Trade and tariffs are all over the news because President Trump is going after China. The president’s tweets and public statements tell us he doesn’t like trade deficits, particularly the one with China. He seems to view it as a […]
Author: Mauldin Economics
7 Charts That Signal A Breaking Point
Just like the weather, financial markets go through cycles. Most years, weather doesn’t change suddenly. We get some transition time between the colder and warmer seasons. I fear we may be in an economic transition right now. And it may […]
AI Is Taking Fake News To The Next Level
“Fake news” has become a buzzword, thanks to social media. This becomes even more worrisome in light of the recent scandal about Facebook’s shady data-sharing and advertising practices. See 2017 Hedge Fund Letters. But we haven’t seen anything yet. Because […]
David Rosenberg: These Five Indicators Indicate That We Are at a Cyclical Peak
BY JOHN MAULDIN The FAANG stocks have ruled the technology sector the last few years and have had a heavy influence on the entire stock market. Apple is the world’s most valuable company by market capitalization, with Amazon and Google […]
Demographics And Automation Will Create A Perfect Economic Storm Until 2030
Last month, Bain & Company issued a magnum opus report called “Labor 2030: The Collision of Demographics, Automation and Inequality.” Check out our H2 hedge fund letters here. The bad news is that Bain thinks automation will eliminate up to […]
Prepare Your Portfolio For The Unimaginable
At my Strategic Investment Conference 2018, I had a chance to listen and talk to many extraordinary, intelligent investors. So I thought I would give you a short recap of ideas and general sentiment from this conference. [REITs] See 2017 […]
The Next Recession Worse Than The Great Depression?
When will the next recession start? In search of the answer, I kept asking speakers on-stage and off-stage at the Strategic Investment Conference 2018. I also asked really smart people that are well-versed in economics and economic cycles. [REITs] See […]
A Growing Generation Gap On Wall St
There is a generation gap in finance. And I’m not talking about Millennials vs. Generation X. You can split traders into two groups: Pre-crisis Post-crisis Check out our H2 hedge fund letters here. I am a pre-crisis trader. I remember […]
Neil Howe: Generational Changes Spell Trouble For Equities
At the Strategic Investment Conference 2018, John Mauldin interviewed Neil Howe, Fourth Turning best-selling author and demographics expert, about generational changes and their effect on the markets. Check out our H2 hedge fund letters here. Howe said that demographics […]
David Rosenberg: It’s An Ugly Picture If You Are Looking For Value In Equities
The long-awaited Strategic Investment Conference 2018 kicked off with a keynote from David Rosenberg of Gluskin Sheff titled, “Year of the Dog: Will It Bark or Bite?” (Spoiler: The answer is “bite.”) Check out our H2 hedge fund letters here. […]
