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Catastrophic Success

New readers to my musings often find it interesting, when they meet me in person, to find me quite an optimistic person, given the nature of my current predictions about the economy. And regarding the short term, defined as less than five years, my writing is admittedly less than...

Biotech and the Unintended Consequences of Moore’s Law

Today we turn away from Europe and QE2 and talk about something I find far more interesting, if not as immediate. I have been talking and emailing with Pat Cox of Breakthrough Technology Alerts a lot lately. There is just so much happening in the biotech space and, as long-time readers...

Want a New Cardiovascular System?

This week’s Outside the Box is again a little unusual. Some of you will think, “There goes Mauldin again, dreaming of a brave new world of biotech.” Except this time the brave new world is here. My friend Pat Cox of Breakthrough Technology Alert has written a piece for me on what he and I think is...

Complimentary Investment Presentation by Patrick Cox

Here is the free speech I mentioned by my very good friend Pat Cox. I hope you enjoy it as much as I did. And if you want to subscribe to his letter at over 55% off (just for my readers through March 15) click on the link below the presentation.

Now, I know the sales promotion in Part Two is...

The Ultimate Hedge in Economic Crisis

This week we have a really counter-intuitive Outside the Box. I was talking with the editor of Breakthrough Technology Alert, Patrick Cox about health care costs and he made some very interesting observations from new research about health care. It seems healthy people pay more for health care than...

The Coming BioTech Bubble

In last Friday's letter, I said that I had not bought any single stocks in the last decade, preferring funds and managers, and in general I still do. However, I am now going to start buying a specific asset class this month and currently plan to add to those holdings at least every quarter for...