August 2006 - 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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  • The Biggest Slump in US Housing in the Last 40 Years

    Introduction Last week in my letter "Thoughts from the Frontline," I promised a more in-depth view into the housing market provided by the well respected Professor Nouriel Roubini. I also commented on how complexity theory plays into the markets...
  • Painting By Numbers: An Ode To Quant

    Introduction What can baseball, wine pricing, medical diagnosis, university admissions and criminal recidivism teach us about the markets? My good friend James Montier thinks there is a lesson to be learned and explains it in his Global Equity Strategy...
  • The Bond Yield Conundrum

    Introduction This past week I sent a special edition Outside the Box titled "Breakpoint in Iraq." I hope that you found it to be both timely and insightful. Today's article should be equally interesting with a unique take on the behavior...
  • Breakpoint in Iraq: What went Wrong

    Introduction Today I am sending out a Special Edition of Outside the Box. My good friend George Friedman at has posted a very powerful essay on the new situation in Iraq. I must warn you, it is disturbing for those who, like myself, want...
  • The Invisible Hand's Impressive Work

    Introduction Tomorrow the Fed will be announcing whether they will continue to raise rates or not and many investors seem to think that a pause is a highly probably outcome. Controlling inflation has been the reason for prior rate hikes and I believe...