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


To: carranza2 who wrote (85565)1/4/2012 8:53:21 AM
From: prometheus1976  Read Replies (2) | Respond to of 217979
 
And that positioning is on a macro and global outlook...i am wondering if perhaps a mini micro would be good since few of us here are forced into the global arena by the size of our accounts..

A small hotel in the Philippines , or perhaps some real estate or going concern in Punta del Estes,perhaps a suntan lotion application service?..http://www.youtube.com/watch?v=_5fgsxe8GM0&feature=related

regards,p1976



To: carranza2 who wrote (85565)1/4/2012 11:49:52 AM
From: Gemlaoshi  Read Replies (3) | Respond to of 217979
 
The trenchant testicle-testing question is this, IMO: in a deleveraging cycle, one btw you and I have never seen, can or will the CBs print enough to reverse it?

C2,
A second part to your question is, "should the CBs print mucho paper in order for the soverign to assume the leverage that is being shed by the private sector?"

As you point out, deleveraging is necessary and must take place. Do we allow the private sector to delever its bad bets (and individual entities collapse), or do we create a larger problem by multiple QEs as the CBs assume the leverage that should have been cleansed in the private sector?