Sunday, January 30, 2005

Long Waves Come Crashing Ashore?

Isn't there a song..."never on a Sunday a Sunday...yada yada dah..."Just like our parents who didn't do this or that when we were little.....you put that aside forgive and move on or you never do.

I spoke my mind about Bush,I felt the way I did then.....I now look forward, maybe not liking the deceit, but the ends to those means.As the Iraqi's stared down death and threaths and fear and said YES to a voice and NO to terror of the few over the many.Do we want to pilfer their natural resources? do we have alterior motives? debate that but not the turnout, not the desire of any opressed people to rise above thier tortured past.

Wouldn't the N.Koreans like a voice in their country? to be PART of the global economy? to have individual rights? BUT we won't go in there.Send a few missles in.....or bust down the damn door? I suppose Bush HAD to cover up his real reasons or he would not have been able to do what he has done.A LONG way to go, but much of the world criticism must melt away in the face of the Iraqi voice.WILL the markets see this as a winner? as clear sailing ahead? No one day rally won't answer that....but more chance with wind in pushing the sails, then swirling around directionless.

I don't see how any sane person for at least a day couldn't see what is happening as positive.Country was in LOCK DOWN mode, when that is eased, we may see more violence, and the old guard is many still.IS THIS VOTE a vote for democracy or a vote to allow Iraqi's to vote OUT AMERICA? will we hear from the people as to why they voted and what they want?Is the VOTE actually a victory for the potential of another Fundamentalist state? Wouldn't that be a victory for the wrong reasons as seen by Bush?He has said the US will not allow an Iranian style State, but WHAT IF that is what the "MAJORITY" wants? Isn't Democracy the ability to choose? as well as allowing the individual to retain his or her rights of freedom?We see the beginning today, not the end, with the toughest test ahead to build a concensus which includes everyone....not an easy task with such diverse groups with potentially differing wants.

Papa has always said he would rather be BULLISH any day of the week, I have posted my feelings of not my wishes but of the reality I see.No, I am afraid when the smoke clears, we will have to look hard at ourselves and begin healing our own world, one abound in malinvestments and savings none.Seeing monies that might not be diverted toward war and Iraq would be a positive thing, but $100 Billion PALES in comparison to the unfunded liabilities in the 10's of $trillions.....of which SOMEONE'S will have to eventually pay.

A Government that is now beginning to take some punch away from punch bowl, and a slowdown here is inevitable.....but I am uncertain when the arkets will begin to show us our folly.IF VOLUME and BREADTH increases, and the momentum follows through.....good vibes beget good vibes.....could carry through the end of the good 6 months of markets.IBM INTC MSFT AAPL GE EBAY, the giants have all done what they could, but ALL have led to narry a rally.....this I observe is troublesome.SO as I ponder all the things I do, al we need do is hear the voice of millions voting in the markets.....for a time at least we might forget we are at near an end of an historic expansion in credit and debt....st some point the pendulum will swing the other way to contraction....not a damn thing I/we say or do is going to stop the long waves from crashing ashore.

IMHO

Duratek

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