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  • The Doctor and the Dealman: An Energy Update

    It has been a busy day in Rome, doing the Vatican Museum, St. Peter's and the Trevi Fountain. But I have to find time to get you your Outside the Box and have I got a great one for you. David Galland of Casey Research was kind enough to let me use an interview he did with two of his energy research staff normally only available to his subscribers. A big thank you to David.

    This is a special treat for Outside the Box readers, as they talk about the future of the energy markets. I have been following their work for some time and I think they are the real deal if you are looking for an energy letter to regularly read....
  • On Energy Production and US Intelligence Failures

    I send you Outside the Box each week not to make you comfortable but to make you think. Usually it is on some financial topic, but life is more than investments. Economics is not an isolated discipline (more like an art form I think) so we have to have a real understanding of the world around us. This week I offer two essays which made me both think and reflect. We live in a world which wants easy solutions to complex problems, and wish as we may, will not get easy solutions which will work.

    The first essay is by Pewter Huber on the reality of energy production. We all want to be able to "go green." How realistic is that? The second is by my friend George Friedman on torture and US intelligence failures.

    Peter Huber is a Manhattan Institute senior fellow and the coauthor, most recently, of The Bottomless Well. His article develops arguments that he made in an Intelligence Squared U.S. debate in January. George is well known to OTB readers. He is president of Stratfor and was with the CIA (as was his wife Meredith) before they founded Stratfor, what I think of as the premier private intelligence agency in the world.

    I suggest you put on your thinking caps and take some time to read both of these very important essays, and enjoy your week. I am off to Orlando and the CFA conference....
  • Obama's Energy Plan: Trying to Kill 3 Birds With 1 Stone

    As a boy with a slingshot, killing two birds with one stone meant I was either the best shot in the land or the luckiest -- and rewarded by neighborhood fame and the good fortune of the affection of the girl next door. As I read a piece sent to me by George Friedman, founder of STRATFOR, entitled 'Obama's Energy Plan: Trying to Kill 3 Birds With 1 Stone,' it dawned on me that reading STRATFOR is the same maximization of my opportunities: not only am I getting information about three important aspects of global affairs -- economics, politics, and military movements -- but I’m getting information I can use to invest, to make business decisions, and to share at cocktail parties. I’m getting neighborhood fame and that girl’s affection all over again. At a time when your investments are earning less and less, getting more and more for your money is more important than ever. STRATFOR continues to give you more intelligence, analysis, and forecasts on more countries, regions, and continents but for the same low price. In the piece I’ve included below, STRATFOR’s expert analysts lay out how Obama plans to address three energy issues with one ten-year plan. It’s more in-depth than anything else out there, offering a clear-cut explanation of complicated energy policies and projects spanning the next decade....