Thursday, June 15, 2006

More Thoughts on How Bird Flu May Change Our Lives

There were a few things I left out of my previous Bird Flu article that I remembered later that may effect many of us to some extent. When traveling some of us may want to wear masks while on airplanes, bus terminals, waiting rooms, hotel lobbies-this happened with SARS remember-it was commonplace during that time to see everyone wearing masks in the countries that were affected.
I think that the initial immediate losers would be airlines, luxury goods, hotels, travel industry. And the winners would be the pharmaceutical industry, biotechs, especially those who were working on the development of vaccines, hospitals and cleaning supply companies and medical supply companies.
You will see investors moving more into the bond market as a safe haven and out of the equity markets.
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