Blogs

  • Complacency, elections and year-end rallies

    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"...
    Posted to John Mauldin's Outside the Box by John Mauldin on 12-06-2004
  • Don't Confuse Me With the Facts

    Introduction Why do we do the things we do? How can two people, or even large groups, look at the same set of facts and come to such widely different conclusions? Maybe even more important would be to ask why? Is there some bias involved? Does being a...
    Posted to Thoughts From The Frontline by John Mauldin on 12-03-2004
  • New Exchange Traded Gold Fund Is All The Rage

    Introduction On Monday, November 29th, December gold futures broke the $450 per ounce mark for the first time since 1988. Gold’s recent strength, coupled with the dollar’s continued weakness, is driving many investors to evaluate gold as a potential investment...
    Posted to Forecasts & Trends by Gary D. Halbert on 11-30-2004
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  • EUROPE'S MECCADONALD'S TREND

    If Coca-Cola is as American as apple pie, then Mecca-Cola is the Islamic counterpart. Targeting specifically Muslim soda drinkers with slogans like "Shake your conscience, drink with commitment", the Coke competitor positions itself as a political...
    Posted to What We Now Know by Doug Casey on 11-29-2004
  • RAMPANT PEANUT ALLERGIES

    So, what about those peanut allergies just mentioned by Bill Bonner? WWNK thought the topic worth a deeper look. Here's our report. Remember when you were a kid and peanut butter sandwiches were a staple of school lunches? Back then, proposing a "peanut...
    Posted to What We Now Know by Doug Casey on 11-29-2004
  • A FALSE SENSE OF INSECURITY

    (Originally published on Daily Reckoning.com ) "Americans are afraid of terrorism," say the pollsters. The fear is so jacked up by the media, politicians and generals, it is to the point where the average man could see his house firebombed,...
    Posted to What We Now Know by BillBonner on 11-29-2004
  • $8 Trillion and Counting

    Introduction As long time readers know, I get a lot of newsletters sent to me from around the world. Many are from private sources. Among the best is the HCM Market Letter written by Michael Lewitt of Harch Capital in Florida. Michael is one smart guy...
    Posted to John Mauldin's Outside the Box by John Mauldin on 11-29-2004
  • RETIRING ON A CRUISE SHIP

    You remember our tongue-in-cheek story "Retire at the Holiday Inn" ( WWNK 2/16/04 )? Here's the sequel, and it's not even a joke. Rather than walking the hallways of an assisted living facility, seniors should consider riding the big...
    Posted to What We Now Know by Doug Casey on 11-29-2004
  • Re-Learning The Basics Of Financial Planning

    Introduction I often receive requests from readers of my E-Letter asking how to get an investment plan started. These requests often come from young people early in their careers, but I also receive similar inquiries from older readers who either lost...
    Posted to Forecasts & Trends by Gary D. Halbert on 11-23-2004
  • The Dollar Is In Trouble

    Introduction This week we have a special double treat for Outside the Box. Peter Bernstein, the venerable editor of Economics and Portfolio Strategy, has sent two pieces our way. The first is a brief treatise on the dollar which appeared in the Financial...
    Posted to John Mauldin's Outside the Box by John Mauldin on 11-22-2004
  • MONEY: MAKE IT OR FAKE IT

    For over a decade, U.S. secret services have been suspiciously eyeing North Korea. Not for their WMDs but for their weapons of mass inflation: near-perfect counterfeits of U.S. banknotes. Just recently, a new batch of fake $50 notes was found and confiscated...
    Posted to What We Now Know by Doug Casey on 11-22-2004
  • ANTI-AGING SCIENCE, PART II

    (This is the concluding installment of a two-part article, and focuses on three important discoveries/trends in the Genomic Sciences) RNA INTERFERENCE ~ Silencing Genetic Instructions A cell--whether plant or animal--possesses DNA (dioxy-ribo-nucleic...
    Posted to What We Now Know by Doug Casey on 11-22-2004
  • NGO'S: THE HAPLESS HELPERS

    It sounded like a heinous injustice. The evil World Bank was foisting a dam-building project on unwilling citizens in Uganda, causing environmental destruction and the forcible relocation of nearby villagers. What was worse, the people being moved wouldn't...
    Posted to What We Now Know by Doug Casey on 11-22-2004
  • THE INFLATION SCAM

    Inflation is tame, we are told, over and over. It is under control. And it has been since the advent of the easy money, low-interest-rate policy championed by Alan Greenspan and the Federal Reserve since 1995. In fact, they say, between 1995 and 2003...
    Posted to What We Now Know by Doug Casey on 11-22-2004
  • Things That Go Bump in My Worry Closet

    Introduction From ghoulies and ghosties And long-leggedy beasties And things that go bump in the night, Good Lord, deliver us! --Old Scottish Prayer Coming back from Canada this morning, where the Canadian dollar is on a breath-taking rise, and reading...