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

Blog Subscription Form

  • Email Notifications
    Go

Archives

  • An Asset Allocation Strategy For The Intelligent Investor

    Introduction This week's report is about some research finding from a group in Bellevue, Washington called Evergreen Capital Management, LLC. They have built a proprietary model that is used to predict when mutual fund styles (large-mid-small capitalization...
  • Bargain Hunter

    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"...
  • Of Bonds & Zombies

    Introduction This week's research comes once again from the GaveKal Ad Hoc Comment publication, however this piece was done by Anatole Kaletsky, a different analyst than the previous reports we have highlighted. This group is located in Hong Kong...
  • Making the Bull's Case and the Bear's Case

    Introduction This week's analysis comes to us from Steve Leuthold of The Leuthold Group. They are located in Minneapolis and put out lots of financial analysis including the monthly Perception for the Professional . In the publication is Steve's...
  • The Mystery of the Awful Economists

    Introduction This week's letter comes to use from Barry Ritholtz, Chief Market Strategist of the Maxim Group and a frequent guest on CNBC. I have been reading his commentary for several years and this special report takes a look at the employment...
  • The BoK's Announcement & the US$

    Introduction This week we will turn once again to a group headquartered in Hong Kong called GaveKal Research Limited. Louis Vincent Gave's GaveKal Ad Hoc Comments for Wednesday, February 23, 2005 looks at the possible implications of the recent announcement...
  • Fed Pause Now Seen Later Rather Than Sooner

    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...
  • Global Financial Markets

    Introduction In a past Thoughts From the Frontline letter, I quoted some economic forecasts from a group in The Netherlands called ECR Research. ECR is an independent financial research group with a team of analysts and economists specializing in medium...
  • Inflation is Always and Everywhere a Monetary Phenomenon

    Introduction A few weeks ago, I posted a letter by Dr. Gary shilling on why he thinks there is deflation in our future. For another look at the inflation-deflation debate, this week's letter is by Myles Zyblock, who is Chief Institutional Strategist...
  • Emotion, neuroscience and investing: Investors as dopamine addicts

    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"...
  • 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...