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.
Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?


To: Mannie who wrote (20535)6/16/2003 10:18:37 PM
From: Jim Willie CB  Respond to of 89467
 
my takeaway from Puplava rich set of wisdom nuggets:

"The real question is trying to find where those icebergs exist in a sea of heavy fog. My guess is that they reside underneath the surface in derivatives or on the geopolitical side."

ScootFace, every 2-3 months after a rachet down in interest rates, the entire debt-based system gears itself to that level in such a way as to extract some capital from the indebted structures

I think we will see eventually some unwanted nasty side effects which will be uncontrollable and inevitable
like imported price inflation from Japan
or like higher energy prices which might tend to lock versus the rising euro, and not the falling dollar
then we have some ugly derivative events, small at first, then larger, as the entire system becomes a tangled mess

anyone who expects all to sort out peacefully is living in a pure fantasy world
my best guess is the longbond becomes too difficult for the Fed to control
foreigners will lose their appetite for our debt issues

/ jim



To: Mannie who wrote (20535)6/16/2003 11:08:38 PM
From: Jim Willie CB  Read Replies (3) | Respond to of 89467
 
heck, I dunno how high this can go
the Fed has now just about assured that depression will be averted
but that only means ugly inflationary recession awaits (stagflation)

what is happening with real estate and stocks and bond market will have almost zero bearing on the real economy
that is a very tough conclusion to maintain and defend among the illiterata

remember: 90% of all economic analysis and forecast is utter bullshit
right now the real economy is being sucked dry by the phoney financially engineered nonsense going on out there

we could approach 10,000 Dow perhaps
the Fed could pump the Dow considerably from here
but you know? it in no way dissuades me from the gold bull story
not one bit
in fact, it reinforces a much larger gold bull

imagine all the mortgage bonds and treasury bonds and real estate equity whose vast (and now filling) capital pools will be diverted to gold in metals and miner stocks
the more that stocks are pumped up, the more that will find gold
the more that bonds are pumped up, the more that will find gold
it will all come back home to gold, my good man

/ jim



To: Mannie who wrote (20535)6/17/2003 12:06:08 AM
From: abuelita  Read Replies (1) | Respond to of 89467
 
scootie-

once i download my pictures onto pbase,
can i transfer them from there onto a cd
if i wanted to free up some space?

i guess what i want to know is can i safely
delete them from my flash card and not lose
them forever?

what a day it was today. this is how it
started:

C:\WINDOWS\Desktop\New Folder\june 16 2003.jpg
and

this is how it ended:

C:\WINDOWS\Desktop\My Briefcase\sunset - june 16th.jpg

ops - looks like i'm going to have to work
on this a bit <sg>

rose