Today I am sending out a Special Edition of Outside the Box. My good friend George Friedman, the President of Stratfor.com, has posted a very insightful essay on the dilemma facing the U.S. on the situation in Iraq. Contrary to many of the conflicting assessments by politically motivated pundits, each with their own agendas, that are put forth as "analysis," Stratfor provides reality based in-depth and logical analysis. Again, if you are in the business of managing money (someone else's or your own) where an eye to what is happening in the world is critical, or you are a student of geo-politics, or both, I strongly suggest that you stay up-to-date on the geopolitical landscape as it can have broad implications for both investment and political decision making.
As I have said in the past, Stratfor is my main and favorite source for geo-political news and analysis. They have often been referred to in the mainstream press as a 'private CIA,' but I would say in Stratfor's defense that they seem to be more right than their government counterpart.
A subscription to Stratfor is well worth the money as George tells me that the renewal rates are close to 90%, which demonstrates how valuable their readers regard the information that they receive on a daily basis. While this essay is on Iraq, they also cover the rest of the world, and you can get information on whatever part of the world you are interested in on their website.
Once again I talked George into dropping his subscription price to half. Click here to find out more and to signup. And I would say I hope you enjoy the essay, but what George suggests the new reality of Iraq to be is not actually fun reading. Iraq may be on its way to becoming a real problem with no easy answers from a US perspective.
John Mauldin, Editor
Outside the Box
Iraq: The Policy Dilemma
U.S. President George W. Bush now has made it clear what his policy on Iraq will be for the immediate future, certainly until Election Day: He does not intend to change U.S. policy in any fundamental way. U.S. troops will continue to be deployed in Iraq, they will continue to carry out counterinsurgency operations, and they will continue to train Iraqi troops to eventually take over the…