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John Mauldin's Outside the Box

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  • I’m Worried

    I debated with myself about what to send as this week's Outside the Box. I have decided on a recent short but important post from my friend David Kotok, Chairman and Chief Investment Officer of Cumberland Advisors. He calls it "I'm Worried." There are some very thought-provoking ideas here, but what makes it particularly interesting is that I'm running into this sentiment more and more as I travel around the US; and when I'm abroad I also hear from people who are worried about the US. These are folks who rightly realize the world needs a strong US, both as an economic engine and as a leader –a chairman of the board, if you will –of a growing world. (Can the world grow and prosper without us? Of course, but not as easily, and the transition will not be pretty.)

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  • Simon Hunt November/December Economic Report

    I have been reading and talking with Simon Hunt for a long time. He is a very thoughtful Brit who spends a lot of time in China and thinks about copper and commodities and cycles. He has enough seasoning to have seen a few cycles himself. This piece summarizes rather well the view that he has expressed for some time. And while I am generally skeptical of relying too much on cycles for specifics (they work until they don't), I think Simon has some very powerful conclusions. From his summary:

    "The world is in a balance sheet depression which will make a second and perhaps more dangerous credit crisis almost inevitable. That should break out next year or in 2013.

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  • An Attempt to Think Through the Greek Crisis

    Today I am sitting listening to Robert Merkle lecture on nanotechnology, part of a 9 day long series of lectures on how accelerating change in technologies of all types will affect our world. 15 hour days and intense discussions are stretching my brain, but I still have to make sure you get your Outside the Box. Fortunately, I came across today's OTB last week from my friends at GaveKal, where they offer a way to think about the Greek crisis and what it means for all European bonds.

    There is a lot of allegations about manipulation of the European bonds. Its those nasty traders. GaveKal shows us data that bond yields are actually quite logical given the debt of various countries. But they also, as part of their conclusions, warn us.

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