November 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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The Next Dominos: Junk Bond And Counterparty Risk

The subprime problem, we were told, would not spread to other markets. It would be "contained." And it has, according to Jim Grant. He quipped last week that it has been contained on planet Earth. The risks coming from rising defaults in the...

Published 11-26-2007 3:49 PM by John Mauldin

Filed under: Credit Crisis, Housing Crisis, Credit Markets, Subprime, Ben Bernadke, Recession, Interest Rates, Consumer Debt, Counterparty Risk, Jim Grant, Credit Default Swap
Quant Funds & The August Market Turmoil

What really happened last August? There was blood in the street for many hedge funds, while others did ok. But in this week's Outside the Box, Jon Sundt from Altegris Investments (and my US partner) dives you the behind the scenes details of what...

Published 11-19-2007 3:18 PM by John Mauldin

Filed under: Hedge Funds, Subprime, Jon Sundt, Leverage, Quant Fund, Altegris Investments
The U.S. Credit Crunch Of 2007

This week in Outside the Box I strive to address an issue that I have been meditating on for quite some time. Precisely, how have we arrived at the current credit crisis that now threatens the domestic and global economy. I believe one of the underlying...

Published 11-12-2007 2:44 PM by John Mauldin

Filed under: Credit Crisis, CLO, CDO, Charles Whalen
The Credit Markets - Tragedy or Farce?

This week in Outside the Box we bring you the text of a powerhouse speech by Michael E. Lewitt, made at the The Bank Credit Analyst Conference last week. We have been discussing the current market turmoil in our weekly letters for quite some time, addressing...

Published 11-05-2007 2:42 PM by John Mauldin

Filed under: Credit Crisis, Michael Lewitt, CLO, CDO
War Plans: United States and Iran

This week in our Special Outside the Box, George Friedman of Stratfor addresses what many believe to be the looming war with Iran, the potential wars' strategic futility, the underlying geopolitical implications, and the inherent threats that abound...

Published 11-01-2007 2:41 PM by John Mauldin

Filed under: Middle East, George Friedman, Stratfor, War, Geopolitics, Iran

November 2007 - John Mauldin's Outside the Box

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The Next Dominos: Junk Bond And Counterparty Risk

Quant Funds & The August Market Turmoil

The U.S. Credit Crunch Of 2007

The Credit Markets - Tragedy or Farce?

War Plans: United States and Iran