August 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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The Ongoing Impact of the Housing Sector

Introduction Who should we blame for the problems in the credit markets? This week in Outside the Box my good friend Barry Ritholtz takes on the task of pointing his prodigious finger at the guilty parties. As he notes, there is plenty of guilt to go...

Published 08-27-2007 11:50 AM by John Mauldin

Filed under: Mortgage, Housing, Credit Crisis, Housing Crisis, Credit, Credit Markets, Barry Ritholz, Credit Rating, Subprime
Why The Fed's Rate Cut Did Not Come As A Surprise

Introduction This week's Outside the Box is from good friend and South African partner Dr. Prieur du Plessis of Plexus Asset Management. Prieur suggests that we should not be surprised at last week's rate cut, as it is consistent with past rate...

Published 08-20-2007 11:51 AM by John Mauldin

Filed under: The Fed, Credit Crisis, Liquidity Crisis, Dr. Prieur du Plessis
What the Fed Did in 1998 and What is Different Now

Introduction This week in Outside the Box we take look at the how the Fed acted in the last debt crisis of 1998 and what they are likely to do this time. How will the Fed address the looming liquidity crisis stemming from the subprime debacle primarily...

Published 08-13-2007 11:52 AM by John Mauldin

Filed under: The Fed, Inflation, Credit Crisis, Liquidity Crisis, Asha Bengalore, Debt Crisis of 1998
The Major Diplomatic and Strategic Evolution in Iraq

Introduction This week in a Special Outside the Box good friend George Friedman addresses the Byzantine geopolitical ramifications of recent three party discussions between the Americans, Iraqis, and Iranians. With no obvious reason to trust one another...

Published 08-09-2007 11:53 AM by John Mauldin

Filed under: Middle East, George Friedman, Stratfor, Iraq
Japanese Deflation... A Liquidity Wild Card

Introduction This week in Outside the Box we turn our eyes on Japan and as promised offer a report by macro-maven and good friend Greg Weldon. Japan is the world's second largest economy and a major source of liquidity. While China has captured the...

Published 08-06-2007 11:54 AM by John Mauldin

Filed under: Credit, Liquidity, Deflation, Japan, Greg Weldon

August 2007 - John Mauldin's Outside the Box

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The Ongoing Impact of the Housing Sector

Why The Fed's Rate Cut Did Not Come As A Surprise

What the Fed Did in 1998 and What is Different Now

The Major Diplomatic and Strategic Evolution in Iraq

Japanese Deflation... A Liquidity Wild Card