Outside the Box, December 2010


Outside the Box was retired on April 25, 2018, to make way for the new and improved premium research service, Over My Shoulder.

If you’re interested in joining John Mauldin, Patrick Watson, and the thousands of Over My Shoulder subscribers as they analyse important research several times a week, please click here to find out how you can subscribe for less than $10 per month.

The Future of Content

December 20, 2010

Quick housekeeping note: IF I write an e-letter this week it will be earlier in the week. There will be no letters next week, then we launch the first Saturday morning in January with my annual predictions letter. And just for fun, one of my readers said that the title of last week’s letter should have been “Kicking the Grenade Down the Road.” Better check that pin! Now, this week’s OTB.

I am fascinated to watch the world change at an ever-accelerating pace. Today’s Outside the Box...

The Three Stages of Delusion

December 6, 2010

I am back from the Forbes cruise to Mexico and starting to deal with a thousand things, but first on the list is making sure you get this week’s Outside the Box. And a good one it is. In fact, it is two short pieces coming to us from friends based in London over the pond.

Both of them have to deal with the unfolding crisis that is Europe, which is going to unfold for several years as they lurch from solution to solution. The first is from Dylan Grice of Societe Generale and reminds us why we...

Geopolitical Journey, Part VI: Ukraine

December 2, 2010

This week’s article comes from my friend George Friedman, founder of the intelligence company STRATFOR. In this stop on his trip through the Black Sea Basin, he explores Ukraine, a borderland that separates Europe and Russia.

Imagine your nation torn between two completely unique languages, cultures, political systems - between East and West. I've always considered Texas a borderland, so I relate to a home that stands between two different worlds. With a geopolitical eye, the article...