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  • Finest Worksong

    “In theory there is no difference between theory and practice. In practice there is” – Yogi Berra, as cited by Ben Hunt in today’s Outside the Box. Or, to put it in macroeconomic terms, “Why is global growth so disappointing?” In the aftermath of the Great Recession...
    Posted to John Mauldin's Outside the Box by John Mauldin on 09-18-2014
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  • What’s on Your Radar Screen?

    What’s on Your Radar Screen? Emerging Markets Are Set Up for a Crisis Who’s Competing with Whom? O Canada, Where Are You Headed? Thinking about Momentum The Rational Bear San Antonio, Washington DC, and Dallas Toward the end of every week I begin to ponder what I should write about in the...
    Posted to Thoughts From The Frontline by John Mauldin on 09-15-2014
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  • An Independent Scotland?

    The United States is just starting to think about the upcoming elections (for whatever reason, the vast majority of people don’t focus on politics until after Labor Day), but there is another election happening “over the pond,” where the polls have just made everybody do a double-take...
    Posted to John Mauldin's Outside the Box by John Mauldin on 09-12-2014
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  • Europe Takes the QE Baton

    The Age of Deleveraging How Bizarre Is It? Time to Ramp Up the Currency War Europe Takes the QE Baton Introducing Tony Sagami San Antonio, Washington DC, Chicago, and Boston If the wide, wide world of investing doesn’t seem a little strange to you these days, it can only be because you’re...
    Posted to Thoughts From The Frontline by John Mauldin on 09-08-2014
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  • Employers Aren’t Just Whining: The “Skills Gap” Is Real

    Paul Krugman and other notables dismiss the notion of a skills gap, though employers continue to claim they’re having trouble finding workers with the skills they need. And if you look at the evidence one way, Krugman et al. are right. But this week an interesting post on the Harvard Business Review...
    Posted to John Mauldin's Outside the Box by John Mauldin on 08-28-2014
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  • Networks and Hierarchies

    I have a big-picture piece for you today from a big-time thinker, my good friend Niall Ferguson. This is a little bit different for Outside the Box, but then isn’t that what this letter is supposed to be? Something to make us think and to come at a problem with a little bit different viewpoint...
    Posted to John Mauldin's Outside the Box by John Mauldin on 06-11-2014
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  • Dare to Be Great II

    I can’t tell you how many thousands of hours I have spent, over the years, thinking about, reading about, and talking about how to be a consistently successful investor; but I can tell you this: I’m still working at it. And once in a while – less frequently as the years pass, it seems...
    Posted to John Mauldin's Outside the Box by John Mauldin on 04-16-2014
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  • Hollow Men, Hollow Markets, Hollow World

    I’m sitting in the British Airways lounge at Heathrow terminal 5, or in other words in my usual office, and trying to catch up on my reading. I was particularly intrigued by my good friend and economic philosopher Ben Hunt’s latest Epsilon Theory post, which he calls “Hollow Men, Hollow...
    Posted to John Mauldin's Outside the Box by John Mauldin on 04-02-2014
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  • China’s Minsky Moment?

    A Front-Row Seat The Bubble That Is China China’s Minsky Moment? The Bigger They Come… Cafayate, South Africa, New York, Europe, and San Diego In speeches and presentations since the end of last year, I have been saying that I think the biggest macro problem in the world today is China....
    Posted to Thoughts From The Frontline by John Mauldin on 03-24-2014
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  • Euthanasia of the Economy?

    Today's Outside the Box comes to us from my good friend and business partner Niels Jensen of Absolute Return Partners in London. Niels gives us an excellent summary of how QE has affected the global economy (and how it hasn't). I have found myself paraphrasing Niels all week. I also want to call...
    Posted to John Mauldin's Outside the Box by John Mauldin on 12-04-2013
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  • Taper Capers

    Michael Lewitt has long been one of my favorite thinkers and writers on matters economic. He's incisive, thorough, and, well, pithy. No holds barred. Today's Outside the Box features an extended excerpt from the October issue of Michael's The Credit Strategist, which he has kindly allowed...
    Posted to John Mauldin's Outside the Box by John Mauldin on 10-02-2013
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  • Uttin’ On the Itz

    Last Thursday, prior to the FOMC announcement, I was having an early lunch with Kyle Bass so he could get back to the office in time for the announcement. As we were finishing up, I was invited to come sit with another group of friends and traders who also happened to be in the same restaurant. Everyone...
    Posted to John Mauldin's Outside the Box by John Mauldin on 09-25-2013
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  • Rich City, Poor City

    Into the Transformational Future Where in the World Is Your Pension? Rich City, Poor City, Beggar City, Thieves? Toronto, New York, Chicago, Tucson, and the Barefoot Ranch "The future is already here," intoned William Gibson , one of my favorite cyberpunk science fiction authors, "it's...
    Posted to Thoughts From The Frontline by John Mauldin on 09-23-2013
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  • Unrealistic Expectations

    Unrealistic Expectations Nominal or Real? Voting versus Weighing Chicago, Bismarck, Denver, Etc. "In the short run, the market is like a voting machine, tallying up which firms are popular and unpopular. But in the long run, the market is like a weighing machine, assessing the substance [intrinsic...
    Posted to Thoughts From The Frontline by John Mauldin on 09-07-2013
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  • Signs of the Top

    Signs of the Top What Are They Smoking? Join Me at the World Premier of Money For Nothing Chicago, Bismarck, Denver, Toronto, and New York The investment media seems obsessed with the question of whether the Fed will taper. The real question should be not about "tapering" but about credibility...
    Posted to Thoughts From The Frontline by John Mauldin on 08-19-2013
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