Sarissa Resources, Inc. (SRSR) Message Board - Msg: 28088972

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Gold/Mining/Energy : Sarissa Resources, Inc. (SRSR)

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To: Zilyunz who wrote (753)	4/18/2012 2:04:11 AM
From: sense	Read Replies (1) of 3448

I've often enough written about issue of "geopolitical risks"... and the basic necessity of having a diverse enough supply of things that the global economy is dependent upon... that single point supply risks are obviated. A lot of people have not been paying much attention to the shifting political winds in South America, I know... including that the changes in Brazil, recently, are likely to... follow trends elsewhere... If you've not noticed... Argentina has been veering hard left... and tanking their economy in the process. They're making noises over the Falklands, again, in a parallel attempt as that a few decades back, to use the nationalistic saber rattling as a distraction from their accelerating economic failures. This week... they've gotten a bit more aggressive in showing where that political wind blows. Here's an timely example of regional "geopolitical risk" being realized: Incensed Spain threatens Argentina after YPF seizure Think that can't happen in Brazil ? We hear a whole lot of media noise about Brazil's booming economy... but, the stark reality is that the vast majority of Brazil's trade now still consists of oil exports... and iron ore exports... which together dwarf the rest of their economic output in trade... and the issues Brazil faces, now, include not only a new government that has shifted quietly to the left, just as Argentina did a few years back, but the same political drivers in the region that includes the sorts of influences apparent in Venezuela, Boliva... and now Argentina... along with the changed social and political expectations that come along with them...

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