John Mauldin

Looking at the current inflation data, you have to be willing to recognize that all trends, no matter how seemingly inexorable, come to an end.

We are already seeing an inflationary heartbeat. The question now becomes how much that pulse will quicken. #inflation #prices

If you never expected to see 0% inflation, now you have. But that’s only in goods—inflation in services pulled the full CPI higher.

While everyone knows that I am not a fan of more debt, we clearly need to fix our ailing infrastructure here in the US. #investing

While valuations tell us nothing about short-term market moves, they are actually pretty good at longer-term returns. #stockmarket

For inflation to be a near-term threat, five things would have to happen this year. #economy #inflation #stockmarket #investors

Inflation tends to occur when actual GDP exceeds potential GDP because the economy is “running hot.” #inflation #economy

This is precisely what should concern us. No one is afraid of growing the debt, save for a few old classical economists. #economy

The thing is, you cannot predict inflation or deflation until you know what happens with COVID-19 this summer. #inflation #economy

This year will bring several economic challenges in the U.S.—some we may not yet foresee. But I can already identify at least four. #economy

2021 may feel more like an extension of 2020 rather than a fresh start. But take heart—there is plenty of good news out there. #hope

Why investors and business people ought to be very concerned about the slow start, though fortunately it is improving somewhat.

Waiting until February to pass a stimulus bill simply tempts the recession gods to strike again. #economy #stimulus #stockmarket

What happens when we come to the place where we have to deal with all that national debt? #debt #government #economy

This pandemic and recession may push us there faster because they are making the debt grow faster. #economy #debt #amercia

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

Economists who expected a quick recovery from this recession have been revising their forecasts. #america #economy #stocks

Even the CBO’s rosy scenarios show the economy spending the next two years digging out of the 2020 hole. #economy #debt 

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.

The point now is that many Americans are living unemployment check to unemployment check. #economy #unemployment #america

With the US set to breach the $50 trillion mark in debt by 2030, here are five things we should start thinking about sooner rather than later.

Recent developments suggest debt will be even bigger than I expected, to the tune of $50 trillion in the US by 2030. #debt #economy

A real economist would probably call it Debt Rationalization. We will reach a point where it becomes the least-bad alternative. #nationaldebt

Whether it's K-shaped or some other to-be-determined letter, there are three truths that will define this economic recovery. #economy

Within the economy right now are several different economies, and they won't see recovery at the same time or rate. #economy

In economics, we are well beyond the three-body problem. I think it is more like an eight-body problem. See if you agree. #economics 

We literally shut down 30% to 40% of the service economy. Wiped it out. Restaurants, hotels, gyms, airlines, tourism, all manner of personal services.

COVID-19 will have a sustained impact on the domestic economy in reduced production and profitability for several years, and in some industries, forever.

Only 51% of the employees who were working at the beginning of January were working four months later, at the beginning of May. #jobs

An economy with double-digit-percentage unemployment isn’t going to have a V-shaped recovery. It just can’t. #unemployment

Businesses employ millions of workers directly. Many who lost their jobs in the last three months won’t get them back. #jobs #economy

Recovering even 90% of the previous consumer spending isn’t enough. We need it all, or close to all. We will get there, but it is going to take time.

Explaining to the average politician that debt is a drag on future growth is futile. Spending money today helps them get reelected tomorrow.

We will need to aim carefully, and will probably do better buying the best entrepreneurs instead of looking at companies. #future

We truly are one globe of humanity. From space, we don’t appear to be far apart at all. Astronauts get the ultimate macro view.

The pandemic might have a silver lining if the failures it exposes let us replace failed institutions with better ones. #newreality

We are redistributing wealth from future generations to current retirees. The result will be a population that, in real terms, gets poorer over time.

In parts of the US, restaurants are being allowed to reopen at lower capacity, usually 25% or 50%. #economy #service #financial

There is reason for hope, and we should celebrate that. But we still haven’t overcome all the reasons for caution. #economy #entrepreneuers

Investors are willing to look past the second- and possibly even third-quarter earnings, which everyone acknowledges will be dismal.

What will be the longer-term fallout of the coronavirus be on the economy, the markets and society? #finance #financialadvisors

What will the economy look like over the next six months and in a post-vaccine world? #economy #stockmarket #financialadvisors

At some point supply and demand will balance, but I don’t think it will be in three months. Three years? Maybe. #inflation #economy

We are all being forced to adjust to a New Normal. It will be one where friends and family will still be as important as ever. #financialadvisor

We could have 2020 and 2021 deficits of a combined $6 trillion-plus. Add off-budget spending, and we should see $30 trillion total national debt.

Before this decade ends, the U.S. Federal Reserve’s balance sheet will be $20 trillion and probably approach $30 trillion. #currency

Millions of entrepreneurs are trying to figure out what to do when the world is turned on again. They will figure it out. #innovation

This crisis could emotionally scar a generation just as much as the Great Depression affected our grandparents and great-grandparents.

All the opportunities that I’ve been talking and writing about over the years are not going away. Just postponed for a few months.

The Federal Reserve is largely responsible for where we are today, keeping rates too low for too long, the government running deficits way beyond.