I'm not sure how many of you have subscribed to George Friedman's new service, Geopolitical Futures. I'm very proud that he is now offering his work through his new company in conjunction with our firm.

This piece on China that hit my inbox about 5 AM this morning is particularly relevant, and it's directly from George. To say the least, his views and thoughts on China are more dire than the average analyst's, because he is seeing things from a political standpoint, not just a financial one.
 
I won't often put something from George into Over My Shoulder, but there are times when something from him is truly a must-read. If this one is already in your inbox, I apologize.