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Helping you make better long-term investment decisions... Get started now with Thoughts from the Frontline from John Mauldin and Global Macro Update from Ed D'Agostino.Clear, concise, insightful research you can rely on.
US-China Trade War 2.0 - Mauldin Economics
Nov 15, 2024 · Get Ahead of Big Market Trends—with Global Macro Update. Today’s most successful investors share one thing in common: They spot major trends early and move quickly to take advantage of them.
Global Macro Update - Ed D'Agostino - Mauldin Economics
Today’s most successful investors share one thing in common: They spot major trends early and move quickly to take advantage of them. Twice a week, Ed D’Agostino—our publisher and COO—shares macro insights and analysis, along with exclusive interviews with leading economic, geopolitical, and ...
Don’t overlook transportation stocks in your search for dividends
Nov 13, 2024 · Last week, I was traveling in both San Francisco and Miami. It was a week of different transportation methods: cable cars, subway, historic streetcars, buses, airplanes, the Brightline train, Uber, Lyft, and self-driving taxis. The technology was …
Waste, Fraud, and Abuse - Mauldin Economics
Nov 22, 2024 · See the problem? We can and should do something about waste, fraud, and abuse, but the real problem is structural. The process by which we make these choices has been twisted in ways that make spending reductions extremely difficult—and spending increases practically automatic.. We will never get a handle on spending until we fix this broken process.
SIC 2024 - Strategic Investment Conference - Mauldin Economics
For 20 years I've had the privilege of assembling the brightest minds and foremost experts for this conference. As we mark the 20th year of the SIC, you'll be introduced to new features, but more importantly, you’ll walk away from SIC 2024 with clarity and a path forward.”
Thoughts from the Frontline Archive - Mauldin Economics
September 20, 2024; Late Summer Sandpile. Last week, I said I would continue writing about Michael Gurri’s important book, The Revolt of the Public.It turns out giving a proper review of not just the book but all of the comments about the book will require more than a few days’ writing.
Dogs Catching Cars - Mauldin Economics
Nov 8, 2024 · Trump has said he won’t touch entitlements. But if he doesn’t, the debt will keep growing. Here’s the CBO outlook, which is actually conservative due to a number of rosy assumptions.For one, this is “debt held by the public,” which excludes the Social Security and Medicare trust funds.
How to buy consumer discretionary stocks for 2025
Oct 2, 2024 · Investor sentiment will play a key role in market reactions, while consumer spending patterns ahead of the holiday season are under the microscope. Will falling interest rates lead to a boost for lagging sectors like consumer discretionary? Keep an eye on Q3 earnings, holiday spending data, and interest rate trends for potential investment opportunities heading into 2025.
Drill Baby Maybe - Mauldin Economics
Nov 19, 2024 · Nevertheless, the oil industry’s market is diminishing. The International Energy Agency projects a 1 million barrel per day global surplus in 2025.; Chinese refinery output dropped 4.6% in October compared to a year earlier.; Eleven Angolan oil tankers are sailing around looking for buyers.; Morgan Stanley recently cut its oil price forecast, citing a likely “sizable surplus” next year ...