Outside the Box

A Five-Step Guide to Contagion

John Mauldin

February 22, 2010

I am in Tampa meeting with Raymond James Chief Investment Officer Jeff Saut, who graciously took us out on his boat yesterday in what I am told was the first good weather Florida has had in months. I need to get out like that more. It was good to take a weekend away with no computer. But I am back at it today, with your Outside the Box arriving on schedule.

We were all assured by Ben Bernanke that the subprime problem would be contained. In this week's Outside the Box, my good friend Todd Harrison, founder and CEO of Minyanville (www.minyanville.com) wonders about what contagion from Greece and sovereign debt crisis would look like. Todd is a very thoughtful investor and trader, and someone who I pay attention to. He has created a community of analysts and traders at www.minyanville.com that is quite unique. They graciously post my work each week as well as that of a lot of really interesting people from all over. Plus, they offer running commentary by dozens of analysts on what's happening in the markets real time. There is something for everyone, even a place to help teach your kids about money and finance. Check it out. (I have left links to other Minyanville articles referred to by Todd for those who want to look deeper.)

John Mauldin, Editor
Outside the Box

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A Five-Step Guide to Contagion

By Todd Harrison

Why European debt matters to the United States

Times are tough and those struggling to make ends meet have focused their efforts close to home.

That's a natural instinct but it doesn't change the fact that problems on the other side of the world affect us all. To fully understand the depth and complexity of our current conundrum, we must appreciate how we…

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