September 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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  • Where Should We Put The Greenspan Put?

    Introduction This week we take a look again at my good friend Peter Bernstein, the venerable editor of Economics and Portfolio Strategy. Peter is the dean of economic writers. (Actually, he is more like the Pope of economic writers, except of course,...
  • Hurricane Katrina

    Introduction This week's letter is from Paul Kasriel of The Northern Trust Company. Kasriel is Senior Vice President and Director of Economic Research, responsible for producing the Corporation's economic and interest rate forecasts. He advises...
  • Pyrrhic Victory

    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. This is Paul...
  • The Endogenous Oil Shock

    Introduction One of my favorite economists, Stephen Roach, of Morgan Stanley gives us an insight into what the latest economic shock may mean for the economy. Economic shocks often lead to a fairly predictable slowdown and recovery, but Roach argues that...