September 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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  • Oil: Will the Malthusian View Carry the Day?

    Introduction Today's "Outside the Box" will be one of the more controversial pieces that I have sent out over the past year. My long-term readers are well aware of my views on oil and energy, yet despite my beliefs, I find it valuable to...
  • Commodities as an Asset Class

    Introduction A couple weeks ago in my "Thoughts from the Frontline" Friday E-Letter, I wrote about Mr. Market and potential bubbles (you can view the letter here ). Well one particular asset class, commodities, has had me thinking as of late...
  • Magnifying the Trivial

    Introduction Today I am pleased to present to you a very thoughtful piece by John P. Hussman, Ph.D., President of Hussman Investment Trust. John manages the Hussman Strategic Total Return Fund - HSTRX and the Hussman Strategic Growth Fund - HSGFX, where...
  • Iraq: The Policy Dilemma

    Introduction Today I am sending out a Special Edition of Outside the Box. My good friend George Friedman, the President of Stratfor.com, has posted a very insightful essay on the dilemma facing the U.S. on the situation in Iraq. Contrary to many of the...
  • No Cuts, No Butts, No Coconuts

    Introduction The markets have been forced to digest a plethora of events over the past several years, ranging from continuous geopolitical turmoil to a new Fed chairman, from blowups like the Refco scandal to an inflated housing market, each of these...