Mauldin Economics

JUNE 11, 2021

Louis Gave, co-founder and CEO of Gavekal Research, recently said that most economic activity is simply transformed energy of one sort or another. Just look at US shale production. Louis thinks this adds up to a 180-degree change in the economic winds, from deflation to inflation. Well, I damn well hope so.

Economics 52

Economics Transportation Economy Manufacturing 52

Mauldin Economics

JUNE 9, 2021

Peter, who is the author of The Boock Report , in which he flash-analyzes the latest economic data in handy bite-size multiple emails per day, makes an important distinction between goods inflation and services inflation. The US government acted, appropriately, to help the millions rendered suddenly jobless.

Transportation 52

Transportation Food Electronics Healthcare 52

Mauldin Economics

JUNE 11, 2021

Most US adults can now “opt out” by getting vaccinated. This may be an economically significant problem soon. But even if the virus disappears, we are going to spend years repairing the economic damage already done… and more may be coming. Excess Deaths Confirmed US COVID-19 deaths now exceed 600,000.

Economy 52

Economy Healthcare Medical Economics 52

Mauldin Economics

APRIL 29, 2021

The vaccines were supposed to equalize us by protecting everyone. They seem very concerned about having to prove they received a couple of injections. Source: Justin Amash on Twitter But if you did, in fact, receive those injections, disclosing it to others doesn’t reveal anything private about your body. Are those proper?

Food 52

Food Government Economy Economics 52

Mauldin Economics

APRIL 29, 2021

By the numbers, the US looks much better than it did than a few months ago. Some areas of the US are experiencing their fourth wave of coronavirus cases. New Dynamic According to CDC data , about 142 million had received at least one dose of a COVID-19 vaccine in the United States as of April 27. That’s great news.

Economy 40

Economy Economics Numbers 40

Mauldin Economics

MARCH 9, 2021

We are, I hope, on the way to controlling COVID-19 in the US (though certainly not the rest of the world). It doesn’t care about the economy. This much-anticipated economic recovery, and the jobs it would generate, may not get far if we relax too soon… and the employment data suggests some of us are doing exactly that.

Marketing 52

Marketing Marketing Economy Retail 52

Mauldin Economics

DECEMBER 19, 2019

By John Mauldin The Federal Reserve System is supposed to be independent. Which is about where CPI lands in this 20-year chart, so the Fed is succeeding by that yardstick. Meanwhile, the people who are supposed to be looking out for you keep talking about how the economy is improving thanks to their brilliant policies.

Economics 52

Economics Economy Budgeting Valuation 52