Tag Archives: Geopolitical

Ex-CIA analyst on risks of Trump-Kim talks – FT

Posted on April 11, 2018 by macromon

Sounds like the issue is to overcome what appears to be irreconcilable expectations. Former CIA analyst Sue Mi Terry says the biggest risk of the upcoming summit between US President Donald Trump and North Korean leader Kim Jong Un are … Continue reading →

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No Worries In The South Korean Markets

Posted on July 24, 2017 by macromon

We have been writing a lot these days about how crude oil is not pricing any geopolitical risk of a very messy Middle East.  See here and here. That’s nothing, however,  compared to the performance of the South Korean stock … Continue reading →

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Preview: Fourth-Quarter Forecast – StratFor

Posted on October 9, 2016 by macromon

Stratfor Vice President of Global Analysis Reva Goujon discusses how tension across the globe will keep the next U.S. president fully occupied. See the whole forecast on Oct. 10. For more analysis, visit: http://www.Stratfor.com (click here if video is not … Continue reading →

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Stratfor: A ‘Powder Keg’ in Asia Between China and Japan?

Posted on March 1, 2013 by macromon

One of our Seven Swans A Simmering.  Keep it on your radar. Stratfor Vice President of East and South Asia Analysis Rodger Baker discusses the increasing strategic and economic tensions between China and Japan. For more analysis, visit: http://www.Stratfor.com (click … Continue reading →

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What’s Up With This?

Posted on January 29, 2013 by macromon

Obama lands at Andrews, two hours ahead of sked, after a lightning-quick visit to Las Vegas. Practically sprinted to Marine One.#secondterm — Mark Landler (@MarkLandler) January 30, 2013

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Stratfor: 2013 Annual Forecast Preview

Posted on January 3, 2013 by macromon

This is a great preview of the potential geopolitical swans you should monitoring in 2013. Stratfor’s Vice President of Global Analysis Reva Bhalla discusses the key geopolitical developments for 2013. For more analysis, visit: http://www.Stratfor.com (click here if video is … Continue reading →

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Egypt’s economy close to meltdown – Debka

Posted on February 9, 2011 by macromon

We highly recommend you read the latest from Debka on Egypt.  Here is the money quote: A high-ranking US source in Washington told debkafile’s sources that the situation in Egypt is so appalling that a military takeover of the regime … Continue reading →

Posted in Economics, Egypt, Geopolitical, Politics | Tagged , , | 1 Comment

Egypt: Revolt or Revolution? – Fareed Zakaria

Posted on January 30, 2011 by macromon

Here is Fareed’s take on Egypt.

Posted in Black Swan Watch, Egypt, Geopolitical, Politics | Tagged , , | 1 Comment

Rare Earth Day 3.0

Posted on October 27, 2010 by macromon

The Rare Earths continue to rock today in a down market as the story unfolds.  Germany announced yesterday the rare earth supply shortage is starting to hit their industrial base.  The Chinese canceled a three-way high level meeting with Japan … Continue reading →

Posted in Black Swan Watch, BRICs, China, Commodities, Geopolitical, Gold, Rare Earth Elements | Tagged , , , | Leave a comment

Rare Earth Day

Posted on September 27, 2010 by macromon

Rare Earth Elements (REE) have shown up on our radar as shares of Molycorp (MCP), one of the largest and only producers outside China,  has doubled in the past month.   REEs have no substitutes and are critical material inputs for … Continue reading →

Posted in Black Swan Watch, China, Commodities, Equities, Geopolitical, Rare Earth Elements | Tagged , , , | 2 Comments