Stratfor
Contributor's Links: Stratfor

A geopolitical intelligence firm that provides strategic analysis and forecasting to individuals and organizations around the globe. We use a proprietary methodology to objectively analyze and interpret world affairs, free of agenda.

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A Bankruptcy Of Nuclear Proportions
The struggles of Toshiba and the demise of Westinghouse are rare instances in which corporate breakdowns have important geopolitical consequences.
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2017 Second-Quarter Forecast
Trade will be at the forefront of many leaders' minds this quarter as a new U.S. administration settles into the White House.
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Where The Fed Goes, Other Central Banks May Not Follow
Below the surface of the central banks' moves, lurks the question of inflation. Controlling prices is the sole mission of almost every major central bank, so inflation numbers are the true drivers that shape monetary policy over time.
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HH Preserving Order Amid Change In NAFTA
North American economic integration can be slowed but cannot be undone.
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A Repeat Of The Plaza Accord
A strong dollar will undermine U.S. President Donald Trump's plans to reduce the United States' trade deficit. If the dollar's value continues to rise, Trump may consider unilateral or, failing that, multilateral currency interventions.
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EC HH 2017 Annual Forecast
The longer economic pain persists, the stronger the political response. That loud banging at the door is the force of nationalism greeting the world's powers.
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STOCKS I FOLLOW

FTNT Fortinet, Inc.
GD General Dynamics Corporation
LMT Lockheed Martin
NOC Northrop Grumman Corporation
PANW Palo Alto Networks Inc.
RTN Raytheon Company

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