Thoughts from the Frontline

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Latest Articles

Dividends on Offense
  • April 12, 2024

Dividends on Offense

This week continues our series on dividends and dividend growth stocks. This is one part of my strategy to try to get through what I see as a coming crisis by the end of the decade with as much of my buying power as intact as possible.

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Crisis Cycle Investing
  • April 5, 2024

Crisis Cycle Investing

Last year I wrote a series of letters reviewing different ideas of repeatable cycles in history. All four authors I reviewed, and your humble analyst, all foresee a major crisis/upheaval coming around the end of this decade.

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Monetary Dilemma
  • March 29, 2024

Monetary Dilemma

Leaders take a lot of criticism. In fact, that’s part of the job. Presidents, governors, CEOs, football coaches, other top decision makers and even your humble analyst all have to answer for what happens on their watch—even when it’s not their fault. Then-general Dwight Eisenhower prepared a letter for release in case the 1944 Normandy landing failed, placing all blame on himself. Which, I suspect, he knew would happen anyway.

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Powering the AI
  • March 22, 2024

Powering the AI

If, like me, you’re old enough to remember the 1990s internet bubble, today’s AI excitement might be giving you flashbacks. The parallels are unmistakable.

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Thoughts from the Frontline explores developments overlooked by mainstream news and analyzes challenges and opportunities on the horizon.

The newsletter began as John’s way of sharing his thoughts with a few associates. Two decades later, it is one of the most widely read investment newsletters in the world. From his warning of an impending recession in 2000, to a polemic on the Obamacare “death spiral” in 2016, John has blazed his own trail as one of the most respected macroeconomic minds in the field.

"Central bankers, businessmen, and investors continually try to beat History to a pulp, but History always wins the final rounds."

John Mauldin, Thoughts from the Frontline, 2001.
Thoughts from the Frontline
Thoughts from the Frontline

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John Mauldin

John Mauldin

Editor, Thoughts from the Frontline

When investors, financial professionals, and discerning citizens need a big-picture view of what's going on in the economy, they turn to John Mauldin.

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