August 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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Pick of the Week

Introduction This week's letter comes to us from a group in London called Bedlam Asset Management. Last week my partners in London forwarded this article to me and said, "worth 5 minutes of your time." I agree. 5 minutes and more. Bedlam...

Published 08-29-2005 2:18 AM by John Mauldin
Omitted Variables

Introduction This week's letter is from John P. Hussman, Ph.D., President of Hussman Investment Trust. His firm is one of the few that has employed hedging techniques, similar to the hedge fund world, in a mutual fund structure. John is also one of...

Published 08-22-2005 2:19 AM by John Mauldin
The Consumer-Dependent Economy

Introduction This week's letter comes to us from Dr. A. Gary Shilling, president of A. Gary Shilling & Co., Inc. Gary is a long time friend and one of my favorite economic analysts. Gary takes a look at what he has termed the consumer-dependent...

Published 08-15-2005 2:19 AM by John Mauldin
Juiced Data

Introduction This week's letter comes to us from my friend Barry Ritholtz, Chief Market Strategist of the Maxim Group and a frequent guest on CNBC and Fox. I have been reading his commentary for several years and he now keeps a Blog called The Big...

Published 08-08-2005 2:20 AM by John Mauldin
The World Ain't What It Used To Be

Introduction Once again we take a look at some comments from the HCM Market Letter written by Michael Lewitt of Harch Capital in Florida. This is a private letter for his clients and we are excited to have permission to share it with you. Michael is one...

Published 08-01-2005 2:20 AM by John Mauldin

August 2005 - John Mauldin's Outside the Box

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Pick of the Week

Omitted Variables

The Consumer-Dependent Economy

Juiced Data

The World Ain't What It Used To Be