For today's special-edition OTB, let's turn our fiscal eye across the pond to all that's going haywire in Europe. But not the continent's banking crisis, per se. Today's piece takes a broad look at who's really running the show. I'll give you a hint: they've done it before...
The cause célèbre these days is the potential reconstitution of the eurozone: ie, Germany leaving it, or Greece getting kicked out. To look a little deeper, today I'm sending you STRATFOR's take on these two scenarios. STRATFOR explores the geography of the continent and the historical context...
With the establishment of the euro in the 1990s, speculation was abundant on how things would play out. In the last fews months we've seen that cheap credit for the Club Med countries came at a price, and now it's time to look at who will come out on top after the current economic crisis. There...
You may not think that what happens in Kabul affects the sale of GM's Opel division -- but it's recognizing the connection between seemingly unrelated global events that puts you ahead of the game in investing. This week I'm sending you a video by my friends at STRATFOR. It links cars, jobs...
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
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...