Global Thoughts Update July 4, 2001
Middle East I find myself skimming the daily news more so than reading it. Nothing has happened to change my opinions that I have stated for the past half year. (I have left my 15 May article up on the
Middle East I find myself skimming the daily news more so than reading it. Nothing has happened to change my opinions that I have stated for the past half year. (I have left my 15 May article up on the
Middle East I know that people are expecting some globalthoughts on all this Middle East stuff but I really don’t have much to add based on my recent trip. It’s a pretty hopeless situation. Leaders of countries are popular and
This short article is designed to answer questions I am receiving as to why the US stock market is acting the way it is and what must happen in order for things to get better. The reason the several cuts
The defeat was first and foremost personal to barak and a punishment for his betrayal of those that voted him into office. it was also meant to be a punishment of sorts by centrists and Labor supporters to the palestinians
Egypt has shifted to a more cooperative mode viz. the United States after Mubarak learned the tough way that you can’t play both ends of the game and win (see 23 October report). The anti-West crowd aimed its guns at
There appears to be a growing retro-trend in the world that the rule of countries is best kept within families. Besides Bush, note Syria’s Assad; Jordan’s Hussein; Egypt’s Mubarak; Morocco’s Hassan; Libya’s Khaddafi (to his daughter); Congo; Iraq; North Korea;
In case you were wondering, here’s a list of Stuff Ivan Monitors. I’m interested in knowing what else you think I should be reading. Dailies New York Times Wall Street Journal and Dow Jones Newswire BBC World Television Stratfor Intelligence
Markets: Early jumpstart in January due to relief that Y2K went OK and in anticipation of a good first quarter with sales of pent-up demand goods such as PC’s; markets will head south late January in anticipation of a fed
American Presidential Situation — Neither Side Wins In the End Given the split legislature we have elected, I project that Bush will be better to deal with Congress. He will seek consensus and get bills passed. Gore will be self-righteous
Historically, bad news comes to light after elections. There are few stories and events waiting to surface that could have a material effect on world markets and the general mood. 1. Banks are heavily lent to telecom companies, whose shares
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