July 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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Market Internals Go Negative

Introduction Will the market rebound this week or continue last week's slide? Will the credit markets stop their turmoil? These are all questions that investors are confronted with by the financial press. In today's "Outside the Box,"...

Published 07-30-2007 11:56 AM by John Mauldin

Filed under: Credit, Credit Markets, Market Internals, John Hussman, Market Climate
Gaming the U.S. Elections

Introduction This week in Outside the Box good friend George Friedman of Stratfor delves into that enigma that is Executive power and Presidential elections. George ventures to assess the current President in light of former Presidents, utilizing a methodical...

Published 07-26-2007 1:10 PM by John Mauldin

Filed under: George Friedman, Stratfor, Geopolitics, U.S. Elections, Politics
Looking for Contagion in All the Wrong Places

Introduction This Week in Outside the Box we Join Bill Gross of Pimco in his July 2007 Investment Outlook as he strives to address the implications of the Bear Stearns hedge fund debacle, the toxic waste that is Wall Streets' innovative derivative...

Published 07-23-2007 1:11 PM by John Mauldin

Filed under: Bill Gross, Credit Crisis, Liquidity Crisis, Hedge Funds, Credit Rating, Subprime, Derivatives
Quarterly Review and Outlook: Second Quarter 2007

Introduction This week in Outside the Box, we take a closer look at the bond market and its underlying drivers. HMIC's Van Hoisington and Dr. Lacy Hunt anticipate lower inflationary pressures on account of faltering consumer spending and further deterioration...

Published 07-16-2007 1:12 PM by John Mauldin

Filed under: Housing, Inflation, Dr. Lacy Hunt, Van Hoisington, GDP, Bonds, Quarterly Reveiw, Economic Forecast
China: The One-Child Policy Dilemma

Introduction This week in a special Outside the Box my good friends at Stratfor addresses the current Chinese dilemma created by their One Child Policy, namely how to continue economic growth with a rapidly aging population coupled with a deteriorating...

Published 07-12-2007 1:12 PM by John Mauldin

Filed under: George Friedman, China, Stratfor, One-Child Policy
Explaining the Consumer Price Index

Introduction This week in Outside the Box we look at a Congressional Budget Office publication that dives us the details on how the consumer price index for all urban consumers (CPI-U) is created. This is, as the CBO posits, the best-known official measure...

Published 07-09-2007 1:13 PM by John Mauldin

Filed under: John Mauldin, Consumer Price Index, CPI-U
Knights of the Round Table: Mapping out the Markets

Introduction This week in a very special Outside the Box we have an investment outlook tour de force. My friend and South African business partner Dr. Prieur du Plessis gathered a group of some of the more interesting investment managers in the industry...

Published 07-02-2007 1:14 PM by John Mauldin

Filed under: Housing, China, Liquidity, Barry Ritholz, Dr. Prieur du Plessis, John Mauldin, Knights of the Round Table, The Dollar, Yen Carry Trade, Interest Rates, David Fuller

July 2007 - John Mauldin's Outside the Box

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Have You Seen This?

Market Internals Go Negative

Gaming the U.S. Elections

Looking for Contagion in All the Wrong Places

Quarterly Review and Outlook: Second Quarter 2007

China: The One-Child Policy Dilemma

Explaining the Consumer Price Index

Knights of the Round Table: Mapping out the Markets