Iraq, Iran, and the Next Move April 26, 2011 By George Friedman The United States told the Iraqi government last week that if it wants U.S. troops to remain in Iraq beyond the deadline of Dec. 31, 2011, as stipulated by the current Status of Forces Agreement between Washington and…
Secondly, along with my partners Altegris Investments, I will be co-hosting our 6th annual Strategic Investment Conference in La Jolla, California, April 2-4. I have invited some of the top economic minds in the country to come and address us, giving us their views on what seems to be a…
Two Little-Noted Features Of The Markets And The Economy By Peter Bernstein This issue analyzes two significant aspects of the current environment, one financial and one from the real economy. Neither of these subjects has received the attention it deserves, yet both have important stories to tell. The financial discussion…
A Sideways View of the World Vitaliy Katsenelson What Happens in a Sideways Market MOST PEOPLE (MYSELF INCLUDED) find discussions about stock markets a bit esoteric; for us, it is a lot easier to relate to individual stocks. Since a stock market is just a collection of individual stocks, let’s…
Israel, Syria and the Glaring Secret By George Friedman What happened in the Middle East on Sept. 6? The first reports came from the Syrians, who said their air defenses fired at an Israeli warplane that had penetrated Syrian airspace and dropped some ordnance on the country’s North. The plane…
The Cure for High Prices The old line is that the cure for high prices is high prices. When prices rise, businesses tend to respond by producing more. If the price of something gets too high, then people buy less, which then leads to too much supply, which lowers prices.…
The Middle of an Era By George Friedman I have written in several places about a paradox. On the one hand, if you take a snapshot of the world every 20 years or so, the reality of how the world works and what matters will have shifted dramatically compared with…
…the more likely explanation. Subscribe to GARY SHILLING’S INSIGHT and you’ll receive: 13 Monthly Reports (25-35 pages) Via E-Mail for $335 ($375 Via Regular Mail) THAT’S 13 REPORTS FOR THE PRICE OF 12! You’ll also receive a FREE Special Report: “Market Myths.” In today’s volatile investment climate, investors’ yearning for…
Russia’s Interest in Litvinenko By George Friedman The recent death of a former Russian intelligence agent, Alexander Litvinenko, apparently after being poisoned with polonium-210, raises three interesting questions. First: Was he poisoned by the Russian Federal Security Service (FSB), the successor to the KGB? Second: If so, what were they…
…go to www.accreditedinvestor.ws and subscribe. Along with my partners around the world, we will also be glad to introduce you to some interesting managers and funds which I think have the potential to perform well in this tricky environment. You can get all the details at the website. Be sure…
John Mauldin
John Mauldin