Helping you make better long-term investment decisions... Get started now with Thoughts from the Frontline from John Mauldin and Global Macro Update from Ed D'Agostino.Clear, concise, insightful research you can rely on.

January 3, 2025; A Controversial Start. It was an amazingly short week, punctuated by making 20 gallons of chili, serving almost 300 of my neighbors, and then recovering the next day, which didn’t leave a lot of time for in-depth analysis and forecasts.

2024年12月17日 · Felix keeps his media appearances to a minimum for most of the year. So, we’re particularly pleased to welcome him back on Global Macro Update.We’re covering a lot of ground today… everything from Europe’s energy woes and cheap Chinese cars to AI’s effect on America’s manufacturing revival and de-risking global supply chains.

2024年11月22日 · See the problem? We can and should do something about waste, fraud, and abuse, but the real problem is structural. The process by which we make these choices has been twisted in ways that make spending reductions extremely difficult—and spending increases practically automatic.. We will never get a handle on spending until we fix this broken process.

2024年10月4日 · Invest Smarter: Higher rates, inflation, and volatility demand more than passive strategies.Macro Advantage uncovers transformative themes and a portfolio to navigate today’s volatile markets, all while positioning you for long-term success.Go here to learn more about Ed and his team’s premier investment research service, Macro Advantage.

2024年11月13日 · Last week, I was traveling in both San Francisco and Miami. It was a week of different transportation methods: cable cars, subway, historic streetcars, buses, airplanes, the Brightline train, Uber, Lyft, and self-driving taxis. The technology was …

For 20 years I've had the privilege of assembling the brightest minds and foremost experts for this conference. As we mark the 20th year of the SIC, you'll be introduced to new features, but more importantly, you’ll walk away from SIC 2024 with clarity and a path forward.”

2025年1月17日 · Invest Smarter: Higher rates, inflation, and volatility demand more than passive strategies.Macro Advantage uncovers transformative themes and a portfolio to navigate today’s volatile markets, all while positioning you for long-term success.Go here to learn more about Ed and his team’s premier investment research service, Macro Advantage.

2025年1月3日 · We’re doing something a little different today. For months, John Mauldin has been nudging me to check out The Free Press, the news service founded by journalist Bari Weiss, formerly of The Wall Street Journal and The New York Times.I finally heeded John’s guidance, and I wanted to pass along a thoughtful interview Weiss recently did with Marc Andreessen.

2025年1月24日 · Ian Bremmer grew up in a rough part of Boston with a single mother. He was definitely not elite except that now he writes bestsellers, counsels presidents of countries and CEOs, and runs one of the most important geopolitical consulting firms in the world.