Blogs

  • Original Sin

    Introduction Last weekend I had my second annual Strategic Investment Conference in La Jolla, California. One theme that interested me was that several speakers, including Rob Arnott of Research Associates, Paul McCulley of PIMCO and Richard Russell of...
    Posted to John Mauldin's Outside the Box by John Mauldin on 05-02-2005
  • Wildness Lies in Wait

    Introduction This week we look at the "The Triumph of Irrational Expectations over Long Run Experience." It is a cautionary tale, but enjoyable in the telling, and one that investors almost invariably ignore to their own chagrin. Also, at the...
    Posted to Thoughts From The Frontline by John Mauldin on 04-29-2005
    Filed under: , ,
  • Avoiding Big Losses Is Key To Investment Success

    Introduction The recent sharp drop in stock prices reminds us that there are always risks in the investment markets. This week, I will discuss some of the obvious risks in stock market investing, but also several types of risk that many investors never...
  • WHO WOULD YOU VOTE FOR?

    The following fun quiz recently circulated around the Internet, and we liked it so much that we decided to give it a place here. It is time to elect a new world leader, and only your vote counts. Here are the facts about the three leading candidates....
    Posted to What We Now Know by Doug Casey on 04-25-2005
  • ELECTROCUTING DEPRESSION

    Clinical depression is, according to the WHO, the number one cause of disability in the world. Of the 121 million people worldwide suffering from it, 15-30% are "refractory cases", i.e. unresponsive to traditional treatment. But a team of scientists...
    Posted to What We Now Know by Doug Casey on 04-25-2005
  • SECURITY SPENDING SPREES

    Since 9/11, the Department of Homeland Security (DHS) and the Transportation Security Administration (TSA) have implemented some rather drastic measures to make America safer. But how much safer is it really, and how wisely do these agencies spend their...
    Posted to What We Now Know by Doug Casey on 04-25-2005
  • DOOMED BY DEMOGRAPHY

    The conflict between the Judeo-Christian West and the Muslim East is generally thought of as an open battle against fundamentalist Islam, fanaticism and terrorism. But there's a silent revolution in progress that, in the long term, will be of far...
    Posted to What We Now Know by Doug Casey on 04-25-2005
  • State of the Markets: A Minsky Review

    Introduction This week's letter is from my good friend Ed Easterling of Crestmont Research in Dallas. Ed helped co-author a couple of Chapters in my book "Bull's Eye Investing" and that inspired him to write his own book. Ed's recently...
    Posted to John Mauldin's Outside the Box by John Mauldin on 04-25-2005
  • The More Things Change

    The More Things Change This is the text of a speech given at the Accelerating Change 2004 conference at Stanford University. The conference organizers asked me to look out over the next 3-4 decades and offer my thoughts as to what the future may look...
  • Volcker Issues Warning To U.S. Policymakers

    Introduction In the March 8 issue of this E-Letter, I summarized the latest long-term economic forecast from The Bank Credit Analyst, which suggested that the US economy should continue to prosper over the next 10-15 years or even longer. Our good friends...
  • ENVIRONMENTAL SCARES

    For decades, environmental groups have (metaphorically speaking) rung bells and worn sandwich boards predicting the end of the world as we know it. But for the most part, their track record in foreseeing eco-disasters has been as lousy as that of the...
    Posted to What We Now Know by Doug Casey on 04-18-2005
  • HEALTH CARE IN THAILAND

    A friend of ours, a former U.S. military officer, has been living in Thailand for over a decade now, a country that Doug Casey regularly rates among the best places in the world to live. Because we know many of you are interested in the topic of international...
    Posted to What We Now Know by Doug Casey on 04-18-2005
  • THE END OF THE EUROPEAN UNION?

    In six weeks, France will vote on the new European Constitution, which is viewed as a milestone toward a legislative consolidation of EU member states. The goal of the EC is to improve current regulations, clearly divide powers between Brussels and the...
    Posted to What We Now Know by Doug Casey on 04-18-2005
  • TRUE DELETE

    You've been storing some files on your office laptop that probably should have stayed on your home computer. You transfer them onto a CD and quickly send the original files to the Recycle Bin. As your cursor hovers over the Empty Recycle Bin menu...
    Posted to What We Now Know by Doug Casey on 04-18-2005
  • Economic Reforms Sacrificed For Political Gains

    Introduction This week we will turn once again to a group headquartered in Hong Kong with offices in Stockholm and New York called GaveKal Research Limited. Louis- Vincent Gave's GaveKal Ad Hoc Comments for Friday, April 8, 2005 looks at the political...
    Posted to John Mauldin's Outside the Box by John Mauldin on 04-18-2005