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...
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
Dear Friends: Exhale for a moment, forget your losses for the time being, and try to appreciate the fact that you're living through the single most important development in global finance since Bretton Woods. This is a "tell the grandkids about it" moment, when governments all around the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-16-2008
Filed under:
Filed under: Credit Crisis, George Friedman, Stratfor, Geopolitics, Recession, Globalization, Banks, Global Economy, Economy, Financial Crisis, Bank Failures, Bailout, Europe
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...