{"id":1903,"date":"2011-11-15T15:59:06","date_gmt":"2011-11-15T20:59:06","guid":{"rendered":"http:\/\/goldstocksforex.com\/?p=1903"},"modified":"2011-11-15T15:59:06","modified_gmt":"2011-11-15T20:59:06","slug":"things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin","status":"publish","type":"post","link":"https:\/\/thepatientinvestor.com\/index.php\/2011\/11\/15\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\/","title":{"rendered":"Things That Make You Go Hmmm\u2026 &#8211; Outside the Box Investment Newsletter &#8211; John Mauldin"},"content":{"rendered":"<p>Italy is running a primary surplus. The only thing sending her over the edge is the simple fact that the Italian government cannot borrow at low-enough rates. At 4% (where rates were a year ago), they can gradually begin to adjust their debt ratios and still finance their borrowing &#8211; it will not be easy, but they, unlike their spendthrift cousins in the Aegean, have one of the highest savings rates in the OECD&#8230;..<\/p>\n<p>via <a href=\"http:\/\/www.johnmauldin.com\/outsidethebox\/?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=outsidethebox\">Things That Make You Go Hmmm\u2026 &#8211; Outside the Box Investment Newsletter &#8211; John Mauldin<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Italy is running a primary surplus. The only thing sending her over the edge is the simple fact that the Italian government cannot borrow at low-enough rates. At 4% (where rates were a year ago), they can gradually begin to adjust their debt ratios and still finance their borrowing &#8211; it will not be easy, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/thepatientinvestor.com\/index.php\/2011\/11\/15\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Things That Make You Go Hmmm\u2026 &#8211; Outside the Box Investment Newsletter &#8211; John Mauldin&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mo_disable_npp":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[33],"tags":[474,512,962,1295,1919],"class_list":["post-1903","post","type-post","status-publish","format-standard","hentry","category-uk-europe-countries-regions","tag-bond-yields","tag-budget-deficit","tag-debt-crisis","tag-euro-zone","tag-italy"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Things That Make You Go Hmmm\u2026 - Outside the Box Investment Newsletter - John Mauldin - the patient investor<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Things That Make You Go Hmmm\u2026 - Outside the Box Investment Newsletter - John Mauldin - the patient investor\" \/>\n<meta property=\"og:description\" content=\"Italy is running a primary surplus. The only thing sending her over the edge is the simple fact that the Italian government cannot borrow at low-enough rates. At 4% (where rates were a year ago), they can gradually begin to adjust their debt ratios and still finance their borrowing &#8211; it will not be easy, &hellip; Continue reading &quot;Things That Make You Go Hmmm\u2026 &#8211; Outside the Box Investment Newsletter &#8211; John Mauldin&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/thepatientinvestor.com\/index.php\/2011\/11\/15\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\/\" \/>\n<meta property=\"og:site_name\" content=\"the patient investor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/profile.php?id=61572934660810\" \/>\n<meta property=\"article:published_time\" content=\"2011-11-15T20:59:06+00:00\" \/>\n<meta name=\"author\" content=\"ColinTwiggs\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ColinTwiggs\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2011\\\/11\\\/15\\\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2011\\\/11\\\/15\\\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\\\/\"},\"author\":{\"name\":\"ColinTwiggs\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#\\\/schema\\\/person\\\/cb072791ac83e8bae585007c133d54a5\"},\"headline\":\"Things That Make You Go Hmmm\u2026 &#8211; Outside the Box Investment Newsletter &#8211; John Mauldin\",\"datePublished\":\"2011-11-15T20:59:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2011\\\/11\\\/15\\\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\\\/\"},\"wordCount\":104,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#organization\"},\"keywords\":[\"bond yields\",\"budget deficit\",\"debt crisis\",\"euro-zone\",\"Italy\"],\"articleSection\":[\"UK &amp; Europe\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2011\\\/11\\\/15\\\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2011\\\/11\\\/15\\\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\\\/\",\"url\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2011\\\/11\\\/15\\\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\\\/\",\"name\":\"Things That Make You Go Hmmm\u2026 - Outside the Box Investment Newsletter - John Mauldin - the patient investor\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#website\"},\"datePublished\":\"2011-11-15T20:59:06+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2011\\\/11\\\/15\\\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2011\\\/11\\\/15\\\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/index.php\\\/2011\\\/11\\\/15\\\/things-that-make-you-go-hmmm-outside-the-box-investment-newsletter-john-mauldin\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/thepatientinvestor.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Things That Make You Go Hmmm\u2026 &#8211; Outside the Box Investment Newsletter &#8211; John Mauldin\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/thepatientinvestor.com\\\/#website\",\"url\":\"https:\\\/\\\/thepatientinvestor.com\\\/\",\"name\":\"The Patient Investor\",\"description\":\"Smart. 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Lacy explains what happens: \u201cEfforts by fiscal and monetary authorities to sustain\u2026","rel":"","context":"In &quot;Debt Levels&quot;","block_context":{"text":"Debt Levels","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/debt-levels\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6782,"url":"https:\/\/thepatientinvestor.com\/index.php\/2013\/02\/24\/scott-minerd-the-keynesian-depression-john-mauldin\/","url_meta":{"origin":1903,"position":1},"title":"Scott Minerd: The Keynesian Depression &#124; John Mauldin","author":"Colin Twiggs","date":"February 24, 2013","format":false,"excerpt":"Scott Minerd, Chief Investment Officer at Guggenheim Funds, writes: Though some may be cheered by the relative policy successes this time around, at the current trajectory it will still take almost as long for total employment to fully recover as it did in the 1930s. While job loss was not\u2026","rel":"","context":"In &quot;Economy&quot;","block_context":{"text":"Economy","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":8362,"url":"https:\/\/thepatientinvestor.com\/index.php\/2013\/08\/31\/john-mauldin-effect-of-the-taper\/","url_meta":{"origin":1903,"position":2},"title":"John Mauldin: Effect of the taper","author":"ColinTwiggs","date":"August 31, 2013","format":"quote","excerpt":"The last two times the Fed has ended a period of quantitative easing, the air has come out of the market balloon. Has this coming move been so telegraphed that the reaction will be different than in the past, or will we see the same result? Want to bet your\u2026","rel":"","context":"In &quot;Banks &amp; Interest Rates&quot;","block_context":{"text":"Banks &amp; Interest Rates","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/the-fed-banks-interest-rates\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":13502,"url":"https:\/\/thepatientinvestor.com\/index.php\/2016\/06\/27\/is-brexit-the-end-of-the-eu-mauldin-economics\/","url_meta":{"origin":1903,"position":3},"title":"Is Brexit the End of the EU? | Mauldin Economics","author":"ColinTwiggs","date":"June 27, 2016","format":false,"excerpt":"Excellent analysis from George Friedman: As troubling as Europe\u2019s economy is, it was not the prime mover in the referendum. The contentious immigration debate holds that honor. And immigration itself was not really the issue. Britain was quite comfortable with immigrants until Brussels began making demands. The EU dictating the\u2026","rel":"","context":"In &quot;The Big Picture&quot;","block_context":{"text":"The Big Picture","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/the-big-picture\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":9496,"url":"https:\/\/thepatientinvestor.com\/index.php\/2014\/03\/16\/income-inequality-a-big-whopper\/","url_meta":{"origin":1903,"position":4},"title":"Income inequality: A big whopper","author":"ColinTwiggs","date":"March 16, 2014","format":false,"excerpt":"Hats off to John Mauldin for publishing retired economics professor (North Carolina State University) Dr. John Seater's rebuttal of the Cynamon and Fazzari article on Income Inequality from last week's newsletter: A big whopper, for example, is their assertion that a shift in income from the poor to the rich\u2026","rel":"","context":"In &quot;Economy&quot;","block_context":{"text":"Economy","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":9333,"url":"https:\/\/thepatientinvestor.com\/index.php\/2014\/03\/03\/realpolitik-in-ukraine-anatole-kaletsky-gavekal\/","url_meta":{"origin":1903,"position":5},"title":"Realpolitik In Ukraine | Anatole Kaletsky , Gavekal","author":"ColinTwiggs","date":"March 3, 2014","format":false,"excerpt":"Quote from Anatole Kaletsky, Gavekal, in John Mauldin's Outside the Box newsletter: .....it is literally inconceivable that Putin will ever withdraw from Crimea. 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