Mauldin Economics

627 Added | 6 Magazines | 50 Followers | @MauldinEcon | Our team of financial experts provides investment resources aimed at helping investors in today’s challenging economy

Why Shady Banksters May Be a Great Investment

Bankers divide the population into two categories: “banked” and “unbanked.” They seek to bank all humanity, because these days, to be unbanked is …

Five Maps and Charts That Tell the Story of 2018

Almost a year ago to the day, we wrote an article titled "The Geopolitics of 2017 in Four Maps." The premise was simple: We picked out four of the …

Stock-Picking Contests

This is a story I have never told before and will never tell again.<p>I actually got my start in investing in a stock-picking competition in middle …

Year of the Octopus, Part 2

Only two weeks in and 2018 is already breaking records – mostly in a good way. But that leaves 50 potentially less enjoyable weeks to go. So rather …

Wages Are the Key to 2018

Nine days into 2018, I’ve read 793 economic and market forecasts.<p>Okay, that’s an exaggeration… but it certainly feels like it. In any case, I’ve read …

Year of the Octopus, Part 1

Greetings from Hong Kong, where the locals are preparing to welcome the new year on February 16. While 2018 is the Year of the Dog on the traditional …

The Beginning Of Your Investing Career

I got a call from my former assistant a few weeks ago—she’s off working at an accounting firm, after successfully completing a year of service at The …

The Prospectus Will Tell You Nothing—and Everything

Welcome to 2018. Now is the time for New Year’s resolutions, so you might have important financial decisions to make.<p>If so, here’s a suggestion: <i>pay</i> …

If You Hold VT Or Any Other Global ETF, You’ve Put All Your Eggs In One Basket

The growth of ETFs since the Global Financial Crisis has been staggering.<p>Total ETF assets under management is now approaching US $5 trillion, a 400% …

Economy on a Roll

In addition to popping champagne corks and black-eyed peas (at least in the South) on New Year’s Day, year-end brings something else for economists …

2018’s Number One Risk

To find the market’s biggest weakness, a good place to look is at the most crowded movie theater with the smallest exit.<p>European bonds.<p>You’ve …

4 Reasons You Should Run Away from SPY, IVV, VOO, and Other S&P 500 ETFs

A decade after the Global Financial Crisis, investors seem to have forgotten about risk.<p>The amount of money that has flowed into S&P 500 ETFs in …

FAANG Executives Selling Their Stock Is a Warning Signal

Nobody has a better insight into the future prospects of a company than its top-tier employees.<p>Executives will always boast about their businesses, …

How Bitcoin Could Crash the Markets

Bitcoin mania is starting to look like a religion.<p>I say that because both bitcoin and religion involve faith in the unknowable. Some bitcoin …

The Upward Sloping Demand Curve

Demand curves are usually downward-sloping because people will buy more of a product when it is cheaper and less of it when it is more expensive. …

The Limits of China’s Economic Power

The countries of East Asia are worried about the coercive power of Beijing’s pocketbook. And perhaps they should be. China is flush with money, and …

Why 2017 Was a Year to Celebrate

The holidays always prompt us to look both forward and back. Soon you’ll start seeing 2018 forecasts. I’ll review some of them for you and give you …

Why Bitcoin Can’t Be Money

Everyone is talking about bitcoin, even people who otherwise know little about investing. That’s probably a bad sign for bitcoin.<p>Recently, I had a …

Automatic Job Storm Coming

Almost every weekday, some arm of the US government issues some sort of economic statistic. News media and financial analysts review and report it. …

The Saudi-Qatar Diplomatic Dispute, Six Months Later

Six months ago, the Gulf Cooperation Council, helmed as always by its de facto leader Saudi Arabia, severed diplomatic ties with Qatar. This move was …

Nature or Nurture

Some people are better with money than others. Is it nature or nurture?<p>What I mean is: can investing be taught, or does it come naturally?<p>I’m going …

Does Amazon Create Jobs? Well, It Hired 75,000 Robots in 2017

Like millions of other people, I am a fan and a user of Amazon. They do make buying things convenient, especially little things that you might have …

How Tax Cuts Will Trigger Recession

According to the more cynical pundits, government programs usually achieve the opposite of their intended goal. And sometimes they do.<p>For example, …

Renovating the Fed

<i>Earnings don’t move the overall market; it’s the Federal Reserve Board…. Focus on the central banks and focus on the movement of liquidity…. Most</i> …

The Ant and the Grasshopper

I’m sure you’ve heard the fable of the ant and the grasshopper. The ant busted his ass all year growing some grain to store for the winter, while the …

Germany’s Grand Coalition Is Collapsing

Germany has the fourth-largest economy in the world and the largest in Europe.<p>This country has been the stable center of the European system for …

Tax Talks Lead Nowhere Good

The US Senate may vote on its tax “reform” plan this week. If it passes, they’ll have to reconcile it with the somewhat different House plan.<p>I expect …

Is “Geopolitical Risk” Behind Rising Oil Prices?

Toward the end of October, Brent crude prices crossed $60 per barrel for the first time in two years. They continued their ascent, peaking at around …

McKinsey: Automation may wipe out 1/3 of America’s workforce by 2030

As I’ve been working on my new book, <i>The Age of Transformation,</i> the chapter on the future of work has been the most challenging one to think and write …

This Map Shows Germany’s Critical Mistakes Fighting Russia in WWII

BY GEOPOLITICAL FUTURES<p>The Battle of Stalingrad had its origins in a pivotal German miscalculation at the start of World War II.<p>Operation Barbarossa, …