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Simple Math, Hard Answers Drowning in Oil Third-Order Effects Coup de Grâce? Cayman Islands and Home “We aren’t addicted to oil, but our cars are.” – James Woolsey “The greatest asset, even in this country, is not oil and gas. It’s integrity.” – George...
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The Impact of Oil On US Growth Did the Fed Cause the Shale Bubble? Oil in 2015 What If We Just Need Fewer Jobs? Cincinnati, the Cayman Islands, and Florida Last week we started a series of letters on the topics I think we need to research in depth as we try to peer into the future and think about how...
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Sometimes They Ring a Bell Why Is Peak Oil Wrong? Is US Economic Growth Over? Code Red Science Saves the Future Home for a Few Days, then NYC After last week's discussion of the Affordable Care Act, it would be easy to drift off into all of the negative consequences of the current problems in Washington...
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Looking Over My Shoulder It Takes an Entrepreneur The Line of Death Get a Job Not Everyone Can Run a Surplus Peak Oil or Peak Energy? – A Happy Solution New York, Cleveland, and Europe A consistent theme in this letter has been the connections between items that may seem to be far removed from...
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They say that natural gas is a more dynamic study in geopolitics than oil. Yes, petroleum is what makes the world go 'round. But, once you get it to a super-tanker, and you can ship it anywhere. Natural gas, of which the world consumes 3,000 billion cubic meters per year, is much harder (or more...
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Oil at $125 a Barrel, Gasoline at $5 David Rosenberg and Capacity Utilization Gary Shilling: Commercial Real Estate and Employment The Morality of Chinese Growth Another Birthday? What Happened to My Year? Athens and the Barefoot Ranch This week I am at a conference in Houston. I must confess that I...
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The Gulf Oil Spill Disaster From Unmitigated Disaster to Merely Disaster The Corexit Decision Some More Takeaways Time to Lift the Moratorium Getting the Balance Just Right Omaha, Carbondale, and San Francisco As I mentioned last Monday night in my Outside the Box, I did not make it to Turks and Caicos...
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It has been a busy day in Rome, doing the Vatican Museum, St. Peter's and the Trevi Fountain. But I have to find time to get you your Outside the Box and have I got a great one for you. David Galland of Casey Research was kind enough to let me use an interview he did with two of his energy research...
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There's a Slow Train Coming A Negative 2% GDP in the Third Quarter? Small Business Still Has Issues Italy, Paris, Vancouver, and San Francisco And a Forbes Cruise to Mexico Sometimes I feel so low-down and disgusted Can't help but wonder what's happenin' to my companions, Are they lost...
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A quick introduction for this week's Outside the Box. This is from my London Partner Niels Jensen, talking about the problems with long only commodity funds. This is something I discuss frequently but have not written about in some time. Quite simply, many of the commodity ETFs do not deliver what...
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Today I'm sending you a piece on Ecuador's recent move to change the terms of its contracts with oil investors to keep more of the returns in the state. As we watch the world's energy market, political details like this are essential to know. The article explores the geopolitical implications...
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With the current financial crisis, we have to be even more astute in locating worthy investment opportunities. I've written lately about choices we're facing as a country – but we have choices as individuals as well: choices that demand solid insight to make well-informed decisions and...
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I send you Outside the Box each week not to make you comfortable but to make you think. Usually it is on some financial topic, but life is more than investments. Economics is not an isolated discipline (more like an art form I think) so we have to have a real understanding of the world around us. This...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
04-27-2009
Filed under:
Filed under: George Friedman, Energy, Oil, Stratfor, Government, Al Qaeda, Coal, Third World, Peter Huber, Green, Carbon, Torture, US Intelligence
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Forecast 2009: Deflation, Deleveraging, and the Stimulus Effect Muddle Through on Hold Lies, Damned Lies, and Government Unemployment Numbers Central Bankers of the World, Unite! Predictions 2009 La Jolla, Bermuda, and Europe Where are we headed in 2009? We will explore that in detail over the next few...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
01-10-2009
Filed under:
Filed under: The Fed, Oil, Employment, Housing, Consumer Spending, Economic Forecast, Economic Outlook, Deflation, Bailout, Consumer Confidence, Deleveraging, Richard Russell, 2009, Forecast
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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