*Latin America is where Asia was in the early 70s - poised for a takeoff.
*Asia's got serious problems - overaccumulation of capital with a profitability crisis (he didn't use that phrase, but that's what he meant). They used to laugh at us for being so short-termist, while they were investing for the long term, but it hasn't worked out so well for them.
*The euro will break apart on the first recession, since you can't have one monetary policy for 11 countries.
*Some strong hands will take control of Russia, shoot Berezovsky & the oligarchs, and things could get ugly.
*South Africa will become a regional imperialist power.
*China and Russia will try to put together some alliance as a check on the U.S., but it ain't going to be easy.
*90% of their info comes from public sources. They get lots of info by email now that the world is well aware of them - about 20% of which is worthwhile, and about 80% of which is of "the Martians have landed" variety.
Doug