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 : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Judith Williams who wrote (47223)	9/27/2001 9:00:38 PM
From: stockman_scott	Respond to of 54805

"The golden age of intelligence is before us"... salon.com Perhaps the silver lining is that this recent tragedy may reunite the country. Regards, Scott

To: Judith Williams who wrote (47223)	9/27/2001 9:28:02 PM
From: Wyätt Gwyön	Respond to of 54805

hi Judith, nice points regarding "terror tax". there's a good article in today's WSJ about one impacted area--the US freight industry, which moved $9 trillion of cargo last year. interactive.wsj.com After Terror Attacks, U.S. Freight Services Get Slower, Costlier The Sept. 11 terror attacks are wrenching the nation's freight-transportation system, as trucks, trains, planes and ships suddenly face a slew of new costs, delays and demands. ...The Sept. 11 terror attacks are wrenching the nation's freight-transportation system, which moved $9 trillion of cargo last year. The network of trucks, trains, planes and ships suddenly faces a slew of new costs, delays and demands that threaten to hobble an essential part of the already-slumping U.S. economy....

To: Judith Williams who wrote (47223)	9/27/2001 11:01:08 PM
From: MSI	Respond to of 54805

A very important concept for an indicator , imo, One figure I've heard is $1/2 Trillion for "infrastructure hardening" But as you mention there are increased transaction costs in business, with security and inspections at all levels; the costs of shifting lifestyles that may occur, such as increased commuting patterns, changes in real estate values in city vs rural areas, home and neighborhood security costs. In addition it's necessary to understand what contributes to or deducts from GDP, with the idea that whatever increases efficiency/productivity is net positive and vice versa, and which sectors benefit or lose out.

To: Judith Williams who wrote (47223)	9/28/2001 5:08:18 AM
From: Apollo	Respond to of 54805

Terror Tax... These are just some of the factors I see ahead in a "terror tax" and wondered if anyone had any thoughts My thoughts are that the size of the GDP pie will stay the same or regress for a period of time. As the "infrastructure hardening" and "security" slices enlarge, then other slices, such as agriculture, biomedical research and education must get smaller. Or alternatively, the USA will begin to run up the National Debt, again. In any event, should this come to pass, perhaps we as investors should further lower our expectations in the way of future returns. And of course, as it relates to terrorism, the investment in security, and infrastructure hardening must take place, making discussion of their necessity or how other programs get hurt somewhat moot. But I know you know this, Judith, and that your point was how the Terror Tax might affect our investments. apollo