John Mauldin's Outside the Box - All Comments

re: The Elusive Bottom

Rice Burns — Tue, 19 Aug 2008 00:10:16 GMT

John

Thank you so much for providing us each week a different view or slant on what is taking place. Every article is backed with facts and not hipe. As an investor I appreciate the candor and insight given to each piece.

R. Burns

re: The Paradox of Deleveraging

saberjim — Tue, 29 Jul 2008 21:40:22 GMT

Mr. McCulley's article makes good sense structurally in the short term. It is, however, like a heroin addict saying a couple more cc's will get him through the day just fine. If we don't don't break this cycle of runaway creation of phony wealth through derivatives and currency (debt) creation we are headed down a very steep slope.

It didn't work for Enron and it won't for the US Treasury.

This country is on a binge that threatens us both financially and ecologically and in many ways politically. I don't believe I need elaborate. Unless we accept some serious deflation of assets and prices we flirt with another Wiemar Republic scenario.

I know it won't keep the music playing for Mr. McCulley, Mr.Gross et. al. but they may find someday all the chairs are suddenly gone. Pay me now or pay me later.

re: The Paradox of Deleveraging

Tjemme — Tue, 29 Jul 2008 06:54:14 GMT

Brilliant idea that you can't deleverage as a group (would be interesting to formalise this)! And also a clear explanation of how Fed buying Bear assets affects the US citizen.

Does this call for Keynesian asset intervention as suggested? We should at least consider the 'rational expectations' criticism of Keynesian spending intervention. Rational expectations point out that greater government deficits now imply more taxes / less social protection later on. Consumers will counteract this by saving more, thereby neutralising the effect of government intervention.

What would this 'rational expectations' criticism imply for Keynesian asset intervention? I think something very similar. If the government takes on 'bad assets', it will lead to government losses later on (returns smaller than costs). Already, government support for the agencies has drawn renewed attention to the enormous US government liabilities and US citizens realise that they will have to bear that burden (as tax payers, receivers of social security or as investors losing assets through inflation). The Bear assets have the same potential impact.

re: Quarterly Review and Outlook - Second Quarter 2008

Bernie — Tue, 08 Jul 2008 04:40:50 GMT

Dear Stephany,

Thank you for giving us clear and readable GRAPHICS in todays as usual excellent article.

Let us hope that others will follow your lead.

It is very frustrating to have to put print-outs under magnifying glasses most of the time.

Again thank you.

Bernie Smits

re: The Road To Revulsion

gstettner — Fri, 20 Jun 2008 13:49:29 GMT

Check out www.intrade.com. Here's the website's description: Intrade, is The Prediction Market where you can buy and sell "shares" in financial, political, weather and other important subjects. Here's the specific recession contract referred to above: www.intrade.com/.../contractSearch

re: The Road To Revulsion

miller645 — Wed, 18 Jun 2008 18:23:17 GMT

Very interesting observations, especially the comment on the way down. What is the intrade contract?

re: The Geopolitics Of China

IIP Webmaster — Fri, 13 Jun 2008 02:02:58 GMT

Hello,

Thanks for your interest! To sign your son up to receive these posts via email, please use the Blog Subscription form at the very top right-hand side of this page. He'll then receive an email with a verification link he must click to complete the process.

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Enjoy!

David

re: The Geopolitics Of China

mrtgrimm — Thu, 12 Jun 2008 23:54:05 GMT

Please add my son, a political science major and finance minor at Vandebilt - slin5@aol.com - to your e.mail list.

Many thak.s

re: Joining The Dark Side: Pirates, Spies and Short Sellers

guywag — Mon, 09 Jun 2008 13:25:35 GMT

2 of the criteria in the Piotroski screen don't make any sense :

- if Cash flow from Operations (CFO) higher than 0, ...(isn't that usually the case?);

- if CFO higher than ROA, ... (One is a number, the other a %)

Could you please give the correct criteria.

re: What the Export Land Model Means for Energy Prices

JimInMry — Mon, 26 May 2008 02:07:22 GMT

Seems to make a compelling case, however is this the same Casey Research that has been flogging gold for the last decade? Remember the Aden sisters and Howard Ruff? Even a stopped clock is right twice a day.

re: The Geopolitics Of Israel

Gr8Duffer — Fri, 16 May 2008 12:58:30 GMT

This is a wonderfull addition to the knowledge bank on a very critical area of our world and you are to be commended for offering this piece so freely.

With gratitude for all you provide,

W D Duff

re: Food for Thought

Gr8Duffer — Thu, 15 May 2008 13:40:14 GMT

This is right on and I appreciate all that you do to provide such useful insight to current problems.

Thanks and I'll keep reading Inside the Box which is very resourceful!

re: Two Essays on the Continuing Financial Crisis

IIP Webmaster — Mon, 05 May 2008 20:08:22 GMT

The print page feature of your browser should work fine now in IE and Firefox.

re: Two Essays on the Continuing Financial Crisis

David F. — Mon, 05 May 2008 18:00:41 GMT

What's with the new font when printing? It makes my Laserjet look like a dot matrix printer. It is very difficult to read.

re: Two Essays on the Continuing Financial Crisis

IIP Webmaster — Sat, 03 May 2008 23:54:54 GMT

Yes. They currently print fine in IE. And we're currently working on fixing the format problems for the other browsers. Thanks for your patience and your readership!