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John Mauldin's Outside the Box

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  • Biotech and the Unintended Consequences of Moore’s Law

    Today we turn away from Europe and QE2 and talk about something I find far more interesting, if not as immediate. I have been talking and emailing with Pat Cox of Breakthrough Technology Alerts a lot lately. There is just so much happening in the biotech space and, as long-time readers know, that is my hobby and the one place I actually buy stocks in this market.

    There is just so much misinformation (and sometimes borderline lies by short-sellers). I asked Pat to give us an update on the state of the stem-cell world, and in typical Pat fashion he gives us a lot more to think about. Indeed, Moore’s Law is changing more than just computers.

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  • Want a New Cardiovascular System?

    This week’s Outside the Box is again a little unusual. Some of you will think, “There goes Mauldin again, dreaming of a brave new world of biotech.” Except this tine the brave new world is here. My friend Pat Cox of Breakthrough Technology Alert has written a piece for me on what he and I think is potentially one of the most important scientific breakthroughs of the last few decades. Normally I don’t mention specific companies, but in this case we can’t talk about the breakthrough mentioning the company name. Disclosure: I own a small number of shares I bought over a year ago. This is one of a number of companies I am buying as part of my biotech holdings for the very long term. Do not chase this stock if it starts to go up. Be patient.

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