December 2009 - 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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  • Islamist Militants and the American Connection

    Where do business and geopolitical boundaries meet? As we've seen with the recent coverage of terrorism suspect David Headley, Mumbai is one node - but the possibility for others is extensive. As investors, we take risks every day, and sometimes it's not just our bank accounts but our safety.

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  • Will The Three Trends of 2009 Prevail in 2010?

    Today I am speaking at a local conference here in Dallas for my friends Charles and Louis Gave of GaveKal along with George Friedman of Stratfor, and get to finally meet Anatole Kaletsky. They graciously allowed me to send their latest Five Corners report as this week's Outside the Box. I find their research to be very thought-provoking as they are one of the main sources of optimism in my ususal readings (except for their very correct and profitable views on the European debt of the PIGS (Portugal, Italy, [Ireland?], Greece and Spain).

    The GaveKal team is scattered all over the globe (and based in Hong Kong), and make my paripatetic travel schedule seem small change, not only being in scores of countries but talking to the movers and shakers in both finance and politics. This is an amazing advantage in information gathering. Thus they have a very global view of the world and tend to spot trends before most analysts have picked up on them.

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  • Obama's Plan and the Key Battleground

    The hottest headline this week is President Obama's war in Afghanistan. After his speech Tuesday night, critics, pundits and beltway know-it-alls have been giving their two cents across the airways, printing presses and online. On issues such as this, I eliminate the noise and go straight to my favorite source of intelligence. In the article I'm sending, my friend, and STRATFOR CEO, George Friedman spells out the key to winning this war - and it's not a troop surge. U.S. forces and a U.S.-trained Afghan army will need solid intelligence to quash the Taliban.

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