We are getting confused about the situation in the Middle East. We know for sure that the Libyan rebels are the good rebels – Hillary and the NATO nations have told us so.
The fact that photos show the rebels to be an undisciplined, confused mob (rather like the Occupy Wall Street crowd, now that we think of it) is irrelevant. We think it may be because Col. Ghadafi (remember him?) welcomed the Lockerbie bomber with open arms and probably bribed some Scots and English to spring him from his prison in Great Britain. Wonder where they are now?
The good rebels in Egypt and Tunisia were cheered by the Western nations, some of which did their cheering a bit nervously. We have heard no opinions expressed about the Syrian rebels, but also no outrage that the Syrian Army has been killing them. Does that mean the Western nations are waiting to see who wins?
There were some sporadic efforts to topple governments in Jordan, Morocco, Dubai and Qatar, but those seem to have come to naught. It will be years, if not decades, before we find out what really has gone on there. Where the “protesters” good guys or bad guys? We don’t know, because the media and bureaucrats haven’t told us.
But what about the “bloodthirsty” (as the WSJ says) rebels of the Lord’s Resistance Army in central Africa? These are bad rebels. We know this because Pres. Obama has sent a massive U.S. contingent of 100 soldiers (and who knows how many Special Forces and contractors?) into that benighted region of the world to … do what? The LRA is doing dirty deeds in about five African countries – hmmm, that makes about 20 soldiers per country.
For the investment take on this mess, we suggest it may be a commodity play. There’s not just oil, but also coffee and cocoa, some precious metals, and probably other natural resources that Western nations want to get their hands on.
So, if the media tells us to be happy about an outcome, check what commodities that country is producing and place your bets, if you are so inclined.