August 2015 - 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 Corruption of American Freedom

    This is going to be an unusual Outside the Box. I’ve been part of the political process, both as a practitioner and an observer, for some 40 years. I cast my first vote in the presidential election for George McGovern but by the 1980s had made a hard right turn. Over the last decade I’ve been far less involved but no less interested.

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  • Hoisington Quarterly Review and Outlook – Second Quarter 2015

    In today’s Outside the Box, my good friend Lacy Hunt of Hoisington Investment Management reminds us that since the 1990-91 recession, the 30-year Treasury bond yield has dropped from 9% to 3%, a downward move nearly identical to the decline in the rate of inflation, which fell from just over 6% in 1990 to 0% today. Therefore, Lacy says, “(I)t was the backdrop of shifting inflationary circumstances that once again determined the trend in long-term Treasury bond yields.”

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