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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (7260)	10/22/1998 9:58:00 AM
From: Paul Berliner	Respond to of 9980

Forget who won or didn't win the Cold War. Here's another can of worms yet to be opened: Cold War II is in its infancy. As soon as the communists start getting Russia moving again, and I believe they will, a new Cold War will emerge. These hardliners fault Washington as the ultimate cause of nearly all their current woes. I don't know what they've been waiting for the last month or so - maybe for Yeltsin to die so they don't cause an international incident by couping his ass - but Russia is going to make an attempt to reestablish its former 'glory' and the U.S and the rest of the world will again lose sleep at night. Just yesterday, Bridge News reported that Russia has chosen to strengthen all trade ties with Iran. Iran is still U.S. enemy # 2 (behind Iraq and tied with Lybia, in my opinion), even if they have some new charismatic 'reformist' leader. That entire region reeks of fundamentalism & terrorism, and by this announcement yesterday, Russia has given the U.S. a black eye. I don't blame 'em. Clinton hung up the phone on Yeltsin at the midnight hour of the debt default. Expect to hear a public condemnation of yesterday's bold move by Clinton or Albright. They may even play hardball again and tell Goldman Sachs and others doing I-Banking in Russia to cease all ops there. The blocking of the Gazprom offering one year ago has obviously been an insufficient punishment levied by the U.S. (as Russia sold energy to Iran last year). Gazprom was blocked from a formal US ADR offering because of its Iranian business dealings. What shall we do now? Delist all Russian ADRs? Or just look the other way and pretend that our own problems are too serious to waste time playing global politics?

To: Sam who wrote (7260)	10/22/1998 10:38:00 AM
From: see clearly now	Read Replies (1) \| Respond to of 9980

fascinating discussions that you folks break out into every once in a while...understanding where we have been and why (history) is critical to where we can go.....! "They were not listened to, they were drowned out by the "anti-commie" attitudes of the majority in the US; indeed, it was the self-interested rhetoric of the Soviet government itself as well the entrenched establishment in the US that was heeded for a number of reasons that I won't go into here." Listen carefully to OUR own media these days, the few times when they are not discussing "Monica kissing Clinton's Wee wee" and you will hear propaganda emerging about the new enemy "..the liberal- environmentalist"..while we fight and in some cases re-fight the old battles a new global common enemy if you like is rapidly surfacing ..for lack of a better term its called 'Global warming"..prudence (which if you follow the Currency and Derivative threads we are EVIDENTALY short on ) would dictate we make very rapid adjustments to creating a new and vibrant economy based on conservation, renewable energy (solar-hydrogen primarily) and decentralization which our technology now enables..there is no time to lose and fighting a battle between those on the old way verses those who can see an emerging new way is/will be self defeating... Comming back to Asia in particular with Japan as a starting point...with its rapidly aging population (twice The US?Canada rate) rate) experience from working there is that their purchasing power-desire is on a down slope, a trend that other developed nations like ours will need to face. .One positive and beneficial way for Japan to move ahead and survive well is to convert their present over production into conservation, a solar hydrogen economy and decentralization of activity such as work , learning etc closer to neighborhoods and even into homes.. so people dont have to spend so much time moving about.In doing this they could reemerge as leaders.....not just as mimickers (not sure that is a word but what the hell you know what I mean) of an old Western model ..HAVING SAID THAT WE NEED TO BE ACCELERATING OUR EFFORTS TOWARDS THE SAME ...I HAVE AND AM.

To: Sam who wrote (7260)	10/22/1998 4:47:00 PM
From: Frodo Baxter	Read Replies (2) \| Respond to of 9980

Sam, the Stockman book is subtitled "Why the Reagan Revolution Failed." Hardly. In any case, I would love to read it, but it's out of print. Besides, more recent reflections on the period have been much more generous. You know, books by Larry Kudlow, Dinesh D'Souza... Gosh, even the PBS special was even-handed and grudgingly respectful. The only grudging respect that I can muster for the current regime is, "Well, at least he didn't bust the budget like most Democrats are wont to do." But in the end, in a democracy, we deserve our leadership.