John Mauldin's Outside the Box : John Mauldin

Explaining the Consumer Price Index

John Mauldin — Mon, 09 Jul 2007 18:13:00 GMT

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...(read more)

Knights of the Round Table: Mapping out the Markets

John Mauldin — Mon, 02 Jul 2007 18:14:00 GMT

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...(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)

US Equity Returns: What To Expect

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

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...(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)

A New Step in the Ethanol Revolution?

John Mauldin — Thu, 07 Jun 2007 18:18:00 GMT

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...(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)

U.S. - China Relations

John Mauldin — Thu, 24 May 2007 20:20:00 GMT

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...(read more)

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

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

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...(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)

Serbia's Choice

John Mauldin — Thu, 10 May 2007 20:22:00 GMT

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...(read more)

So What Should We Worry About?

John Mauldin — Mon, 07 May 2007 20:23:00 GMT

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...(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)

The Coming Era of Russia's Dark Rider

John Mauldin — Thu, 26 Apr 2007 20:24:00 GMT

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...(read more)

The Missing Link to Global Rebalancing

John Mauldin — Mon, 23 Apr 2007 20:25:00 GMT

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...(read more)