It has been a busy day in Rome, doing the Vatican Museum, St. Peter's and the Trevi Fountain. But I have to find time to get you your Outside the Box and have I got a great one for you. David Galland of Casey Research was kind enough to let me use an interview he did with two of his energy research staff normally only available to his subscribers. A big thank you to David.
This is a special treat for Outside the Box readers, as they talk about the future of the energy markets. I have been following their work for some time and I think they are the real deal if you are looking for an energy letter to regularly read. You can subscribe at here.
I am going to sign off as the "kids" are waiting. One quick observation. Stop lights in Rome seem to be more of a suggestion than an actual statement. Oh, but what a city!
Your in the city of restaurants analyst,
John Mauldin, Editor
Outside the Box
The Doctor and the Dealman: An Energy Update
At first glance, no two individuals could seem more different.
The Doctor, middle-aged and balding, could be the very archetype of the college professor. The Dealman is young with a full head of well-styled hair: more than a few people have compared his looks to Elvis in his prime.
The Doctor is quiet and soft-spoken. The Dealman is outspoken and, under…