The Coming Era of Russia’s Dark Rider
April 26, 2007
This week's special edition of Outside the Box is on the looming question of who will become the new leadership in Russia come March of 2008. The country is in a bit of unrest as groups of political activists on multiple fronts recognize an opportunity for a shift of power. I find this Stratfor article to be very relevant in light of the recent death of the former Russian leader Boris Yeltsin.
For those of you unfamiliar with Stratfor, the company is a sort of "private CIA" that provides global intelligence reports and information updates on world affairs. Stratfor's President is George Friedman, and being a good friend of mine, he continues to generously offer my readers a special discount on his normal subscription rates. If you are interested in more geopolitical reports and analysis, you can check out more about Stratfor and obtain the discount by clicking here. This week they are making a special offer. You can get a friend, business associate or family member their own subscription for just $100 when you buy a subscription for yourself.
I trust that you will enjoy Stratfor's information and continue to find it valuable in forming a global investment outlook.
Life after Debt - Russia’s New Millennium
February 26, 2007
I got a lot of response from my recent letter on South Africa. Today we turn to another emerging market country. Since the late 90's, what country's equity market has performed the best? At first thought, many might say China or India due to the robust economic growth that has taken place. Still others might weigh in with countries such as Brazil or Dubai because of their booming commodities and tourism sectors, respectively. The answer is Russia with it boasting a 37 fold increase since 1998!
Every few months I get a lengthy but very thorough and enlightening newsletter from Eric Kraus called "Truth and Beauty" about the Russian economy and markets. Eric works in the finance industry and is an accomplished money manager. His writing reflects his positive views of the Russian markets along with a candid appraisal of the problems. But his writing on Russia is quite different from the views we get in the Western press. I asked him to give me a brief synopsis of his views for my readers. This is truly Outside the Box, and a balance to what we normally read.
If you want to subscribe to his letter, you can write Nadia@nikitsky.com and she will add you to his list.
Russia’s Great-Power Strategy
February 15, 2007
Today's special edition Outside the Box discusses the long-term strategy that Russian President Vladimir Putin is setting in place. Stratfor President George Friedman has written an intriguing article on what he sees as some motives, opportunities and scenarios that the Russian leadership faces in a complex set of maneuvers involving the United States and the Middle East.
For those of you unfamiliar with Stratfor, it is the closest thing to a "private CIA" as the organization provides in-depth analysis on geopolitical events spanning the globe. George has continued to offer my readers a special 50% discount off his normal subscription rate. You can receive the offer by clicking here. I have used his service for my views on emerging markets as well as my personal curiosity of global affairs.
I hope you continue to find Stratfor's analysis to be both thought provoking and "outside the box."
Russia’s Interest in Litvinenko
December 7, 2006
Today's Special Edition of "Outside the Box" by my friends at Stratfor gives us a very insightful analysis or Russia, using the recent poisoning of a former Russian as a jumping off point. George Friedman, President of Stratfor, gives us an insider's view of what this means in light of historical Russian events and its current leadership. I must admit that I was initially expecting to be somewhat bored (yet another commentary on the spy poisoning?) but came away fascinated as George takes us inside the mindset of the leaders of Russia and how their system has evolved over time.
Stratfor is the closest thing to a "private CIA" as the organization provides in-depth analysis on geopolitical events spanning the globe. As always, George has decided to give my readers a special 50% discount off his normal subscription rate. You can receive the offer by clicking here. Current readers have just gotten his rather lengthy analysis of the current situation in Iraq as a special report. If you subscribe you will get that report as well.
If you're interested in the geopolitical status of Russia or maybe just want to stay up-to-date on current events of the world, I believe that you will find George's article to be both very insightful and thought provoking.