The on going thoughts & musings (sometimes random, sometimes not) of Lumen Capital Management,LLC.
Here's something to chew on. This fellow at the Asia Times sees the war clouds gathering. I found out early on in the investment business that you can learn a lot by:
1) Looking at Maps
2) Following the Money
http://atimes.com/atimes/Middle_East/HA24Ak01.html
In the end it mostly comes down to oil.
posted by CR English at 5:05 PM
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