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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (18802)	9/21/2004 12:33:41 AM
From: Roads End	Respond to of 110194

Thanks, I never said you were off base, just was curious to see the evidence you mentioned.

To: mishedlo who wrote (18802)	9/21/2004 2:33:35 AM
From: Haim R. Branisteanu	Respond to of 110194

The Bush administration was warned by Israel intelligence services of an unspecific treat and did not act on it. Similar information was received form Germany (I think) - this is what I read about a year or more ago. (On a personal basis my mother wanted to go to China town same morning - she woke up a bit late and after getting ready - opening the TV we were not believing or understanding what happened as every one reported that a stray small plane hit the north tower) As to the Israelis who were arrested, they were illegal migrant laborers, from families who fleed arab countries many years ago, in their early twenties, who arrived on a visitor visa and overstayed to work as "movers" - from there one can gather their level of sophistication. Now an US law firm is suing on their behalf the Justice Department for mistreatment and human rights violation - according to some newspapers. As to hearth of the matter – Israel is a small country with less Jews than many Indian or Chinese cities or other cities around the world. What makes me wonder why is Israel singled out in everything related to terrorism or any other mischief in the world. After all Pakistan, Egypt, Syria, Iran, Algeria, Lebanon the Philippines, Indonesia, Yemen, Sudan, Iran and many others have in their country fundamental Islamist movements hostile to the US and Western World. India and Russia are also plagued by Islamic terrorism and organized crime as are may other former USSR countries therefore why the concentration on the Jews and Israel if it is claimed that there is a balanced and objective approach? Why is it not assumed that may be some well to do people from the countries mentioned above have done exactly what is speculated to be done by several writers on this thread and on the Internet, by the Jews and/or Israelis? My point is why are the Jews and Israelis singled out – without any proof of even a remote involvement

To: mishedlo who wrote (18802)	9/21/2004 4:31:23 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

Moving away from this OT discussion of Israel, take note: Forget about a recession (at least as commonly defined) now. A penetration (even if brief) through 4.00% ten year (lead by Asian CBs trying to prevent a USD collapse) is going to do nothing but set off another wave of refi and consumer borrowing for XMAS, balloon the trade imbalance towards $200 billion a quarter, build another round of unneeded spec housing, and cause even more maladjustments and inflation. Looks like the next commodity run is being green lighted by the irresponsible Asians and Fed, lead by energy and metals. The Asians are going to be pushed to the wall on "vendor financing" our goods and energy purchases. The commercials are near record long the depressed grains, so it ought to join the fray as well. After the summer hiatus, watch for a renewed round of Purchasing.com pricing increases on the thread. This run will have a big speculative element as the funds (over $100 billion now in managed commodity funds) have largely gotten out during the MoP talk phase. This time they really can blame speculators (in reality flucht in die sachwerte: flight to real goods, crack-up boom behavior) for some of this price move. It won't be your cold freezing ice that will end this ridiculous economic cycle, it will be hot fire.