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John Mauldin's Outside the Box

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  • The New Normal—Some Expensive Consequences

    Everybody talks about the weather, but there's not much we can do about it except make plans that take into account what mother nature may throw at us. For most of us that means planning for the next few days, but we should all be aware of climate patterns that are going to affect us for the next 20 to 30 years. And those patterns are changing not just because of global climate change but also due to long-term periodic changes in the Atlantic and Pacific oceans.

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  • Pavlov’s Bulls

    My long-time readers are familiar with Jeremy Grantham of GMO, as I quote him a lot. He is one of the more brilliant and talented value managers (and I should mention, very successful on behalf of his clients). He writes a quarterly letter that I regard as a must-read. In fact, anything Jeremy writes is a must-read. This week’s OTB is a little longer than most, but it is actually two separate parts, which can be read at different times – but you want to take the time. He makes his predictions for the year in the first part, and gives us some valuable insights into the stock market in the second. The first part reads quick. Think through the second part.

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