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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (42729)	11/14/2008 1:24:27 AM
From: Night Trader	Read Replies (1) \| Respond to of 217823

Iceland precursor of UK? blogs.ft.com The UK shares with the United States of America the predicament that unfavourable fiscal circumstances make the wisdom of a significant fiscal stimulus questionable. In the US as in the UK the twin deficits (government and current account) severely constrain the government’s fiscal elbow room. Both countries need all the help they can get from fiscal stimuli abroad, in China, in Germany and in the Gulf. Beggars can’t be choosers.

To: TobagoJack who wrote (42729)	11/14/2008 3:13:39 AM
From: Amark$p	Read Replies (1) \| Respond to of 217823

your comment: "i would not think that they would do an open mkt operation as opposed to simply take the imf gold" What China will do is much simpler... They will buy most all the gold from Chinese domestic producers instead of this gold going on the open market. FWIW, this is similar to what Russia is doing to increase its gold reserves over the past few years.

To: TobagoJack who wrote (42729)	11/14/2008 7:39:40 AM
From: carranza2	Respond to of 217823

The growing resort to government bailouts in the US also raises the key issues investors need to focus on over the next year. This is when the current strong-dollar deleveraging, deflationary trend morphs into a weak dollar, dollar-debasement trade; as a natural consequence of increasingly frantic American efforts to stave off a depression by transferring liabilities from the private sector to the public sector. There is no way of knowing for sure when that inflection point is coming since it will depend on the policy evolution from here. But the inflection point will be critical to gauge since every asset class will trade differently in a dollar-debasement world than in a debt-deflation strong dollar world. Right on the money, for the most part but I have some exceptions to the piece.. G&F does not seem to understand that US Gov't re-flation policies can go hand in hand with debt deleveraging. That is exactly what is taking place now and will take place, IMO, for at least a couple of years. A significant amount of the private debt being deleveraged has ended up on the books of the US Gov't so in essence has not been deleveraged, just transferred to the public sector, i.e., J6P and me. Deleveraging of private credit is healthy, natural, a good thing. The transfer of a big chunk of it to the public because it is feared is a terrible waste of resources. As far as inflection points are concerned, I think we have already reached them as it is clear that no significant corporate enterprise will be allowed to go bust. Interestingly, Bush is getting the message. His latest pronouncements suggest that he is tiring of the bailouts. Too little, too late and now that a free-spending Dem with his own political debts to pay to the corporate side is in power, do not expect a sudden turn to the Right Way. Our financial and political systems are closely tied. They depend on each other for life-support. Until they deal with each other at arm's length, we will continue on the slippery slope.

To: TobagoJack who wrote (42729)	11/14/2008 11:51:08 PM
From: prosperous	1 Recommendation Read Replies (1) \| Respond to of 217823

Its possible that Asian economies will eventually do better as Greed and Fear says; but currently they are tied at the hip with the rest of the world. The time to invest in Asia will be when they start thinking on their own instead of following a clueless leader and decouple instead of being in this synchronized dance rehearsal. When Greed and Fear groks this they can change their name to Freed and Gear :-) Inflation in India was at 13% in summer and now at 8.9%; the world is deflating fast; its upto the worldwide coordinated action committee to not step into depression, can we bet on these guys to do it? :-)