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

To: Haim R. Branisteanu who wrote (82337)	10/29/2011 6:16:27 PM
From: TobagoJack	Read Replies (1) \| Respond to of 218428

hello haim, re <<a quiz to be answered - two Titanic like ships move forward in debt laden "iceberg invested waters" who will hit an iceberg sooner, the US or the EU? Both economies are engaged in monetary alchemy of fiat money>> i agree that your question is one of a few that we need to try and answer, all the time until such time the truth reveals itself by happening. the other questions could be: (i) is it going to be inflation or deflation that does us in? (imo it shall be both, by repeat time / contagious geography / repeated but back n forth sequencing) (ii) what is the primary watch n brief topic that would give us a clue on how the europe vs America and the inflation vs deflation script plays out? (how astute the populations are in the geography. the more astute the sooner, and the sooner the better. the not-at-all is impossible) trying to guess at the answer re europe vs america and then steadfastly act on the guess in any single-minded way is not beyond our capabilities, but could do serious damage to our capacities even if we are right on the truth but wrong on the timing; so perhaps it would be best if we keep our zig then zag going and either do trend-following or do such following with a slight counter-trend anticipation. sitting mid-way between europe and america, i see that maybe there is a fine but material difference between what ails europe and infect america: (i) europe is leveraged, but mostly at the sovereign level, and require cut back, that would affect the personal level primarily given the nature of welfare and unaffordable socialism – the whatever tril economy would deflate by the amount the state cuts back on effective transfer payments – the deflation would not be uniform across the geography given the differences in savings, fiscal truth, and economic competitiveness (germany vs italy, etc) (ii) america is leveraged, but at all levels, and require cut back that would affect all levels – the 14 tril economy would ultimately deflate in real terms quite a bit, and across most if not all geography given the political union in place – am guessing, cannot know until we know if i must make a guess, i would guess that europe hits the sand bar first, before america hits the rocks, because it is easier for germany to say “no” to italy than it would be for connecticut to say “no” to california, and it is easier for asia to say no o the euro than to say “no” to the dollar. however, i also guess that in both europe and america, “no” is some times off yet, perhaps in 3-5 years in europe, and in 7-15 years in america. iow, there are quite a bit of “no” to be pronounced before we get on with the end-game per guess work. cheers, tj

To: Haim R. Branisteanu who wrote (82337)	11/7/2011 2:02:21 PM
From: elmatador	Read Replies (1) \| Respond to of 218428

Turkey Turning to the East. prospects for joining the EU stagnating, the country is reaching out to Muslim and Arab countries as an alternate form of political and economic support. Despite Turkey’s clear ambition to enter the E.U., Europe’s Christian-majority countries have repeatedly shunned the largest Muslim European country with chapter after chapter of new rules for entry. These same E.U. gatekeepers now seem to worry that Turkey is turning away from Europe after many decades of implementing social and cultural reforms. Having kept Turkey out of the European Union for so long, one might ask: Is the West justified in complaining? I don’t think so- thecrimson.com