June 2007 - John Mauldin's Outside the Box

John Mauldin reads hundreds of articles, reports, books, newsletters, etc. and each week he brings one essay from another analyst that should stimulate your thinking. John will not agree with all the essays, and some will make us uncomfortable, but the varied subject matter will offer thoughtful analysis that will challenge our minds to think Outside The Box.

John Mauldin's Outside the Box

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The Relative Performance Derby And Other Evils Of Modern Investment

Introduction This week in Outside the Box we take a gander at the always-insightful research of good friend James Montier, who poignantly addresses the pertinent topic of portfolio diversification and the pitfalls that ensue on account of benchmarking...

Published 06-25-2007 1:15 PM by John Mauldin

Filed under: John Mauldin, Investing Strategies, Risk Management, Mutual Funds, James Montier, Benchmark Investing, Portfolio Diversification
US Equity Returns: What To Expect

Introduction This week's letter is by good friend Dr. Prieur du Plessis, who is managing director of Plexus Asset Management based in Cape Town, South Africa. What kind of returns can we expect from US equities over the next ten years? It turns out...

Published 06-18-2007 1:15 PM by John Mauldin

Filed under: Dr. Prieur du Plessis, John Mauldin, Economic Forecast, South Africa
Why the Big Money in Gold Shares Still Lies Ahead

Introduction This week in Outside the Box we take a quizzical gander at the gold market, its growth-to-date, and potential future investment opportunity. We have witnessed a significant rise in the gold market from a July 1999 price of $252 an once, to...

Published 06-11-2007 1:17 PM by John Mauldin

Filed under: John Mauldin, Economic Forecast, Investing Strategies, David Galland, International Speculator, Doug Casey
A New Step in the Ethanol Revolution?

Introduction This week in a Special Outside the Box we look at the discussion of alternative energy sources, specifically, ethanol derived from corn or sugarcane. The Stratfor piece discusses the economic implications of ethanol usage; geopolitical ramifications...

Published 06-07-2007 1:18 PM by John Mauldin

Filed under: George Friedman, Oil, China, Stratfor, John Mauldin, South Africa, United Arab Emirates, Russia, Chile, OPEC, Ethanol
Asia: Hot Market or Frenzy?

Introduction The data from the companies which analyze where investors are putting their money tells us there is a lot of money flowing into international funds and especially Asia. This week's Outside the Box we look at a short but thoughtful piece...

Published 06-05-2007 3:20 PM by John Mauldin

Filed under: John Mauldin, Investing Strategies, Asia, Jon Sundt

June 2007 - John Mauldin's Outside the Box

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The Relative Performance Derby And Other Evils Of Modern Investment

US Equity Returns: What To Expect

Why the Big Money in Gold Shares Still Lies Ahead

A New Step in the Ethanol Revolution?

Asia: Hot Market or Frenzy?