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My qualm with Stratfor is they assume the reader has a theoretical foundation in geopolitics, economics, and military strategy and history. The core they're running on here is best summarised by John Mearsheimer in The Tragedy of Great Power Politics [1]. Much of the rest arises from macroeconomics, game theory, and military strategy.

If nothing else this is valuable in that it follows closely the mindset of the US intelligence community (and many others, most precisely Russia's and Eastern Europe's).

[1] http://www.amazon.com/Tragedy-Politics-College-Edition-Norto...

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