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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: richardred who wrote (19887)9/5/2017 11:35:27 AM
From: robert b furman  Read Replies (1) | Respond to of 33421
 
Hi Rick,

I think there is a lot of jawboning going on about NOKO.

Trump talks bold - but as Bannion said there is no military solution short of huge losses.

Trump will use the escalated rhetoric to build missile defense systems in Guam and sell to Japan / Philipines.

It will turn into a guns and butter Rally that will benefit LMT and RAYTHEON.

TRUMP KNOWS THERE MUST BE SOME NEED TO DEFEND AND A MAD MAN TO WORRY ABOUT BEFORE Congress will approve anything with out offsets.

I view it as political posturing.

Hope I'm not wrong.

Bob