Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: ggersh who wrote (485)	9/13/2017 11:25:17 PM
From: elmatador	1 Recommendation Recommended By ggersh Read Replies (1) \| Respond to of 13775

The dollar Index track the USD vs a basket of six currencies. Whenever the Dollar Index peaked, indicating a strong dollar, it has always been a result of a capital flight from emerging markets The Dollar Index got a boost from DJT winning but now is returning to the medium and will go back to the mid-70s

To: ggersh who wrote (485)	9/20/2017 1:51:19 AM
From: elmatador	Read Replies (2) \| Respond to of 13775

Lending exposure of Europe’s biggest carmakers hits €400bn Rise in credit assets of VW, BMW, Daimler and Renault reflects growth of finance arm Europe’s largest car companies have more than doubled the amount of lending on their balance sheets since the financial crisis, with the growing use of auto credit in global car sales pushing their total exposure to borrowers to record highs. Volkswagen, BMW, Daimler and Renault now have more than €400bn of global exposure to loans and leases as of the end of June, according to a Financial Times analysis of public company data — a figure comparable to the total assets of a large standalone bank such as Germany’s Commerzbank. ... “You’re almost a banks analyst when you’re covering global automobiles.” ... In the US, car finance companies provide about a quarter of the $1tn market for car leases and loans, according to Jefferies, though the majority of their contribution comes in the form of leases rather than loans. The combined global credit assets of the four companies has risen by more than 10 per cent every year for the past three full years, over a period in which the rate of growth of consumer credit for car purchases has emerged as a potential concern for policymakers in the UK and the US. The overall rise is also likely to reflect entries into new geographies, and acquisitions, according to analysts, and includes dealer financing as well as lending and leases for car customers.

To: ggersh who wrote (485)	12/23/2017 1:40:27 AM
From: elmatador	1 Recommendation Recommended By ggersh Read Replies (2) \| Respond to of 13775

Hi gg! Chaos and order. Only disorder makes progress. It is a natural law. Greed and Fear throws economic systems out of equilibrium. The world is not orderly. Nature is not orderly. Economists try to explain the system in terms of order but the system is disorderly. Take China: the elite, try to keep order and equilibrium with their 5-year plans but it fails in the end because the system cannot predict the small and medium size elements that throw the plans into disarray. People need to understand the inherent disorder of the world they live in to able to act. The little one is fast becoming big one! Half the size of the mother at 90cm.