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Searching For New Lows

Dividend Digest

Searching For New Lows

Brave New World

Thoughts from the Frontline

Brave New World

The Global Economy’s Competing Narratives

The World Isn't Ending

The Global Economy’s Competing Narratives

The World Isn't Ending - A free newsletter translating geopolitics for investors
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From the Financial Crisis of 2008, to the Covid crash and subsequent run up, rampant inflation, geopolitical turmoil... the decade-long run of the FAANG trade, and more…

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Ed D'Agostino

Ed D'Agostino
Publisher & COO

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John Mauldin

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Olivier Garret

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Ed D'Agostino

Ed D'Agostino

Partner, COO, & Macro Team Leader

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Jared Dillian

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Kelly Green

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Chris Wood

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Kevin Brekke

Managing Editor

Adam Crawford

Adam Crawford

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Patrick Watson

Patrick Watson

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LATEST VIDEOS

More Free Research

Watch Out For Hidden Risks

Dividend Digest

Watch Out For Hidden Risks

Have you ever heard of Succession Risk? It occurs when key leaders of a company leave their position—whether expected or not—and a clear successor isn’t already in place.

03

Jun

The Future Arrives Unevenly

Thoughts from the Frontline

The Future Arrives Unevenly

In 1712, an ironmonger named Thomas Newcomen built a machine in Dudley, England that changed the world. Not immediately. Not obviously. The Newcomen engine was crude, inefficient, and mostly used to pump water out of coal mines. Nobody standing next to it would have recognized they were watching the beginning of the Industrial Revolution. They just saw a machine pumping water.

29

May

The Next Pandemic

The World Isn't Ending

The Next Pandemic

How will institutions and governments respond?

28

May

Mailbag: A Follow-Up on Pfizer and Other Questions

Dividend Digest

Mailbag: A Follow-Up on Pfizer and Other Questions

Two weeks ago, I said that one of my favorite stocks right now is Pfizer (PFE).

27

May

Past Performance is Not Indicative of Future Results

Thoughts from the Frontline

Past Performance is Not Indicative of Future Results

Two weeks after SIC ended, I am still assimilating everything. Different pieces are connecting in my head. I would like to tell you I have a clear vision of where we are headed. Sadly, that is not quite the case. Good things are coming, but not just yet. I remain, as always, an optimist about the long run. The challenges are real. So is the ingenuity that has gotten us through worse.

22

May

Putin Travels to Beijing Hat in Hand

The World Isn't Ending

Putin Travels to Beijing Hat in Hand

Russian President Vladimir Putin traveled to Beijing this week to meet with Chinese leader Xi Jinping, just days after US President Donald Trump left the Chinese capital.

21

May

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Every week, Ed D'Agostino—our publisher and COO—interviews leading economic, geopolitical, and investment experts to help you get ahead of major trends and market shifts.

 

 

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Global Macro Update

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