The world ebbs and flows across economic, social and political waves. When all three converge, geopolitical waves are created and are often a significant factor affecting global capital flows. With over 20% of the world’s oil reserves, Saudi Arabia is critical to the energy complex. And when Saudi Arabia acts against the powers of the western world, investors should take note.
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As always, we’d be pleased to speak with anyone about our investment views. We also encourage our readers to share our global market outlook with those who they think may find it of interest.
January 2014 Global Outlook – The Shoe
The world ebbs and flows across economic, social and political waves. When all three converge, geopolitical waves are created and are often a significant factor affecting global capital flows. With over 20% of the world’s oil reserves, Saudi Arabia is critical to the energy complex. And when Saudi Arabia acts against the powers of the western world, investors should take note.
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