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...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-01-2008
Filed under:
Filed under: George Friedman, China, Stratfor, Iraq, Geopolitics, Politics, Russia, Foreign Policy, Iran, Al Qaeda, Afghanistan, Israel, Turkey, Latin America, Pakistan, Taliban
It's been a hell of a few weeks, so let's start with a little much-needed levity. Two friends, a Trader and an Investor, walk up to the roulette wheel in a casino. They watch a guy hogging the table hit on his first spin. Then his second. Third, boom. Four in a row! The guy has an enormous stack...
As we search for "the" driver of financial markets, we look at all kinds of things. We pore over government statistics, company financial statements, and analyst research, trying to find that one nugget that will give us a glimpse of the future. Today, though, we're going to turn to literature...
"But this time it's different!!!" Any time you hear that from a financial analyst, you should run. Or better still, take the other side of his trade! If you're numerically oriented, you know that patterns tend to revert to the mean. If you're historically oriented, you know that...
Introduction This week in a Special Outside the Box we look at the discussion of alternative energy sources, specifically, ethanol derived from corn or sugarcane. The Stratfor piece discusses the economic implications of ethanol usage; geopolitical ramifications in terms of how current oil producers...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
06-07-2007
Filed under:
Filed under: George Friedman, Oil, China, Stratfor, John Mauldin, South Africa, United Arab Emirates, Russia, Chile, OPEC, Ethanol
Introduction This week's Special Edition of Outside the Box is written by Peter Zeihan and highlights the looming indecisiveness of Serbia's political parties. Going back over the past decade, Kosovo and Serbia used to be a couple of hotspots. While there is not any immediate turn of events,...
Introduction This week's special edition of Outside the Box touches on the strained relationship between the U.S. and Iran as the war in Iraq continues to loom. Bush is nearing the end of his tenure as President and is (as well as has been) seeking a solution for America's involvement in the...
Introduction Today's special edition Outside the Box discusses the long-term strategy that Russian President Vladimir Putin is setting in place. Stratfor President George Friedman has written an intriguing article on what he sees as some motives, opportunities and scenarios that the Russian leadership...
Introduction Today's Special Edition of "Outside the Box" by my friends at Stratfor gives us a very insightful analysis or Russia, using the recent poisoning of a former Russian as a jumping off point. George Friedman, President of Stratfor, gives us an insider's view of what this means...