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Middle East Crisis - Terrorism in Iraq/Turkey: how to trade it
13/06/2014 Summation Turkey has been hesitant until now, but it needs a new bargaining chip with Washington, and it also needs to carefully balance its relations with Russia, upon which Ankara has its own form of energy dependence. In the end, it will be the Ukraine crisis and the need for some delicate geopolitical rebalancing that opens up the Bosporus for a Turkey-Ukraine energy coup.
Brazil has enormous oil and gas reserves. That is what has led to many getting in the way as PBR has fallen out of bed. The problem is that de-risking those reserves requires enormous inward investment of both capital and technology. When corruption is endemic and the oil industry, as a state owned monopoly, is more of a political football than a business, those two things have been virtually non-existent. Even if Rousseff does hang on and win, the election looks sure to offer the possibility of a crackdown on corruption and an economic environment more attractive to foreign companies. http://us2.campaign-archive1.com/?u=ed58b19f2b88e4a743b950765&id=cf242cee9c&e=41e04eb3d1
You do what locals did in the Wild Wild West--- invest in some of the better mortuary businesses. As an added bonus, invest in the arms trade (call Sen. McCain's office and ask what's hottest in those sectors) and in beheading tools.
The morticians did a booming business in places like Dodge City and Tombstone. As for arms, hard to say. The Iraqi army gave up a bunch of our stuff we left to them. Now the ISIS has it.
The key is Turkey. If any harm comes to their embassy people, all bets are off.
Comments
Great topic johnN. How to trade? If in doubt, stay out.
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13/06/2014
Summation
Turkey has been hesitant until now, but it needs a new bargaining chip with Washington, and it also needs to carefully balance its relations with Russia, upon which Ankara has its own form of energy dependence. In the end, it will be the Ukraine crisis and the need for some delicate geopolitical rebalancing that opens up the Bosporus for a Turkey-Ukraine energy coup.
Brazil has enormous oil and gas reserves. That is what has led to many getting in the way as PBR has fallen out of bed. The problem is that de-risking those reserves requires enormous inward investment of both capital and technology. When corruption is endemic and the oil industry, as a state owned monopoly, is more of a political football than a business, those two things have been virtually non-existent. Even if Rousseff does hang on and win, the election looks sure to offer the possibility of a crackdown on corruption and an economic environment more attractive to foreign companies.
http://us2.campaign-archive1.com/?u=ed58b19f2b88e4a743b950765&id=cf242cee9c&e=41e04eb3d1
The key is Turkey. If any harm comes to their embassy people, all bets are off.