Blogs

  • The Problem With Indexes

    Introduction This week we look at index funds, and specifically at the problems that the certain types of capitalization weighted index funds have. It is intuitively obvious that capitalization weighted indexes have a larger proportion of their assets...
    Posted to Thoughts From The Frontline by John Mauldin on 05-13-2005
  • Did President Bush Cave On Social Security?

    Introduction Last week, President Bush began a political process which gives him the option of abandoning his call for private savings accounts as a central point of his push for Social Security reform. His nationwide push for private accounts has not...
  • THE POWER OF CALI

    Coming soon to a movie theater near you will be "Killing Pablo," a film based on Mark Bowden's best-selling book of the same name and starring Spanish actor Antonio Banderas. "Killing Pablo" profiles the dramatic manhunt for Pablo...
    Posted to What We Now Know by Doug Casey on 05-10-2005
  • SKEETER SEASON ALERT

    Did you know that only female mosquitoes bite? Not that this fun fact is likely to comfort you--especially if you're one of those who, for some mysterious reason, are in the "Favored Prey" category of the flying bloodsuckers. If you have...
    Posted to What We Now Know by Doug Casey on 05-10-2005
  • CHILDREN IN HANDCUFFS

    "This is post-9/11 America and post-9/11 America is out of its mind," commented cartoonist Ted Rall in a rant about the latest U.S. trend: Treating children like terrorists. In April, two unnamed 16-year-old Muslim girls from New York City,...
    Posted to What We Now Know by Doug Casey on 05-10-2005
  • THE PEAK OIL DEBATE II: ECONOMICS

    Last week, we took a look at the science behind the abiotic oil theory (i.e., that oil is not a fossil fuel at all, but is continually generated by natural processes deep within the earth, and is therefore a renewable resource). Today we'll consider...
    Posted to What We Now Know by Doug Casey on 05-10-2005
  • Peering into the Next Ten Years

    Introduction This week's letter is by Myles Zyblock, who is Chief Institutional Strategist & Director of Capital Markets Research at the Royal Bank of Canada. I have been reading Myles for a number of years, when he was first at another firm whose...
    Posted to John Mauldin's Outside the Box by John Mauldin on 05-09-2005
  • A Stable Disequilibrium

    Introduction This week we look at a speech given by Paul McCulley (Managing Director at PIMCO funds) at my recent Accredited Investor Conference in La Jolla. In it he introduces to us the concept of a stable disequilibrium to describe the state of affairs...
    Posted to Thoughts From The Frontline by John Mauldin on 05-06-2005
  • Economy Sputters, Stocks Plunge - What To Do Now

    The Economy Disappoints In The First Quarter Economic growth was a bit slower than expected in the first three months of this year. The Commerce Department reported last week that GDP rose at an annual rate of 3.1% in the 1Q. Economists had expected a...
  • READER COMMENTS

    Article "Security Spending Sprees" in WWNK of 4/25/05: Several of our readers pointed out to us that our casual quote "They have a river somewhere", regarding (landlocked) Oklahoma's access to federal funds for port security was...
    Posted to What We Now Know by Doug Casey on 05-02-2005
  • THE PEAK OIL DEBATE

    We're running out of oil. Such is a wisdom so conventional--in the media, in the world of political and economic theory, in the popular mind--that it has attained the status of unassailable truth. The argument goes like this: Oil is a fossil fuel...
    Posted to What We Now Know by Doug Casey on 05-02-2005
  • 20 FUN FACTS ABOUT MONEY

    How much do you know about money matters? Let's see if any of the following fun facts surprise you. If we could have any luxury in the world (and money didn't matter), more of us would choose to spend money on a butler and a maid than anything...
    Posted to What We Now Know by Doug Casey on 05-02-2005
  • CHINA AND JAPAN: PRISONERS OF THE PAST

    You may remember Antony Peyton, "our man in China," whom we recently introduced to you. Antony, an English teacher, writer and editor, has been living in Tianjin--a city in China's northeast--since September 2003 and will provide WWNK occasionally...
    Posted to What We Now Know by Doug Casey on 05-02-2005
  • Original Sin

    Introduction Last weekend I had my second annual Strategic Investment Conference in La Jolla, California. One theme that interested me was that several speakers, including Rob Arnott of Research Associates, Paul McCulley of PIMCO and Richard Russell of...
    Posted to John Mauldin's Outside the Box by John Mauldin on 05-02-2005
  • Wildness Lies in Wait

    Introduction This week we look at the "The Triumph of Irrational Expectations over Long Run Experience." It is a cautionary tale, but enjoyable in the telling, and one that investors almost invariably ignore to their own chagrin. Also, at the...
    Posted to Thoughts From The Frontline by John Mauldin on 04-29-2005
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