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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (17774)

2/16/2016 1:35:06 AM

From: John Pitera

1 Recommendation

Recommended By
3bar

Respond to of 33421

the Central banks created a sea of liquidity and it was not fraud..... commodity were rising dramatically accross the board and asset prices of all types went up aggressively due to the perception that we were in the first 3 innings of a the hyper or at least a Great inflation.... that we will ultimately experience when we have significant global carnage in financial assets.

Was the raising of oil prices to $140/bbl "market demand" or was it a similar fraud?

another bit of the apple .... if you feel that the ownership and policies of the Major Central Banks of the world are engaged in a series of episodes of Creating Mind blowing booms and busts..... then one may well deem it as fraud if there are a "cognoscenti" of wealthy interconnected old money vested interests that are enabling booms and busts to continue to enrich the "Smart Money"

When the Rothschilds and the Rockefellers combined their family offices a couple of years ago.... that would be an example of what the some of the "Cognoscenti" look like.... as in who is the Very Crafty Old Money.

Who owns the 300 Class A shares in the US FEDERAL RESERVE.

JP

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I proposed a work out that would have put the stealing and theft of the big 16 financial firms and had their been political resolve to impose it on the investment banks would quite possibly given us a very different outcome from 2008

To: John P who wrote (8428)	11/18/2007 12:09:41 AM
From: John P	Read Replies (1) of 17776

I believe we've got a *fairly big financial panic developing.* Tough sledding for a whole slew of asset classes. We've seen a huge pick up in volatility in the currency markets as well as a continous expansion of the reprising of markets with them moving risk premiums up. I really believe we've got to get some of the really seasoned global statesmen such as Former Secretary of Treasury and Sec of State James Baker III to create a cosponsered initiative where the FED, the Bank of England, the ECB, the Bank of Japan create a program which will create a structured approach to the manadatory recall or purchase of CDO's that are sold back to a new multinational RTC-Resolution Tust Corporation)type trust supernational Monetary Authority. They will be called back on a mandatory participation basis on a discounted basis that will have an element of LIFO last created first recalled at the larger discount and also a counter percentage approach where a FIFO, first created first called in that will create a percentage discount that is proportional to the percentage premium the securities were interest rate and mapped out discounted cash flows that were lower in yield and higher in price due to the higher credit rating that was placed the CDO or in a more egregious case the CPDO (Continous Proportioned Debt Securities) that I belive ABN Amro Pioneered in the fall of 2006 and were profiled by Randall Forsythe of Barron's and which I discused a fair bit in Nov of 2006. Concommitant with this will be the *work out basis where the FED, the IRS and the various key countries Central Banks and Tax Authorities work out an 8 year work out period where hits to earnings and balance sheets* can be deferred over a 32 quarter basis that will provide a punitive and also a workable tax relief/ penalization basis that will be a drag on the next 8 years of quarterly earnings, profit margins, bonuses and compensation. This will enable even severe write offs and balance sheet deterioration to unfold on a longer term time table that will prevent a mass of unwarranted financial firm implosions even as we calculate the overall effects of CDO and other asset price write downs. By recalling and repurchasing CDO Tranches and mixes of various tranches, they are called in and uncoupled and the actual component parts valued on a mark to market basis. We'll see a downward pricing of anticipated PE ratio's and bank and security firms valuations, however the firms that are most effective in unwinding these financial structuring creations will be given both Performance points and tax advantages/ reduced penalties based on reaching percentage participation mandates and exceeding the those operational and efficacy objectives that will be defined and promulgated by the New Global Coordinated Oversight Agency. This agency will have representational voting percentages based on 3 components of Global Presence in the Global Debt and Equity components that the leading countries represent. First would be percentage of Global GNP, Second would be the percentage of The Monetary and Currency Aggregates that are priced in the currency of the various key member nations. The Third would be a look at the global flow of trading, focusing on how the country's currency is reflecting the true macroeconomic trade flows and determining that member countries currency values are accurately reflecting the purchasing power of the currency. It would also be used as a gauge as to cases in which a currency's lack of optimal or unimpeded free and floating rate pricing was demonstrating a globally GDP and monetary aggregate and currency reserve rates of change that were incongrous with the Standards that the Valuation committee of this agency would establish. And review on a semi annual basis. (would love ideas and critque of this) (posted this to Lazarus on the Epic Credit Bubble thread). I've got a few areas to expand on, this is an early round draft but, I've been thinking as we've seen the credit crisis of 2007 unfold.) John

To: The Ox who wrote (17774)	2/16/2016 3:14:47 AM
From: John Pitera	1 Recommendation Recommended By 3bar Read Replies (2) \| Respond to of 33421

Crude Oil Daily chart gives a momentum buy signal for the first time in a year with the close last thursday With the Chinese Goosing the Yuan with huge appreciation and very large stock market rally The yuan posted its biggest advance in more than a decade on Monday in Shanghai after central bank Governor Zhou Xiaochuan voiced his support for the currency. and with the tentative Crude production cuts...... Oil Prices Rise Sharply on News of Saudi-Russia Production Meeting Investors speculate about possible production cut or freeze Updated Feb. 15, 2016 10:50 p.m. ET 6 COMM Updated Feb. 15, 2016 10:50 p.m. ET 6 COMMENTS Crude-oil prices rose in early Asia trade Tuesday on news that the Saudi Arabian and Russian energy ministers are set to meet in Qatar later today to discuss production, stoking speculation of a possible production cut or freeze. On the New York Mercantile Exchange, light, sweet crude futures for delivery in March recently traded at $30.82 a barrel, up $1.38 in the Globex electronic session. April Brent crude on London’s ICE Futures exchange rose $1.20 to $34.59 a barrel and China stocks rallying heavily *we have a set up for a big continuation of the rally that started last thursday afternoon* China’s stocks rallied the most in three months, led by technology and industrial companies, after data showed the nation’s banks doled out a record amount of loans in January. The Shanghai Composite Index climbed 3.3 percent to 2,836.57 at the close, paring its decline this year to 20 percent. PetroChina Co. advanced 2.6 percent. New yuan lending jumped to 2.51 trillion yuan ($390 billion) last month, beating analyst estimates. Hong Kong’s Hang Seng China Enterprises Index extended Monday’s advance. The yuan weakened after having its biggest gain in more than a decade. oh and we finally developed the first daily momentum buy divergence in a year on crude's close last thursday.... so laizez le bon temps roulez This means it's time to load up on some serious long side exposure on a trading basis.... I am a firm believer in stop losses .... and the troubles of 2016 have not evaporated..... but make hay when the sun shines. god bless global markets and globex...... the comments in green are the ones to pay attention to the earlier comments are from the wuthering heights decline........ JP