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As we begin the new quarter, now is an excellent time to take stock of your basic investment thesis. Ask yourself if your allocations still reflect what you think the world is going to look like over the next several months. And as part of that process, I'm here to tell you that making "financial"...
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This week I want to share with you one of the more important tools in my arsenal for keeping up with what is going on in the world. As I've told you before, George Friedman and his team at Stratfor are my go-to guys for geopolitical intelligence. Their insights into this facet of the world are simply...
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No matter where in the world I am, in South Africa, in Europe, in La Jolla, there's one question I get asked over and over, "What about China?" And small wonder. The increasing impact of China in the last generation is just staggering and seemingly accelerating every day. If you're...
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OIL VIEW . I’ve been reading a lot about oil, the current state and the history of oil as we see prices keep rising and we all wonder where a top is. So below are some interesting tidbits which I’ve unearthed from the Internet (a great modern day development!) for you to ponder, some obvious...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
05-29-2008
Filed under:
Filed under: Principles of the Stock Market, Value View, Stagflation, Commodities, Inflation, US Economy, Keys to the Market, Economic Data, The Principle of Primary Trend, Geopolitics, US Treasuries, Commodity Bull Market, Economy Weekly, Schwartz Rules, Historical Perspectve, Perspective, Oil, The Principle of History, Rallies, Investment Themes, Trend Reversals, Terrorism, Iraq, Iran, OPEC, History, Flight to Safety
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The greyhairs among us remember the Arab Oil Embargo in 1973 and that economists of the time called it an "exogenous" shock to the system. For the first time, geopolitical events had a huge impact on world energy markets. All the financial models in the world got thrown out the window when...
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This week we step outside the box of conventional geopolitical analysis to hear the thinking of George Friedman, founder and chief executive officer of Strategic Forecasting, Inc. (Stratfor), on the geopolitics of Israel. George makes the key point that Israel's geography has been fundamentally important...
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excerpts from this week's report: "While most investors are rightfully focused on economic and domestic political matters, it would behoove all not to lose sight of the increasingly more probable event of a military strike on Iran before George Bush leaves office. An attack on Iran stands an...
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“…it is now clear that the current turmoil is more than simply a liquidity event, reflecting the deep-seated balance sheet fragilities and weak capital bases, which means its effects are likely to be broader, deeper, and more protracted.” IMF Global Financial Stability Report April 2008 This has been...
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I hope you enjoy this special edition of Outside the Box from my friend George Friedman and his team at Stratfor. He talks about the "good war" in Afghanistan and why in some ways it is far more difficult than the war in Iraq. This is a view that is quite different from what we read in the...
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GLOBAL VIEW . Tuesday, March 4th, 2008: Nothing good to talk about from overseas and other foreign markets. ASIA , EUROPE and emerging markets are all down whilst big dog domestic China fell another -2.3%. A report showed European growth slowing as exports & business investment declined while consumer...
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Protecting the border is a big part of the presidential political debates. This week in a special edition of Outside the Box, my friends at Stratfor give us yet one more reason why we should be concerned when we look south. The topic not only concerns security, but our economy. The drug trade is becoming...
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This week in our Special Outside the Box, George Friedman of Stratfor addresses what many believe to be the looming war with Iran, the potential wars' strategic futility, the underlying geopolitical implications, and the inherent threats that abound on account of Iran's defensive measures and...
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This week in the Special Outside the Box, good friend George Friedman addresses the lax governance and control of Blackwater, a private security firm recently embroiled in the accusation of firing upon Iraqi civilians without provocation. George shows us that private security contractors' working...
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Introduction This week in Outside the Box good friend George Friedman of Stratfor delves into that enigma that is Executive power and Presidential elections. George ventures to assess the current President in light of former Presidents, utilizing a methodical rubric of measure to analyze the capabilities...
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Introduction US & Iran Finally Open Talks On Iraq The war in Iraq has gone dreadfully wrong. We all (liberals and conservatives) know that. The Bush administration was clearly unprepared for the Jihadist war and the sectarian violence that would follow after the fall of Saddam Hussein. But was the...