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

To: carranza2 who wrote (67682)	10/31/2010 2:30:32 PM
From: Hawkmoon	2 Recommendations Respond to of 218079

Haven't followed the PRC's printing, but I really cannot see how global deflation can possibly result from its over-printing. I think what TJ is trying to say is that China had a huge stimulus back in 2008, that exceeded that of the US on a percentage of GDP basis. But more importantly, the fact that they have been pegging the Yuan to the USD (or at least closely following it down), on a global basis, is creating price deflation of THEIR manufactured goods against non-USD currencies. So China, like the US, is paying more for commodities and raw materials, which on a domestic level is inflationary and props up GDP, but they are selling them to markets (other than the US) where currencies are appreciating, therefore deflation. But where I concerned is not so much with creation of money supply, but actual velocity in the monetary equation. disciplinedinvesting.blogspot.com en.wikipedia.org Velocity represents actual demand for that money supply. The Fed can pump it up all they want, but if their pump-priming can't keep pace with the drop in velocity, they will find themselves behind the monetary/economic power curve. That's why, IMO, all of these stimulative measures are likely doomed to fail, or underperform expectations, because they do not properly address economic (consumer) demand. We cannot have a credible economic recovery without unemployment decreasing. We cannot have a recovery without a debt de-leveraging and/or reset/modification. People who are continuing to pay for assets that have devalued faster than their payment schedule are not going to be creating demand anytime soon. I still think there is more threat of deflationary forces seizing control than inflation. And since deflation represents economic de-leveraging, and declining monetary velocity, it could be that gold is currently overvalued against inflationary expectations. But again.. that's assuming the Fed is running out of bullets. Right now I think the Fed is going to be focused on the MBS mess, and is going to be required to buy TBTF owned Treasuries so they have a source of fund for "push-backs" on these fraudulent MBS mortgage notes. The MBS fraud has the potential for unleashing the next major bout of de-leveraging and reduction of monetary velocity. Hawk

To: carranza2 who wrote (67682)	10/31/2010 10:34:53 PM
From: TobagoJack	Read Replies (3) \| Respond to of 218079

could not make this up if you tried.....really..... so i am told, just in in-tray frbatlanta.org A Return to Jekyll Island: The Origins, History, and Future of the Federal Reserve Federal Reserve Bank of Atlanta and Rutgers University November 5–6, 2010, Jekyll Island Club Hotel, Jekyll Island, Georgia

To: carranza2 who wrote (67682)	11/27/2010 12:48:11 PM
From: Haim R. Branisteanu	10 Recommendations Read Replies (2) \| Respond to of 218079

I have not posted for a while as I do not have much to add to my previous posts, or post something meaningful write about It is unfortunate that the stocks, currency and commodities markets got so entangled into a huge gambling casino controlled by the few big financial institution that manipulate the markets and spread false rumors that confront logic that every logic approach to investing is out of the window. This forced me to convert from a position investor to a trader which I hate as I am churning my portfolio to adjust positions continously. Increase volatility benefits only the gamblers and not the investors. Gone are the days where research, logic and proper positioning made sense, all is now moving based on the wimps of the big financial institutions and the Central Banker. The politicians also entered the fray with their self-interest statements based on re-election slogans that make little sense in the long run. Gone are the days where hard work and preparedness gave you the results – the casino request constant attention and adjustments to ones positions. The US was cursed with a President that is no leader, is sold to the Financial Institution and jet-toning out every one that does not obey the wimps of Wall Street. Paul Volker had some good ideas which were tossed out as had others in the offcialdom - non that where inconvenient to WS were adapted. The blood sucking parasites populating the financial institutions go about their pillaging practices as usual, enriching themselves on the expense of those hard working people around the world There was a golden opportunity to punish harshly trim back to the true size WS financial institutions and recover the ill received moneys form WS workers. Unfortunate, BO failed to do the right thing and therefore, the US transcended from a loved nation to a nation which is despised in the eyes of to many people and nations around the world. BO administration is the biggest insult to the American nation and only few get it. The big question is who will replace him and how soon, as his thinking and judgment, which in his eyes is the “right thing to do” have a disastrous effect on us all. After writing this I would admit that I am very unhappy at the fact that the substantial amounts of money I must give up as capital gains, which moneys, I know, is wasted by the BO administration and is not making the US a better place to live.