Mauldin Economics – ValueWalk Premium

The Recovery Is in Need of Some Rescue

Recovery is coming because the economy has found a new equilibrium. That's what we are told. Except, that’s not what the data says. Q3 2020 hedge fund letters, conferences and more Last week, I laid out the case that US government debt would be $50 trillion by 2030. That was using...

The Single Most Groundbreaking Disruption

America’s top researchers were stumped. How do you teach a computer to “see?” Q2 2020 hedge fund letters, conferences and more By 2012, technology had advanced a great deal. For $199 you could buy a tiny supercomputer called the iPhone 5. You could talk to it—and it would talk back. It...

3 Truths That Will Define This 3-Part Economy

The economy recovery, when it comes—and it will—is going to be uneven. Q2 2020 hedge fund letters, conferences and more In some parts of the economy, it's already starting. Other parts will be in what can only be described as a depression for quite some time. And still others are going...

What the Recovery Really Looks Like

The media and politicians like to talk about "the economy" as a general term. These days, there is a lot of talk about it having V- or U-shaped recovery. But within the economy right now are several different economies, and they won't see recovery at the same time or rate. So...

We Have an Economic Eight-Body Problem

If you have three large objects that have gravitational impact on each other, you can determine where they have been in the past. Q2 2020 hedge fund letters, conferences and more janjf93 / Pixabay However, you cannot predict where they will be in the future. At least, not without great difficulty. In physics,...

What Makes This Recession Different From the Rest

"It's a recession when your neighbor loses his job; it's a depression when you lose yours." - Harry S. Truman, 33rd US President Q2 2020 hedge fund letters, conferences and more In recent weeks, numerous commentators started to suggest the US and the world are entering a depression. For some areas of the...

Introducing The Third Great Computing Superpower

We’re on the cusp of the third great computing revolution. I’m talking about the latest computing superpower: their ability to “see.” Q2 2020 hedge fund letters, conferences and more Computer vision is the greatest disruptive innovation in a generation. And in today’s essay, I want to show you how we got...

The Great American Housing Boom Has Begun

What if I told you that US housing is one of the best money-making opportunities today? You’d probably think I’m crazy. After all, how can anyone think housing is a good bet right now… especially in the middle of a global pandemic? Q2 2020 hedge fund letters, conferences and more Well, today I’m going to...

How Sony Is Fueling the Computer Vision Boom

He didn’t know it at the time, but in 1990 Eric Fossum started a revolution. In the early ‘90s, NASA was firing rockets into orbit every other month. And to take images of outer space, each spacecraft was equipped with cameras. Q2 2020 hedge fund letters, conferences and more The problem...

Will America Accept the Worst?

Even in normal times, the news describes murders, accidents, wars, natural disasters, and the passing of once-famous celebrities. Q2 2020 hedge fund letters, conferences and more Those deaths are usually just headlines. We don’t know the people, and we don’t expect to share their fate anytime soon. We note them and...

Why College Is Never Coming Back

Here’s some great news: one of America’s most broken industries is finally being exposed as a sham. And make no mistake, the end of college as we know it is a great thing. Q2 2020 hedge fund letters, conferences and more maura24 / Pixabay It’s great for families, who’ll save money and take on less...

Where the Jobs Aren’t

A century or two ago, industries would shrink and disappear over decades, while others arose at a similar pace. Q2 2020 hedge fund letters, conferences and more Today, consumer preferences change before our eyes. Companies and entire industries spring up overnight… and can collapse just as quickly, as we saw with...

The Six-Year Jobs Recession

Most of us work for some form of paycheck, even the self-employed. Few subsist on their own efforts. Even retirees, politicians, and welfare recipients live off someone’s labor, if not their own. Q2 2020 hedge fund letters, conferences and more Savings, if you have any, are the result of past labor. That makes...

Help the Economy by Going Outside

COVID-19 cases are growing fast in large parts of the US. The same folks who said the virus would just go away now say not to worry because fewer people are dying. Q2 2020 hedge fund letters, conferences and more A lower mortality rate helps, but it’s still too high. The...

The “Next Netflix” Has Finally Revealed Itself

A sleeping giant tech stock has awoken. It’s already handing out monster gains. And as I’ll show you today, it’s just getting warmed up. Q2 2020 hedge fund letters, conferences and more In fact, it won’t be long before this stock is mentioned in the same breath as hall-of-famers like Netflix (NFLX), Facebook...

Restaurants And The New Reallocation Shock For Workers

In its latest Monetary Policy Report to Congress, the Federal Reserve outlined that the collapse in demand may ultimately bankrupt many businesses is one of the biggest risks to our economy right now. Q2 2020 hedge fund letters, conferences and more Nowhere is that more apparent than at once-bustling restaurant and bars that...

The Beatings Will Continue Until the Economy Improves

You can’t live without making certain presumptions. You presume your car will start, your refrigerator will stay cold, and the lights will turn on when you flip the switch. Q1 2020 hedge fund letters, conferences and more In fact, you could argue this “predictability” is what separates advanced economies from primitive...

The Corona Depression Is Here

The US economy entered recession at the end of February, according to the economists who officially define such things. But will it get even worse? Q1 2020 hedge fund letters, conferences and more In some ways, this is already beyond the 1930s Great Depression. Mass unemployment happened much faster this time...

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