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Explaining the Consumer Price Index

Introduction This week in Outside the Box we look at a Congressional Budget Office publication that dives us the details on how the consumer price index for all urban consumers (CPI-U) is created. This is, as the CBO posits, the best-known official measure...

Published 07-09-2007 1:13 PM by John Mauldin

Filed under: John Mauldin, Consumer Price Index, CPI-U

Knights of the Round Table: Mapping out the Markets

Introduction This week in a very special Outside the Box we have an investment outlook tour de force. My friend and South African business partner Dr. Prieur du Plessis gathered a group of some of the more interesting investment managers in the industry...

Published 07-02-2007 1:14 PM by John Mauldin

Filed under: Housing, China, Liquidity, Barry Ritholz, Dr. Prieur du Plessis, John Mauldin, Knights of the Round Table, The Dollar, Yen Carry Trade, Interest Rates, David Fuller

The Relative Performance Derby And Other Evils Of Modern Investment

Introduction This week in Outside the Box we take a gander at the always-insightful research of good friend James Montier, who poignantly addresses the pertinent topic of portfolio diversification and the pitfalls that ensue on account of benchmarking...

Published 06-25-2007 1:15 PM by John Mauldin

Filed under: John Mauldin, Investing Strategies, Risk Management, Mutual Funds, James Montier, Benchmark Investing, Portfolio Diversification

US Equity Returns: What To Expect

Introduction This week's letter is by good friend Dr. Prieur du Plessis, who is managing director of Plexus Asset Management based in Cape Town, South Africa. What kind of returns can we expect from US equities over the next ten years? It turns out...

Published 06-18-2007 1:15 PM by John Mauldin

Filed under: Dr. Prieur du Plessis, John Mauldin, Economic Forecast, South Africa

Why the Big Money in Gold Shares Still Lies Ahead

Introduction This week in Outside the Box we take a quizzical gander at the gold market, its growth-to-date, and potential future investment opportunity. We have witnessed a significant rise in the gold market from a July 1999 price of $252 an once, to...

Published 06-11-2007 1:17 PM by John Mauldin

Filed under: John Mauldin, Economic Forecast, Investing Strategies, David Galland, International Speculator, Doug Casey

A New Step in the Ethanol Revolution?

Introduction This week in a Special Outside the Box we look at the discussion of alternative energy sources, specifically, ethanol derived from corn or sugarcane. The Stratfor piece discusses the economic implications of ethanol usage; geopolitical ramifications...

Published 06-07-2007 1:18 PM by John Mauldin

Filed under: George Friedman, Oil, China, Stratfor, John Mauldin, South Africa, United Arab Emirates, Russia, Chile, OPEC, Ethanol

Asia: Hot Market or Frenzy?

Introduction The data from the companies which analyze where investors are putting their money tells us there is a lot of money flowing into international funds and especially Asia. This week's Outside the Box we look at a short but thoughtful piece...

Published 06-05-2007 3:20 PM by John Mauldin

Filed under: John Mauldin, Investing Strategies, Asia, Jon Sundt

U.S. - China Relations

Introduction As the forth largest economy in the world, the rapid growth of Communist China' military, and economic prominence has both perplexed and intrigued the United States. Stratfor analyst Rodger Baker addresses the two primary economic concerns...

Published 05-24-2007 3:20 PM by John Mauldin

Filed under: China, Geopolitics, John Mauldin, Rodger Baker

How We Learned to Stop Worrying (so much) and Love "Da Bomb"

Introduction Humans, by nature, tend to let things worry them a bit more than they ought to. Whether it's a job situation, relationship issue or investment decision, we all tend to blow the small things out of proportion and lose sight of the bigger...

Published 05-21-2007 3:21 PM by John Mauldin

Filed under: Bill Gross, John Mauldin, Economic Forecast, Technology, Globalization, G-7

An Optimistic Route to a Poor Market Outlook

Introduction Value is a big and well-known strategy within the investment world. Many analysts and investors alike rely heavily on the P/E ratio as a metric to determine the value of a stock, indices or other form of security. But just as with any other...

Published 05-14-2007 3:21 PM by John Mauldin

Filed under: John Mauldin, Economic Forecast, Investing Strategies, Dr. John Hussman, P/E Ratio

Serbia's Choice

Introduction This week's Special Edition of Outside the Box is written by Peter Zeihan and highlights the looming indecisiveness of Serbia's political parties. Going back over the past decade, Kosovo and Serbia used to be a couple of hotspots...

Published 05-10-2007 3:22 PM by John Mauldin

Filed under: George Friedman, Stratfor, Geopolitics, John Mauldin, Russia, Kosovo, Peter Zeihan

So What Should We Worry About?

Introduction Today's Outside the Box is a very interesting piece written by Louis-Vincent Gave and the team at GaveKal entitled "Part 2: So What Should We Worry About?" His article is a follow up to an earlier one that he wrote on why he...

Published 05-07-2007 3:23 PM by John Mauldin

Filed under: The Fed, Inflation, Louis-Vincent Gave, China, John Mauldin, U.S. Dollar, Recession, Globalization

Household Wealth and the US Savings Rate

Introduction This week's Outside the Box is comprised of 2 smaller articles that I believe will, collectively, provide you with some interesting information to digest. The 1st article will be a follow up piece to last week's Outside the Box where...

Published 04-30-2007 3:23 PM by John Mauldin

Filed under: Liquidity, John Mauldin, Investing Strategies, Globalization, Jeremy Grantham, Bubble, Kathleen Camilli, Household Wealth, US Savings Rate

The Coming Era of Russia's Dark Rider

Introduction This week's special edition of Outside the Box is on the looming question of who will become the new leadership in Russia come March of 2008. The country is in a bit of unrest as groups of political activists on multiple fronts recognize...

Published 04-26-2007 3:24 PM by John Mauldin

Filed under: George Friedman, Stratfor, Geopolitics, John Mauldin, Vladimir Putin, Dark Rider

The Missing Link to Global Rebalancing

Introduction Over the past couple of years, I've written quite a bit about how the global economy has taken shape and why it is important to understand it when building one's investment portfolio. There have been many market pundits saying that...

Published 04-23-2007 3:25 PM by John Mauldin

Filed under: GDP, John Mauldin, U.S. Dollar, Globalization, Stephen S. Roach, Global Rebalancing

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