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

To: Cogito Ergo Sum who wrote (101018)	6/12/2013 7:40:23 PM
From: TobagoJack	1 Recommendation Recommended By THE ANT Respond to of 219873

From: j Sent: Thursday, June 13, 2013 6:37 AM Subject: Re: great macro piece on Japan reflation apr 17, 2013 The "fiat money inflation" script says Aud is high because australia is 'sounder' than all others in comparison, with <30m population and a lot of stuff Japan shall not rise again because it is now well-in & all-in committed on a path to ruination. Its savings is what allows it to ruin longer. Cs is correct, that other central banks must and shall join the printathon, with net net aggregate wins attributable to the "basics" = "everything we know" - "fiat money inflation" effects, that which we count on even as we seek to game on "everything we know" "Everything we know" = - inflation of the east / deflation of the west - deadhand of demographics - what makes things tick - what makes things go tick-tock -----Original Message----- From: S Date: Wed, 12 Jun 2013 12:20:29 Subject: FW: great macro piece on Japan reflation apr 17, 2013 Cs strategy on apr 16, 2013 1) for boj to get to 2% inflation tgt, cs estimates yen needs to fall to $110..maybe 120 2) japan is #1 in terms of macro scoreboard 3) boj policy will force other cbanks to join easing 4) favored inflation trades in japan are: financials, exporters ane real estate 5) in global trade, it's a zero sum game (wen's opinion), but a rising japan is direct negative for korea which is a direct competitor, not necessarily china 6) boj expansion of balance sheet is 2x greater than the fed, relative to their own gdp; boj balance sheet will rise to 60% in 2015 vs 30% in usa 7) 56% of retail assetsa re in cash; only 10% in equities 8) cs increase japan overweight from 6% to 16% and downgrades continental Europe 9) a weaker yen is not only good for exporters but because japan is a net foreign creditor of 60% of gdp, a weaker yen will make japan's foreign assets worth more when translated back to yen. 10) look at the yen weakness move in apr 1995 to aug 1998 when it moved from 85 to 145; today's moved from 75 to 103 is very early stage 11) even in 2013, there has been huge record selling of Nikkei by domestics but foreigners are at record buying levels 12) usa seems to have accepted weaker yen as a stronger japan will bolster usa's ally against china? Japan is a short to med term macro long story; 1 to 2 year oppty but long term, the secular story is more bearish due to poor demographics, structural reforms, etc Sidenote: aussie dollar is 55% overvalued on a ppp framework, despite Australia being a net intl debtor

To: Cogito Ergo Sum who wrote (101018)	6/12/2013 7:45:19 PM
From: TobagoJack	Respond to of 219873

From: j Sent: Thursday, June 13, 2013 12:25 AM Subject: Re: [New post] Palladium - Not Gold? Re gold in 'bear' market, observe that the chart looks bad in the west, as wastrels sell gold, and keeps selling; Meanwhile the chart looks good in the east, as mom & pops & the new sovereign keep on buying, stacking, and hoarding the physical at widest ever premium to paper gold, And so gold does what it is supposed to and always did, moving from weak hands into strong grasp, and per fiat money inflation protocol of bad money (that be paper) chases out good cash (we call gold). Re-iterate recommendation: read the script, "fiat money inflation in france", then do per call of duty sounded once per so many generations. A macro mistake this time is for keeps. ------Original Message------ Subject: Re: [New post] Palladium - Not Gold? Sent: Jun 13, 2013 12:15 AM The fundamental of supplies is that pd is mostly borne of russia, always steady even when breaking up, and is either alluvial or byproduct, so extraction cost inconsequential Pt is mostly arising out of s.africa, soon to be failed state, and cost is hard as well as dedicated, w/ all mines producing at a loss. Some things are going to break after other thing hit the fan. So, amongst pt / pd / au / ag, we believe the astute blend and okay bouquet be 35 / 5 / 50 / 10. Buy and forget. An astute blend (40/50/10) of pgm and au / ag is the portfolio / non-digital and modulated way forward, should one very simply treat metals as cash, calibrated to the over-arching macro that is now and future. As and when gold goes up, after withstanding vicious attacks of the nsa kind, w/ courage and conviction, there would be no time to get 'in' for those out, unless they exhibit resolve heretofore lacking and therefore not to be expected when the call of duty sounds. Vindication shall be our just reward Moving the dial, an always clear and ever present goal. Amen ------Original Message------ From: S Subject: RE: [New post] Palladium - Not Gold? Sent: Jun 12, 2013 11:51 PM Swb says gold is in lterm, mterm and sterm bear mkt and any kind of rally has met resistance at right levels to reaffirm bear mkt. Palladium interestingly is in medt and lterm bull mkt. sterm no signals. Someone needs to talk about fundamentals of supply/demand and px tgt. From: P Sent: Wednesday, June 12, 2013 8:48 AM Subject: Fwd: [New post] Palladium – Not Gold? What you think? From: Armstrong Economics < donotreply@wordpress.com> Subject: [New post] Palladium – Not Gold? Date: June 12, 2013 5:33:02 PM GMT+02:00 New post on Armstrong Economics Palladium – Not Gold? by Armstrong Economics Palladium has been the one precious metal that everyone overlooks. There is a serious shortage and the production is about 2.2 million ounces compared to 1.8 million for platinum. This is one commodity that has a completely different chart pattern and may be the best of the lot in the years ahead. Read more of this post Armstrong Economics \| June 12, 2013 at 11:32 am \| Categories: Uncategorized \| URL:http://wp.me/p3uZPo-3ds Comment See all comments Unsubscribe or change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: armstrongeconomics.com