Hello Maurice, Today is another GUDD day. The Japanese central bankers is fighting courageously, expending Sake-2-Bottles(S2B)’ is a ferocious effort to raise the USD against the persistent dilution action of professor Bernankaput , so that S2B exporters using Wang-3-Cup (W3C)’s factories can continue to exploit Joe-6-Pack (J6P)’s balance sheet and extract J6P retirement equity before S2B’s retirement pool runs dry and before W3C loses patience with its ruling class.
In the meantime, Hans-4-Pitchers (H4P)’s Euro currency is rising beyond earlier expectations, dragging the Loonies and Aussies willy-by-the-nilly ever upward, as Maurice watch his NZD home equity gain trimmed back by USD cash crumble.
This state of affairs, the grinding of cash against money, and the tumbling of one fiat against another dictate, will likely continue for awhile, as the central banks, global investors, domestic savers and opportunists all blindly thrash out or mope in the dark, progressing from concern to elevated worry, then terror, and finally, eventually, panic.
BTW, there may be opt-outs, or at least counter measures, say, gold, perhaps, or Canadian gas royalty trusts, possibly;0)
In case you are interested in the royalty trusts, Message 18935539 , and if not, but in gold, I think I can run the model on mining/oil companies as well.
The model works best on business enterprises such as gas royalty trusts that is maximally transparent, distributing all its cash receipt, not as well on mining companies that retains much of its cash but still is only engaged in digging and off-loading, and not at all well on mysterious
activities such as Qualcomm and the like, those that distributes hardly at all, and spends much cash on things no investor can hope to understand, operated primarily for the benefit of management, and employees, and customers.
Here is a whole list of the good enterprises and possibly good efforts;0)
achamchen.com
Chugs, Jay
Aggregation for own purpose [KEY WORDS - CANADIAN ENERGY TRUST STORY]:
Message 18893065
Message 18909780
Message 18913301
Message 18932790
Message 18932833
Message 18933216
Message 18935539
Message 18937654 |
