will surprise you. Let’s jump in.
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- December 27, 2024
Live Free and Don’t Die
As I said last week, I am working on a book outlining five different theories on historical cycles and how they all seem to “climax” around 2030. I’m also very concerned that around that time (if not before), we will see the bond market begin reacting to the increasingly large national debt. I came across the word “polycrisis” this week, and while the context was different, the concept of multiple significant crises all coinciding is useful.
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- December 20, 2024
Quantum Supremacy
As longtime readers know, I am working on a book outlining five different theories on historical cycles and how their predicted “climaxes” all occur around 2030. I’m also very concerned that around that time (if not before) we will see the bond market react badly to the fast-growing national debt. While my poor editors at Wiley are very concerned with my delivery being somewhat behind schedule, I really am making progress.
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- December 13, 2024
Demanding Energy
Energy is everything. Or, if Einstein was right, you and I are just energy in material form. Accelerate us to lightspeed squared and we might become something else.
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- 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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