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  • STRATFOR's 2011 Second Quarter Forecast

    I always look forward the beginning of a new quarter, because it gives me a chance to read STRATFOR's update of their annual forecast, which I shared with you in January. Their quarterly forecast explores developing geopolitical trends in each region of the world.  In recent months and quarters I've noticed a much wider recognition in published discussions of "geopolitical risk" as it relates to investments.  Of course geopolitical risk is nothing new to my long-time readers who've been plugged into STRATFOR for years.

    This Q2 forecast is a long read, but it addresses everything from China's battle with inflation, to Russia's economic opportunity, to the stalemate in Libya's civil war. They do a fantastic, and usually spot-on, job of telling you what to look out for.  (And when they aren't spot-on, they're up-front about what they missed and why).

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