I read John Mauldin’s weekly markets and investments letter. Last week he digested a ten-year geo-political forecast by stratfor.com, “private, quasi-CIA intelligence service” and makes connections to global markets. The letter and forecast touch on the breakup in China, market breakdown in Russia, collapse of the dollar, and the growing pains of “moderate” Islam. Fascinating stuff.
There is wisdom in not reading news of big stories that we can’t act on. A lot of crime news would fall into this category. A lot of political commentary too. I use bits like Mauldin’s letters to orient myself in the big world so that I can act, invest, vote and converse more effectively in my own small and local worlds.
Thanks to Dan O’Connor for the initial tip on Mauldin.