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Since 2022, Russia's share of EU oil imports has fallen from 27% to 2%. @JacobShap looks at what Europe's energy pivot means for its ties with Canada. "Europe needs energy. Canada needs capital."
mauldineconomics.com/the-wor…
#Geopolitics #Energy #Canada #EU
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Kelly Green has cash from a home sale sitting idle, and she's waiting for the right moment to put it to work. Here's how she's positioning in the meantime, including two dividend stocks she's adding to now.
mauldineconomics.com/dividen…
#DividendInvesting #IncomeInvesting #Stocks
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John Mauldin breaks down the Fed's unanimous 25bp hike and how Chairman Kevin Warsh is moving policy away from the "neutral rate" framework toward financial conditions and market signals. He also covers the yen carry trade unwind and rising global bond yields.
mauldineconomics.com/frontli…
#Fed #Economy #Markets #Inflation
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Diesel hit $6.27/gallon on September 15, up 70% from a year ago, and inventories are set to hit their lowest level since 2003. @EdDAgostino breaks down why that matters for winter heating bills and why official inflation numbers may not match what people are feeling.
mauldineconomics.com/global-…
#Inflation #Diesel #Energy #Economy #GlobalMacroUpdate
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The Houthis have disrupted Red Sea shipping since October 2023, and neither the US, Saudi Arabia, nor Israel has been able to stop them. @JacobShap asks what that means for a multipolar world.
mauldineconomics.com/the-wor…
#Geopolitics #RedSea #OilMarkets
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Kelly Green won't buy private prison stocks on principle, but still holds names like Philip Morris and VICI Properties when fundamentals work. Her rule: if a portfolio keeps you up at night, it's not right for you.
mauldineconomics.com/dividen…
#DividendInvesting #Investing
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August CPI ran 3.4% year-over-year, still well above target, while PPI came in annualized at 5.4%. @JohnFMauldin looks at what that means for next week's FOMC meeting and the odds of a rate hike: mauldineconomics.com/frontli…
#Inflation #Fed #Economy
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Tennessee isn't winning business just by cutting taxes. It pre-certifies development sites, keeps power ~25% below the national rate via TVA, and is building a nuclear supply chain around Oak Ridge. @EdDAgostino explains:
mauldineconomics.com/global-…
#Tennessee #Nuclear
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Germany's AfD just won 43.8% in Saxony-Anhalt, up 23 points since 2021, while the CDU collapsed to 17.2%. @JacobShap argues this isn't fascism resurging, it's voters punishing failed policy on energy, trade, and defense.
mauldineconomics.com/the-wor…
#Germany #AfD #Geopolitics
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Kimberly-Clark's $48.7B deal for Kenvue is now the largest consumer goods merger in US history, topping 2015's Kraft-Heinz combo. Kelly Green on the $2.1B in expected synergies and KMB's 4.9% yield, backed by 92 years of dividends.
mauldineconomics.com/dividen…
#DividendInvesting $KMB
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Mauldin Economics retweeted
The Awesome Portfolio is out in the wild!
So much gratitude, for everything.
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August jobs came in at 162,000, well above the 58,000 estimate. GDPNow projects 4.7% Q3 growth. Yet the Fed's Beige Book still calls conditions "modest" to "slight." @JohnFMauldin checks the numbers against his 25-year Muddle Through thesis: mauldineconomics.com/frontli…
#Economy #MuddleThrough #JobsReport
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Mauldin Economics retweeted
Latest missive for @mauldinecon is an update on the Russia-Ukraine war, which is keeping me up at night far more than what's happening just about anywhere else in the world
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Canada is heavily dependent on US trade. The US, far less so on Canada. So why isn't Washington simply winning this standoff? @JacobShap says it comes down to one hard-to-measure factor: pain tolerance.
mauldineconomics.com/the-wor…
#TradeWar #USCanada #Geopolitics
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Kelly Green breaks down risk tolerance as a spectrum, not a binary, and shares the portfolio allocation chart she recommends to new investors, starting with the safest slice and working toward the riskiest. mauldineconomics.com/dividen…
#DividendInvesting #RiskManagement #PersonalFinance
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Mauldin Economics retweeted
Just finished this @JohnFMauldin piece over @mauldinecon. He’s been simplifying his portfolio after realizing how hard a complex mix of alternatives and private deals would be for his wife to manage if something happened to him.
Ended up going all-in on dividend growth with David Bahnsen’s team. The argument is solid: you live off the fruit (growing dividends) instead of cutting down the tree. Worked through the lost decade and 2008 when most people were forced to sell.
Current S&P dividend contribution is historically tiny. A lot of investors have never seen a real multi-year drawdown. Worth thinking about what’s actually in the wallet for the next decade.
Book’s out soon — Profit from the Profit.
mauldineconomics.com/frontli…
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America builds AI models. China builds the physical infrastructure AI needs: robots, power grids, ships. @JacobShap on why infrastructure may decide the AI race, and how a rift with South Korea could tip the balance.
mauldineconomics.com/the-wor…
#AI #Geopolitics #China
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