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Inflating Our Thoughts On Inflation


Inflating Our Thoughts On Inflation
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I thought I would do something really fun with this week’s Dividend Cafe, but just as soon as I typed that I realized that, like beauty, fun is in the eye of the beholder. But what “fun” thing I was going to do was write a full recap of the recent Mauldin Strategic Investor Conference that took place from May 5 through May 14, and use that recap to capture some of the profoundly important takeaways that I want to share with readers of the Dividend Cafe.
However, for that to be “fun” for me I need to do it thoroughly, and this week was a hysterically insane week here in the California office between projects, portfolio work, client meetings, morning research, DC Today, and all the normal things.  I also got inspired by another few things this morning, and so I am going to call an audible and use next week’s Dividend Cafe as my Mauldin SIC recap, and use this week’s for a whole differen ....

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The Great Jobs Reset


February 28, 2021 | The Great Jobs Reset
John Mauldin
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.
We are almost through February and (knocking on wood) the US COVID-19 situation is improving daily. The B117 and other variants haven’t yet made a big impact. Possibly they will, but as time passes more people are getting at least partial protection through vaccines. The “race” I’ve described seems to be going the way we hoped. ....

Puerto Rico , United States , Virgin Islands , Lael Brainard , Jerome Powell , George Friedman , Peter Boockvar , Current Population , Census Bureau , Ashford Inc , Time Population Survey , Bureau Of Labor Statistics , Federal Reserve , Labor Department , Bank Credit Analyst , American Airlines , President Biden , Charles Gave , Yield Curve Control , Lacy Hunt , Dallas Fed , Real Time Population Survey , Black Friday , Labor Statistics , President Trump , Mauldin Thoughts ,