November 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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  • Is indexing the answer?

    Introduction Investment managers around the world have become closet indexers, suggest my friends at GaveKal, which is messing around with the normal forces of the capitalistic marketplace. Today's Outside the Box is a Chapter from GaveKal's important...
  • Deteriorating Global Liquidity

    Introduction Regular readers will know that I have mentioned my London partners, Absolute Return Partners, in the past. They have a monthly letter called The Absolute Return Letter. This week we will look at some recent comments by my very good friend...
  • Scepticism is rare, or, Descartes vs. Spinoza

    Introduction This week's letter is from one of my favorite analysts and behavioral finance thinkers, James Montier of Dresdner Kleinwort Wasserstein in London. James wrote a chapter for my new book, Just One Thing , and this article is very representative...
  • The Arab Street Erupts: Why Paris and Why Now?

    Introduction This week's essay is from my good friend Louis Gave. He writes about the current situation in France, offering a very different perspective than we have been seeing in the Western papers. I have long been uneasy with the demographic problems...