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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  • The Invisible Hand's Impressive Work

    Introduction Tomorrow the Fed will be announcing whether they will continue to raise rates or not and many investors seem to think that a pause is a highly probably outcome. Controlling inflation has been the reason for prior rate hikes and I believe...
  • The Absolute Return Letter - July 2006

    Introduction My good friends and London associates, Absolute Return Partners, have recently released their monthly letter. The letter consists of two essays with the first by ARP President Niels Jensen and the second by partner Jan Vilhelmsen. Given that...
  • Quarterly Review and Outlook: Second Quarter 2006

    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 specialize in management of fixed income portfolios for large institutional...
  • Mid-East Update: Confusion Before the Storm

    Introduction In my Friday letter, Thoughts from the Frontline, I wrote, "This week's events have made it clear why as investors you need to be able to get a handle on world events." The turmoil in the Middle East has only intensified since...
  • Shedding Light On Problems Facing The Fed

    Introduction So exactly how far is the Fed going to go? Are they done? Perhaps another raise in August? Could that not even be enough? These are all questions of uncertainty that have the faces of investors looking more puzzled than ever over Fed policy...
  • The Limits To Learning

    Introduction This week we look at mistakes and why we don't learn from them, at least not initially. Good friend James Montier explores the limits to learning we all have and offers some help on how to overcome them. Investors are constantly facing...
  • The Leverage in the System and the Weak US Dollar

    Introduction In my Friday letter, " Thoughts from the Frontline ," I touched briefly on the Yen Carry Trade and its effects on asset prices. Just what should investors be concerned with and profit from in a market bent on volatility and anchored...
  • Deflating The Housing Bubble

    Introduction With so many variables to weigh in on, there has been a lot of speculation going around about how Fed Chairman, Ben Bernanke, is going to fare in his rookie season. The headlines of the financial press have been filled with reports of inflation...
  • The Perfect Value Investor

    Introduction With several of the market averages racking up significant declines, many are starting to wonder if this recent drawdown will present some value opportunities. My good friend James Montier has constructed an insightful study on the characteristics...
  • 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...

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