December 2011 - 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 Unintended Empire

    A new year is almost upon us, so now seems like a perfect time to step back from the (many) crises at hand and take stock of the big picture. According to my friend & fellow thinker George Friedman, the big picture of the next 10 years is this: America will dominate, and the American president will have to figure out how to act as global emperor without admitting that's what he is.

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  • Catastrophic Success

    New readers to my musings often find it interesting, when they meet me in person, to find me quite an optimistic person, given the nature of my current predictions about the economy. And regarding the short term, defined as less than five years, my writing is admittedly less than sanguine. We do have some problems that are not easily dealt with. And even longer-term, those of a bearish natural disposition can find reasons a-plenty to tone it down.

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  • Sorting Out the Euro Mess

    I had the pleasure of spending the morning and part of the afternoon today with Louis Gave and Anatole Kaletsky at a seminar here in Dallas; and we shared a long lunch, where Europe and China were the topics of conversation. So, with their permission, here is their latest "Five Corners," in which Charles Gave and Anatole Kaletsky discuss last week's summit, and then engage in an internal debate about whether Italy really has a significant trade deficit with Germany. As I expect from GaveKal, it's not your typical analysis. And since I have to run to dinner – and glean more insights from their team (there will be homework when I get back!), this introduction to Outside the Box is short, and we can jump right into today's piece. Have a great week.

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  • The Covert Intelligence War Against Iran

    Today I offer a topic that might have missed your "news-net" coverage of the eurozone crisis, US debt insanity, and a possible global recession. Folks, we may have the modern-day equivalent of the Cold War on our hands.

    Go ahead and let go of the images of McCarthy at the podium, the Sputnik launch, and reel footage of schoolchildren ducking under desks; this cold war likens more to Tom Cruise's Mission: Impossible than the original with Peter Graves. I'm referring to ongoing covert operations against Iran over its quest for nuclear capabilities, and its staunch position against the existence of Israel. After the defection of nuclear officials, the Stuxnet computer worm, and a few questionable "explosions," it is becoming increasingly clear that a cold war is being waged (and has been, since at least 2007) to ensure, simply put, some level of peace in the Middle East.

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  • The Euro Debate Gets Philosophical

    Europe is rapidly approaching the denouement, the Endgame, of its currency experiment. The outcome is not clear, at least to your humble analyst, as the debates rage and there are huge pluses and minuses the 17 nations must decide upon. But the proverbial road down which the can is tumbling and clattering, kicked along haphazardly, is coming to its end, and soon a rather sharp turn, either to the left or to the right, will be required. Let us hope they choose wisely.

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  • A Special John Mauldin Outside the Box: Taking Control of Your World

    Today I offer something a little different from normal economic fare. As I keep saying, I think it is important that as business people and entrepreneurs we look for ways to increase our business while others are pulling back. While innovation can mean new technologies (and their costs!), in my experience it is often even better to figure out a new way to offer your products and services to the market, leveraging (in a good way!) your existing work.

    Today, simply because you are one of my 1 million closest friends, I have arranged for you to receive absolutely free and with no strings attached some of the best (if not THE best) marketing and innovation materials I have ever read, from a long-time friend of mine who has sold this information for tens of thousands of dollars (and more!). It is my way of saying thanks for allowing me to come into your life each week. (The link is near the end of the letter.)

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