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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 378.38

+2.7%

Nov 10 4:00 PM EST

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To: TobagoJack who wrote (4719)	3/8/2006 3:25:21 AM
From: energyplay	Read Replies (1) of 217661

I think I may be decoding the new direction in US Foreign Policy. 1) Acceptance of a trend toward a multi-polar world. The India deals, seen from this view, are a matter of insuring that India is one of those poles, instead of a counterwieight to China. India may be a bulwark to Radical Islam. For that, coordination with China instad of conflict is more useful. By the way, the Wall Street Jouranl of a week ago had criticism of the India's custominzed "pseudo - Non-proliferation deal" India gets to keep 9 tons of plutonium (enough for maybe 2000 bombs) and gets a former civilian CanDU reactor designated as military and not subject to inspection and control. Pakistan is having a cow, since this will really limit their deterrent effectiveness. 2) Limited Acceptance of Iran with nukes. This is debatable. Iran with nukes is much scarier that "American hegemony" to nearby nations. It could prompt lots of high end military spending. It would also tend to re-align the Arab world, with Iran - non Arab and Shia - seen as the enemy (along with radical terrorists and Sharia hard liners), and the EU and US as neccessary friends. It could have a similar effect on the 'Stans, especially those of Turkic languages. It would tend to make the US "the essential nation" Iran would need to be "contained" and/or detered - makes me wonder if some governments in the Persian Gulf hope the Israelis solve this problem ;-)

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