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...
Sometimes when I read a newspaper article, it strikes me as a "He said, she said" game. If I'm going to make an informed decision, I need analysis - not opinions from two sides, each with their own motive. You can find quotes from "experts" anywhere, but they usually don't...
Kudos to my friend George Friedman and his crew at Stratfor. If you didn't see the article in this week's Barron's about Stratfor's analysis of the geopolitical risk premium built into oil prices, you missed a really good piece of work. You've probably heard Napoleon's quote that...