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To continue with a week of global forecasts, today I’m sending you STRATFOR’s assessment of the year ahead for Russia. As I said earlier, we need to think of the world at large and how global events will affect us. Russia represents a huge piece of that puzzle. John Mauldin, Editor Outside the Box
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Earlier this week, I sent out a piece that talked about the dangers of ignoring the big picture - even for the "bottom up" investor. Every once in a while, we all have to step away from the Dow Jones Industrial Average, housing prices and other indicators to look at what's going to influence...
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IN THIS ISSUE: West Discovers Secret Nuclear Facility in Iran Iran Much Closer to Nukes than Previously Thought Russian Scientists Said to be Helping Iran Build Nukes Introduction Several very disturbing geopolitical revelations over the last two weeks regarding Iran and its possible nuclear weapons...
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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...
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This week saw a 2-day summit between the United States and Russia that looks to be the first in a trend of subtle push and pull that will shape economic agendas for both states. Just as at the height of the Cold War, these two superpowers are jockeying for global attention and prospective untapped markets...
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Dear Friends: One of the first things you learn about analyzing a company is how to dissect a balance sheet. What assets and liabilities can be deployed by a company to create equity over time? I've enclosed a fascinating variant on this process. Take a look at how STRATFOR has analyzed the "geographic...
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I've been in this business a long time. Some days it feels like a very long time. But never in all the years that I've been in the financial markets have I felt like business per se has less impact on my investment decisions. Let me explain. GM shares have gone from being a claim on earnings...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
04-23-2009
Filed under:
Filed under: Middle East, George Friedman, Stratfor, Credit, Geopolitics, Recession, Russia, Asia, Turkey, General Motors, Armenia, IMF, Jihadist War
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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
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Dear Friends: Who's afraid of the Russian bear? As Russia makes a grab for power and influence, the rest of the world watches to see how the United States and her still-new president will react. As an investor, it's important that you're aware of global politics, as the ramifications reach...
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If the Russian Bear has indeed emerged from its post-Soviet hibernation to regain global prominence, that means big things for your portfolio. From the punishingly obvious war with Georgia last summer, to the more subtle - but equally powerful - shut off of natural gas to Ukraine and Europe, Russia is...
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Much of the world is focused on the next 100 days—what Obama is going to do. That's important. But today in a special Outside the Box from my good friend George Freidman of Stratfor We will look out a bit further George is just about to release his latest book, The Next 100 Years: A Forecast for...
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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...
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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...
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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
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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