Dear Reader, We’ve come to the end of our limited-time special on Over My Shoulder, the macro service that brings you top-quality research from the most lauded economists, hedge fund managers, and geopolitical experts in the world. In a few hours, our offer expires, and with it you’ll lose the opportunity to get this research at only $9.95 a month... so if you’re at all interested, I suggest you sign up now. If you are still wondering what’s in it for you, let me just show you a few of our recent issues (you’ll get 2–3 of those each week, together with a summary and key takeaways): Barry Knapp: Disinflation, Reflation, and Inflation—1960s Déjà Vu Great historical background on the Fed, inflation, and the Bretton Woods legacy. We may be replaying the 1960s all over again... Clips That Matter Our weekly look at the economy in pictures that are worth the proverbial 1,000 words. Louis Gave: The Slow-Motion Reverse Asian Crisis Louis makes a powerful argument for why the world economy is at an important turning point. David Kotok: COVID Drives Healthcare Overweight The two factors that could have a significant (negative) impact on the economy, and how this might play out. Samuel Rines: Tapering Expectations One sentence in the Federal Reserve’s minutes of its last policy meeting caused a market stir—what it may mean for you as an investor. Charles Gave: Low Rates Are Socially Regressive Why the idea that maintaining abnormally low interest rates helps economic growth is a fallacy that mainly helps the rich get richer. Such policies historically don’t end well... I can tell you that in the past, my own investment strategies have dramatically shifted with the type of exclusive facts and figures that you’ll find in Over My Shoulder. Considering that much of this analysis is not available to retail investors at any price, $9.95 per month is truly a pittance. And remember: There’s no long-term commitment. Simply cancel at any time, and you will stop receiving (and being billed for) the next month’s issues. I’d say that’s not much risk for such a tremendous reward. Sign up now. Your eternally curious analyst, John Mauldin Co-Founder, Mauldin Economics |