| Dear Friend, Meteorologists are our unsung heroes. They tell us when a tropical storm is forming over the ocean that may turn into a Cat-3 or 4 hurricane by the time it hits. They pinpoint where it’s likely to make landfall and how to prepare. Some storms you can ride out... with others, you’ll have to evacuate—saving countless lives every year. I view my network of Over My Shoulder contributors and SIC speakers as a team of financial meteorologists. More than once, my own wealth has been saved by their accurate interpretations of the economic weather patterns. I invite you today to take advantage of their predictive power... via our CAT-5 Asset Protection Kit. While you won’t hear specific stock recommendations from these experts, they’ll hand you the cumulative knowledge you need to make the best decisions for your portfolio. Let’s look at some recent Over My Shoulder topics for real-life examples: Sept. 8, 2021
Paul Kasriel: An Econ 101 Quiz Economist Paul Kasriel questions the wide belief that the weak August jobs picture was a result of Delta-induced consumer fear. He thinks the report was more about labor supply than consumer demand. It’s a simple point with possibly big consequences. Sept. 3, 2021
Peter Boockvar: Jobs Picture The US jobs report covering August fell far below expectations, with the retail and leisure/hospitality sectors looking especially weak. One interpretation is that COVID fear is again keeping people home, but Peter Boockvar sees it as a labor supply issue, not a demand problem. Sept. 2, 2021
George Friedman: China’s Strategy China is a major economic power in part for geopolitical reasons. George Friedman breaks down the factors that brought China to its present challenges and the limited options available as Beijing seeks to maintain control. This is important background to know as you evaluate China-related investments. Aug. 19, 2021
Guggenheim: Delta Impact on Consumer Behavior Will Delay Tapering An evaluation of the Fed’s July policy meeting minutes—will it begin reducing asset purchases before year-end? The Guggenheim economics team points to a significant weakening in consumer behavior since July, which may be enough to delay the Fed’s normalization plan. This is just a tiny snapshot of Over My Shoulder issues. You’ll receive two to three a week—carefully curated by me and my co-editor Patrick Watson. They’re packed with top-notch research—including client-only, confidential reports most investors don’t have access to. We put the puzzle pieces together for you, and you’ll see they form a big picture that you can then use to make your own, informed decisions. That’s how I work... and with the CAT-5 Asset Protection Kit, you can do the same. It even includes some free gifts for you that you don’t want to miss out on. But hurry—you have only 48 hours to claim your kit. This offer expires on September 16 at midnight. Get all the details and info on your free gifts—and order your kit here. Your making sense of the big picture analyst, John Mauldin
Co-founder
Mauldin Economics | 