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  • Iraq Endgame

    As many of have heard, I had the pleasure of partaking in a weekend of fishing and intellectual jousting with some of today's most brilliant minds. We spoke of war, politics, and of course, the economy. Their interconnection seems somehow much clearer sitting on a Maine lake fishing for bass. This week I offer you an article that's key to understanding the U.S. role in Iraq. Futurologist and fellow aspiring fisherman George Friedman at STRATFOR lays out piece by piece U.S. options in the region. If your interests have anything to do with global energy markets -- and whose don't? -- it's enormously important that you grasp the relationships between various sectors in and around Iraq, and the possibilities moving forward.

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  • Obama's Challenge

    With the election of a new US President, everyone is focused on the 'First 100 Days.' How Obama transitions into the presidency impacts not just the U.S. but the entire global system. What happens to U.S. relations with Iraq, Iran, and Afghanistan? What's going to happen at Treasury and to all the programs addressing the financial crisis? What's going to emerge from the next G20 summit? You need to read the analysis below, written by my good friend George Friedman at Stratfor. He details the immediate issues facing the president-elect, including one of the stickiest: Europe's desire for a global banking regulatory regimen. How will Obama respond to European pressure? George has built his company Stratfor and its reputation on forecasting the future, and I'm amazed at how often he's right -- on broad themes and specific events....
  • The New President and the Global Landscape

    In times of crisis, those with psychological fortitude discover opportunities that most people miss. A friend of mine in Houston tells me of unending piles of tree limbs broken down by the hurricane. The homeowner laments his disaster; the tree trimmer and the roofer order a new Mercedes. Most of the world sees a Wall St. meltdown. Buffett takes the opening to deploy billions from his cash hoard. They're all seeing the same thing, but they're reacting differently based on different visions of the future. I've included a piece today from my friend George Friedman over at Stratfor about the landscape the next US President will face. This article is a perfect example of why I rely on Stratfor for my geopolitical intelligence. The newspapers and other media do better or lesser jobs of telling me about what's happening right now. But that's not what an investor needs. What I need - and I recommend for you - is an analysis of what we're going to be facing. That's where George and his team absolutely excel. For at least the next month, the public conversation is going to be completely dominated by the November election and the political maneuvering to address the financial crisis. There will be tremendous drama. There will be dizzying swings back and forth in emotions, expectations, and more than likely the markets. And if you focus on it, you'll miss the real opportunities to position yourself for the emergence....
  • The Major Diplomatic and Strategic Evolution in Iraq

    Introduction This week in a Special Outside the Box good friend George Friedman addresses the Byzantine geopolitical ramifications of recent three party discussions between the Americans, Iraqis, and Iranians. With no obvious reason to trust one another...
  • Geopolitics and the U.S. Spoiling Attack

    Introduction This week's special edition Outside the Box is what I would call one of the more "philosophical" pieces by Stratfor President George Friedman...let me explain. In his article "Geopolitics and the U.S. Spoiling Attack,"...
  • Back to Iraq

    Introduction The past couple of days have been filled with anticipation over the outcome of which party will emerge victorious during this year's elections. Adding to the flurry of activity, Defense Secretary Donald Rumsfield unexpectedly announced...