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


To: carranza2 who wrote (88399)3/25/2012 2:48:47 PM
From: teevee  Respond to of 218073
 
Because now that the permabullish bubble has popped, woe to the market unless the Consortium of Chairmen does not step right back in, and further 'expound' the already exponential chart of central bank balance sheets...

Lesson #1: never bet against the Fed

Lesson #2: Bernanke and other central bankers must continue to print money to buy sovereign debt from national banks as it comes due, or the CDS will be triggered which would likely collapse the global financial system. Central bankers will however, continue to throw private capital hedge fund bond holders under the bus.

Lesson #3: the Rule of Law - those who rule, make the law, interpret the law and adjudicate the law

Welcome to the next bull market as investors buy stocks as the best way to hedge against the inflation that accompanies the ongoing money printing....



To: carranza2 who wrote (88399)3/25/2012 3:18:32 PM
From: KyrosL  Read Replies (3) | Respond to of 218073
 
It's almost a miracle the economy is doing as well as it's doing without housing. Every other post-WWII recovery depended heavily on a surge in housing.

One reason for the seeming miracle is the surge in oil/gas production, where for the first time in many years we are actually producing more oil in the USA every year, with imports dropping fast, and are self-sufficient in NG, with prices at generation lows. Chemical manufacturing is undergoing a renaissance based on feedstocks that are much cheaper than in Europe, Japan, and China. The "NG as transportation fuel" industry is in its infancy but destined to grow soon by leaps and bounds. Housing may be about to bottom, and if it does, watch out above.