The Problem with PIIGS: Portugal, Italy, Ireland, Greece and Spain

Posted by Matt in February 2nd, 2010 | 1 comment

Published in Economy, 6 Years, Absolute Return, Alexander Fraser Tytler, Business Partner, Excessive Debt Accumulation, Form Of Government, Generous Gifts, Global Equity, John Mauldin, Loose Fiscal Policy, Niels Jensen, Nine Months, Open Question, Partner John, Prozac, Public Treasury, Remedy, Sceptic, Scottish Lawyer, Whimper

By Niels Jensen
The Absolute Return Letter – February 2010
“A democracy is always temporary in nature; it simply cannot exist as a permanent form of government. A democracy will continue to exist up until the time that voters discover that they can vote themselves generous gifts from the public treasury. From that moment on, the majority [...]

An Insider’s View of the Real Estate Train Wreck

Posted by Matt in January 25th, 2010 | no comment

Published in Economy, Financial, Financial Crisis, U.S., Andy Miller, Apartment Communities, Collapse, Commercial Real Estate, CommercialRealEstate, Critical Sector, Critical Topic, Estate Entrepreneur, Faculty Member, Financial Institutions, Financial Intelligence, Individual Investors, Intervie, Investment Strategies, John Mauldin, Latter Category, Office Buildings, Peer Group, Periodic Interviews, Real Estate Bubble, Real Estate Loans, RealEstate, Research Investment, Research Summit, Rousing Success, S Real Estate, Train Wreck

The first time I spoke with real estate entrepreneur Andy Miller was in late 2007, when I asked him to serve on the faculty of a Casey Research Summit. As John Mauldin, a former faculty member himself, knows, we’re very selective with our speakers. And there was no one in the nation I wanted more [...]

A Country for Old Men and a Bit of Samba

Posted by Matt in October 5th, 2009 | no comment

Published in Demographics, Economy, Financial, Absolute Return, Baby Boomers, Business Associates, Credit Crisis, Dallas Fort Worth, Dallas Fort Worth Airport, Excuse, Few Minutes, Financial Crisis, Global Adjustment, Global Financial Crisis, Government Deficit, Jensen, John Mauldin, Observers, Old Men, Pink Socks, Rest Of The World, Samba, Saturday Afternoon, Security Guard, Senior Partner, Texas Drawl

We all know that a large wave of Baby Boomers in the US are approaching retirement. But what about the rest of the world? And what happens when those retirees need to spend out of savings? There is more than just a credit crisis and a government deficit crisis in our future. A rising level [...]

Free Intelligence Sources

Posted by Matt in August 14th, 2008 | 1 comment

Published in general, Arab News, Arabnews, Conflict Analysis, Debka, Economic Newsletter, Free Newsletters, Geopolitical, Gertz File, Gertzfile, Google, Independent Organization, Intelligence, Intelligence Sources, Jamestown Foundation, John Mauldin, Military Missiles, Missiles Iran, Moral Judgments, Nkzone, Nuclear Place, Nuclear Weapons, Open Source Intelligence

If you can think of any other sources then put them in the comments section.

Free Newsletters:
The Jamestown Foundation
http://www.jamestown.org
Terrorism Monitor
Chechnya Weekly
China Brief
Eurasian Daily Monitor
The Power and Interest News Report
http://www.pinr.com
The Power and Interest News Report (PINR) is an independent organization that utilizes open source intelligence to provide conflict analysis services in the context of international relations. PINR [...]

The Future of Oil Prices is a Geometric Explosion: $200, $400, $800 …

Posted by Matt in May 20th, 2008 | no comment

Published in Oil, Cheap Oil, Coal Gasification, Distant Future, Explosion, Export Obligations, Exporting Oil, Geometric Progression, Goldman Sachs, John Mauldin, National Oil Company, North Sea, Oil Export, Oil Prices, Oil Producing Countries, peak oil, Pemex, Pemex Mexico, Pessimists, Rest Of The World, South Africa, South Africans

Why are we going to experience a geometric explosion (price doubling and redoubling) in oil prices?
1. Peak oil and declining production around the world. Plus you need to factor in oil producing countries’ local consumption. Rising local consumption in oil producing countries means they will stop exporting oil long before they run out.
a. You see [...]