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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 329.37-1.1%Nov 6 4:00 PM EST
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To: Wally Mastroly who wrote (1414)9/13/2001 2:59:28 PM
From: Boca_PETE  Read Replies (1) of 10065
 
SPECULATION on ECONOMIC and MARKET IMPACT:

1.) Benefit to oil companies from increased demand for petroleum products to build inventories (including filling strategic petroleum reserve) and to fuel war and defense operations, partly offset by decreased demand from decreased commercial air travel.

2.) Benefit to construction industry and raw material industry from increased spending for reconstruction and clean-up of damage.

3.) Benefit to defense and electronics industries from increased government spending for military build-up.

4.) Inflation slowly creeping up from massive injections of liquidity into the banking system. Sure hope we don't get into shortages from rationing and price controls in reaction to rising prices.

Any thoughts on other implications or comments on the above ?

P
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