October 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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Time-Varying Variables Vary

Introduction Last Friday, I wrote about That Stubborn Yield Curve in my Thoughts from the Frontline letter. In it, I quoted a few paragraphs by Pimco's Paul McCulley, but upon reflection, I feel that his whole letter is worthy of taking a look at...

Published 10-30-2006 4:44 PM by John Mauldin

Filed under: Housing, The Fed, GDP, Yield Curve, John Mauldin, Paul McCulley, Economic Forecast, Leverage, Inverted Yield Curve, Fed Funds Rate, Time-Varying
The Enduring Allure of China

Introduction Today we cast our eyes on China, and specifically the mass migration of theoretically smart western capital into Chinese banks. This is another of a new series of special editions of "Outside the Box" that will feature the work...

Published 10-26-2006 4:45 PM by John Mauldin

Filed under: China, John Mauldin, Peter Zeihan
Just A Little Patience

Introduction In my Friday letter, Thoughts from the Frontline (you can view it here ), we looked at how valuation and prices change over market cycles. As I mentioned and have written about extensively in my book Bull's Eye Investing, market cycles...

Published 10-23-2006 4:45 PM by John Mauldin

Filed under: John Mauldin, Investing Strategies, Risk Management, James Montier, Portfolio Diversification
Temporary versus Permanent Returns

Introduction Weekly Market Comment By John P. Hussman, Ph.D. Is this the week the Dow will break 12,000? Will we once again see $50 barrel oil? Are we in a Goldilocks economy? These are all questions that investors are confronted with by the financial...

Published 10-16-2006 4:45 PM by John Mauldin
U.S. Vulnerability and Windows of Opportunity - Special Edition

Introduction Today marks the first of a new series of special editions of "Outside the Box" that will feature the work of my good friends at Stratfor and be released every other Thursday. With the war in Iraq, geopolitical controversy over oil...

Published 10-12-2006 5:51 PM by John Mauldin
Quarterly Review and Outlook - Third Quarter 2006

Introduction This week's "Outside the Box" is by my friends and the always out of the box thinkers at Hoisington Investment Management. In their 3rd quarter market commentary, Van Hoisington and Dr. Lacy Hunt weigh in on a myriad of topics...

Published 10-09-2006 5:52 PM by John Mauldin
Empty Nesting/Successful Investing

Introduction Hello, hope everyone had a pleasant and enjoyable weekend. We have officially entered the 4th quarter of 2006 and all eyes seem fixated on the major market averages with the stakes being a new all-time high for the DJI. For this week's...

Published 10-02-2006 6:42 PM by John Mauldin

October 2006 - John Mauldin's Outside the Box

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Time-Varying Variables Vary

The Enduring Allure of China

Just A Little Patience

Temporary versus Permanent Returns

U.S. Vulnerability and Windows of Opportunity - Special Edition

Quarterly Review and Outlook - Third Quarter 2006

Empty Nesting/Successful Investing