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 Innovation Boom

    Introduction GaveKal released a new book last year called Our Brave New World and it has been the subject of several Thoughts From the Frontline letters. Steven Vannelli, of Gavekal, offers us another look at platform companies and argues that research...
  • Yield Curve Conundrum

    Introduction Every month I read the outstanding commentary by Bill Gross, Paul McCulley and others at PIMCO. This month they have comments by Chris P. Dialynas, Managing Director, Portfolio Manager and Senior Member of PIMCO's Investment Strategy...
  • Contrarians At The Gate

    Introduction This week's letter is from John P. Hussman, Ph.D., President of Hussman Investment Trust. John manages the Hussman Strategic Total Return Fund - HSTRX and the Hussman Strategic Growth Fund - HSGFX and writes his Weekly Market Commentary...
  • On The Contrary: Why It Pays To Be Different

    Introduction Two weeks ago in Thoughts From the Frontline, I mentioned a piece by one of my favorite contrarians and behavioral finance analysts, James Montier of Dresdner Kleinwort Wasserstein. It was going to be the Outside the Box last week, but a...
  • Emotion, Neuroscience And Investing

    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"...
  • Dark Matter

    Introduction In November a paper was published at the Kennedy School of Government and Center for International Development at Harvard University by Riccardo Hausmann of Harvard and Federico Sturzenegger of Universidad Torcuato Di Tella. The title was...
  • The Housing Bubble Will Probably Burst

    Introduction This week's letter comes to us from Dr. A. Gary Shilling, president of A. Gary Shilling & Co., Inc. Gary is a long time friend and one of my favorite economic analysts. He also contributed a Chapter to my latest book, Just One Thing...
  • The Little Essay That Beats the Market

    Introduction Value investing is something most investors give lip service to but few actually put it into long term practice. There is a great irony in that. If everyone practiced value investing, it would not work as well as it does. Returns would drop...
  • MEW Drag

    Introduction This week's letter is by good friend Paul McCulley, Managing Director of PIMCO. About once a year he puts together an economic debate between his favorite friend and family pet rabbit, Morgan Le Fay. It always presents a very readable...
  • China Economic Service - November Report

    Introduction This week we look at China. Simon Hunt is one of the smartest China hands I know of. He has been visiting the Middle Kingdom for many years and has numerous contacts throughout government and industry. If you read the official releases, it...
  • Secrets

    Introduction Whether short term rates are high today is one of the louder debates among economists. And why are long rates so low? Will an inverted yield curve mean what it has for the past 40 years, i.e., a slowdown and/or a recession? This week's...
  • Is indexing the answer?

    Introduction Investment managers around the world have become closet indexers, suggest my friends at GaveKal, which is messing around with the normal forces of the capitalistic marketplace. Today's Outside the Box is a Chapter from GaveKal's important...
  • Deteriorating Global Liquidity

    Introduction Regular readers will know that I have mentioned my London partners, Absolute Return Partners, in the past. They have a monthly letter called The Absolute Return Letter. This week we will look at some recent comments by my very good friend...
  • Scepticism is rare, or, Descartes vs. Spinoza

    Introduction This week's letter is from one of my favorite analysts and behavioral finance thinkers, James Montier of Dresdner Kleinwort Wasserstein in London. James wrote a chapter for my new book, Just One Thing , and this article is very representative...
  • The Arab Street Erupts: Why Paris and Why Now?

    Introduction This week's essay is from my good friend Louis Gave. He writes about the current situation in France, offering a very different perspective than we have been seeing in the Western papers. I have long been uneasy with the demographic problems...

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