Monthly Archives: November 2012

Investing Inside Frontier Markets

In a past commentary, I discussed a redefinition of three related terms: the First, Second, and Third Worlds. The old definitions reflected a reality of the 20th century, but fail to reflect the reality of the second decade of the … Continue reading

Posted in Global analysis, Investing, US economy, US politics | 1 Comment

e pluribus, plures

The more things change.… I think George Friedman of Stratfor summed it up well in his paid-subscription newsletter of this morning. The United States held elections last night, and nothing changed. Barack Obama remains president. The Democrats remain in control … Continue reading

Posted in Global politics, US politics | Leave a comment

The rear-view mirror

I have been silent here for two reasons – the US elections and Hurricane Sandy. The majority of my readers are Americans and they have been tied into knots by these two events. Sandy is now history and, by this … Continue reading

Posted in US politics | Leave a comment