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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  • Shades of Irrational Exuberance

    Introduction Readers know that Paul McCulley of Pimco, and his cohort Bill Gross, are two of my must read economic analysts. Pimco is in Newport Beach California and oversee more than $400 Billion in assets, predominately in fixed income. Last week my...

  • 2004 Quarterly Review and Outlook

    Introduction This week's letter is once again from two of my favorite economists, Van Hoisington and Dr. Lacy Hunt of Hoisington Investment Management Company in Austin, Texas. They offer a view on bonds which, as Van noted in a conversation with...

  • The Sure-Thing Syndrome

    Introduction This week I put out my 2005 forecast that called for a See-Saw Economy. The theme being that the economy will not take off or crater but continue to move along at a relatively slow upward pace. There will be an end game to this cycle, but...

  • Saving for a Rainy Quarter Century

    Introduction As we begin the year, it is traditional to think about the future. Today my good friend, Dr. Gary North, helps us to think far into the future, about our plans for retirement. This is one you should forward to friends and family who have...

  • Valley of the Dollars: excerpt from Basic Points

    Introduction This week we look at another interesting essay by Donald Coxe, the Global Portfolio Strategist, BMO Financial Group. He is also the Chairman and Chief Strategist of Harris Investment Management in Chicago, and Chairman of Jones Heward Investments...

  • Debating the Dollar

    Introduction This week we look at the comments of one of my favorite analyst groups, the Morgan Stanley Global Economics Team, who's most recognizable member is Stephen Roach. I have been a big fan of Roach over the years and part of last week's...

  • Complacency, elections and year-end rallies

    Introduction Once again we look at one of my favorite analysts and behavioral finance thinker, James Montier of Dresdner Kleinwort Wasserstein in London. James wrote a fascinating book two years ago called "Behavioural Finance: A User's Guide"...

  • $8 Trillion and Counting

    Introduction As long time readers know, I get a lot of newsletters sent to me from around the world. Many are from private sources. Among the best is the HCM Market Letter written by Michael Lewitt of Harch Capital in Florida. Michael is one smart guy...

  • The Dollar Is In Trouble

    Introduction This week we have a special double treat for Outside the Box. Peter Bernstein, the venerable editor of Economics and Portfolio Strategy, has sent two pieces our way. The first is a brief treatise on the dollar which appeared in the Financial...

  • Life After Gold

    Introduction This week's letter is part two of a series by my good friend, Andy Kessler, author of Running Money about his days running a hedge fund in the 1990's, a book that I highly recommend, especially to anyone in the "running money"...

  • Gold Bites the Dust

    Introduction Confirmation bias is a very real psychological phenomenon. It especially infects investors. What we mean by confirmation bias is the tendency of people to read material which reinforces their present views. They associate with people who...

  • Wealth Illusion

    Introduction This week's letter is from another one of the country's top economic analysts, Paul Kasriel of The Northern Trust Company. Kasriel is Senior Vice President and Director of Economic Research, responsible for producing the Corporation's...

  • China Misconceptions

    Introduction "Where," asked Jack Nicholson's character about Batman, "does he get all those wonderful toys?" Many readers wonder about where I get so many great articles. I get them sent to me by a "network" or readers...

  • Quarterly Review and Outlook - Q3 2004

    Introduction This week's letter is from two of my favorite economists, Van Hoisington and Dr. Lacy Hunt of Hoisington Investment Management Company in Austin, Texas. They specialize in management of fixed income portfolios for large institutional...

  • Are two heads better than one?

    Introduction This week's letter is from my favourite behavioural finance thinker, James Montier of Dresdner Kleinwort Wasserstein in London. James wrote a fascinating book two years ago called "Behavioural Finance: A User's Guide" and...

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