We're bombarded with information from the minute we wake up until the second we fall asleep. I was watching a news network last night for 45 minutes and the exact stories started coming back around. Nothing new to report, but the same topics on repeat, with the rare nominal development. When I need...
From my friend George Friedman, founder & CEO of STRATFOR, here's my newest favorite quote concerning economic recessions: "Like forest fires, they are painful when they occur, yet without them, the forest could not survive. They impose discipline, punishing the reckless, rewarding the cautious...
Back and recovering from my Strategic Investment Conference this weekend (where I decided to give myself permission not to write my usual letter, but I promise I will be back at it this next Friday!) I have spent some time pondering what we learned. It was a fabulous conference. Lacy Hunt, Dr. Gary Shilling...
Dear Friends: A long-time religious land bridge between the Islamic and Western worlds, Turkey now finds itself an economic gatekeeper, a US-backed contender for the EU and the only key that could unlock Europe from dependence on Russian resources. The value of your dollar is intrinsically linked to...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
04-09-2009
Filed under:
Filed under: George Friedman, Stratfor, Geopolitics, Politics, Russia, Government, Turkey, Germany, Europe, Barack Obama, G20, European Union
Dear Friends: There are plenty of sources out there that are happy to tell you what's happening in the world, and much of it matters. But oftentimes, what's much more important is the dog that didn't bark. Remember Enron's undisclosed subsidiaries? Or the off-balance sheet holdings of...
As various companies go hat in hand to Washington for a bailout, a recurring topic is what guaranty do the taxpayers get that they're not just throwing more money down a hole. Good question. Who wants warrants or preferred shares if the company is doomed anyway? What you're seeing take place...
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...
Really hear what I'm about to tell you. The center of gravity of the world economic system has moved from New York to Washington. Let me illustrate what I mean so you understand just how profound this is. Banks used to compete against banks. US carmakers competed against each other and the Japanese...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-30-2008
Filed under:
Filed under: Middle East, George Friedman, Stratfor, Geopolitics, Russia, Foreign Policy, Global Economy, Africa, Strategic Forecasting, Latin America, Europe, Emerging Economies, East Asia, South Asia
Dear Friends: Exhale for a moment, forget your losses for the time being, and try to appreciate the fact that you're living through the single most important development in global finance since Bretton Woods. This is a "tell the grandkids about it" moment, when governments all around the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-16-2008
Filed under:
Filed under: Credit Crisis, George Friedman, Stratfor, Geopolitics, Recession, Globalization, Banks, Global Economy, Economy, Financial Crisis, Bank Failures, Bailout, Europe