SI
SI
discoversearch

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 : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: sense who wrote (155373)3/27/2020 2:09:06 AM
From: TobagoJack2 Recommendations

Recommended By
bull_dozer
Pogeu Mahone

  Read Replies (1) | Respond to of 218167
 
Re <<What will require $10 trillion... is solving the STILL GROWING problem with a lack of liquidity in the banking system...

But, that's a problem that will grow to $20 trillion by the end of the year...

We are going to get inflation... and a rising dollar...

All of that is still a discussion takes place in a bubble... that ignores the derivatives problem...

I don't think anyone actually knows how big that problem is...

I think the widely accepted guess... that it is around $243 trillion... is probably a low ball.

The deflationary force being generated... is like gravity...>>

I am with that program described above, and

based on my guess that Team USA needs to kick-in 11 trillion, and other Teams kick-in commensurate, to replace a good wallop of the lost income flow by normal means, like working, and entice the financial markets to stop selling / start buying, maintain same leverage as before onset of virus / hype-virus (do not know on that one and leave to future). And 11-trillion is if the virus episode and work-stoppage stops now or within 30-60 days. Basing guess on total annual US GDP (21-24 Trillion) for lack of any other benchmark, and on imputed market losses (who is counting?)

Should anyone of HSBC, DB, JPM go down, the problem is effectively infinite is size, epic in scale, and gargantuan in weight. $243 trillion? Yeup ... or more, depending on specifics particulars and responses to same

Re <<gravity>> ... stop such talk :0)



To: sense who wrote (155373)3/27/2020 2:45:32 AM
From: Dr. Voodoo  Read Replies (1) | Respond to of 218167
 
So what will team china do? Play for 2026?

I think it depends on how much demand destruction we see.

If demand destruction happens among wastrel americans (and based on my inbox at the moment not as much as people think). then I can see Team China dumping Treasuries and forcing the borrowers into a corner.

If wastrel is as wastrel does, and cash keeps flowing,,,, I agree,,, they will play until all the lifeboats are gone.