September 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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Israel, Syria and the Glaring Secret

Introduction One of the things I found out in my recent survey of readers is that many of you really like the special Outside the Box I send every now and then from George Friedman and Stratfor. I share your enthusiasm for the really unique world view...

Published 09-28-2007 11:43 AM by John Mauldin

Filed under: Middle East, George Friedman, Syria, Isreal, Stratfor
Do Not Forget About Changes in Velocity

Introduction This week in Outside the Box, Louis-Vincent Gave, Charles Gave, Anatole Kaletsky, and company of GaveKal Research delve into the underlying misconceptions that presumes money velocity is and will remain constant, in the equation that says...

Published 09-24-2007 11:48 AM by John Mauldin

Filed under: The Fed, Credit Crisis, Money Velocity, Louis-Vincent Gave, Charles Gave, Anatole Kaletsky, Energy, Oil, China
Here Comes A Whale

Introduction My friends have at GaveKal have been whale watching for some time. But not for Blue whales or in an ocean. There theory is that Central banks keep throwing dynamite (in terms of liquidity) into the ocean during credit problems, watching little...

Published 09-17-2007 11:49 AM by John Mauldin

Filed under: Credit Crisis, Charles Gave, Anatole Kaletsky, Liquidity Crisis, Bank of England
War, Psychology and Time

Introduction This week in a Special Outside the Box, George Friedman of Stratfor reflects upon September 11th, a monumental date in our country's history. George strives to discern the current and future ramifications of US military presence in the...

Published 09-13-2007 11:49 AM by John Mauldin

Filed under: George Friedman, Stratfor, Osama Bin Laden, 9/11, Psychology, War
Teton Reflections

Introduction This week in Outside the Box, good friend Paul McCulley of PIMCO fame addresses the important topic of fed fund easing. Paul addresses the predicament the current Fed finds itself in on account of not wanting to bail out those who took excessive...

Published 09-10-2007 11:49 AM by John Mauldin

Filed under: The Fed, Credit Crisis, Liquidity Crisis, Housing Crisis, Paul Mc Culley, Teton Reflections
Vectors of Credit

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...

Published 09-03-2007 11:50 AM by John Mauldin

Filed under: Private Equity, Credit, Liquidity, Michael Lewitt, Hedge Funds, Vectors of Credit, Credit Markets, High Yield Bonds

September 2007 - John Mauldin's Outside the Box

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Israel, Syria and the Glaring Secret

Do Not Forget About Changes in Velocity

Here Comes A Whale

War, Psychology and Time

Teton Reflections

Vectors of Credit