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John Mauldin's Outside the Box

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  • Finest Worksong

    I had dinner last night with my good friend Richard Howard, who, besides being a charming young Australian lad, is also the wickedly brilliant chief economist of Hayman Advisors, the hedge fund outfit run by my friend Kyle Bass. We try to get together every few months at one of the local eateries and hash out the world. And yes, for those interested, the recent action in Japan has both of us smiling a “we told you so” sort of smile. But also thinking that the magic will last for Abe-sama a little while longer. Actually, we talked about why this trade could take a lot longer than most yen bears expect.

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  • Networks and Hierarchies

    I have a big-picture piece for you today from a big-time thinker, my good friend Niall Ferguson. This is a little bit different for Outside the Box, but then isn’t that what this letter is supposed to be? Something to make us think and to come at a problem with a little bit different viewpoint?

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  • Still Home Sick

    Everyone is curious about the state of housing in the US. My friend Gary Shilling recently did a lengthy issue on housing as it is today. I asked him to give us a shorter version for Outside the Box, and he graciously did. And you want to know what Gary thinks, because he is one of the guys who really got it right early, from subprime to the bubble and the price collapse, and has been right all along. No one is better. This very readable edition is full of charts and fast reasoning.

    The quid pro quo for getting him to give us something that is normally behind a velvet rope is that I put a link in to let you subscribe to his wonderful monthly letter. He really is one of the better analysts out there. He has spoken at my conference the last two years and is one of our highest-rated speakers.

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  • The Cognitive Dissonance of It All

    I get a lot of client letters from various managers and funds, as you might imagine. I read more than I should. But one that shows up every quarter or so makes me stop what I am doing and sit down and read. It is the quarterly letter from Hayman Advisors, based here in Dallas. They are macro guys (which I guess is part of the magnetic attraction for me), and they really put some thought into their craft and have some of the best sources anywhere. So today we take a look at their latest letter, where they cover a wide variety of topics, with cutting-edge analysis and sharp insight. I really like these guys, and suggest you take the time to read the entire letter.

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  • The Rational Optimist

    One of my great and increasing pleasures is the Wall Street Journal Weekend Edition. I have grown to really look forward to reading Peggy Noonan, maybe my generation’s most gifted essayist. That would be enough reason to pay the subscription price. To read her wordsmithery (is that a word?) is a sublime joy to this humble journeyman writer.

    And the Review section in the WSJ has become a revelation over the last few years. The essays are getting better and better. And the book reviews make me weep, because there are so many great books and I will just not be able to get to them all. But at least I can read the reviews and remind myself of what I should have learned. I spend a few hours every weekend trying to get through the treasure in those pages – on the treadmill, at the coffee shop, or at brunch. I commend it to you. And getting the Journal online here on the ocean is cool. (www.wsj.com)

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