John Mauldin's Outside the Box : Investing Strategies

The Dash To Trash And The Grab For Growth

John Mauldin — Mon, 28 Jan 2008 22:15:15 GMT

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...(read more)

The Relative Performance Derby And Other Evils Of Modern Investment

John Mauldin — Mon, 25 Jun 2007 18:15:00 GMT

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...(read more)

Why the Big Money in Gold Shares Still Lies Ahead

John Mauldin — Mon, 11 Jun 2007 18:17:00 GMT

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...(read more)

Asia: Hot Market or Frenzy?

John Mauldin — Tue, 05 Jun 2007 20:20:00 GMT

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...(read more)

An Optimistic Route to a Poor Market Outlook

John Mauldin — Mon, 14 May 2007 20:21:00 GMT

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...(read more)

Household Wealth and the US Savings Rate

John Mauldin — Mon, 30 Apr 2007 20:23:00 GMT

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...(read more)

Meaty Beaty Big and Bouncy

John Mauldin — Mon, 16 Apr 2007 20:25:00 GMT

Introduction Today's Outside the Box is by James Montier of Dresdner Kleinwort. Quite frankly, the research that James discusses surprised me. In his article "Meaty beaty big and bouncy," James dispels what he calls an urban myth that small...(read more)

How to Make Big Money: 11 Time-Tested Strategies

John Mauldin — Mon, 02 Apr 2007 20:29:00 GMT

Introduction This week's Outside the Box will be one of the longer ones that have been featured, even despite the current length being approximately half of what it originally was. Now that's no cause for alarm, yet rather a measure of how important...(read more)

MACRO-MARKETS: Gold Trading Boot Camp

John Mauldin — Mon, 26 Mar 2007 20:42:00 GMT

Introduction I probably get as many questions about gold as I do any subject. The fascination with the yellow metal permeates all levels of investors, and opinions can be quite strong. But few are more informed than those of good friend and trader extraordinaire...(read more)

What is True Diversification?

John Mauldin — Mon, 05 Mar 2007 21:58:00 GMT

Introduction This week we take a look at one of the more common problems I see as I counsel investors, a lack of diversification. Much of the time that stems from not having a philosophy of investing and defaulting to simple selections that over time...(read more)

Destitute At 80: Retiring In Secular Cycles

John Mauldin — Mon, 12 Feb 2007 22:02:00 GMT

Introduction Does the concept of retirement sound scary? If it does don't feel that you're alone. A lot of issues and concerns come along with the subject, the most familiar of which is financial freedom. Even after you have saved a substantial...(read more)

CAPM is CRAP, or, The Dead Parrot lives!

John Mauldin — Mon, 29 Jan 2007 22:04:00 GMT

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...(read more)

A Look in the Mirror

John Mauldin — Mon, 15 Jan 2007 22:18:00 GMT

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...(read more)

Lost in America?

John Mauldin — Mon, 04 Dec 2006 22:34:00 GMT

Introduction I am pleased to present to you a thoughtful piece by good friend and business partner Jon Sundt in today's "Outside the Box." Jon is the President of Altegris Investments and a very insightful thinker. In his article "Lost...(read more)

Just A Little Patience

John Mauldin — Mon, 23 Oct 2006 21:45:00 GMT

Introduction In my Friday letter, Thoughts from the Frontline (you can view it here ), we looked at how valuation and prices change over market cycles. As I mentioned and have written about extensively in my book Bull's Eye Investing, market cycles...(read more)