Tuesday, September 25, 2007

Contrast and compare

Silence and Panic
One of India's top ranking generals assigned to liaise with the Iranian military recently returned to New Delhi from several days in Tehran - in a state of complete amazement.

"Everyone in the government and military can only talk of one thing," he reports. "No matter who I talked to, all they could do was ask me, over and over again, ‘Do you think the Americans will attack us?' ‘When will the Americans attack us?' ‘Will the Americans attack us in a joint operation with the Israelis?' How massive will the attack be?' on and on, endlessly. The Iranians are in a state of total panic."

And that was before September 6. Since then, it's panic-squared in Tehran. The mullahs are freaking out in fear. Why? Because of the silence in Syria.

On September 6, Israeli Air Force F-15 and F-16s conducted a devastating attack on targets deep inside Syria near the city of Dayr az-Zawr. Israel's military censors have muzzled the Israeli media, enforcing an extraordinary silence about the identity of the targets. Massive speculation in the world press has followed, such as Brett Stephens' Osirak II? in yesterday's (9/18) Wall St. Journal.

Hmmm ... seems somebody with an awful lot of money has put some markers into play in the stock market, betting on an enormous drop in share prices with 4 weeks of 9/4. We’re talking 50% or more, or that somebody is going to be out a whole huge lotta money - about 700 MILLION DOLLARS (damn, we need a Dr. Evil emoticon for moments like this!)

Now, this has happened before. Once. Just before 9/11. Yep, the terrorists went short, and made a fortune when the market tumbled.

The entity or individual offering these sales can only make money if the market drops 30%-50% within the next four weeks. If the market does not drop, the entity or individual involved stands to lose over $1 billion just for engaging in these contracts! Clearly, someone knows something big is going to happen BEFORE the options expire on Sept. 21.

I slog through the blogs so you don't have to. WHAT was up Sept 6, 2007? What was accomplished? Probably much. We will never know for certain. Read them both.

No comments: