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...
I've mentioned a couple of schools of thought before: those who look at the big picture and those who pore over the details. Often, the major product is the result of its minor pieces. If you use good meat, good buns, and good vegetables- you're going to turn out a pretty good hamburger. The...
Dear Friends, In the midst of an economic crisis, we are inundated with data - information that often, a few years down the line, turns out to be wrong. Forecasts are made based on a single month's set of data or previous trends, and the public often doesn't know how to read the fine print about...
Dear Friends: The hottest media topic of the New Year is the Israeli-Palestinian conflict in Gaza. And as I was reading the New York Times on Tuesday, I came across this sentence in one of the articles that was staggeringly truthful and more than a little unsettling in its implications for me as an investor...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
01-08-2009
Filed under:
Filed under: Middle East, George Friedman, Oil, Stratfor, Geopolitics, OPEC, Iran, Persian Gulf, Israel, Intelligence, Saudi Arabia, Israeli-Palestinian Conflict, Gaza
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
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...