April 2007 - 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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Household Wealth and the US Savings Rate

Introduction This week's Outside the Box is comprised of 2 smaller articles that I believe will, collectively, provide you with some interesting information to digest. The 1st article will be a follow up piece to last week's Outside the Box where...

Published 04-30-2007 3:23 PM by John Mauldin

Filed under: Liquidity, John Mauldin, Investing Strategies, Globalization, Jeremy Grantham, Bubble, Kathleen Camilli, Household Wealth, US Savings Rate
The Coming Era of Russia's Dark Rider

Introduction This week's special edition of Outside the Box is on the looming question of who will become the new leadership in Russia come March of 2008. The country is in a bit of unrest as groups of political activists on multiple fronts recognize...

Published 04-26-2007 3:24 PM by John Mauldin

Filed under: George Friedman, Stratfor, Geopolitics, John Mauldin, Vladimir Putin, Dark Rider
The Missing Link to Global Rebalancing

Introduction Over the past couple of years, I've written quite a bit about how the global economy has taken shape and why it is important to understand it when building one's investment portfolio. There have been many market pundits saying that...

Published 04-23-2007 3:25 PM by John Mauldin

Filed under: GDP, John Mauldin, U.S. Dollar, Globalization, Stephen S. Roach, Global Rebalancing
Meaty Beaty Big and Bouncy

Introduction Today's Outside the Box is by James Montier of Dresdner Kleinwort. Quite frankly, the research that James discusses surprised me. In his article "Meaty beaty big and bouncy," James dispels what he calls an urban myth that small...

Published 04-16-2007 3:25 PM by John Mauldin

Filed under: John Mauldin, Investing Strategies, Risk Management, James Montier, Small Caps, Large Caps
The Limitations and Necessity of Naval Power

Introduction In this week's Special Edition of Outside the Box, Stratfor President George Friedman discusses the historical role of the U.S. Navy over the course of previous conflicts as well as what type of a role it might play in the future. Just...

Published 04-12-2007 3:25 PM by John Mauldin

Filed under: George Friedman, Stratfor, War, Geopolitics, John Mauldin, Naval Power
Grim Reality

Introduction As I glanced over at the TV in my office this morning, the latest news on the ticker wire was that American Home Mortgage Investment Corp. (AHM) is trading down over 16%. While the company is not of any particular importance to me, it spurred...

Published 04-09-2007 3:29 PM by John Mauldin

Filed under: Bill Gross, Housing, Credit Crisis, John Mauldin, Bonds, Economic Forecast
How to Make Big Money: 11 Time-Tested Strategies

Introduction This week's Outside the Box will be one of the longer ones that have been featured, even despite the current length being approximately half of what it originally was. Now that's no cause for alarm, yet rather a measure of how important...

Published 04-02-2007 3:29 PM by John Mauldin

Filed under: Energy, Private Equity, Hedge Funds, John Mauldin, Investing Strategies, Ethanol, Real Estate, Gary Shilling, Futures, Health Care, Banks

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April 2007 - John Mauldin's Outside the Box

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Household Wealth and the US Savings Rate

The Coming Era of Russia's Dark Rider

The Missing Link to Global Rebalancing

Meaty Beaty Big and Bouncy

The Limitations and Necessity of Naval Power

Grim Reality

How to Make Big Money: 11 Time-Tested Strategies