John Mauldin

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Data-Dependent...On Imaginary Data

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Federal Reserve officials like to say their policy course is “data-dependent.”

Year Of The Octopus, Part 1

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The U.S. economy and markets will probably hold up well in 2018, according to financial expert John Mauldin.

Renovating The Fed

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How does a seven-member board operate with four vacancies? Is that even a quorum?

Pension Storm Warning

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Public pension liabilities don’t come out of nowhere the way hurricanes seem to—we know exactly where they will strike.

All Things Bearish

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Some people are true perma-bears while others merely adopt a bearish outlook when indicators suggest trouble ahead.

Three Black Swans

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The complacency about China is due to people believing “this time is different” with the nation's debt.

Prepare For Turbulence

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Looking with fresh eyes at economic numbers and central bankers’ statements convinces me we will soon be in deep trouble.

Mad Hawk Disease Strikes Federal Reserve

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While my rant last summer was about the Fed’s apparent openness to negative rates, we now face the opposite risk.

The Next Minsky Moment

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Much of what we think is new and different is actually one variation or another on ancient themes.

Can You Afford To Reach 100?

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Most of today’s young children will live to see the 2100s.

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