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John Mauldin

What Bank Regulators Should Be Thinking About Now (This Crisis and Also the Next)

Do Fed bank regulators not at least read about what their monetary policy brethren are doing? Rates have been rising for a year! The regulatory executives who somehow overlooked this should be asked to polish their resumes and seek other pastures.

14 MIN READ
03/19/2023

How We Use Assumptions and Why They Matter

Private parties do tend to be more careful about their assumptions than the government, simply out of self-interest. We pay more attention when our own capital and/or income is on the line. But we are also humans with human frailties.

13 MIN READ
02/23/2023

The Economy and the Markets: Muddling Through in 2023 — and Then What?

Economically, I’m on the slightly pessimistic side for 2023. Today we’ll talk more about my market outlook. The answer may be disappointing if you want me to be either bullish or bearish. I am neither, at least for now.

14 MIN READ
02/06/2023