Artículos de John
Actividad
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We all know inflation has been cooling, but Danielle DiMartino Booth lays out just how much small factors can distort the numbers. For example…
We all know inflation has been cooling, but Danielle DiMartino Booth lays out just how much small factors can distort the numbers. For example…
Compartido por John Mauldin
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Inflation is one of the most misunderstood topics in the media. The headlines say one thing, but the actual data tells a different story. As my…
Inflation is one of the most misunderstood topics in the media. The headlines say one thing, but the actual data tells a different story. As my…
Compartido por John Mauldin
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The S&P 500’s projected earnings per share (EPS) growth for 2025 is 18%, followed by another 15% in 2026. That’s a cumulative 36% jump in just two…
The S&P 500’s projected earnings per share (EPS) growth for 2025 is 18%, followed by another 15% in 2026. That’s a cumulative 36% jump in just two…
Compartido por John Mauldin
Más actividad de John
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Just a few weeks ago, the Atlanta Fed projected 2.3% GDP growth for Q1 2025. Now? It’s revised down to -2.4%. That’s not a typo—that’s a massive…
Just a few weeks ago, the Atlanta Fed projected 2.3% GDP growth for Q1 2025. Now? It’s revised down to -2.4%. That’s not a typo—that’s a massive…
Compartido por John Mauldin
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“The market always goes up if you hold long enough”—or so they say. But factor in inflation, and that narrative gets shaky. The Bull’s Eye Matrix…
“The market always goes up if you hold long enough”—or so they say. But factor in inflation, and that narrative gets shaky. The Bull’s Eye Matrix…
Compartido por John Mauldin
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Markets move in cycles, but too many investors only see what’s right in front of them. The Bull’s Eye Matrix—a visualization of more than a century…
Markets move in cycles, but too many investors only see what’s right in front of them. The Bull’s Eye Matrix—a visualization of more than a century…
Compartido por John Mauldin
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I would have once called large-scale tariffs unthinkable. But with deficits exploding and debt nearing $36 trillion, everything has to be on the…
I would have once called large-scale tariffs unthinkable. But with deficits exploding and debt nearing $36 trillion, everything has to be on the…
Compartido por John Mauldin
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Could tariffs really help fix the U.S. debt problem? The numbers are eye-catching—Trump’s proposed tariffs could generate anywhere from $1.3 trillion…
Could tariffs really help fix the U.S. debt problem? The numbers are eye-catching—Trump’s proposed tariffs could generate anywhere from $1.3 trillion…
Compartido por John Mauldin
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I’ve written for years about a coming crisis at the end of this decade. History, demographics, and debt all point to it. We’re entering the foothills…
I’ve written for years about a coming crisis at the end of this decade. History, demographics, and debt all point to it. We’re entering the foothills…
Compartido por John Mauldin
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Tariffs aren’t just a tax on imports; they’re a tax on efficiency. Take North America—where parts for cars, appliances, and machinery cross borders…
Tariffs aren’t just a tax on imports; they’re a tax on efficiency. Take North America—where parts for cars, appliances, and machinery cross borders…
Compartido por John Mauldin
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Amidst division, there’s an optimistic side to MAGA. It’s not about going backward—it’s about belief in the American experiment. Free speech, free…
Amidst division, there’s an optimistic side to MAGA. It’s not about going backward—it’s about belief in the American experiment. Free speech, free…
Compartido por John Mauldin
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Trump 2.0 is setting ambitious goals to reform government with the Department of Government Efficiency (DOGE) leading the charge. With plans to cut…
Trump 2.0 is setting ambitious goals to reform government with the Department of Government Efficiency (DOGE) leading the charge. With plans to cut…
Compartido por John Mauldin
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With a new administration in Washington, the pressure is on to address the rising deficit and restore fiscal stability. Bond vigilantes are watching…
With a new administration in Washington, the pressure is on to address the rising deficit and restore fiscal stability. Bond vigilantes are watching…
Compartido por John Mauldin
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The bond market is flashing a warning: long-term rates are rising despite Fed rate cuts, signaling concerns over fiscal stability. As government debt…
The bond market is flashing a warning: long-term rates are rising despite Fed rate cuts, signaling concerns over fiscal stability. As government debt…
Compartido por John Mauldin
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2025 might feel 'partly cloudy,' but there’s good news to celebrate. Corporate earnings are expected to grow 15%, GDP is running stronger than…
2025 might feel 'partly cloudy,' but there’s good news to celebrate. Corporate earnings are expected to grow 15%, GDP is running stronger than…
Compartido por John Mauldin
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Forecasts aren’t about being right—they’re about being ready. As Tim Harford says, 'The value of a forecast isn’t in its accuracy but in making us…
Forecasts aren’t about being right—they’re about being ready. As Tim Harford says, 'The value of a forecast isn’t in its accuracy but in making us…
Compartido por John Mauldin
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Immigration reform isn’t just a political debate—it’s an economic necessity. With 7+ million new immigrants in recent years, we need both new housing…
Immigration reform isn’t just a political debate—it’s an economic necessity. With 7+ million new immigrants in recent years, we need both new housing…
Compartido por John Mauldin
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Our national debt is approaching $36 trillion, with deficits projected at $2 trillion annually. By 2030, interest on this debt could surpass Social…
Our national debt is approaching $36 trillion, with deficits projected at $2 trillion annually. By 2030, interest on this debt could surpass Social…
Compartido por John Mauldin
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My mentor Art Cashin always reminded me: 'Never bet on the end of the world because it only happens once.' It’s a simple truth that keeps me grounded…
My mentor Art Cashin always reminded me: 'Never bet on the end of the world because it only happens once.' It’s a simple truth that keeps me grounded…
Compartido por John Mauldin
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The next decade could transform our understanding of aging and health. Advances in genomics and epigenetics are pushing the boundaries of what's…
The next decade could transform our understanding of aging and health. Advances in genomics and epigenetics are pushing the boundaries of what's…
Compartido por John Mauldin
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