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John Mauldin's Outside the Box

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  • Perspectives on the Crisis in Europe

    This week's Outside the Box will be unusual. Rather than one essay, I give you a number of short ones, and links that are representative of the confusion that is Europe, along with a little history. As I noted this weekend, last week's Eurozone announcement was short of details, and very little of the real work had been done. Merkel has to get her own country on board, keep the other nations that are in trouble from demanding haircuts, and keep the markets from trashing Italian and Spanish debt. Berlusconi has to figure out how to get the Italian budget balanced while staying out of jail and "balancing" his social calendar. Maybe he can dollar-cost average with a 70-year-old date? (Sorry, that was snarky, but it is so easy.)

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  • China Security Memo: Looking into 'Reverse Mergers' on Wall Street

    The saying goes that you can learn something new every day. If you're paying attention that is - and more importantly if you know where to look. Today I was getting my morning fill of geopolitical intel from my friends over at STRATFOR (on everything from personal security to country economic profiles) and stumbled onto their weekly China Security Memo, this particular edition on Looking into Reverse Mergers on Wall Street. Is this another head-scratcher in the less-than-conventional foreign policy coming from China or a regulatory end-around by some enterprising Chinese companies?  Take a few minutes to read this report, which also goes through everything that happened in China this week that matters.

    This article discusses the SEC's ongoing investigation of the "reverse mergers" where questionable Chinese auditing allowed companies to list on U.S. stock exchanges despite their fraudulent accounts. The report is a superb example of the detail and insight STRATFOR gives its customers. If you're into the idea of learning something new on a daily basis (the desire grows with age, I believe...) you'll enjoy learning about the current state of Chinese regulations (or lack thereof) for companies that list on US stock markets, State-Owned Enterprises (SOEs) that compete with American businesses, recent bank robberies, tensions with the Catholic church, and bottled water contaminated with E.coli. In other words, you'll definitely meet your novel knowledge quota for the day, all while getting the deepest insight on the security situation in China.

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