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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Archie Meeties who wrote (16551)	3/9/2003 10:23:50 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 78481

The assumption that oil prices fall significantly after the war is mistaken it is a hackneyed cliche like all the other cliches that drive conventional investors. the biggest difference compared to the early 90s war is that now global oil production is in the process of peaking for all time. Saudis running at full production is the wave of the future. oil may fall after the coming war, but in five years it will imo be much higher as all major producers will be running at full production with demand outstripping supply. take a look at the book "Hubbert's Peak" by Deffeyes (2001) for an analysis of this coming worldwide crisis.