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"As for Al Queda not striking..."


http://www.bloomberg.com/apps/news?pid=20601087&sid=aF83...


combine that news with the following mindset:

http://english.aljazeera.net/news/middleeast/2008/09/2008913...
http://www.ynetnews.com/articles/0,7340,L-3597638,00.html
http://www.turknewspaper.com/haber.php?haber_id=174

and I say the situation is ripe to go from Demand Destruction to Supply Destruction. From the little I know about the Middle East, I expect very bad news to come out of this area of the world as it concerns oil supplies during the next five to ten years.

Obviously, you can't invest solely on this type of speculation but this is a risk that is only reflected when there are major headlines coming out of the area. The problem is that when and if the major supply disruptions occur out of this area of the world, there might not be any advanced warning.....sort of like a terrorist attack....



Rob S
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