Mauldin Economics - Publisher of Free and Premium Investment …
WEBThe research you receive from Mauldin Economics is. 100% unbiased and independent. We promise to deliver you unique, well thought out perspectives on the macro landscape and individual opportunities with an absolute minimum of distraction. The single most important metric for our business is your satisfaction.
AI Helps Spread China’s “Techno-Authoritarianism” - Mauldin …
WEBJan 12, 2024 · Paul is Executive Vice President at the Center for a New American Security. He’s authored two books, including Four Battlegrounds: Power in the Age of Artificial Intelligence.Prior to that, he completed multiple tours in Iraq and Afghanistan and led the Department of Defense group that wrote DoD policies on weapon systems autonomy.
Thoughts from the Frontline - John Mauldin - Mauldin Economics
WEBSep 6, 2024 · Free Financial Newsletter. Thoughts from the Frontline explores developments overlooked by mainstream news and analyzes challenges and opportunities on the horizon. The newsletter began as John’s way of sharing his thoughts with a few associates. Two decades later, it is one of the most widely read investment newsletters in …
How to Use Non-GAAP Reporting and Make Better Investment …
WEBAug 7, 2024 · Explore the differences between GAAP and non-GAAP financial data. Learn why both sets of numbers are crucial for making informed investment decisions. Spot the difference between GAAP and non-GAAP metrics like the price-to-earnings ratio, and see how non-recurring expenses can impact financial reports.
The 5 Biggest Bubbles In Markets Today - Mauldin Economics
WEBSep 19, 2017 · You can spot real estate bubbles all around the world now. Canada, Australia, Sweden, Hong Kong, China—and California—to name a few. Home prices in California have risen by 69% since 2010. Meanwhile, Canadian housing has shot up 1040% over the same period.
No Way Out - Mauldin Economics
WEBJan 12, 2024 · What we need is a rational process of balanced, prudent, well-planned privatization, spending cuts, and tax reforms. That is nowhere on the radar right now. When the crisis comes, without some of us thinking about possible solutions, we’ll get the opposite: unbalanced, imprudent, and poorly planned.
The 10th Man - Jared Dillian - Free Investment Newsletter
WEBNov 16, 2023 · Free Financial Newsletter. If you watched the movie World War Z, you’ve heard of "the 10th man." He’s the odd one out, the devil’s advocate, the one who—for the greater good—is obliged to disagree when everyone else agrees. Jared Dillian is that 10th man. He’s "the ultimate contrarian," and following his intellectual adventures is a ...
How to handle election jitters and interest rate uncertainty
WEBAug 14, 2024 · According to Fidelity, US stocks have returned an average of 9.1% in election years since 1950. The S&P 500 has so far done slightly better than that, up 12% year to date. The S&P 500 has also historically averaged positive returns regardless of which party controlled the White House or Congress.
A Head Fake, Maybe - Mauldin Economics
WEBAug 16, 2024 · In basketball and other sports, a “head fake” means the player moves their head as if they are about to turn left or right, but then doesn’t do so. This can fool an opposing player into moving the wrong way. Head fake is a trading term, too. Some bit of information convinces investors a market is going to move a certain way.
The Investment Cases for Copper - Mauldin Economics
WEBMay 21, 2024 · The share prices of Freeport McMoRan (FCX) and Southern Copper Corp. (SCCO) have climbed 29.73% and 53.25% year to date, respectively. The surge in copper demand fits in nicely with two of my investment themes: increasing US productivity driven by AI, and an increasingly multipolar world. As nations strive to …