Outside the Box, December 2009

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Islamist Militants and the American Connection

December 17, 2009

Where do business and geopolitical boundaries meet? As we've seen with the recent coverage of terrorism suspect David Headley, Mumbai is one node – but the possibility for others is extensive. As investors, we take risks every day, and sometimes it's not just our bank accounts but our safety.

Today I'm including a video from my friends at the Counterterrorism and Security division of STRATFOR, a global intelligence company whose content I highly recommend. In this video, we learn the dangers...

Will The Three Trends of 2009 Prevail in 2010?

December 14, 2009

Today I am speaking at a local conference here in Dallas for my friends Charles and Louis Gave of GaveKal along with George Friedman of Stratfor, and get to finally meet Anatole Kaletsky. They graciously allowed me to send their latest Five Corners report as this week's Outside the Box. I find their research to be very thought-provoking as they are one of the main sources of optimism in my ususal readings (except for their very correct and profitable views on the European debt of the PIGS...

Obama’s Plan and the Key Battleground

December 3, 2009

The hottest headline this week is President Obama's war in Afghanistan. After his speech Tuesday night, critics, pundits and beltway know-it-alls have been giving their two cents across the airways, printing presses and online. On issues such as this, I eliminate the noise and go straight to my favorite source of intelligence. In the article I'm sending, my friend, and STRATFOR CEO, George Friedman spells out the key to winning this war - and it's not a troop surge. U.S. forces and a...