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John Mauldin's Outside the Box

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  • Hoisington Investment Management Quarterly Review and Outlook

    I am back in Dallas after a quick trip to see my dentist, Gary Sanchez, in Albuquerque. We had a very pleasant dinner and deep personal time last night and not so much fun today. They had to put me under to do some work on my gums, and though he is very happy with the outcome, I am still a bit drugged up, so I will just hit the send button. Have a great week!

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  • Exit, Schmexit

    In last week's Outside the Box, which included a paper from the San Francisco Federal Reserve on the effectiveness of quantitative easing, I wrote, "What [authors] Cúrdia and Ferrero are really saying is that the latest round of QE, massive as it has been, has not had all that much effect on the economy, and that other factors should be taken into account. I'm sure this thesis is somewhat controversial, and I look forward to seeing what QE proponents like David Zervos over at Jefferies have to say about it."

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  • Time Loves a Hero

    As long time readers know, I am a big fan of Greg Weldon. This week he has very graciously allowed me to reproduce his client letter from last Thursday on some of the issues of Bernanke and Quantitative Easing 2. It prints a little longer than usual because of his format and all the charts, but this is one letter you should take the time to read.

    You can get a free trial (his service is not cheap but if you are a global macro fund or trader, you really should have it!) by going to www.weldononline.com.

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