Outside the Box, January 2006


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On The Contrary: Why It Pays To Be Different

January 30, 2006

Two weeks ago in Thoughts From the Frontline, I mentioned a piece by one of my favorite contrarians and behavioral finance analysts, James Montier of Dresdner Kleinwort Wasserstein. It was going to be the Outside the Box last week, but a previous letter by Montier was sent instead.

I normally try not to use the same author two weeks in a row, but this was an exceptional letter and I wanted to bring it to my readers. James pulls together research and observations from many...

Emotion, Neuroscience And Investing

January 23, 2006

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 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...

Dark Matter

January 16, 2006

In November a paper was published at the Kennedy School of Government and Center for International Development at Harvard University by Riccardo Hausmann of Harvard and Federico Sturzenegger of Universidad Torcuato Di Tella. The title was "U.S. and Global Imbalances: Can Dark Matter Prevent a Big Bang?" They claim the current US account deficit is not a problem because "dark matter" does not show up in government statistics. They propose that this dark matter explains away the...

The Housing Bubble Will Probably Burst

January 9, 2006

This week's letter comes to us from Dr. A. Gary Shilling, president of A. Gary Shilling & Co., Inc. Gary is a long time friend and one of my favorite economic analysts. He also contributed a Chapter to my latest book, Just One Thing, which can be purchased at www.amazon.com/justonething.

In Friday's Thoughts from the Frontline, I mentioned that Gary is less optimistic on the housing market than I am. Gary's January letter looks at 10 nonconsensus investment themes and he spent...