Could the Eurozone Break Up? The EMU Has Always Fallen Short… Surely a Break-Up Remains Inconceivable? Has it Really Come to This? Kiev, Geneva and London Is it possible for the Eurozone to break up? It was so inconceivable when they formed it that there is nothing in the treaty that mentions...
I get a lot of client letters from various managers and funds, as you might imagine. I read more than I should. But one that shows up every quarter or so makes me stop what I am doing and sit down and read. It is the quarterly letter from Hayman Advisors, based here in Dallas. They are macro guys (which...
This week’s Outside the Box is a little unusual, even for me. But it will be fun, informative, and thought-provoking. My friend Andy Kessler has written another irreverent, gonzo book called Eat People: And Other Unapologetic Rules for Game-Changing Entrepreneurs . He has graciously allowed me...
Today's OTB features an excerpt from my friend Vitaliy Katsenelson's recently published The Little Book of Sideways Markets . Vitaliy is CIO at Investment Management Associates, a value investment firm in Denver, and he is a prolific and engaging writer (you can find and subscribe to his articles...
I am back from the Forbes cruise to Mexico and starting to deal with a thousand things, but first on the list is making sure you get this week’s Outside the Box. And a good one it is. In fact, it is two short pieces coming to us from friends based in London over the pond. Both of them have to deal...
One of my favorite analysts is Albert Edwards of Societe Generale in London. Acerbic, witty and brilliant. Emphasis on brilliant. The fact that he is a Doppelganger for James Montier (who long time readers are well acquainted with) is a coincidence (or he would say vice versa). I only kind of have permission...
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John Mauldin's Outside the Box
by
John Mauldin
on
09-13-2010
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Filed under: Recession, Unemployment, Recovery, market, ISM, American Association, Mauldin, Philadelphia Fed, nonfarm payroll, John, QE