This week I have a special Outside the Box for you. My long-time friend Doug Casey wrote a very prescient piece back in 1997. He has updated it somewhat for today's times. The critical part is a summary of the work of Richard Strauss and (friend) John Howe and their book The Fourth Turning , which...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
12-29-2008
Filed under:
Filed under: Economic Forecast, Doug Casey, Technology, Diversification, John Howe, Casey Research, Hari Seldon, Archetypes, The Fourth Turning, Richard Strauss, Baby Boomers, Economic Crisis
This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the Box. Each month I really look forward to getting Gary's latest thoughts on the economy and investing. Last year in his forecast issue he suggested 13 investment...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
12-15-2008
Filed under:
Filed under: The Fed, Credit Crisis, Housing Crisis, Recession, The Dollar, Gary Shilling, Diversification, Consumer Debt, Depression, Monetary Policy, Financial Crisis, Consumer Confidence, Bank Failures, Bailout, Jobs, Commodities, TARP, Commercial Real Estate
Introduction This week we take a look at one of the more common problems I see as I counsel investors, a lack of diversification. Much of the time that stems from not having a philosophy of investing and defaulting to simple selections that over time can create problems when those selections run into...
Introduction What makes one person a pessimist and another an optimist when speculating about the future of the US and the markets? How do we come to our most basic assumptions? This week we look at some insights into human nature I picked up in Tahoe at George Gilder's Telecosm, as optimistic a...