The United States' southern neighbors have always held a special interest for explorers. In particular Sir Walter Raleigh and his ill-fated quest for El Dorado comes to mind (I'm sure we can all relate). Modern day explorers, also known as investors, are still looking for the best place to stake their resources in search of riches. Thankfully, we have considerably more information at our disposal than a treasure map. But how do we know when X marks the spot, or if it's just another faulty lead?
Intelligence, not just mass-produced information, is the key. For my global intelligence, I turn to the experts at STRATFOR. In this edition of "Outside the Box", I've included a STRATFOR analysis on the situation in Mexico. It evaluates the drug wars in terms of the U.S. and Mexican economies. Give it a read and sign up for their free reports. You'll soon understand the value in intelligence, not just news.
John Mauldin, Editor
Outside the Box
Mexico and the Failed State Revisited
STRATFOR argued March 13, 2008, that Mexico was nearing the status of a failed state. A failed state is one in which the central government has lost control over significant areas of the country and the state is unable to function. In revisiting this issue, it seems to us that the Mexican government has lost control of the northern tier of Mexico to…