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John Mauldin's Outside the Box

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  • The Wall

    I generally send out two letters a week. The letter that arrives in your inbox over the weekend is Thoughts from the Frontline and is written by me. The second letter, which is called Outside the Box, generally comes in the middle of the week and is an article or essay written by someone else that I think merits your time. Quite often I disagree with the sentiment or analysis being expressed, but I find the writer makes me think about alternatives to my personally favored presuppositions. It is always good to listen to the other side of the story, especially when we are talking economics and finance and our investment portfolios!

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  • Calling Into Question

    A note has been circulating among economists, calling into question the wisdom of another group of economists who wrote an open letter to the Federal Reserve a few years ago suggesting that one of the risks of their quantitative easing program was increased inflation. Since we have not seen CPI inflation, this latter group is calling upon the former to admit they were wrong, that quantitative easing does not in fact cause inflation. To no one’s surprise, Paul Krugman has written rather nastily and arrogantly about the lack of CPI inflation.

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  • Let's Get Real About Bear

    This week's Outside the Box is going to be a little different. I am going to write about the extraordinary action by the NY Fed to foster the Bear Stearns deal with JP Morgan, and give you three brief notes from Michael Lewitt of Harch Capital Management...