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    Outside the Box, July 2005

    What We Don’t See - July 2005

    July 25, 2005

    This week we will turn once again to a group headquartered in Hong Kong with offices in Stockholm and New York called GaveKal Research Limited. They did a long piece on What We See And What We Don't See and we have edited it down to the What We Don't See portion of the research. I really enjoy reading the guys from GaveKal, as they challenge my thinking.

    (Incidentally, Louis Gave was in my office last week, coming down to watch a game [Those Yankees beat us again]. He is married...

    Quarterly Review and Outlook 2005

    July 18, 2005

    This week's letter is once again from two of my favorite economists, Van Hoisington and Dr. Lacy Hunt of Hoisington Investment Management Company in Austin, Texas. They specialize in management of fixed income portfolios for large institutional clients by setting long-term investment strategies based on economic analysis. They have been one of the most successful of bond managers in the country. (I have no affiliation with them.) I eagerly read all of their writing and analysis, and...

    The New Carry Trade

    July 11, 2005

    This week we will turn once again to a group headquartered in Hong Kong with offices in Stockholm and New York called GaveKal Research Limited. We pull together three one page commentaries from last week that focused on the carry trade.

    They make the point is that over the last ten years the carry trade has moved from the Yen to the US Dollar and is now moving to the Euro. This is a short concise piece that gets right to the point and brings a lot of ideas. Most economists are...

    Pictures of a mania? - US Housing

    July 4, 2005

    Once again we look at one of my favorite analysts and behavioral finance thinker, James Montier of Dresdner Kleinwort Wasserstein in London. James wrote a fascinating book several years ago called "Behavioural Finance: A User's Guide" and puts out ongoing research like the one we will enjoy today. Long time readers will recognize the name because I have discussed many of his ideas in my weekly letter "Thoughts From the Frontline," my book "Bull's Eye Investing" and in "Outside the...