World economies I get: currency, trading, deficits, surpluses... World politics is another story. I follow what happens: summits, policy changes, elections: but what does it mean for energy markets, potential threats, actual relations between countries? These situations define our future - financial and otherwise.
Today I'm sending you a piece from STRATFOR on the relationship between Iran and Brazil - and what it means for energy, trade, U.S. sanctions, and this rising power in the South. STRATFOR is my go-to source for all things geopolitical. The great thing about it is that it's not just available to government agencies, Fortune 500 corporations and financial advisers such as myself. Rather, you too can access their content. Sign up here for STRATFOR's free weekly intelligence reports. I highly recommend it for investors at any level.
John Mauldin, Editor
Outside the Box
Brazil, Iran: A Troublesome Relationship for the U.S.
EVARISTO SA/AFP/Getty Images
Iranian President Mahmoud Ahmadinejad (R) and Brazilian President Luiz Inacio Lula da Silva shake hands in Brasilia on Nov. 23, 2009
U.S. Undersecretary of State William Burns traveled to Brasilia on Feb. 25 in advance of a trip by U.S.…