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

To: Haim R. Branisteanu who wrote (38902)	8/17/2008 4:36:57 PM
From: glenn_a	Respond to of 217906

Fascinating Haim. Events moving at the speed of sound (my homage to Coldplay) :). Did you see my summary of the Donald Coxe institutional client conference call on the other board? Message 24853800 Very topical given recent events. glenn

To: Haim R. Branisteanu who wrote (38902)	8/17/2008 9:05:25 PM
From: pogohere	Respond to of 217906

"The second agreement stipulates that Gazprom will finance and build gas transportation facilities and develop gas fields in Turkmenistan." And the S. Arabians are apparently planning on investing in Turkmen energy refining capacity: "Turkmenistan's President Gurbanguly Berdymukhammedov has invited Saudi Arabia to build oil and gas plants in the gas-rich Central Asian nation, Reuters reports. Berdymukhammedov met visiting Saudi Prince Saud bin Mishal bin Abd al-Aziz Al Saud on Thursday to discuss economic ties." turkishweekly.net The speculation about the S. Arabians engaging in financing Muslim dissidents in Muslim areas of Russia per Stratfor (http://siliconinvestor.com/readmsg.aspx?msgid=24851633) takes on a whole shade with the news above. The Russians working cheek by jowl with the SAs, imagine that!

To: Haim R. Branisteanu who wrote (38902)	8/18/2008 9:08:07 AM
From: elmatador	Read Replies (2) \| Respond to of 217906

Why Rogers and Roubini saw the light? Doing what Elmat does. Looking where no one was looking before. While learning and analyzing seating in a library gives people a view of the world, nothing beats looking closely in the world out there. Roubini’s work was distinguished not only by his conclusions but also by his approach. By making extensive use of transnational comparisons and historical analogies, he was employing a subjective, nontechnical framework, the sort embraced by popular economists like the Times Op-Ed columnist Paul Krugman and Joseph Stiglitz in order to reach a nonacademic audience. Roubini takes pains to note that he remains a rigorous scholarly economist — “When I weigh evidence,” he told me, “I’m drawing on 20 years of accumulated experience using models” — but his approach is not the contemporary scholarly ideal in which an economist builds a model in order to constrain his subjective impressions and abide by a discrete set of data. As Shiller told me, “Nouriel has a different way of seeing things than most economists: he gets into everything.” nytimes.com Elmat draws from 25 years experience working and living abroad. Those guys started today, they still have a few things to learn...