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Strategies & Market Trends : Stock Attack II - A Complete Analysis
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To: donald sew who wrote (24458)11/20/2001 7:30:02 AM
From: Justa Werkenstiff  Read Replies (2) of 52237
 
Don: Re: "Per our research back to the Spanish-American War, recoveries start after the war ends."

Maybe so, but this is no conventional war and no conventional wartime economy. How does one define the end to the war on terrorism? One can't with confidence say it ends with Bin Laden and his organiztion. And there is the problem with defining this as a conventional war.

No big deal in my mind as we would have been at this economic juncture anyway, Bin Laden or no Bin Laden. And that is the real problem. Taking out Bin Laden and his organization out will not solve the underlying economic problem.

Re: "As mentioned often recently, the key is controlling/capture of Bin-Laden/terrorist organization, which is a news item."

No longer a news item in my mind. Control has been discounted by the market, in my view, and capture or death of Bin Laden is anticipated.
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