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
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John Mauldin
on
04-23-2009
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Filed under: Middle East, George Friedman, Stratfor, Credit, Geopolitics, Recession, Russia, Asia, Turkey, General Motors, Armenia, IMF, Jihadist War
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
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John Mauldin
on
04-09-2009
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Filed under: George Friedman, Stratfor, Geopolitics, Politics, Russia, Government, Turkey, Germany, Europe, Barack Obama, G20, European Union
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...
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
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Filed under: George Friedman, China, Stratfor, Iraq, Geopolitics, Politics, Russia, Foreign Policy, Iran, Al Qaeda, Afghanistan, Israel, Turkey, Latin America, Pakistan, Taliban