Would you include John Maudlin in the cull? He has tended to lean into discussing the pandemic but his recent newsletter did include some market direction calls for certain age groups.Let me start out by saying that the pandemic has been useful to me in one regard: it has allowed me to ruthlessly prune my newsletter count. If I listened to you because you knew about markets? And as soon as things shifted in the markets you started talking about masks or remote work or (god help you) politics? Then you were doing nothing but grifting off your 20/20 hindsight. Behind me satan you can't guess at what will be you can only riff on variations of what was.
I still read him. Well, I half-read him. Well, I quarter-read him, get distracted and move on. I've purged the ever-loving shit out of the rest of his stable, though. Holy crap they're flailing around. There was a point where John Mauldin called bitcoin "goldbugging for techno nerds" or something. Okay, fine. everyone else was doing that when one BTC was like $300. It's a nice frame to work with. But then he brought George Gilder out to his little camp-out and Gilder was all "naah dawg this shit be a transformational discontinuity" and Mauldin was all "huh... let's put a pin in that and fellate Charles Gave again" and that was that. So I'm abundantly aware that Mauldin is very much looking for evidence that aligns with his whole Strauss-Howe cosmos and ignoring everything that isn't. he's even ignoring things he doesn't understand, even if they feed into his desired narrative. Which I guess is what you do when you get old if you aren't careful. Most of these guys think they're asking "what's going on" but what they're really asking is "what analogy allows me to stop thinking about what's going on."