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John Mauldin's Outside the Box

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  • Geopolitical Journey, Part VI: Ukraine

    This week’s article comes from my friend George Friedman, founder of the intelligence company STRATFOR. In this stop on his trip through the Black Sea Basin, he explores Ukraine, a borderland that separates Europe and Russia.

    Imagine your nation torn between two completely unique languages, cultures, political systems - between East and West. I've always considered Texas a borderland, so I relate to a home that stands between two different worlds. With a geopolitical eye, the article methodically analyzes the history, current events and catalysts for options Ukrainians have about their nation now. Yet George also lends a personal touch as his family hails from this tumultuous region. This is a longer, but very pleasurable read. You’ll get your dose of geopolitics while enjoying George’s mosaic writing style.

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  • Global Trend: The Russian Resurgence

    If the Russian Bear has indeed emerged from its post-Soviet hibernation to regain global prominence, that means big things for your portfolio. From the punishingly obvious war with Georgia last summer, to the more subtle - but equally powerful - shut off of natural gas to Ukraine and Europe, Russia is making it abundantly clear that they want to be global players again. To get a read on how this is all going to play out, I turn to my friend George Friedman, the founder of global intelligence firm Stratfor....