January 2008 - 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 Geopolitics of Dope

Protecting the border is a big part of the presidential political debates. This week in a special edition of Outside the Box, my friends at Stratfor give us yet one more reason why we should be concerned when we look south. The topic not only concerns...

Published 01-31-2008 4:17 PM by John Mauldin

Filed under: George Friedman, Stratfor, Geopolitics, Immigration, Mexico
The Dash To Trash And The Grab For Growth

This week we look at a very thoughtful essay by an old Outside the Box friend James Montier. James is now working at Societe Generale in London. He is one of the truly great minds on the psychology of investing, as well as proving great research on how...

Published 01-28-2008 4:15 PM by John Mauldin

Filed under: Recession, Investing Strategies, James Montier, Growth, Earnings Risk
Words From The Wise

This week we do something a little different in our Outside the Box. Every weekend I get a very information-filled blog called Investment Postcards from Cape Town ( http://www.investmentpostcards.com ) by Dr. Prieur du Plessis. In it he highlights what...

Published 01-21-2008 4:13 PM by John Mauldin

Filed under: Dr. Prieur du Plessis, Asha Bengalore, Ben Bernadke, Recession, Dow Theory Letters, Paul Kedorsky
Pyramids Crumbling

This week look at a short but very important piece by Bill Gross. He has my same concern about credit default swaps, but he puts a number to it. He thinks the cost to the world economic system could be in the $250 billion dollar range. Add that to the...

Published 01-14-2008 4:11 PM by John Mauldin

Filed under: Bill Gross, Credit Crisis, Leveraged Loans, Credit Default Swaps
Minding the Hinges on Pandora's Box

This week in Outside the Box John Hussman of The Hussman Funds strives to shed light upon the tumultuous and perplexing state that is the stock market. Having metaphorically, as in the Greek tale, driven by curiosity, opened Pandora's Jar (Box) of...

Published 01-07-2008 4:09 PM by John Mauldin

January 2008 - John Mauldin's Outside the Box

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The Geopolitics of Dope

The Dash To Trash And The Grab For Growth

Words From The Wise

Pyramids Crumbling

Minding the Hinges on Pandora's Box