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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Joe Stocks who wrote (89856)12/23/2007 7:25:50 PM
From: TobagoJack   of 110194
 
<<Just a thought. All those airplanes...TIE? BA?>>

... short both at some juncture within 10 years Message 24157419

BA is not secure against competition, same as Ford

as to TIE, china has a large lock on the basic global titanium oxide ore reserve, as China does over rare earth elements for those electronic gizmos that go into cruise bombs and telecommunication gears - has simply been exporting the basic material due to lackings in processing capability and capacity - situation changing, and rapidly

if you think 100 dollars a barrel oil is crude, wait till 48 months down the road when china puts export quota on some new age stuff as it had done with coal not so long ago
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