Mauldin Economics

Kelly Green revisits $LYB and $HTGC, two stocks readers keep asking about. Dividend cuts, BDC sector pressure, and what she's actually doing with her positions. mauldineconomics.com/dividend-diges… #DividendInvesting #Stocks #IncomInvesting

The latest #ThoughtsFromTheFrontline from @JohnFMauldin covers the Strait of Hormuz disruption, a weak jobs report, rising inflation, and why the base case right now is slower growth rather than recession. mauldineconomics.com/frontlinethoug… #Iran #Hormuz #Inflation #Economy

Geopolitical strategist @JacobShap joins @EdDAgostino to break down what the Strait of Hormuz crisis really means — not for oil prices this week, but for global energy strategy over the next decade. mauldineconomics.com/global-macro-u… #Geopolitics #GlobalMacroUpdate

Introducing... the Strait of Hormuz Exposure Index @RationalOptSoc 20% of the world's oil (20 million barrels a day) flows through a narrow waterway between Iran and Oman which is currently closed for the first time ever Who is most exposed? #hormuz" target="_blank" rel="nofollow noopener">paleofaire.github.io/energy-abundan…

“Be like Charles.” Virtual passes for SIC 2026 are now available. 📅 May 4, 6, 8, 11, 13 🎥 Virtual event 👉 mauldineconomics.com/sic-2026-order… #SIC2026

Kelly Green shares the industries that remain on her long‑term wish list and why she’s keeping them in view. mauldineconomics.com/dividend-diges… #Dividends #Investing #IncomeInvesting

Virtual passes for SIC 2026 are now available. Join @JohnFMauldin and an exceptional lineup of thinkers as we explore The Global Reorder. 📅 May 4, 6, 8, 11, 13 🎥 Attend from anywhere 👉 mauldineconomics.com/sic-2026-order… #SIC2026

John Mauldin explores how AI fits into the long history of creative destruction and what past cycles can teach us about the transition underway. mauldineconomics.com/frontlinethoug… #AI #Economy #Innovation #Markets

Ed D’Agostino talks with Eric Fine from @vaneck_us about the setup in emerging market bonds and the factors he is watching. mauldineconomics.com/global-macro-u… #EmergingMarkets #Bonds #GlobalMacro #Investing

Billboards still command attention in a world full of scrollable ads, and Kelly Green digs into why Out of Home advertising remains effective, plus what Lamar Advertising’s latest numbers show. mauldineconomics.com/dividend-diges… #DividendInvesting #REITs #Advertising

John Mauldin examines how small stresses can build into larger systemic risks and why today’s environment shows several emerging pressure points. He revisits the “fingers of instability” concept and applies it to current conditions. mauldineconomics.com/frontlinethoug… #Economy #Finance

Ed D’Agostino speaks with Neil Dutta (@RenMacLLC) about what recent bond market moves may be signalling and how they fit into the broader macro picture. mauldineconomics.com/global-macro-u… #BondMarket #Macro #Investing #Economy

Market leadership is shifting again, and Kelly Green breaks down what’s driving the latest rotation and where investors are focusing now. mauldineconomics.com/dividend-diges… #investing #stocks #dividends

John Mauldin digs into why today’s economic signals point in different directions and how conflicting data can shape very different conclusions. mauldineconomics.com/frontlinethoug… #Economy #Markets

In the latest Global Macro Update, Ed D’Agostino talks with Jan Stuart about what current oil market signals may be telling us, from backwardation to geopolitical pressure points. mauldineconomics.com/global-macro-u… #OilMarkets #Energy #Geopolitics #Commodities

Exploring Toronto led Kelly Green (@YieldShark) to revisit how foreign dividend withholding works and why Canadian banks caught her attention again. mauldineconomics.com/dividend-diges… #Dividends #Investing #IncomeInvesting #CanadianBanks

In his latest Thoughts from the Frontline, @JohnFMauldin explores how shifts in labor force participation, demographics and productivity are reshaping the employment picture in the US. mauldineconomics.com/frontlinethoug… #Economy #Employment #LaborMarket #Jobs #Macro