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The Shape Of The Future

This week I take great pride and pleasure in being able to bring you a recent letter from my very good friend Peter Bernstein. I asked him to let me publish this, as I think this is one of the more important, thought-provoking pieces I have read in a...

Published Mon, Mar 03 2008 2:17 PM by John Mauldin

Filed under: Housing Crisis, Liquidity, Market Climate, Global Economy, Economy, Peter Bernstein
Vectors of Credit

Introduction The credit markets are in turmoil. This week I have asked Michael Lewitt of Harch Capital in Florida to tell us what is going on from his perspective. Michael has been watching the credit markets from the inside for a long time. So, this...

Published Mon, Sep 09 2007 11:50 AM by John Mauldin

Filed under: Private Equity, Credit, Liquidity, Michael Lewitt, Hedge Funds, Vectors of Credit, Credit Markets, High Yield Bonds
Japanese Deflation... A Liquidity Wild Card

Introduction This week in Outside the Box we turn our eyes on Japan and as promised offer a report by macro-maven and good friend Greg Weldon. Japan is the world's second largest economy and a major source of liquidity. While China has captured the...

Published Mon, Aug 08 2007 11:54 AM by John Mauldin

Filed under: Credit, Liquidity, Deflation, Japan, Greg Weldon
Knights of the Round Table: Mapping out the Markets

Introduction This week in a very special Outside the Box we have an investment outlook tour de force. My friend and South African business partner Dr. Prieur du Plessis gathered a group of some of the more interesting investment managers in the industry...

Published Mon, Jul 07 2007 1:14 PM by John Mauldin

Filed under: Housing, China, Liquidity, Barry Ritholz, Dr. Prieur du Plessis, John Mauldin, Knights of the Round Table, The Dollar, Yen Carry Trade, Interest Rates, David Fuller
Household Wealth and the US Savings Rate

Introduction This week's Outside the Box is comprised of 2 smaller articles that I believe will, collectively, provide you with some interesting information to digest. The 1st article will be a follow up piece to last week's Outside the Box where...

Published Mon, Apr 04 2007 3:23 PM by John Mauldin

Filed under: Liquidity, John Mauldin, Investing Strategies, Globalization, Jeremy Grantham, Bubble, Kathleen Camilli, Household Wealth, US Savings Rate
The Plankton Theory Meets Minsky

Introduction Today's Outside the Box will feature one of the better pieces written in the last few years by my good friend Paul McCulley. In his article "The Plankton Theory Meets Minsky," Paul shows the importance of why the problem with...

Published Mon, Mar 03 2007 3:57 PM by John Mauldin

Filed under: Mortgage, The Fed, Housing Crisis, Paul Mc Culley, Liquidity, Subprime, John Mauldin
Yield Curve Conundrum

Introduction Every month I read the outstanding commentary by Bill Gross, Paul McCulley and others at PIMCO. This month they have comments by Chris P. Dialynas, Managing Director, Portfolio Manager and Senior Member of PIMCO's Investment Strategy...

Published Mon, Feb 02 2006 9:55 PM by John Mauldin

Filed under: Liquidity, Yield Curve, John Mauldin, Chris P. Dialynas, Ben Bernadke, U.S. Dollar

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The Shape Of The Future

Vectors of Credit

Japanese Deflation... A Liquidity Wild Card

Knights of the Round Table: Mapping out the Markets

Household Wealth and the US Savings Rate

The Plankton Theory Meets Minsky

Yield Curve Conundrum