Hello energyplay,
I am afraid <<Korea>> may end up in flames, but potentially bullish for Taiwan and Micron semiconductors;
I figure if Korea ends up in war, Tokyo is gone, thus bullish for GM and Ford, but bearish for USD vs JYen;0)
I suspect Afghanistan, Indonesia, Iraq will prove to be a slow bleeding wounds, may get infected, and then infectious, as almost as surely as SARS will go global;
<<US dollar value vs. Euro is reasonable>> Yes, for a while, for now, and then sequentially decline against each other, taking turns, because ... <<Most central banks are pumping money and liquidity in>>.
I figure oil can go to $60 as easily as it could go to $15.
<<... Warren Buffett has bought a BIG piece of PetroChina ... feel good>> yes, and so ...
Message 18882108
I guess my point is that very little can shock me now, even being one who is admittedly lacking in imagination.
The most outrageous always happen at the end.
Chugs, Jay |
