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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (101651)9/5/2009 11:08:25 PM
From: Little Joe  Read Replies (1) | Respond to of 116555
 
Another weekend ruined. :)

I am amazed by the optimism I see in the press. What are they smoking?

lj



To: mishedlo who wrote (101651)9/6/2009 12:40:21 AM
From: Killswitch  Respond to of 116555
 
An interesting chart here showing how the Japanese stock market tumbled down shortly after each time the government stimulus packages peaked.

seekingalpha.com

From what I can piece together via Figure F at this link below it looks like our current stimulus package's peak impact on GDP will be in this quarter, Q309. So I suppose a stock market top could occur within 6 months after this quarter?

epi.org



To: mishedlo who wrote (101651)9/6/2009 2:12:34 PM
From: roguedolphin1 Recommendation  Respond to of 116555
 
Westpacific thoughts....
siliconinvestor.com

Posted by: westpacific Date: Friday, September 04, 2009 4:39:24 AM
In reply to: None Post # of 42028 [Send a link via email]

Too important not to post, even though I am finished on IH...

thefundamentalview.blogspot.com

I see Stevie posted this but I wanted to point out the DB move and how it relates into this blog post.

As you read this also contemplate why did DB close down their derivative based oil product DXO just this week!!!!!

Tell you; get out of dodge; this is gonna smack the big banks hard.

Let me add; I do not think it is the dollar that is going down; it should rally soon...the plan is to replace all FRNs with the new currency on a one to one basis. It is the FED and their FRNs and also all their trillions of recently created fiat that is at risk (talk of nothing to 2.5% exchange rate)! Do some homework on the new Basel III. You do understand it was Basel II that started this Bear Market to begin with; it is they that made Mark to Market for the banks that killed the balance sheets!

Basel is the BIS, 55 Central Banks and they are not real happy with our FED right now!

If the FED does not back down they may take them down and this all leads to a big war breaking out in 2010.

Not joking here.

Cannon shots are going off all around; connect the dots.

Also feel Gold is topping out and the dollar is bottoming...

West