In this episode of Global Macro Update, Ed D’Agostino and John Mauldin, co-founder of Mauldin Economics, discuss the most challenging environment for investors in years, the near daily shifting global landscape, the likelihood of the Fed engineering a “soft landing” and much more. If you enjoyed this interview and want more incisive commentary on the most important global economic issues, take a look at the speaker lineup for the upcoming Strategic Investment Conference by...
Read More »Global Macro Update With Ed D’Agostino and Jacob Shapiro
In this episode of Global Macro Update, Ed D'Agostino and Jacob Shapiro, Director of Geopolitical Analysis at Cognitive Investments, discuss what's next in the Russia / Ukraine conflict and the frightening effects of disruptions to the global supply chain. To learn more about Jacob Shapiro and Cognitive Investments click here - https://www.cognitive.investments/Jacob-Shapiro If you enjoyed this interview and want more incisive commentary on the most important global issues, take a look at...
Read More »Global Macro Update with Ed D’Agostino and Gary Shilling
In this episode of Global Macro Update, Mauldin Publisher Ed D’Agostino and Gary Shilling discuss sector winners and losers from the Russia-Ukraine war… why we might already be in recession… the Fed’s next move… and more.
Read More »Global Macro Update Ed D’Agostino and Bruce Mehlman
Mauldin Economics is a leading provider of high-level market analysis and strategy. Our research-driven approach puts us in touch with decision makers on Wall Street and in Washington, DC. Our mission is to serve investors the best financial perspectives available so they can make better decisions in the markets. To learn more about how Mauldin Economics can help you make better investing decisions, sign up to receive free resources from our research team—simply click here:...
Read More »Ed D’Agostino and George Friedman Discuss Russia and the Ukraine… What does it mean for you?
Ed D'Agostino of Mauldin Economics speaks with George Friedman, founder of Geopolitical Futures, about the Russia/Ukraine conflict and what the current political climate means for investors and the world at large.
Read More »Editorials | Mauldin Economics
If there was a “stock of the century” award, Amazon (AMZN) would be the favorite. Since 2001, AMZN has rocketed above $3,300! … turning every $1,000 into just shy of $600,000. Obviously, anyone who got into Amazon early and held on is living…
Read More »Light in the COVID Tunnel
If you ever think you just can’t win, I know how you feel. I’m labeled both a doomsayer and a Pollyanna—sometimes in reaction to the same letter. In fact, I am neither. I used to be the “muddle-through” guy who acknowledged difficulty but expected eventual success. Recently I modified that to “stumble-through,”...
Read More »Business on the Frontline
I write this introduction from an all-too-short vacation in Montana (more below). This week I have asked my longtime associate Patrick Watson to step in and write Thoughts from the Frontline, offering his perspective as a small business owner. As you read this, realize his story is being played out hundreds of...
Read More »The Second Great Depression… But Not Really
"It's a recession when your neighbor loses his job;it's a depression when you lose yours." —Harry S. Truman, 33rd US President In recent weeks, numerous commentators started to suggest the US and the world are entering a depression. For some areas of the economy, that is clearly true. But not every area. Today we...
Read More »Yellow Flag Jobs Data
As I file this letter Friday morning, people are reacting to the July jobs report. My own reaction: The headline report is absurd. I will explain further at the end of this letter. But first, I have another topic. Regular readers know I worry about debt, mainly that the world has too much of it. But it’s a little...
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