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Interesting point. Your message concurs with this article which points the
finger at out government backing the Taliban in exchnage for not only the
war on drugs but for oil too.
http://www.cbsnews.com/now/story/0,1597,311402-412,00.shtml
-----Original Message-----
From: Mark Jurik [mailto:mark@xxxxxxxxxxxx]
Sent: Sunday, September 16, 2001 9:58 PM
To: 'Omega List'
Subject: RE: edgy situation -- controling energy sources
>>...and finally, no matter how you look at it
it's the war of religions. it is basically radical Islam
against Judaism and Christianity...<<
Bilo,
I believe the underlying tension is even
more fundamental.
The key concept here is ENERGY. You can't
expend it if you don't have it and currently
the major source of energy is OIL. It's not
Christianity versus Islam. Rather it's
western nations fearing a huge Islamic bloc
controlling much of the world's oil.
Up to now, the western policy has been to
keep those nation dis-unified, so they can
be related to on a case-by-case basis. Muslims
are looking for a unifying leader and the
west, by their foreign policies, amplified this
need and unintentionally gave them one: U.B.L.
Fighting the resulting terrorism has no short
term solution. UBL, if killed, will simply
be replaced by another because the underlying
tension is still there.
I see only a long term solution. Let Islamic
countries band together and develop an economic
bloc. Why not? Right now there are European,
Southeast Asian, and North American blocs. Soon
there will be a Chinese bloc with billions of
people. So why not a Mideastern bloc?
OIL. That's why.
All countries would do well to significantly
reduce dependence on oil. It should be our
national battle cry. Unfortunately for America,
alternative technology receives little federal
support. And that, in my opinion, is our real
long term problem.
- Mark Jurik
----------
From: Bilo Selhi
Sent: Saturday, September 15, 2001 3:12 PM
To: Omega List
Subject: edgy situation
apparently this sounds like a serious
matter and most likely we will have
prolonged "war", you might call it WW two and half.
it will be impossible to eradicate jihad
that's for sure... so it will go on for a long
time, decades most likely.
the NATO coalition might have to contain the threats
with preemptive strikes but the point is that
this is a never ending ball game...
this will be like Israel PLO conflict.
the most likely scenario is that jihad will try to
inflict as much small damage on US/Nato as possible.
it looks like all they want is some loving and attention.
it is very likely that the nuclear weapons will be
used in the future although years from now,
by jihad against either US or
Nato countries or Israel...
it's just a matter of time, i think.
one small nuke can destabilize the whole world
and put in financial ruin...
just imaging instead of TWC destroyed they
would set off a nuke in NY city limits.
a small 50KT nuke would obliterated a good part
of the city... NY will have to be evacuated and
that will be the end of the economy as we know it...
i can't even imagine what would happen with
US and world economy in that case. it will be
a depression for a decade or so.
this is the most serious threat, the rest we can deal
with...
i think NYSE and NAZ have to be relocated in
a secure military like location along with other
key NY financial institutions...outside of city limits...
DC has to be closed of and secured for sure because if they
do it there it will be even worse...
this bring up the argument of fully electronic markets...
that's what should be done asap.
we have to invest big buck into technology because
this is the traditional way of dealing with problems
like that in the west. more cameras and bugs
instead of dialogs and hugs.
us businesses have to adapt to new security measures
but that i think will boost the spending a bit short term.
military will have to spend more money so overall
it should help the economy...
we should doulbe the CIA, NSA, FBI budget
give them all the money they need to know
where every gram of plut. and uran. is at any second.
depending on the final makeup of the coalition
governments, if Saudis, Egypt, Jordan, Pakistan
stay on our side the oil price should stabilize.
but any neutral position of any of those countries
will immediately destabilize the oil market...
i think it would be a big mistake if US Nato
formally declares war on Jihad. let them
fight the war... we should be at piece and
trying to contain them...
and finally, no matter how you look at it
it's the war of religions.
it is basically radical Islam against Judaism
and Christianity... ( Judaism and Crusaders
in the word of Usama Bin Laden )
absolutely nothing new, happened many times
in the history of mankind... in fact the state of
the world in the past was different. some centuries
Islam was dominating, other time Christianity, etc...
it comes and goes in cycles... as soon as one religion
starts dominating, the other one starts to resist...
basic human evolution... my tribe vs your tribe...
remember the very basic concept of coexistence:
never ever impose on other persons belief systems
( religion )... if he prays to the tree let him do it
if he prays to some god let him do it, unless
he is asking you to do the same and threatening
to kill you...
two solutions are possible:
- eradicate all religions ( not likely and takes time )
- come up with a unified religion and sell it
to the masses ( one god for all ) that's what
we are trying to do now...
it is however a hard sell and will take time...
for now it's a pissing contest one who's god
is can piss farther.
and remember, at different times is history we
had different gods... and even now we
probably have at least 10 big ones.
betcha they are excited now in front of
their tv sets..
bilo.
ps. come monday, we will not go short out of
sympathy and will be closing out the short
positions if the market starts to go south.
volatility should pick up and the main thing
to do is not to panic...as panic is what they
are praying for that we would do...
panic is what can ruin our economy and as
long as we don't we'll be ok.
the market will have to factor everything in
and we might see further correction.
look to buy:
- economy staples, essentials, food, etc..
- oils ( depends, might come down )
- military
- security techs
- gold
- treasuries
- truck transports
- communications
- internets advertisers
- medicals
- tv networks
look to sell:
- the buck ( don't short )
- insurance
- retailers
- non essential techs
- software
- internet merchants
- airlines
- autos
- banking
- financials
- bios
expect the fed to step in with a
1/4 point boost at any time.
expect active fed.
don't short, it's danger time and
it not patriotic.
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