Outside the Box, December 2004


Outside the Box was retired on April 25, 2018, to make way for the new and improved premium research service, Over My Shoulder.

If you’re interested in joining John Mauldin, Patrick Watson, and the thousands of Over My Shoulder subscribers as they analyse important research several times a week, please click here to find out how you can subscribe for less than $10 per month.

Valley of the Dollars: excerpt from Basic Points

December 20, 2004

This week we look at another interesting essay by Donald Coxe, the Global Portfolio Strategist, BMO Financial Group. He is also the Chairman and Chief Strategist of Harris Investment Management in Chicago, and Chairman of Jones Heward Investments in Toronto. Coxe writes a monthly piece called "Basic Points" and his latest is this week's "Outside the Box."

This essay explores the current situation with currencies, gold and commodities. Plus I normally don't include investment recommendations,...

Debating the Dollar

December 12, 2004

This week we look at the comments of one of my favorite analyst groups, the Morgan Stanley Global Economics Team, who's most recognizable member is Stephen Roach. I have been a big fan of Roach over the years and part of last week's commentary was a roundtable discussion by the group between Roach, Stephen Li Jen, Richard Berner, Joachim Fels, Andy Xie, Eric Chaney, David Miles, Riccardo Barbieri, Ted Weiseman and Gray Newman.

This distinguished group debates the dollar, deficit and other...

Complacency, elections and year-end rallies

December 6, 2004

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 two years ago called "Behavioural Finance: A User's Guide" and puts out ongoing research like what we will enjoy today. Long time readers will recognize the name because I have discussed many of his ideas in my weekly e-letter "Thoughts From the Frontline," my book "Bull's Eye Investing" and in "John Mauldin's Outside the...