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Since my geopolitical views are far removed from the others on this list I
will refrain from shocking you. But I can't resist posting my movie script
for Taiwan: Wherein, Taiwan buys an island somewhere, moves their entire
population and economic system off Taiwan, and blows it up.
----- Original Message -----
From: "JW" <JW@xxxxxxxxxxxx>
To: <realtraders@xxxxxxxxxxxxxxx>
Sent: Friday, March 17, 2000 14:21
Subject: [RT] RE: Re: remember Saddam
| Anything computer related would be hard hit since a lot of equipment is
| manufactured in Taiwan. Prices on virtually everything would jump
| immediately which would kindle inflation fears (since PC technology
| ISN'T "volatile" like oil & food). Depending on the length of the
| conflict, oil deliveries in that area would likely be affected also.
|
| Someone on another list raised the possibility that were this to happen,
| other unstable countries/situations might take advantage of the
| diversion to make their own moves. For instance, North Korea invades
| South Korea. India strikes out at Pakistan. An Arab country initiates
| at attack on Israel, etc.
|
| And who knows, does Taiwan have any nuclear weapons? Hard to believe
| that they don't...
|
| JW
|
|
| -----Original Message-----
| From: listmanager@xxxxxxxxxxxxxxx [mailto:listmanager@xxxxxxxxxxxxxxx]On
| Behalf Of Earl Adamy
| Sent: Friday, March 17, 2000 9:53 AM
| To: realtraders@xxxxxxxxxxxxxxx
| Subject: [RT] Re: remember Saddam
|
|
| Very interesting and not so outrageous! Does anyone really expect that
| a) this administration is competent in foreign policy or b) this
| administration would tell the truth if China were preparing for war?
| OOH, there are a zillion non-government satellites up there gathering
| information so it's reasonable to expect that a major buildup along
| China's shore would not go unnoticed. Might we find confirmation in
| other markets? What commodities does China export or import heavily
| where informed buyers or sellers might stockpile commodities in
| expectation of trouble?
|
| Earl
|
| ----- Original Message -----
| From: "Gwenael Gautier" <ggautier@xxxxxxxxxxx>
| To: <realtraders@xxxxxxxxxxxxxxx>
| Sent: Friday, March 17, 2000 9:13 AM
| Subject: [RT] remember Saddam
|
|
| > This is not for mechanical traders. This is not for people without
| > imagination. This is not for people who have t all figured out. It is
| > for the respectuous of the major forces against which we are not much.
| >
| > Looking again at the current situation of extreme nervousness, it
| > reminds me of 1990. Back then we were surfing the red chips wave, the
| > end of the cold wart, the dawn of a new world order where capitalism
| > had won over communism. Stocks rode high, sentiment was unabashingly
| > positive, dip buying was the thing to do, valuations were out.
| >
| > Then came Saddam. He told everyone what he would do: invade Koweit.
| > People said "yeah, gimme a break".
| > Then came August 2nd: The world rubbed eyes to see the unimaginable:
| > Saddam did invade Koweit. Oh shit! Now the markets weren't too sure.
| > Initially it wasn't so bad, a small drop, the market took it almost in
| > stride. Come on, this is the new world!
| > We all remember how it continued: markets dropping relentlessly,
| > recession and then war.
| >
| > Replace new world with new economy, and you have todays markets, and
| > todays sentiment.
| > Replace Saddam, with China and you have????
| >
| > China is saber rattling once again, like many times before. But they
| > won't attack for real won't they? Gimme a break!
| >
| > Well but if they do still? I tell you, markets would be in a
| deeeeeeeeep
| > shit.
| >
| > May be time to take some (taiwan made) chips off.
| > :-)
| >
|
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