John Mauldin's Outside the Box

John Mauldin reads hundreds of articles, reports, books, newsletters, etc. and each week he brings one essay from another analyst that should stimulate your thinking. John will not agree with all the essays, and some will make us uncomfortable, but the varied subject matter will offer thoughtful analysis that will challenge our minds to think Outside The Box.

John Mauldin's Outside the Box

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  • Moral Hazards

    Introduction Any time a central bank speaks there are scores of investors lined up and waiting to listen. Each is interested in any number of tidbits that might have a plethora of implications affecting his positions and portfolio. Even after the long...
  • Breaking Point in Iraq

    Introduction As this letter is going out on Memorial Day, our thoughts are with our military that are stationed in harm's way around the world, and especially to those who over the years have sacrificed so that we can live in liberty. In keeping with...
  • Why Imbalances Matter

    Introduction Two weeks ago in my "Thoughts from the Frontline" E-letter I wrote about trade imbalances. I quoted a significant portion of a speech by Anatole Kaletsky from GaveKal. It was part of a debate he had with Stephen Roach. Last week's...
  • Commodity Bubble and The Dollar Spin

    Introduction We are almost half way through the year and the markets are providing us with plenty of trends and issues which we must take into account. From 6 year market highs to the cooling of the housing market, from the energy bonanza to China's...
  • What We Missed: Japanese Liquidity Flows

    Introduction About a month or so back I wrote about some of my thoughts regarding interest rates and monetary policy being affected by both velocity and the money supply (see When Will the Fed Stop? ). In my letter, I highlighted some exceptional research...
  • The Calm Before The Storm

    Introduction "The current state of volatility is an indicator of a potentially sharp stock market decline based upon (i) the currently low level of volatility, (ii) the tendency for upward spikes to follow extreme low volatility, (iii) the relationship...
  • The Dash to Trash

    Introduction Today we deal with trash. This week's piece is not only regarding the problems with "trash investments" itself but investors' dash towards it! My good friend and fellow writer, James Montier, takes a long look at the market...
  • Quarterly Review and Outlook - First Quarter 2006

    Introduction Bonds will be our subject for today. But this is not your ordinary outlook for bonds. Despite the current consensus amongst the street, HMIC's Van Hoisington and Dr. Lacy Hunt have chosen to take a contrarian's approach to the future...
  • Seasons of Gold

    Introduction Today we look at gold. I made my first dollar on gold stocks back in the mid-1980s when Doug Casey personally called me up and told me to by a particular stock. It was quite a home run and I have paid attention to what Doug says on gold stocks...
  • *@?#»! Bond Trading and the Tyranny of Indexation

    Introduction I religiously read Bill Gross of PIMCO. I particularly enjoyed this month's piece. Gross is talking to his clients about the problems of bond investing. Given that he sits on top of the biggest pile of bonds in the world, I find it always...
  • Bleak US Economic Outlook?

    Introduction This week's letter is from Paul Kasriel of The Northern Trust Company. Kasriel is Senior Vice President and Director of Economic Research, responsible for producing the Corporation's economic and interest rate forecasts. The US consumer...
  • Perils of a New Globalization

    Introduction Two week's ago in my Friday letter, Thoughts From the Frontline, I wrote about the Dubai ports situation, Smoot-Hawley, globalization and protectionism. Today we look at two commentaries by Stephen Roach, Chief Economist of Morgan Stanley...
  • China Visit Report

    Introduction We once again turn our focus on China. Simon Hunt has been visiting China for many years and offers us his latest insight from a recent visit. Many analysts forecast the recent past into the future and the outlook on china is no different...
  • A Look Inside The Housing Bubble

    Introduction This week's letter is from Paul Kasriel of The Northern Trust Company. Kasriel is Senior Vice President and Director of Economic Research, responsible for producing the Corporation's economic and interest rate forecasts. Not long...
  • Over the Rainbow

    Introduction Here is a different view on derivates that can help you with a basic understanding of the problem in the market and a look at gold. This comes from the HCM Market Letter by Michael Lewitt of Harch Capital in Florida. This is a private letter...

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