December 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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A Little Acid Test for Fed "Liquidity"

The Fed is getting ready to auction of $40 billion in repos this week. The stock market acted is if this was a special gift stuffed into its Christmas stocking last week, rebounding after a serious drop in the market the day before. This week in Outside...

Published 12-17-2007 4:07 PM by John Mauldin

Filed under: The Fed, Liquidity Crisis, John Hussman
China and the Arabian Peninsula as Market Stabilizers

This week in a Special Outside the Box good friend George Friedman of Stratfor, in an unconventional piece, addresses the conundrum that equates low interest rates with market illiquidity, postulating on what may be the underlying cause of such an event...

Published 12-13-2007 4:05 PM by John Mauldin

Filed under: George Friedman, Energy, China, Liquidity Crisis, Stratfor, Persian Gulf, Dubai, Money Supply
The Shadow Knows

This week in Outside the Box we will look at Bill Gross of Pimco's latest essay, addressing the ever expanding economic repercussions of the poorly understood CDO/CLO market, the off balance sheet structured investment vehicles (SIVs) and the economic...

Published 12-10-2007 4:03 PM by John Mauldin

Filed under: Bill Gross, Subprime, CLO, CDO, Investment Outlook, Pimco
US Consumer Confidence Heads South

In the second installment of our special two day Outside the Box letter, we have good friend Greg Weldon's giving us his thoughts in his regular "Weldon's Money Monitor." Consumer expenditures account for approximately 2/3rds of U.S...

Published 12-04-2007 4:00 PM by John Mauldin

Filed under: Greg Weldon, GDP, Recession, LIBOR, Consumer Confidence
The Wages of Financial Sin

This week we turn to Michael Lewitt of HCM Capital for a very insightful letter on the current credit crisis. As I wrote on Friday, it is important for anyone with any involvement in the financial world to pay attention to what is going on in the credit...

Published 12-03-2007 3:54 PM by John Mauldin

December 2007 - John Mauldin's Outside the Box

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A Little Acid Test for Fed "Liquidity"

China and the Arabian Peninsula as Market Stabilizers

The Shadow Knows

US Consumer Confidence Heads South

The Wages of Financial Sin