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.

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.

Nov 22, 2024 · 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.

Dec 17, 2024 · 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.

Oct 4, 2024 · 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.

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Nov 13, 2024 · 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 …

Oct 2, 2024 · Investor sentiment will play a key role in market reactions, while consumer spending patterns ahead of the holiday season are under the microscope. Will falling interest rates lead to a boost for lagging sectors like consumer discretionary? Keep an eye on Q3 earnings, holiday spending data, and interest rate trends for potential investment opportunities heading into 2025.

Nov 19, 2024 · Nevertheless, the oil industry’s market is diminishing. The International Energy Agency projects a 1 million barrel per day global surplus in 2025.; Chinese refinery output dropped 4.6% in October compared to a year earlier.; Eleven Angolan oil tankers are sailing around looking for buyers.; Morgan Stanley recently cut its oil price forecast, citing a likely “sizable surplus” next year ...

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