The issue of SENSITIVE WAR was front and center this weekend. And,
the difference between Republicans and Democrats could not be greater.
It's really a matter of Hillary's View that: IT TAKES A VILLAGE, or
Dubya's Approach: WE BOMBED YOUR VILLAGE!
That's really it in a nutshell. Isn't it?
Should the GLOBAL VILLAGE be organized around cooperation and
verifiable trust?
Or should confrontation and unilateral conflict be the new norm.
Well, given that Dubya is pulling troops out of Old Europe and Old
Asia now, clearly the confrontational approach is running into some
manpower problems.
Dubya's first official act after winning re-election should be to re-
instate the Draft. Because, Dubya's unilateralist confrontational
approach is going to be labor intensive and expensive.
IF THE US IS GOING TO BE AT WAR WITH THE WORLD DURING THE NEXT FOUR
YEARS, THEN THE BOND MARKET WILL HAVE TO RE-JIGGER INTEREST RATES TO
TAKE HIGH DEFICITS INTO ACCOUNT.
IT'S JUST THAT SIMPLE.
TRUE, THE PLUNGE PROTECTION TEAM AT THE FED CAN DO SOME HEAVY
LIFTING, AS THEY ARE IN THE MARKETS TODAY, BUT EVEN PLUNGE PROTECTION
HAS LIMITS.
This notion that the market is "rallying" today because of the
massive Hurricane Damage in Florida;
And the re-election of Castro's Buddy and SoulMate in Caracas is a
little nuts.
And, this notion that Oil "dipped" from early morning new record
highs is a thin straw to float a rally on! Weak!
But hey, the market was a little over-sold too.
BUT REMEMBER, SELL ALL RALLIES!
