January 2005 - John Mauldin's Outside the Box

John Mauldin reads hundreds of articles, reports, books, newsletters, etc. and each week he brings one essay from another analyst that should stimulate your thinking. John will not agree with all the essays, and some will make us uncomfortable, but the varied subject matter will offer thoughtful analysis that will challenge our minds to think Outside The Box.

John Mauldin's Outside the Box

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Emotion, neuroscience and investing: Investors as dopamine addicts

Introduction Once again we look at one of my favorite analysts and behavioral finance thinker, James Montier of Dresdner Kleinwort Wasserstein in London. James wrote a fascinating book two years ago called "Behavioural Finance: A User's Guide"...

Published 01-31-2005 3:37 AM by John Mauldin
Shades of Irrational Exuberance

Introduction Readers know that Paul McCulley of Pimco, and his cohort Bill Gross, are two of my must read economic analysts. Pimco is in Newport Beach California and oversee more than $400 Billion in assets, predominately in fixed income. Last week my...

Published 01-24-2005 3:37 AM by John Mauldin
2004 Quarterly Review and Outlook

Introduction This week's letter is once again from two of my favorite economists, Van Hoisington and Dr. Lacy Hunt of Hoisington Investment Management Company in Austin, Texas. They offer a view on bonds which, as Van noted in a conversation with...

Published 01-17-2005 3:38 AM by John Mauldin
The Sure-Thing Syndrome

Introduction This week I put out my 2005 forecast that called for a See-Saw Economy. The theme being that the economy will not take off or crater but continue to move along at a relatively slow upward pace. There will be an end game to this cycle, but...

Published 01-10-2005 3:39 AM by John Mauldin
Saving for a Rainy Quarter Century

Introduction As we begin the year, it is traditional to think about the future. Today my good friend, Dr. Gary North, helps us to think far into the future, about our plans for retirement. This is one you should forward to friends and family who have...

Published 01-03-2005 3:39 AM by John Mauldin

January 2005 - John Mauldin's Outside the Box

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Emotion, neuroscience and investing: Investors as dopamine addicts

Shades of Irrational Exuberance

2004 Quarterly Review and Outlook

The Sure-Thing Syndrome

Saving for a Rainy Quarter Century