Thoughts from the Frontline

Highly acclaimed free weekly investment and economic newsletter

"If you're not reading John Mauldin, you should be."

&8212;G. Gilder

John Mauldin is a renowned financial expert, a New York Times best-selling author, and a pioneering online commentator. Each week, over 1 million readers turn to Mauldin for his penetrating view on Wall Street, global markets, and economic history.

Join our 1 million readers today!

Start My Free Subscription

Reader Comments

"You are the most thought provoking, balanced and direct analyst I know of. I'm sure glad I read you several years ago and started following you."

—J.F.

"You really do have a fine ability to explain technical matters in an understandable way a very rare gift indeed!"

—M.A.

"I enjoy your letters more than anything I receive from my other email. I just enjoy the intellectual, friendly banter."

—D.B.

"Everyone I've referred to your newsletter loves it. You should take this show on the road."

—R.S.

"Your weekly e-letters are the most important investment document I receive each week."

—T.M.

"My wife and I have been reading your report since 2000. We have enjoyed reading every report. Thank you for being so honest, candid, and open with your readers."

—G.H.

"I just wanted to let you know how much I appreciate your letter. I look forward to it every week. There are not many blogs or investment letters I trust but yours is one. I also like the fact that you are regular guy, a bright one, yes, but one I can identify with."

—M.B.

"During this volatile and unpredictable stock market, John provides some brilliant insights about what is really going on in the economy, both nationally—and globally. Every investor should receive this FREE weekly E-Letter."

—B.K.

The readers comments are specifically in reference to Thoughts From the Frontline e-letter published by InvestorsInsight Publishing, Inc. These comments in no way are testimonials or comments on the investment advisory firm Millennium Wave Advisors, LLC. For privacy policy reasons initials have been used for each reader's comment.

Latest Issue

The Maine Surprise Was Time

By John Mauldin

August 10, 2018

Data Dependence
Two Differences
Trade Talks
Financial Industry Changing
Gift of Time
Beaver Creek and New Plans

I’m back from Camp Kotok. As always, it was both rejuvenating and enlightening. The Maine woods, lakes, and general environment encourage more candor than I see most places. This, combined with David Kotok’s talent for assembling a diverse group and the always-marvelous Maine hospitality, made it another great success. It helps that David aggressively enforces Chatham House Rules and the Jackson Hole Rule. So you really don’t have to worry what you say.

Basically, Chatham House Rules say that you cannot quote anyone without their permission, but you can share your general impressions of the gathering. The Jackson Hole Rule says that if you overhear another conversation, don’t talk about it without permission. What happens at Camp Kotok stays at Camp Kotok.

However, this time did bring something new. Having gone 13 consecutive years now, I know many attendees and we speak throughout the year. And many of them write just as I do, so I get to get monthly or weekly updates on their thinking. I usually have some general sense of the group’s outlook even before I arrive, which lets me spend the time filling in details.

This year, I quickly sensed a more upbeat mood. Not that many that were wildly bullish, but most were positive or at least neutral. There weren’t nearly as many bears as I expected. “Cautious optimism” seemed to be the theme. That led me to refine my own views with a wide variety of participants. Today, I’ll do the same for you.

Data Dependence

First question:...

Read Full Newsletter

Connect With Mauldin