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

To: Steve Lokness who wrote (41202)	9/9/2005 1:00:42 PM
From: Dave54	Read Replies (1) \| Respond to of 110194

Steve, Short term I expect to see same store sales at the discounters improve over last month. As far as Katrina making us less secure, perhaps so if you live in a possible hurricane strike area. I would expect to see folks stock up on necessary supplies to ride out a storm, though not the ones like we saw left behind in N.O., they didn't prepare before and won't in the future. Katrina did cause me to note a security concern, that being personal safety-gun ownership. It's apparent that the non working have nots on public assistance have no regard for law and less regard for anyone but themselves. With that thought weapons manufacturers should note an increase in demand. I'll be buying one. Energy for sure is going/is/has been a problem. Katrina took "peak oil" into the now, with the ramifications of the damage to infrastructure and thus the lowered production/refining capacity. This may be mitigated to some extent by individual use, I personally traded my F150 for a Ranger last month, fuel savings 20-25%. Other mitigating factors, 464 public transport buses in N.O. won't be running as well as their school buses, also massive reduction in flights to and fro N.O.. The unknown of winter weather in addition to what I have already mentioned makes me uneasy to say hold onto our hats, though I'm over weight in energy, course I've been that way for almost 2 years now. Like all sectors for me it's a day by day watch. These guys(govt) always amaze me at their ability to pull a rabbit out the hat at the last moment and fend off calamity in the markets. Dave.