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Politics : Welcome to Slider's Dugout -- Ignore unavailable to you. Want to Upgrade?


To: SliderOnTheBlack who wrote (6424)9/17/2007 8:01:20 AM
From: SwampDogg  Read Replies (1) | Respond to of 50501
 
you have had some good posts over the past couple of weeks
this one a little on the obvious side
just because they pump doesn't mean we don't dump



To: SliderOnTheBlack who wrote (6424)9/17/2007 9:14:18 AM
From: Arran Yuan  Read Replies (1) | Respond to of 50501
 
”Never interrupt your enemy when he is making a mistake.”
-- Napoleon Bonaparte


Exactly! Why major US debt hoarders are not dumping their holdings, not yet at least.



To: SliderOnTheBlack who wrote (6424)9/17/2007 11:19:22 AM
From: wildandwonderful  Respond to of 50501
 
Truth will prevail against the LIE.
Liquidity crunch has just started.
Intervention can only hold the hole in the dike so long.
Exports can only happen if we can buy.



To: SliderOnTheBlack who wrote (6424)9/17/2007 5:11:10 PM
From: pogohere  Respond to of 50501
 
Liquidity… as in money supply. Money supply that
is growing at double digit rates at 18 of the 20 largest
central banks.
Liquidity as in Yen-Carry Trade.

Intervention… Both the Fed and the ECB have
injected monetary steroids into the markets
and the
U.S. Fed now stands ready to cut rates. Cooperation
among global central banks has never been greater.
The BOJ and the ECB are now in pause mode. And even
though Japan is under great pressure from its trading
partners to raise rates, it is intervening in markets
to keep the Yen weak, in order to refuel the Yen-carry
trade and reflate global stock markets.


Up til now, the central banks have been expanding their money supplies. So let's look at M3, for instance. If it turns out that M3 includes credit and not does not truly measure liquidity, it would explain why the Fed doesn't produce the figure any more. You may not like the messenger, but ignoring the message could prove to be very painful:

globaleconomicanalysis.blogspot.com

Another way to say it would be that that what is deemed a well of liquidity may be a wall of leverage: articles.moneycentral.msn.com

Looks like the ideas presented here are coming to pass even as we speak: wallstreetexaminer.com

So there may be intervention, but if there is, it is no doubt intended to have a short term effect, because ultimately, the liquidity that would be required to cover all bets is missing.

The fact that so few names are associated with having doped out and profited from the depression of the 1930s suggests that even the big guys can misread the state of things.

A very astute trader who knows the real flow of funds could navigate this storm safely, but the unfounded ideas presented about liquidity--as opposed to credit--being expanded, suggest that few really comprehend what is going on.