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


To: TobagoJack who wrote (26783)1/4/2003 12:58:14 AM
From: energyplay  Read Replies (1) | Respond to of 74559
 
North Korea - one temporary tactic would be a deal by proxy. The U.S. doesn't want to send oil to North Korea any more - but a U.S. ally or client might - maybe Indonesia, maybe Japan, maybe Austrailia, maybe even Russia.

Back channel funding from the U.S. makes this a profitable deal. Maybe some one else - France? offers to push for WTO memebership for North Korea, maybe sell it reactors ;-)

I think several good things might come out of the resolution of this - U.S., China and Japan will end up working together for "stability" or some other code word for not having crazies blowing up cities and crashing econommies. Some integrated security understanding might emerge, which would tend to de-fuse the Taiwan situation



To: TobagoJack who wrote (26783)1/4/2003 10:48:47 AM
From: RealMuLan  Read Replies (2) | Respond to of 74559
 
I guess one can never underestimate the hawkish and stupidity (IMO) of the Bush administration, joint war game with Taiwan? What are they thinking about?

I thought they have learnt something from SunZi (since it is taught in WestPoint), apparently, I am wrong.



To: TobagoJack who wrote (26783)1/9/2003 7:15:03 PM
From: Jim Fleming  Read Replies (2) | Respond to of 74559
 
Hi Jay

Re N. Korea

The U. S. is engaged in ex officio talks with N. Korea and things will be worked out. I think the fact that the parties involved had brought China into negotiations has the administration concerned about losing control of the situation.

Re Iraq

Support for a war was always soft and is fading rapidly here and in Great Britain. Outright and loud opposition is growing. I took a close look at maps and the area and geopolitics of the potential engagement. If I were a Marine General and I did not have assurances that the Iraqi army was compromised I would say no go. I would bet, being an ex marine and knowing the attitude of the military since Vietnam, that the joint chiefs are agreeing with me.

You have converted me to a guy that says "How do I make or keep money if I am correct". My bet is still on Qcom over gold.

Jim