SIC Mix
by John Mauldin, Frontline Thoughts, Mauldin Economics Granddaddy Bear Cash Buyers Change Agent Nashville, Cancun, NYC, Memphis, and…
The Boringest Excitingest Market in History
by Jared Dillian, The 10th Man I once had a cat who liked movies. His name was Otto—he…
AI Is the Next Internet… Expect Weird Things
by Jared Dillian, The 10th Man I want to write a bit about artificial intelligence from the standpoint…
The Only Strategy That Is Repeatable
by Jared Dillian, The 10th Man When I worked on Wall Street, it was the golden age of…
Inflation Will Bounce
by Jared Dillian, The 10th Man Yesterday’s CPI report showed that inflation continues to slow to 5% on…
Disturbing Thoughts
by John Mauldin, Frontline Thoughts, Mauldin Economics Something Odd Giant Assumptions “We’re Going to Have a Crisis” Austin,…
Dreams of a Soft Landing
by Jared Dillian, The 10th Man We’re about a year into interest rate hikes, and things are going……
Thousand-Word Equivalents
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Job Openings Working Past 65 COVID Retirement Boom Investing…
The Yield Curve Screams Recession
by Jared Dillian, The 10th Man Federal Reserve Chairman Jerome Powell said the Fed could hike rates more…
The Indexing Timebomb
by Jared Dillian, The 10th Man Last week, I spoke at the Mississippi CFA Society’s annual forecasting event.…
A Muddle-Through Market, for Now
by John Mauldin, Mauldin Economics “The Supreme Overconfidence Bubble” Additional Headwinds No Recession in the Jobs Data Price…
The Punchbowl is Gone
by John Mauldin, Mauldin Economics No One Wants to Say “A Recession Is Fine” Why Is Unemployment So…
I hate new years
by Jared Dillian, The 10th Man This is my least favorite time of the year. Some people look…
Higher for Longer
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Powell: Higher for Longer than You Can Imagine Sea…
How to Predict the Behavior of 17 Super-Rich Government Muppets
by Jared Dillian, The 10th Man I’m writing this from my hotel room in New York City—last night,…
