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Babylon

02/28/03 10:26 AM

#81402 RE: Zeev Hed #81396

So it pretty much needs to be news driven for the change I take it, or a sell off in crude, continued weakness in the defense issues, gold, etc....? Thanks again.

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jrintl

02/28/03 10:31 AM

#81407 RE: Zeev Hed #81396

Zeev- Interesting model (possible no war)

On another thread, someone noted that defense did well in months before Gulf War, then faded right before outbreak. Maybe that explains it?

I think its hard to believe- given what we know- that the plan for GB et al was to "not fight a war". Thus, we are talking about a change of heart (based on circumstance, cost, etc.). Again, I see it a hard case to make. If anything, the one "dovish" voice on this Powell...has become (IMO) as hawkish as the last man. I think for your scenario to come to light, Bush needs to have a big change of heart, for I believe what he has reiterate (ad naseum) last months. After all, it is his call- although I don't see any of his advisors (proposing this), and GB is certainly one to rely on advisers

Got a daily forecast for rest of day? Did we just see the high?