Mauldin Economics – ValueWalk Premium

We’re Going to Need More Than a Vaccine

“Houston, we have a problem,” said the Apollo 13 crew. Q3 2020 hedge fund letters, conferences and more Half a century later, Houston is a problem as some of its largest hospitals reach 100% ICU occupancy. Ditto for many other cities around the US. This is a problem and it’s getting worse. Meanwhile, the same...

This Will Be 2021’s Most Important Economic Indicator

Many have optimistic outlooks about the economy and markets 2021 because they expect the COVID-19 pandemic to end this year. Q3 2020 hedge fund letters, conferences and more Those outlooks vary mainly on when the inevitable boom will start. But nearly all assume… The coronavirus vaccines are safe and effective, They will be...

5 Surprises In 2021

Plenty of people made predictions for 2020, with hilarious results. Q3 2020 hedge fund letters, conferences and more So for 2021, I am going to give you my list of surprises instead. Surprise No. 1: There Will Be No Surprises That’s it. That’s the surprise—there will be no surprises! 2021 will be a boring year. Stocks...

We Can’t Wait Any Longer for More Coronavirus Relief

The Federal Reserve acted quickly last March, cutting rates and launching a massive asset purchase program. Congress helped with a giant fiscal aid package. Q3 2020 hedge fund letters, conferences and more Together, these jolted the economy back to life. The jolt wasn’t permanent, however. The economic patient is now wavering again....

What Do We Do With All This Debt?

Before the coronavirus pandemic I expected the US would hit the debt wall in the late 2020s. Now, the debt is growing even faster and we will hit that wall a lot sooner. Q3 2020 hedge fund letters, conferences and more What happens when we come to the place where we...

A ‘Great Reset’ Is Coming.. But Not for Capitalism

The Great Reset is my term for climactic events that resolve our global debt overload while at the same time dealing with slow economic growth, high unemployment and social unrest. Q3 2020 hedge fund letters, conferences and more I've talked about this concept for many years. I expected this would happen after...

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...

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