January 2007 - John Mauldin's Outside the Box

John Mauldin reads hundreds of articles, reports, books, newsletters, etc. and each week he brings one essay from another analyst that should stimulate your thinking. John will not agree with all the essays, and some will make us uncomfortable, but the varied subject matter will offer thoughtful analysis that will challenge our minds to think Outside The Box.

John Mauldin's Outside the Box

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CAPM is CRAP, or, The Dead Parrot lives!

Introduction Within human nature there is a tendency to search for reasoning or logic to validate our own actions. This holds true in the academic sector as models are derived to provide an answer to a scenario, but sometimes such models do not translate...

Published 01-29-2007 4:04 PM by John Mauldin

Filed under: Psychology, John Mauldin, Investing Strategies, James Montier, Global Economy, CAPM
It's The Real Interest Rate That Counts

Introduction Today's "Outside the Box" will feature an essay by good friend David Kotok of Cumberland Advisors. In his article, David discusses what the development of a global economy means for currencies and the financial markets. He distills...

Published 01-22-2007 4:04 PM by John Mauldin

Filed under: John Mauldin, Interest Rates, Risk Management, Global Economy, David Kotok
Rhetoric and Reality: The View from Iran

Introduction Today's Special Edition of "Outside the Box" by my friends at Stratfor gives us a very insightful analysis of the difference between the rhetoric of Iran and the reality of the world they face. George Friedman, President of...

Published 01-18-2007 4:17 PM by John Mauldin

Filed under: Middle East, George Friedman, Stratfor, Geopolitics, John Mauldin, Foreign Policy, Iran
A Look in the Mirror

Introduction ancient Chinese philosopher Lao-tzu once said, "He who knows others is wise; he who knows himself is enlightened." Learning to overcome one's own emotions and bias can be one of the single hardest hurdles than an investor faces...

Published 01-15-2007 4:18 PM by John Mauldin

Filed under: Psychology, John Mauldin, Investing Strategies, Jonathan Finn, Mark Finn
Quarterly Review and Outlook - Fourth Quarter 2006

Introduction On Friday, I wrote my annual forecast, " The Goldilocks Recession ," on what investment themes I expect in the coming year. This week's Outside the Box will follow up on the subject with an excellent piece written by Van Hoisington...

Published 01-08-2007 4:18 PM by John Mauldin

Filed under: Mortgage, Housing, Inflation, Dr. Lacy Hunt, Van Hoisington, GDP, John Mauldin, Bonds, Quarterly Reveiw, Consumer Spending, Economic Forecast
Israel's Options Against Iran

Introduction As a set-up to this week's special edition of Outside the Box from Stratfor, let's take a look at a blog from the Middle East Media Research Institute which discusses some recent allegations from the Iranian leadership that the Holocaust...

Published 01-04-2007 4:19 PM by John Mauldin

Filed under: George Friedman, Isreal, Stratfor, Geopolitics, John Mauldin, Iran

January 2007 - John Mauldin's Outside the Box

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CAPM is CRAP, or, The Dead Parrot lives!

It's The Real Interest Rate That Counts

Rhetoric and Reality: The View from Iran

A Look in the Mirror

Quarterly Review and Outlook - Fourth Quarter 2006

Israel's Options Against Iran