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27/03/2020 | Frente Externo
An Open Letter to President Trump
The nation craves a plan, not hunches.
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05/02/2015 | Frente Externo
A Bad Mistake
The decision by Israeli Prime Minister Benjamin Netanyahu and House Speaker John Boehner to cook up an address to Congress by Netanyahu on why the U.S. should get tougher on Iran is churlish, reckless and, for the future of Israeli-American relations, quite dangerous.
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26/10/2013 | Frente Externo
The Shanghai Secret
Whenever I visit China, I am struck by the sharply divergent predictions of its future one hears. Lately, a number of global investors have been “shorting” China, betting that someday soon its powerful economic engine will sputter, as the real estate boom here turns to a bust.
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26/07/2012 | Frente Externo
Middle East - Syria (Opinion): Syria Is Iraq
Lord knows I am rooting for the opposition forces in Syria to quickly prevail on their own and turn out to be as democratically inclined as we hope. But the chances of this best-of-all-possible outcomes is low. That’s because Syria is a lot like Iraq. Indeed, Syria is Iraq’s twin — a multisectarian, minority-ruled dictatorship that was held together by an iron fist under Baathist ideology.
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28/04/2012 | Frente Externo
¿Necesita Estados Unidos un cambio radical?
Esa era la pregunta que tenía en mente cuando llamé a Frank Fukuyama, el profesor de Stanford y autor de El fin de la historia y el último hombre. Fukuyama ha estado trabajando en una obra en dos volúmenes titulada Los orígenes del orden político, y pude detectar en sus escritos recientes que su investigación lo llevaba a plantear una interrogante muy radical para el orden político estadounidense hoy día, a saber: ¿Estados Unidos ha pasado de ser una democracia a una “vetocracia”; de un sistema diseñado para prevenir que nadie en el gobierno acumule demasiado poder a un sistema en el cual nadie puede agregar suficiente poder para tomar alguna decisión importante?
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17/03/2012 | En Profundidad
Capitalism, Version 2012
David Rothkopf, the chief executive and editor-at-large of Foreign Policy magazine, has a smart new book out, entitled “Power, Inc.,” about the epic rivalry between big business and government that captures, in many ways, what the 2012 election should be about — and it’s not “contraception,” although the word does begin with a “C.” It’s the future of “capitalism” and whether it will be shaped in America or somewhere else.
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17/03/2012 | En Profundidad
Capitalism, Version 2012
David Rothkopf, the chief executive and editor-at-large of Foreign Policy magazine, has a smart new book out, entitled “Power, Inc.,” about the epic rivalry between big business and government that captures, in many ways, what the 2012 election should be about — and it’s not “contraception,” although the word does begin with a “C.” It’s the future of “capitalism” and whether it will be shaped in America or somewhere else.
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21/01/2010 | En Profundidad
Is China an Enron? (Part 2)
Last week, I wrote a column suggesting that while some overheated Chinese markets, like real estate, may offer shorting opportunities, I’d be wary of the argument that China’s economy today is just one big short-inviting bubble, à la Dubai. Your honor, I’d like to now revise and amend my remarks.
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14/01/2010 | En Profundidad
Is China the Next Enron?
Reading The Herald Tribune over breakfast in Hong Kong harbor last week, my eye went to the front-page story about how James Chanos — reportedly one of America’s most successful short-sellers, the man who bet that Enron was a fraud and made a fortune when that proved true and its stock collapsed — is now warning that China is “Dubai times 1,000 — or worse” and looking for ways to short that country’s economy before its bubbles burst.
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