May 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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France and Leading Indicators

Introduction This week is we look at two short articles on different topics from some of my favorite writers. The first is by Anatole Kaltsky of GaveKal Research and looks at some of the recent political and economic problems in Europe and what must be...

Published 05-30-2005 2:49 AM by John Mauldin
The Strange Tale of the Bare-Bottomed King

Introduction This weeks article comes from one of my must read economic analysts, Bill Gross of Pimco. Bill sits on top of the largest pile of bonds in the world and is often referred to as the Bond King. His latest Investment Outlook is called "The...

Published 05-23-2005 2:49 AM by John Mauldin
How Japan financed global reflation

Introduction This week's letter is by Richard Duncan who is the author of one of my favorite books called The Dollar Crisis: Causes, Consequences, Cures. Richard is based in Hong Kong and is one of the more thoughtful financial analysts I know. Many...

Published 05-16-2005 3:06 AM by John Mauldin
Peering into the Next Ten Years

Introduction This week's letter is by Myles Zyblock, who is Chief Institutional Strategist & Director of Capital Markets Research at the Royal Bank of Canada. I have been reading Myles for a number of years, when he was first at another firm whose...

Published 05-09-2005 3:07 AM by John Mauldin
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...

Published 05-02-2005 3:07 AM by John Mauldin

May 2005 - John Mauldin's Outside the Box

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France and Leading Indicators

The Strange Tale of the Bare-Bottomed King

How Japan financed global reflation

Peering into the Next Ten Years

Original Sin