Outside the Box

The Confidence Game

John Mauldin

March 29, 2011

This week’s Outside the Box is a little different. It’s a stroll down history lane and thoughts on confidence, from Grant Williams, in the form of an introduction to his letter Things that Make You Go Hmmm. Grant currently resides in Singapore, and I find him a very thoughtful read and a wonderful resource. Sit back, relax, and enjoy.

And for those interested, I think I am scheduled to be on Marketplace on your local NPR Radio station on Tuesday, which is today for most readers. Good to be back home for a few days! And now, let’s think about confidence in a little different way.

Your Congress is making me less confident analyst,

John Mauldin, Editor
Outside the Box

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The Confidence Game

By Grant Williams

“O, swear not by the moon, the fickle moon, the inconstant moon, that monthly changes in her circle orb, Lest that thy love prove likewise variable.”

– William Shakespeare

Doyle Lonnegan: “Your boss is quite a card player, Mr. Kelly; how does he do it?”

Johnny Hooker: “He cheats.”

– The Sting

“In today’s regulatory environment, it’s virtually impossible to violate rules ... but it’s impossible for a…

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