Outside the Box

Lost in America?

John Mauldin

December 4, 2006

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 in America? Asset Allocation and the Old Brain," Jon takes a look at some of the psychological challenges we face in investing. He further goes on to discuss why asset allocation is such an important component to any investor's strategy amidst of an increasingly global and complex investment platform.

For those of you unfamiliar with Jon and Altegris Investments, they are my domestic partners headquartered in La Jolla, California. They provide high net worth investors and institutions with specialized alternative investments including managed futures, hedge funds and fund of hedge funds.

May you all enjoy this year's kick off of the festive season with great family, loved ones and friends. I trust that you will find Jon's piece to be very "Outside the Box."

John Mauldin, Editor
Outside the Box

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Lost in America?
Asset Allocation and the Old Brain

By Jon Sundt

"Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan."
-- NFL Legend Tom Landry

One of my favorite comedies is "Lost In America" starring Albert Brooks. In this mid-80s film, Brooks and his wife (a yuppie couple in their 30s) decide to quit their jobs, sell…

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