Some in n out
From: G
Subject: Re: granville: dow to drop 4000 points
Date: Thursday, January 26, 2012, 7:27 AM
maybe.
yesterday of course was a zimbabwe party and a slap of some kind, with force, in the faces of the top callers, even gartman looked very very good.
it is still okay, none the less, to ask if this airbus 380 stock market is sincerely airworthy with so many in authority saying, it is.
apple is well on the road to being worth an entire year of USA gdp, up there in the nose cone of the marketcraft, to say the least about it, which combined with facebook, netflix, google, and whateverooggles, makes you wonder if there is some kind of air-gap between throwaway devices and interfaces (both software and hardware) and the most powerful man in the world talking about something like a "manufacturing" renaissance while plundering any incentive at all to invest in it, even if such a renaissance could be so.
the chinese stopped printing (at least publicly) at one point, because the electrolytes were short circuiting due to a growing and chronic inability to afford the basics of life, food. and then housing, and now soon to be savings for the new millions of elderly who have no children (another policy not totally well thought out) to support them.
the ebb and flow between the laws of numbers and the screams of both the rightously and correctly indignantly plundered were not heard in Zimbabwe, but, thus far, are still heard in many other places where policy gets changed momentarily, as if the leadership were figuratively replaced, until they come back in new clothing to do again, the very same things.
you suggest marc faber is saying buy the zimbabwe stock market, and he suggests, not because he likes it all that much, but because the massive forces of delevering will not shake the most obvious places, like stock markets. he is also been known to change his mind and most times unexpectedly so.
sentiment yesterday was clearly "all in." and it was, to say the least, clearly emotional.
and some kind of greek victory would put it all over the top with a chance at a brand new bottom.
of course none of this has much to do with the mundane business of business, but who cares, right?
excuse me, while I break off for a Davos moment wherein the third dimension meets in the alpine quiet. there is no quiet quite like it, so quiet, that the smallest sound gets heard everywhere at once, and where anywhere else, it is called noise.
From: J
Subject: Re: granville: dow to drop 4000 points
Date: Thursday, January 26, 2012, 6:56 AM
At some juncture even brain-dead fund managers and brainless allocators shall have to address the gold imperative, and answer the call of duty or lose their jobs.
As university of Texas is advised by trustee bass, the bass and such must also already be allocated to gold.
I know three half-billionairs allocated @ 50+% to gold, and I hardly know anyone at all.
I say, Message 27906863
Sent from my iPad
On 24 Jan, 2012, at 5:02 PM, G wrote:
yes.. quite possiblly on the QE. could go either way to my thinking. depends on how it drops, for example as to the timing of qe. by the same token, such a correction will show, for the second time, qe was an utter failure. i imagine there will be a great deal of political screaming and yelling team USA style with now, the added participation of the electrolytes.
yes, thanks for that. saw it earlier on the thread. even if they bring the money back.. i'm not quite sure, and in the face of greece going fish belly up, if that's enough money for much of anything. italy has 1 trillion plus to face, and they've barely scratched the dirt on how to revamp it all or get the real taxpayers to pay, and all the rest.
maybe somewhat more interesting.. from that.. i've had a working theory of late that huge giant money could care less about stocks, including those italiens.. real estate, gold, cash, minor equity, art, wine and whatnots. i.e. they are OUT. 100's of billions not playing, and out with long dated investments like 60 million dollar paper sheet sized art and real estate and so forth. committed out. not temporary out. marc did not disagree with me, when i suggested this was in fact, quite bearish, not bullish... which means he also agreed that his weightings of 25 cash 25 equity 25 gold and 25 real estate, was also bearish. which is very interesting.
because if he is getting on television and saying he's bullish....... unless everyone looks at his PF, they think he's 100% bullish. when in fact, he is 75% bearish, 25% bullish. LOL.
J
From: J
Subject: Re: granville: dow to drop 4000 points
Date: Tuesday, January 24, 2012, 2:39 AM
Mama. I have no reason to not believe him.
Except that the first 1000 pts drop would trigger qe3. The second thousand pts would trigger qe3.5.
Also watching the Iran situation.
And ...
This is money-good info from none on the e-mail thread but buddy who is again gunning to manage big money as he once did
http://www.siliconinvestor.com/readmsg.aspx?msgid=27901098
Sent from my iPad
On 24 Jan, 2012, at 3:55 PM, G wrote:
http://www.bloomberg.com/video/84758540/ |
