SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : A Jackass, his PAL(indrome), and GOLD -- Ignore unavailable to you. Want to Upgrade?


To: SOROS who wrote (1130)4/9/2003 3:41:02 PM
From: Jim Willie CB  Respond to of 1210
 
wait til longterm rates rise, despite lower shorterms
this will truly unnerve not only the public
but the Federal Reserve
they will have to print money and subsidize the TENS
the Yield Curve will turn upward sharply, indicating upcoming price inflation

I have to admit being wrong about an Inverted Yield Curve
I mentioned this on a few occasions last autumn and winter
we will not have that signal on recession

instead, we will have signals for INFLATIONARY RECESSION:
inclined yield curve, rising CRB index, falling dollar, rising gold, with droooopy GDP, lousy job market, extinct capex, rising production costs, rising energy costs, rising import costs (soon), accelerating bankruptcies, and steadily increasing layoffs

then you will see an exodus from both Trez Bonds
and REAL ESTATE
and of course DOW stocks
(these are the safe havens, which will be rattled)

they are the two remaining targets of K-Winter
so far, GreenTesticles has delayed this inevitable
numbnuts actually believe these asset groups are safe
K-Winter does not operate on a calendar schedule
but rather an event schedule
K-Winter spares not a single debt group !!!

I have said for over a year that GreenScrotumFace will be reviled and villified and demonized
just give it time
with Trez and Real Estate having run for two years, and interest rates bottomed out near zero...
HE HAS NO MORE OPTIONS OR AMMUNITION

he does claim to have more hidden weapons, like adding liquidity, subsidizing bonds, mortgbonds, and stocks, but once word is out on such activity, the free markets will morph into controlled killing fields

/ jim