Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (9444)	9/16/2001 2:05:27 AM
From: Mark Adams	Read Replies (1) \| Respond to of 74559

Osama is a minor character. He is ill and always in hiding atimes.com Date on the article, August 30. Lends support to the conspiracy theory. Other articles by the author on the country to the north of Afghanistan, which I saw as a viable approach for US action with Russian support, until I'd read them. On Monday, let's see, a guess, and it does not look pretty ... (a) the insurance companies need to sell bonds to pay claims, so long term interest rate will rise Message 16352523 I expect the selling pressure on the bonds to be moderate, but steady. Certainly not immediate. Likely we will see a different reaction in the short/long ends.

To: TobagoJack who wrote (9444)	9/16/2001 3:06:29 AM
From: LLCF	Respond to of 74559

<(a) the insurance companies need to sell bonds to pay claims, so long term interest rate will rise> No, GreenJeans already bought 'em all! LOL DAK

To: TobagoJack who wrote (9444)	9/16/2001 3:42:06 AM
From: Moominoid	Read Replies (1) \| Respond to of 74559

In my scenario, US consumers will "Buy American" to be patriotic and also with less foreign travel both will help reduce the trade deficit. So I was thinkingt he USD will stay strong. However, seems USD fell until the groundwar in 1990-91. With less domestic travel people will spend more on stuff they can consume at home including movies and things to provide distraction and of course news. So far News Corporation fell heavily here as every company with US exposure was sold down (Pacific Dunlop too so two of my significant positions were hit). But I don't think movies, newspapers, TV and condoms (and other health supplies from Pacific Dunlop's Ansell division) are going to be big casualties of this situation. I guess TV and newspapers will be hit by an advertising slowdown but that is already underway. OPEC has said they will do everything they can to keep the oil price reasonable. BOE sold gold this week... Jay, IMHO you are over-reacting to the situation so far both in terms of the economic impacts and on personal security... I'd happily fly anywhere tomorrow including the US and Israel. I'm always scared a terrorist will try to blow up the plane and don't see that anything essential has changed. David

To: TobagoJack who wrote (9444)	9/16/2001 12:52:35 PM
From: Ilaine	Read Replies (1) \| Respond to of 74559

Hi, Jay. I have come around to the camp of people who argue that we don't need SDI, we need to make friends with China and Russia. If that is possible. Because the enemy is a common enemy. My understanding is that China has considered maintaining the stability of Islamic regimes in the region in its interest because that kept Russia and the USA busy, taking pressure off China. If that's wrong, I know you'll let me know. At any rate, right now jihad is aimed at us, and about 300 Russian civilians have been the victims of terrorism in the cities of Russia, likely due to Chechenya, and as far as I know, no Islamic terrorists have hit civilian targets in China. Hong Kong isn't an obvious target, IMO. You aren't a symbol of anything hated. But it's probably easier, as you say, to hide something nasty coming into Hong Kong than the mainland. As my husband says, that's thinking like a soldier, not like a terrorist. When they start thinking like soldiers, worry. People who urge brutality against Muslims should consider how ineffective that's been in Chechenya. People who urge all out military assaults against Muslims should consider how ineffective that's been in Afghanistan. At this exact moment, Yasser Arafat isn't happy with the bombing, neither is the government of Pakistan, and Kadhafi and the Taliban say they aren't either. So there's no reason to piss on their shoes. I think the bright boys and girls need to put on their thinking caps and think of a real solution. It won't be a futile exercise because we can start our own meme. My mental image is of the Islamic countries with Europe and Israel to the west, Russia to the north, China to the east, India to the south and east, and non-fundamentalist governments in charge of most of the countries. Within the circle are a seemingly undifferentiated mixture of ordinary people and radicals. What we did in the past is teach the guys we thought were the best of the bunch how to keep their own citizens in line. That hasn't worked, either. From an email from one of my sisters: >>I know from personal experience in the '70's that there are people all over the Middle East, 'good Muslims', who hate the fanatics who rule their countries more than we do. My friend Farshad was killed by Iranian zealots when he went home from college right after the Iran hostage crisis. He was killed for his anti-fanatic activities while here in the U.S. He was on someone's 'disappear' list, because they picked him up at the airport and his family and friends never heard another word about him. This happened to many anti-Khomeini students. Yet people here treated him like 'one of them' when they met him at school or on the street. He was a beautiful, funny, kind, freedom-loving, brave youth that any American would be privileged to know. There are men all over Afghanistan who have died while fighting fanatical tyranny. And now we want to bomb their parents, widows and orphans? Please God, no. Cool heads, stellar statesmanship, implacable will; we need these more now than at any moment in our history.<< I remember when she was dating Farshad. Farshad convinced her that Iranian women don't mind wearing Chador. Hey, what do I know? I am not Iranian. But I'd like to talk to Iranian women about that, not Iranian men. These people need to be able to make their own tradeoffs - we need to not be the vehicle for expression of dissatisfaction. brown.edu Someone needs to ask Salman Rushdi about living in peace.