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Mauldin Economics @mauldinecon

Delivering expert analysis and actionable insight.

Joined October 2015
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Dubai was supposed to be the Switzerland of the Gulf. @JacobShap says the US-Israeli campaign against Iran may be the nail in the coffin for that dream. What comes next? mauldineconomics.com/the-wor… #Dubai #UAE #Geopolitics #GlobalFinance #MiddleEast

The Iran War Is the “Nail in the Coffin” for Dubai | Mauldin Economics

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Kelly Green looks at how fear in the market is creating new 52‑week lows and why she’s using the shift to hunt for dividend opportunities. mauldineconomics.com/dividen… #Investing #Dividends #Markets #IncomeInvesting

Searching For New Lows

I’m always searching for a good bargain. Well, as long as it’s a bargain on something that I need and will actually use.

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The global restructuring is underway: @JohnFMauldin on China building 90% of world capacity in key industries, naval chokepoints exposing old guarantees, and low earth orbit as the new geopolitical ocean. mauldineconomics.com/frontli… #Geopolitics #GlobalTrade #China #Investing

Brave New World

In the summer of 1944, with the war in Europe not yet won, the United States convened 44 nations at a resort hotel in Bretton Woods, New Hampshire, and wrote the rules of the postwar world.

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The Strait of Hormuz has been closed for 3 months. Brent crude is near $90. US markets are at record highs. Jacob Shapiro (@JacobShap) lays out the two competing narratives trying to explain what's actually going on. mauldineconomics.com/the-wor… #Geopolitics #MacroEconomics #AI

The Global Economy’s Competing Narratives | Mauldin Economics

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Hidden risks like succession, refinancing, and customer concentration can quietly eat into your dividends. Kelly Green breaks down what to watch for and how to think about them. mauldineconomics.com/dividen… #DividendInvesting #Stocks #InvestingRisk #IncomeInvesting

Watch Out For Hidden Risks

Have you ever heard of Succession Risk? It occurs when key leaders of a company leave their position—whether expected or not—and a clear successor isn’t already in place.

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John Mauldin examines how technological and economic shifts are unfolding at different speeds and what that means for investors. mauldineconomics.com/frontli… #economy #markets #technology

The Future Arrives Unevenly

In 1712, an ironmonger named Thomas Newcomen built a machine in Dudley, England that changed the world. Not immediately. Not obviously.

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Pfizer’s ($PFE) dividend strategy and reader questions take center stage in Kelly Green’s latest mailbag. She breaks down the key points and clarifies several topics raised by subscribers. mauldineconomics.com/dividen… #Dividends #IncomeInvesting #Pfizer #Markets #DividendDigest

Mailbag: A Follow-Up on Pfizer and Other Questions

Two weeks ago, I said that one of my favorite stocks right now is Pfizer (PFE).

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Russia’s relationship with China is shifting in real time. Jacob Shapiro (@JacobShap) looks at what Putin’s trip to Beijing signals and what it does not. mauldineconomics.com/the-wor… #Geopolitics #Russia #China

Putin Travels to Beijing Hat in Hand | Mauldin Economics

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Kelly Green examines how shifts in consumer habits are affecting parts of the vice market and what that means for income investors. mauldineconomics.com/dividen… #dividends #incomeinvesting #markets #MauldinEconomics

The Vice Market Is Shifting

Earlier this month, I headed from Virginia to Florida on the Amtrak auto train. I highly recommend this option instead of driving down I-95.

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A look at how investors handle hesitation and the “big but” that can shape dividend decisions. Kelly Green breaks down the mindset behind it in her latest Dividend Digest. mauldineconomics.com/dividen… #Dividends #Investing #IncomeInvesting #procrastination

Let’s Talk About Your Big “But”

The 1985 classic Pee Wee’s Big Adventure is one of my favorite movies. In it, there’s a scene where Pee Wee and Simone sit inside the Cabazon dinosaurs as she talks about her dream of going to Paris.

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John Mauldin shares a featured essay from @DavidBahnsen on how billionaire investors think about risk, discipline and long‑term positioning. mauldineconomics.com/frontli… #Investing #Finance #Markets #Wealth

What Billionaires Know About Investing

John invites a guest author to write this week when he is focused on SIC. David Bahnsen of The Bahnsen Group explores two different avenues for investing with significantly different risk parameters...

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The Strategic Investment Conference 2026 starts tomorrow. This year’s theme: The Global Restructuring. @JohnFMauldin calls it his “ultimate fantasy dinner table”—35 speakers including former Fed advisors, chief economists, geopolitical strategists, and portfolio managers running billions. Join thousands of investors for 5 days of insights you won’t get from research reports or earnings calls—plus recordings, transcripts, and more. The global order is shifting. We’re going to talk about what it means for your portfolio. Click the link to check out the agenda or reserve your virtual seat. mauldineconomics.com/sic-202…
Strategic Investment Conference - Live-streamed - May 4, 6, 8, 11, 13

ALT Strategic Investment Conference - Live-streamed - May 4, 6, 8, 11, 13

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A 5-day virtual conference. Top macro thinkers. 24 CFP® and 24 IWI credits. @CFPBoard @iw_inst 🧵
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Designed for investors and advisors managing real money— Not predictions. Frameworks.
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If you’re an advisor, it may be worth a look. 👀 mauldineconomics.com/sic-202… #SIC2026 #MoneyManagers #Investing
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Dividend investors are navigating a strange market. Kelly Green explores why preferred stocks may offer stability and income when common shares look pricey. mauldineconomics.com/dividen… #Dividends #IncomeInvesting #Investing

On the Hunt for VIP Dividends

Dividend stocks are a great defense when there’s fear in the air. Inflation fears are real with energy-driven price increases front and center. These trickle through the rest of the economy as higher...

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John Mauldin (@JohnFMauldin) takes a data-driven walk through today’s economic signals, exploring what they reveal about inflation, wages, and long-term cycles ahead of SIC 2026. mauldineconomics.com/frontli… #economy #markets #investing #SIC2026

Where Does a Random Walk Through The Data Lead Us?

John Mauldin looks at various bits of data that he found interesting this week

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Mauldin Economics retweeted
Wealthion
@wealthion
Apr 24
We’re seeing a major disconnect in the economy—sentiment is collapsing, but consumer spending and jobs are still holding up. @EdDAgostino of @MauldinEcon explains why this “vibe vs reality” gap is defining today’s macro picture—and why even well-informed investors are more divided than ever. He calls it the Great Restructuring. #MacroEconomics #Markets #Recession #Inflation #Investing Watch the full interview here hubs.ly/Q04drHwX0 :bulb:Get a free portfolio review with Wealthion’s endorsed financial advisors at hubs.ly/Q04drCFR0
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Economic data is more divergent than ever, which is why forecasts are all over the map. @johnFMauldin cuts through the noise on GDP, earnings, oil, and what "Muddle Through" actually means right now. mauldineconomics.com/frontli… #Economics #Investing #GDP #StockMarket

Divergent Data

Today, John looks at underlying data to find that, while the world is not ending anytime soon, there are actually good reasons for a disparity in economic forecasts.

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