A Few Thoughts on the Employment Numbers Bernanke Leaps into a Liquidity Trap How to Spot a Liquidity Trap Toy Blocks London, The End Game, and Changes I am in London finishing my new book, The End Game, which will be out after the first of the year, as soon as Wiley can make it happen. Working with...
This week I take great pride and pleasure in being able to bring you a recent letter from my very good friend Peter Bernstein. I asked him to let me publish this, as I think this is one of the more important, thought-provoking pieces I have read in a very long time. I am grateful for that permission...
Introduction The credit markets are in turmoil. This week I have asked Michael Lewitt of Harch Capital in Florida to tell us what is going on from his perspective. Michael has been watching the credit markets from the inside for a long time. So, this week we have a sort of insider's Outside the Box...
Introduction This week in Outside the Box we turn our eyes on Japan and as promised offer a report by macro-maven and good friend Greg Weldon. Japan is the world's second largest economy and a major source of liquidity. While China has captured the headlines in Asia, Japan is still the big economic...
Introduction This week in a very special Outside the Box we have an investment outlook tour de force. My friend and South African business partner Dr. Prieur du Plessis gathered a group of some of the more interesting investment managers in the industry, along with your humble analyst, and let us have...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
07-02-2007
Filed under:
Filed under: Housing, China, Liquidity, Barry Ritholz, Dr. Prieur du Plessis, John Mauldin, Knights of the Round Table, The Dollar, Yen Carry Trade, Interest Rates, David Fuller
Introduction This week's Outside the Box is comprised of 2 smaller articles that I believe will, collectively, provide you with some interesting information to digest. The 1st article will be a follow up piece to last week's Outside the Box where I featured a commentary by Morgan Stanley's...
Introduction Today's Outside the Box will feature one of the better pieces written in the last few years by my good friend Paul McCulley. In his article "The Plankton Theory Meets Minsky," Paul shows the importance of why the problem with sub-prime mortgages will affect the entire housing...
Introduction Are we overbought and overvalued? Maybe. Is inflation coming under control? Maybe not. Did housing construction rebound last month? No. The only rebound was in the statistics. (I know readers will be shocked to learn that some statistics just may not actually be what the headline says.)...
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 Group. Dialynas offers his views on the flat yield...