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Politics : High Tolerance Plasticity
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To: Second_Titan who wrote (9801)10/21/2001 10:35:36 PM
From: kodiak_bull  Read Replies (1) of 23153
 
Gentlemen,

As I noted, the question of getting the right information from those who have it will be a linguistic question, in two parts: 1) will those in charge of extracting the information recognize the proper language needed to communicate with these fellows? (recall, the proper language with Hitler's Germany was the taking of Berlin, and the proper language with the Japanese was the big boomer over Hiroshima and Nagasaki); and 2) will those in charge be willing to speak that language?

When we enter into this topic we're just voyeurs, cinema fans.

Speaking of investments:

bcaresearch.com

This article is a bit dated, but if you click on the site it has a simple chart which inspires introspection. Here is the text:

The U.S. Energy Complex: Where To Next?
Mon Oct 15 08:12:00 2001 EDT

The downward adjustment in natural gas prices has run its course, with prices retreating to levels that prevailed prior to the bubble. Coal prices have belatedly followed natural gas prices lower, and should fall further in the near run. The question is when will domestic energy prices head back up? The key variable remains demand. The bottom panel shows that U.S. electricity production growth has melted, underscoring that the demand from the power generation industry remains weak. The latter will need to firm before natural gas and coal prices rebound on a sustained basis. Conclusion: while the timing of a recovery is still very much in doubt, policymakers will continue to aggressively pursue an economic revival, implying that long-term investors should accumulate energy-related equities.
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