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Das "chicken game", das die Neocons so gerne spielen wollen, sieht anders aus, als sie es sich gerne vorstellen (...) Barry B. Bannister, a capital goods analyst at Legg Mason in Baltimore, is applying historical context to the battles in Iraq. Bannister`s current study of inflation cycles stretches to the year 2015, incorporating analysis that goes back to 1870. (From 2002 to 2015, the American stock market will average a 1.8 percent yearly return vs. 6.9 percent for commodities at the producer level, he says.) His sense of history regarding the desert sands of Iraq goes back to the seventh century. "From my knowledge of military history, in the Battle of Badr in the early 7th century A.D., Mohammed established his following by defeating superior forces sent by Meccan chiefs to destroy him," Bannister tells me. "He had been interdicting Mecca-Medina supply lines run by what he believed to be corrupt chiefs." Mohammed and some of his relatives took advantage of a violent sandstorm "and defeated a force that outnumbered them substantially," Bannister said Wednesday. "You can bet that the talk on the Arab streets will soon be that this sandstorm (in the region) has historical similarities to the Battle of Badr and may impact regional sentiment if this battle drags on beyond the five-week or so (American) plan." Bannister says in that part of the world, "where little has changed for centuries, the seventh century feels like yesterday." http://cbs.marketwatch.com/news/print_story.asp?print=1&guid… (...) Syria`s role in war Syria may be willing to play a part in the Iraq conflict, one that may challenge the United States and alarm financial markets. Military intelligence and market research service Stratfor.com says the Middle Eastern nation is willing to make waves. "Syria has demonstrated strange behavior and an aggressively anti-war stance in recent days -- with officials taking pot shots at Egypt and allegedly allowing busloads of Syrians to head to Iraq to fight against U.S. and British forces," Stratfor, a subscription service headed by author and analyst George Friedman, says. "The country`s most senior mufti called for suicide strikes against allied forces in Iraq, and Syrian President Bashar Assad said in an interview with a Lebanese daily that the country would not wait until it becomes the next U.S. target." Stratfor acknowledges there is "no evidence to suggest that the Syrian military is about to get involved in the fight in Iraq." Texas-based fund manager and financial author Joseph Duarte, who tracks Stratfor and other market intelligence services, says the media is ignoring the Syria development, preferring to focus instead on less important matters regarding the Iraq war. "The major media is focusing on the potential negative sentiment against Defense Secretary Donald Rumsfeld, and in doing so is once again missing a significant set of dynamics which could have devastating effects on the war and global markets," Duarte, of River Willow Capital Management, says from Dallas. "The U.S. is on the verge of facing a major set of potential problems and needs to move its timetable forward on this war and secure Baghdad as soon as possible." The author of "Successful Energy Sector Investing" tells me Friday that the prospect of a long war introduces scenarios such as Syria that investors have yet to factor into the rally that moved stocks, and the dollar, higher in the conflict`s early going. "If Syria is starting to stealth its way into the war on the side of Iraq, and al-Qaeda is fighting alongside the Iraqi irregulars as reports seem to indicate, this has the potential to cause major problems for the U.S. and the markets," Duarte says. "An attack on Israel is a rising possibility. And the U.S. might be forced to use weapons that it had not intended to use, if indeed the worst-case scenario unfolds. The U.S. needs to move fast and end any doubt on who`s going to win this war, or the problems it will face will be disastrous." http://cbs.marketwatch.com/news/print_story.asp?print=1&guid… Vielen Dank, Amerika. Deine Weisheit, Deine moralische Kraft und Weisheit und die Deiner devoten Vasallen hat uns schon immer entzückt. |
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| aus der Diskussion: | Die amerikanische Verschuldungsmaschine |
| Autor (Datum des Eintrages): | landingzone (01.04.03 16:30:22) |
| Beitrag: | 3,106 von 4,262 (ID:9050282) |
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