Category Archives: Geopolitical

Swan Watch: ‘Over 50% chance for Iran conflict in coming year’

Posted on November 14, 2012 by macromon

“Enormous Angst” ‘Over 50% chance for Iran conflict in coming year.’   This was the headline in yesterday’s Jerusalem Post quoting David Gergen, one of our favorite nonpartisan political analysts, who has worked for both Republicans and Democrats. Speaking to the … Continue reading →

Posted in Equities, Geopolitical | Tagged , , , , | 1 Comment

Stratfor: Venezuela’s Geographic Challenge

Posted on November 13, 2012 by macromon

Stratfor discusses the importance of Venezuela’s oil reserves and its relations with the United States. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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Stratfor: Spain’s Geographic Challenge

Posted on October 23, 2012 by macromon

Stratfor explains how Spain’s geography has played a role in the balance between its central government and autonomous regions. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable) 

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Euro Fracture: Venice Wants Independence – RT

Posted on October 6, 2012 by macromon

The Republic of Venice is planning for a glorious comeback. Supporters of Venetian independence from Italy are gathering for a rally to demand the region goes it alone, tired of being saddled with Rome’s austerity. It’s the latest in a … Continue reading →

Posted in Euro, Geopolitical, Italian Yields | Tagged , , , | 1 Comment

Stratfor: Demographics and Geopolitics

Posted on October 1, 2012 by macromon

Good piece by George Friedman on global demographic trends.  The solution to declining populations?   Technology. …today, countries like Germany and Japan are facing massive population busts… It’s not the falling population that’s the problem…worst of all, it’s a falling and … Continue reading →

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Black Swan Watch: Japan could pull out of China

Posted on September 25, 2012 by macromon

This could be big and is not priced.  Keep it on your radar. (click here if video is not observable)

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Economist Cover: War Over These?

Posted on September 20, 2012 by macromon

The new cover story of the Economist.  Gulp! Low probability, high impact event and very unlikely but keep it on your radar. …Amid heated rhetoric on both sides, one Chinese newspaper has helpfully suggested skipping the pointless diplomacy and moving … Continue reading →

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Debt of Honor in the East & South China Seas

Posted on September 19, 2012 by macromon

We can’t  help but think the Chinese are reading Tom Clancy’s 1994 thriller, Debt of Honor, as we watch their latest tiff with Japan unfold.  Recall China suspended its exports of rare earths to Japan in September 2010 over a similar … Continue reading →

Posted in Black Swan Watch, China, Geopolitical, Japan | Tagged , , | 3 Comments

QE3 Will Complicate Global Food Crisis

Posted on September 13, 2012 by macromon

There is no doubt in our minds that some of the QE3 liquidity will leak into agricultural commodities.  In addition, a portfolio reallocation will take place as investors look to protect their purchasing power through buying finite “things.” This will … Continue reading →

Posted in Commodities, Demographics, Geopolitical, Inflation/Deflation, Monetary Policy, Video | Tagged , , | Leave a comment

Stratfor: Asia’s Balance of Power

Posted on August 24, 2012 by macromon

(click here if video is not observable)

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