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  • The Globalization Disconnect

    There has been a monster debate going on in economic circles as we try to assess the reasons for Brexit/Trump/Sanders and the developed world’s rejection of the directions in which the establishment wants to take us. There are many explanations, which try to spin answers to fit the authors’...
    Posted to John Mauldin's Outside the Box by John Mauldin on 08-18-2016
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  • When the Future Becomes Today

    When the Future Becomes Today Risky Trinity Addictive Behavior Mixed Debt Signals Is the Fed Shooting Blanks? Losing the Narrative Las Vegas, Maine, NYC, and Montana “There are decades where nothing happens, and there are weeks where decades happen.” – Vladimir Lenin “However...
    Posted to Thoughts From The Frontline by John Mauldin on 07-12-2016
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  • Generational Chaos Ahead

    The Fourth Turning Attitudes Are Generational Heroes, Artists, Prophets, & Nomads A Turning Roughly Every 20 Years Guide to the Fourth Turning The Worst Yet to Come Some Final Thoughts on Brexit Before the Vote Las Vegas, Maine, and Writing Time “This generation of Americans has a rendezvous with...
    Posted to Thoughts From The Frontline by John Mauldin on 06-20-2016
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  • Hot Summer Economic Weirdness

    ECB Spreads the Cash German Banks Hoarding Cash UK Eyes the Brexit Recession Warnings Galore Home for the Summer and Hopefully Cleveland? “A lost election can have the jolt of a drop through the gallows door, leading to a dark night of the soul in which the future presses down like a cloud that...
    Posted to Thoughts From The Frontline by John Mauldin on 06-16-2016
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  • Inspiration from the World of Sports

    One of the most successful investors in the world is Howard Marks of Oaktree Capital Management . One of the things I look forward to every quarter is the letter he writes to his clients – it goes right to the top of my reading list. Not only is it always full of generally brilliant investment...
    Posted to John Mauldin's Outside the Box by John Mauldin on 11-19-2015
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  • Balloons in Search of Needles

    Not Niagara Falls Yet Speaking of Bubbles Balloons in Search of Needles German Engineering Goes Too Far Shale Field Storm Warning Euro Crackup Muddling sans Drama Detroit, Toronto, San Francisco, Portland, and New York I love waterfalls. I’ve seen some of the world’s best, and they always...
    Posted to Thoughts From The Frontline by John Mauldin on 09-30-2015
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  • Germany’s Immigration Challenge

    This immigration crisis in Europe is a big deal, and it’s a bigger deal for Germany than for any other European country. Germany is directly in the firing line, both geographically and in terms of how many of the migrants want to settle there. Nearly 40% of migrants choose Germany as their preferred...
    Posted to John Mauldin's Outside the Box by John Mauldin on 09-25-2015
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  • Never Smile at a Crocodile

    Never Smile at a Crocodile Strategic Investment Conference 2015 Mildred Duke Mauldin, RIP “High debt levels, whether in the public or private sector, have historically placed a drag on growth and raised the risk of financial crises that spark deep economic recessions.” – The McKinsey...
    Posted to Thoughts From The Frontline by John Mauldin on 03-11-2015
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  • A War Between Two Worlds

    The terrorist attacks in Paris have fixated the world’s attention on the contrast between competing worldviews and what constitutes acceptable behavior in modern society. What are the principles by which society should be organized and run? Who gets to set those rules, and to what standards should...
    Posted to John Mauldin's Outside the Box by John Mauldin on 01-16-2015
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  • The Burning Questions For 2015

    Louis Gave is one of my favorite investment and economic thinkers, besides being a good friend and an all-around fun guy. When he and his father Charles and the well-known European journalist Anatole Kaletsky decided to form Gavekal some 15 years ago, Louis moved to Hong Kong, as they felt that Asia...
    Posted to John Mauldin's Outside the Box by John Mauldin on 12-19-2014
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  • Macroeconomics Finally Gets Interesting

    Macroeconomics Finally Gets Interesting The US: A Bubble in Complacency The Land of the Falling Yen The Dollar Rises Again Cincinnati, the Cayman Islands, and Florida “The future is already here – it's just not very evenly distributed.” – William Gibson, Hall of Fame science...
    Posted to Thoughts From The Frontline by John Mauldin on 12-10-2014
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  • The World’s Dumbest Idea

    In today’s Outside the Box the redoubtable James Montier of GMO lifts his lance to prick the underbelly of the Mighty SVM. (That’s Shareholder Value Maximization, for you newbies.) “The world’s dumbest idea” (among many candidates in the world of finance), says James, citing...
    Posted to John Mauldin's Outside the Box by John Mauldin on 12-05-2014
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  • Notes on Russia

    Russia and its redoubtable president, Vladimir Putin, have been much in the news lately. The latest flurry came when Putin was taken out behind the woodshed at the G20 conference in the Philippines last weekend over his recent moves to inject more Russian troops and arms into Ukraine. For today’s Outside...
    Posted to John Mauldin's Outside the Box by John Mauldin on 11-21-2014
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  • The Wayback Machine Birthday Tour

    “That men do not learn very much from the lessons of history is the most important of all the lessons that history has to teach.” – Aldous Huxley , Collected Essays “Would you tell me, please, which way I ought to go from here?” “That depends a good deal on where you...
    Posted to Thoughts From The Frontline by John Mauldin on 10-06-2014
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  • Future Bull

    In a conversation this morning, I remarked how rapidly things change. It was less than 20 years ago that cutting-edge tech for listening to music was the cassette tape. We blew right past CDs, and now we all consume music from the cloud on our phones. Boom. Almost overnight. A lot has changed about the...
    Posted to John Mauldin's Outside the Box by John Mauldin on 09-25-2014
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