Zeev's Turnips Patch-No Politics (ZEEV)

[jrintl]

Zeev- You seem (scanning your posts) to not have great concern about SARS (effect on markets), but how does SE Asia (maybe rest of world?) fall out of fear trap (even if its no big deal). I can't see them overcoming this so quickly (fear of). How is world going to growth if high-growth Asia paralyzed- doesn't this spell recession coming? (maybe your dip in market coming up?)