Book Review: The Next Decade

Long-time readers have heard me comment on the work of George Friedman, the founder of the Austin-based geopolitical forecasting firm Stratfor. I consider Friedman to be one of the insightful thinkers in the field today, and I wrote a […] Continue Reading…

The Land of the Setting Sun

The rating agency lowered Japan to “AA-,” citing Tokyo’s lack of a coherent strategy for dealing with its soaring debt, which now stands at 200% of GDP. […] Continue Reading…

The Luxury Toilet and the Rise of the Affluent Chinese Consumer

In the interconnected web of the global economy, the rise of China has been one of the biggest drivers of the decade-long bull market in energy and commodities. But China is also making its presence felt in other less […] Continue Reading…

Book Review: The Next 100 Years

There is a deep-seated belief in America that the United States is approaching the eve of its destruction. Read letters to the editor, peruse the Web, and listen to public discourse. Disastrous wars, uncontrolled deficits, high gasoline prices, shootings […] Continue Reading…

Choose Your Hathaway: Berkshire or Anne

We’ve always admired Berkshire Hathaway Chairman Warren Buffett. He is, after all, the most successful investor in history and a legend in his own time. Mr. Buffett’s annual reports are fountains of investment wisdom that should be required reading […] Continue Reading…