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...
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John Mauldin's Outside the Box
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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
Introduction This week in a Special Outside the Box we look at the discussion of alternative energy sources, specifically, ethanol derived from corn or sugarcane. The Stratfor piece discusses the economic implications of ethanol usage; geopolitical ramifications in terms of how current oil producers...
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John Mauldin's Outside the Box
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John Mauldin
on
06-07-2007
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Filed under: George Friedman, Oil, China, Stratfor, John Mauldin, South Africa, United Arab Emirates, Russia, Chile, OPEC, Ethanol
Introduction I probably get as many questions about gold as I do any subject. The fascination with the yellow metal permeates all levels of investors, and opinions can be quite strong. But few are more informed than those of good friend and trader extraordinaire, Greg Weldon. Greg has written a new book...
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John Mauldin's Outside the Box
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John Mauldin
on
03-26-2007
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Filed under: China, Credit, Japan, Greg Weldon, Yield Curve, John Mauldin, U.S. Dollar, Investing Strategies, Russia, Global Economy, Macro-Markets, Gold
Introduction This week we look at how politics and geopolitical events can affect our investments. We look at a decade-long forecast from one of my favorite information services: Stratfor.com. I change my view on the euro, talk about a possible Chinese recession and look at uncomfortable analogies between...