Outside the Box, August 2006
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.
August 28, 2006
Last week in my letter "Thoughts from the Frontline," I promised a more in-depth view into the housing market provided by the well respected Professor Nouriel Roubini. I also commented on how complexity theory plays into the markets with a culmination of individual events each contributing to a larger "finger of instability" that poses a recessionary threat. One such contributing variable is the U.S. housing market. This week's "Outside the Box" contains an excerpt from Mr. Roubini's blog....
August 21, 2006
What can baseball, wine pricing, medical diagnosis, university admissions and criminal recidivism teach us about the markets? My good friend James Montier thinks there is a lesson to be learned and explains it in his Global Equity Strategy newsletter.
James is the Director of Global Strategy at Dresdner Kleinwort Watterstein, a London and Frankfurt based investment bank. He is also a prolific writer and author of the book Behavioral Finance - Insights into Irrational Minds and Markets.
August 14, 2006
This past week I sent a special edition Outside the Box titled "Breakpoint in Iraq." I hope that you found it to be both timely and insightful. Today's article should be equally interesting with a unique take on the behavior of bond yields. My good friend Richard Duncan thinks rates were acting a little funny over the past couple of years, and he sheds some light as to why that might have been.
Richard Duncan has worked as a financial analyst in Asia for more than 18 years, conducting research...
August 10, 2006
Today I am sending out a Special Edition of Outside the Box. My good friend George Friedman at Stratfor.com has posted a very powerful essay on the new situation in Iraq. I must warn you, it is disturbing for those who, like myself, want a positive and peaceful outcome in Iraq. But since our thinking and investing should reflect reality and not wishful thinking, I suggest you take the time to read this piece.
As I have said in the past, Stratfor is my main and favorite source for geo-political...
August 7, 2006
Tomorrow the Fed will be announcing whether they will continue to raise rates or not and many investors seem to think that a pause is a highly probably outcome. Controlling inflation has been the reason for prior rate hikes and I believe it to remain the key variable. With this in mind, I thought that it would be a good idea to share with you the new GaveKal piece by Louis-Vincent Gave.
As my long term readers know, GaveKal produces some thought-provoking and highly intelligent research on the...