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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Amark$p who wrote (4689)	3/7/2006 6:17:48 PM
From: TobagoJack	Respond to of 218534

i am less concerned about bird flu's effect on commodities than about bird flu itself. thinking contingency plans, not about the portfolio, but about family. i would guess that bird flu is deflationary in the sense that areas effected will go down in value and output, and as was in the case of hk during sars, a buying opportunity at 50% discount i figure bird flu will be inflationary in some sense, in that goods that used to be produced in affected areas might increase in pricing overall, perhaps a wash, except for real estate, and possibly population ... hard to say. but yes, bird flu is a genuine risk, a known unknown, and fairly indiscriminant. chugs, j