Mauldin Economics – ValueWalk Premium

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...

To Stay Informed, Watch Less TV

Pop math quiz: What is 1918 + 1932 + 1968? Q1 2020 hedge fund letters, conferences and more Your calculator may say 5,818, but the real answer is 2020. This year has turned into a combination of those three historic years. In the US, we have A deadly pandemic, like the...

What Happens When Cars Can “See”?

Dairy giant Land O’Lakes recently made history. It hired a Silicon Valley startup to deliver 20 tons of butter across America by truck. The 2,800 mile drive from California to Philadelphia took over 40 hours. Q1 2020 hedge fund letters, conferences and more And here’s the kicker: the 18-wheeler drove itself the...

This Is the End of College as We Know It

May was supposed to be a time of celebration. Normally, it’s when students across the country graduate from college and prepare to enter the “real world.” Q1 2020 hedge fund letters, conferences and more maura24 / Pixabay This year was different. Coronavirus has shut down most colleges and universities. Last month, it...

This New Tech Is The Key To Reopening America

You can’t get through without passing the “heat seeking eye.” Last month, online shopping giant Amazon (AMZN) splashed out $10 million on 1,500 new cameras across its warehouses. Q1 2020 hedge fund letters, conferences and more These aren’t any ol’ Kodaks. These thermal cameras take employees’ temperatures as they walk into the warehouse....

Finding Hope 220 Miles Above the Earth

The history of humanity, at least as taught in most schools, is really about two seemingly opposite forces: human innovation and human conflict. The same intelligence that lets us accomplish great things also pits us against each other. But sometimes, we rise above it. Q1 2020 hedge fund letters, conferences...

Why Solar Stocks Are Rallying Against All Odds

Watching the news is one of the most dangerous things you can do as an investor. I know it’s counterintuitive. After all, most investors want to be as informed as possible. But watching CNBC or any other financial media outlet won’t give you an “edge.” Q1 2020 hedge fund letters,...

As the Economic Cycles Turn

I had a chance to catch up with my friend Neil Howe at my recent Strategic Investment Conference about the “Fourth Turning”—a recurring generational cycles theory that Neil helped to write the book on, quite literally. Q1 2020 hedge fund letters, conferences and more janjf93 / Pixabay In his view, it’s ongoing...

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