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  • Brazil, Iran: A Troublesome Relationship for the U.S.

    World economies I get: currency, trading, deficits, surpluses... World politics is another story. I follow what happens: summits, policy changes, elections: but what does it mean for energy markets, potential threats, actual relations between countries? These situations define our future - financial and otherwise.

    Today I'm sending you a piece from STRATFOR on the relationship between Iran and Brazil - and what it means for energy, trade, U.S. sanctions, and this rising power in the South. STRATFOR is my go-to source for all things geopolitical. The great thing about it is that it's not just available to government agencies, Fortune 500 corporations and financial advisers such as myself. Rather, you too can access their content.

    ...
  • 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....
  • The Next 100 Years

    Much of the world is focused on the next 100 days—what Obama is going to do. That's important. But today in a special Outside the Box from my good friend George Freidman of Stratfor We will look out a bit further George is just about to release his latest book, The Next 100 Years: A Forecast for the 21st Century. (Even pre-release it's already at #11 on Amazon's non-fiction bestseller list!) Here's my quick summary; and to cut to the chase, it's just fascinating. What reads like a geopolitical thriller gives a thought-provoking glimpse into what the world will look like in the coming century. George's strength is his ability to take geopolitical patterns and use them to forecast future events, sometimes with startling and counterintuitive results....
  • China and the Arabian Peninsula as Market Stabilizers

    This week in a Special Outside the Box good friend George Friedman of Stratfor, in an unconventional piece, addresses the conundrum that equates low interest rates with market illiquidity, postulating on what may be the underlying cause of such an event...