Browse by Tags

John Mauldin's Outside the Box

Blog Subscription Form

  • Email Notifications
    Go

Archives

  • The Bond Market: Beware of Junkyard Dogs

    It should come as no surprise that credit spreads are shrinking between what in theory are risk-free investments and other investments. Retirees and other investors are reaching farther and farther for yield, piling into all sorts of increasingly risky investments.

    ...
    Filed under: ,
  • Hoisington Fourth-Quarter Report

    Long-time readers of Outside the Box are familiar with the names Dr. Lacy Hunt and Van Hoisington. They are a regular feature here, as quite frankly, anything that Lacy writes or says I pay serious attention to. This is their regular quarterly report, where they outline seven things that are likely to retard US growth. An easy read, but take the time to think this through.

    Hoisington Investment Management Company (www.hoisingtonmgt.com) is a registered investment advisor specializing in fixed-income portfolios for large institutional clients. Located in Austin, Texas, the firm has over $4 billion under management, composed of corporate and public funds, foundations, endowments, Taft-Hartley funds, and insurance companies.

    ...
  • Keynesian Confusion

    Michael Lewitt is one of the most provocative writers I know. Her consistently gives me something to chew on with his monthly letter. How he comes up with all those quotes (usually from sources I have never read but should have) amazes me. He has a unique view of the markets as he run Collateralized Debt Obligation funds and really understand the nitty-gritty of the bond and credit markets.

    ...