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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: steve susko who wrote (26211)	1/10/2010 6:44:25 AM
From: Real Man	1 Recommendation Read Replies (3) \| Respond to of 71426

Despite this, usdcrisis.com we technically do have some fiscal room before we hit the wall, unlike UK and Japan (However, fiscal problems elsewhere could affect us, the markets are global) The reason is that long term liabilities don't matter until they become a near term problem. That said, I see a problem funding $1 Trillion plus budget deficit - in the absence of foreigners - in the absence of the Fed (Starting April 2010) Who else has a Trillion dollars? Who funded the stimulus in 2009? The answer is, the Fed, by printing and buying junky MBS, which banks swapped for new AAA T-bond debt. I am looking for a potential turn into W between now and April, watching interest rates. If they start RISING fast, head for the exits/short the markets. For the most part, I see problems arising by this Summer, when the government mortgage support runs out in April. Is the stock market forward looking? Nope. The pricing mechanism is screwed up by printing and derivative/trading bubble. So, they might not drop at all and, in fact, run higher, then crash when liquidity hits the wall. BWDIK?