Are we near a new war?

In an economy, there are some sectors that benefits from war, like: equipment manufacturers, from planes to boots, from food to fuel!

Iranian - British fight because of waters, it is reminding us about some old memories:

• The kidnapping in mid-March of 15 British sailors, and the parading of them on Iranian television, was first played down by the British government, in an effort to encourage Iran to set them free without losing face. Now the situation is beginning to look more like the American-hostage incident in 1979, when over 60 Americans were held in their diplomatic mission in Tehran, Iran’s capital, by Islamic extremists.

We are near a possible war, after this remark: President George W. Bush said Iran's seizure of 15 British sailors and marines in the Persian Gulf is ``inexcusable'' and the U.S. stands behind the U.K. government in its attempts to resolve the standoff.

Stocks to watch, especially in a bear market: Lockeed-Martin, Boeing, Northrop, Exxon-Mobil, Chevron and gold!

But, we will continue to watch internet stocks and healthcare business.

Oil: after the boom

In last 5 days, the oil and gas industry index loosed 5%. Think about 5% of Chevron, Exxon or Shell. It is too much.

We think oil will continue to be the major energy in next decades, no matter the global warm will attack ourselves. Some of the mentioned behemoth will benefit from other new energies, even if they need to buy new energy companies.