Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Real Man who wrote (37555)	4/25/2011 8:17:50 AM
From: carranza2	Read Replies (1) \| Respond to of 71475

Right. The big corporations are awash in cash. Huge amounts of it. They don't need financing. AAPL I think has $100 billion in its coffers. How does a bank justify loans to risky real estate investors in this day and age? Many of the regional banks are operating under consent orders.

To: Real Man who wrote (37555)	4/25/2011 8:22:48 AM
From: carranza2	Respond to of 71475

caseyresearch.com

To: Real Man who wrote (37555)	4/25/2011 8:39:50 AM
From: carranza2	Read Replies (2) \| Respond to of 71475

Seems like a near-certainty that in view of the USD slide, Bernanke will show some testicular fortitude and send a signal suggesting less QE or even end of it, which should tank commodities and the stock market and raise rates. Of course, more QE will take place in the poop-storm which will follow. IOW I agree with Casey and all those who suggest a pause in QE followed by more of it. An opportunity and a lot of risk there. Probably a good time to unload speculative positions, miners, etc.