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

To: NOW who wrote (96360)	8/17/2008 2:33:30 AM
From: glenn_a	Read Replies (1) \| Respond to of 110194

You're most welcome mon ami. :)

To: NOW who wrote (96360)	8/17/2008 4:34:17 PM
From: glenn_a	Respond to of 110194

One more point tooearly. I stated in my e-mail that Coxe felt: "Russia's recent behavior will changes the world's view of itself - that we're going to be going back to some sort of situation where countries will hoard their food and energy" He actually made this comment in response to Russia's recent news that it would centralize control of grain exports, and reported by GATA at the following link: gata.org Coxe didn't even refer to Russia's recent military conflict with Georgia, or point to the energy implications of this event. But certainly, it reinforces Coxe's following opinions that: 1 - We are seeing a big, big change in the world's power structure, in the sense that we're going to have more and more decisions made on a strategic basis by countries, as opposed to "free trade", where we could count on production done in one place as being freely available elsewhere. It is going to be a much more insecure world. - and - 2 - That kind of world is one where ownership of secure production - not just reserves in the ground, but secure production capacity - is going to be worth more and more for the ability of countries to pursue independent foreign policy. Glenn