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

To: TobagoJack who wrote (55331)	9/22/2009 6:51:43 AM
From: Snowshoe	Read Replies (1) \| Respond to of 219782

Gidget to speak on Wednesday. Safe play would be to discuss Alaska's current trade with Asia plus future potential. As best I recall we're the only US state to have a trade surplus with Asia: fish, timber, coal, natural gas, air cargo refueling, petroleum consulting and service, aviation technology, tourism, gold, reindeer antlers (Arctic Viagra to some folks <g>), etc. But of course they're egging her on to hit the controversial political themes... ;) Palin to speak about China in debut speech in Asia news.yahoo.com "We have asked her to address US foreign policy, to discuss her views on governance, healthcare, and of course, China," Jonathan Slone, chief executive officer of the Asia-focused brokerage, said in an interview with AFP.

To: TobagoJack who wrote (55331)	9/22/2009 11:44:06 AM
From: KyrosL	Read Replies (5) \| Respond to of 219782

who in the world is going to finance the US budget deficit of US$1+ Trillion next year US savings has gone from 0% to 5% of GDP in a year. If it goes up to 10% in the next year, the answer is: US savers.

To: TobagoJack who wrote (55331)	9/22/2009 5:00:38 PM
From: Haim R. Branisteanu	6 Recommendations Read Replies (3) \| Respond to of 219782

Some news - first I was watching who is buying newly minted treasuries and to my surprise rightly or wrongly CB's around the world are piling into US Treasuries for whatever reason including supporting their exporters. Second for what ever reason the FED is discussing and preparing to launch REVERSE REPO auctions which will drain liquidity from the markets Any one and his cabdriver or shoeshine boy is short the USD v any other currency - this smacks as a time for a reversal in the FX markets IMHO it is about time to start to loosen up on short USD positions and find some other combination / crosses In mid-February this year when I recommended BRL, AUD, CAD and even EUR most “professional traders” where preaching me about EU banks and S. American banks balance sheet, third world loans and so on - yada yada – now same guys are piling up into the same currencies as if they will go to the moon – time to rethink the strategy – the music will stop very unexpected!! Stock markets are in GAGA land and I anticipate a 5% to 10% correction which would be in place at those levels - all the bears are in hiding - shorting stocks is not even mentioned - this summer every idiot going long made money - time for "give backs" is arriving

To: TobagoJack who wrote (55331)	9/22/2009 6:59:17 PM
From: carranza2	Respond to of 219782

If that is true, then who in the world is going to finance the US budget deficit of US$1+ Trillion next year, especially if China becomes a net seller? There will be monetization, of course, but there will also be tax increases and purchases by individuals as they save more. Long bonds might become more attractive to about-to-retire boomers seeking safe havens. They may become popular if there is some sort of a tax break to individuals associated with the purchase of Treasuries. Same result if TIPS become more popular as inflation increases, which I think is inevitable..... someday. But, no, monetization is definitely not the only option. I just keep reminding myself that no fiat currency has ever survived for any substantial length of time. The reason, of course, is the temptation, so far unavoidable, to issue just a tad bit more of it. Fiat currencies in the hands of irresponsible policymakers is the equivalent of letting a teenager drive a Ferrari after pouring whisky down his throat. They are OK if in the hands of folks like Volcker and Peterson, but how many of those luminaries exist?