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 (Portugal, Italy, [Ireland?], Greece and Spain).
The GaveKal team is scattered all over the globe (and based in Hong Kong), and make my paripatetic travel schedule seem small change, not only being in scores of countries but talking to the movers and shakers in both finance and politics. This is an amazing advantage in information gathering. Thus they have a very global view of the world and tend to spot trends before most analysts have picked up on them.
Have a great week as we go into the Holiday season (and can you believe the prices on electronic stuff this year?).
This week in a Special Outside the Box good friend George Friedman of Stratfor, in an unconventional piece, addresses the conundrum that equates low interest rates with market illiquidity, postulating on what may be the underlying cause of such an event. George seems to specialize in Outside the Box thinking, and this piece is no exception.
Stratfor continues to provide insightful and pertinent research on economic and geopolitical events and their respective ramifications. Stratfor continues to generously provide significant savings to readers of Outside the Box, for further information please click here. For those like me who seek objective analysis of world affairs, Stratfor is a daily necessity.