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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (4789)	10/8/2001 2:18:51 PM
From: John Pitera	Read Replies (1) \| Respond to of 33421

Hi Mrs. P. I think that we're in the middle of a long term "working out of the excesses" Process. But the thought is that we're at an investible low point, mid way through the process. This is a very unusual period of history compared to our Post WWII experience. Nothing new about that,but it does make for a situation where we can spin out many many different and divergent scenarios. One example of something that would be very destabilizing would be if China, were to move into Tawain under some pretense, due to this war on terrorism. Jorj mentioned that some of the US Navy assets had been moved out of the South China sea due to the current Afgan operations. John