Generational Dynamics Forum - New Site

Think about what will happen if the US Government hinted that it was going to print more money (or "drop money from helicopter's"). What will bond holders do? What will many holders of US dollar denominated based assets do? They will dispose of any and all US dollar denominated assets in a flash. W...

First off I was quoting someone else (Kaplan) - I don't agree with everything in the quote. I completely agree with you about the fantasy of sideline cash for example. Although I've learned to give people a break when they talk about money coming out of treasuries or stocks. Really what they MEAN (e...

Whoever wrote this is living in the past. People have changed. New generational dynamics have taken over, and the world this paragraph describes no longer exists. As they say, it's Gone with the Wind. People today are not buying cars, they're not drinking Starbucks coffee, and they're not buying st...

I just went long again. Note that PPI showed “surprise” inflation today, CRB rallied 2%. Treasuries have been selling off hard (these are all bullish signals). Finally, look at whole foods today, up 37% - that’s a monster move, what was the news? Basically nothing, their quarter was horrible, sales ...

http://www.nytimes.com/images/2006/08/26/weekinreview/27leon_graph2.wide.gif I think we all already know this , but... U.S. Housing Slump Has ‘Just Begun,’ Says Forecaster Talbott Feb. 5 (Bloomberg) -- Let’s say you own a $1 million home in Santa Barbara, California. The house seemed like a steal w...

Okay, something is simmering in China, and John is forecasting the thing coming to a full boil. We are well aware the Chinese are major holders of US debt. So what would be the net effect of the predicted breakdown there? Would that somehow get the US off the repayment hook? And if there's any chan...

The 2009 bull market will be among the most powerful short-term bull markets in the past century. So those who do “miss out”, especially those who sold in a panic in the fourth quarter of 2008, will rue their emotional behavior. I realize that it is psychologically difficult to buy when you have bee...

Figures lie and liars figure. If there was any long term influence by speculators in oil, they had to be taking delivery. That may be true, but WHO is talking about long term. For that matter, what IS long term? Oil (and nealy all other commodities) speculation ramped up over a period of about 4-5 ...

To make a case, I believe you need to show how the futures and cash oil markets are linked. Speculation is possible without hoarding. Speculators influence the spot price by running up futures prices as they pour in money (which is exactly what was happening) creating the perception that the spot p...

Wow - thats your only response? ...OK, how about your oil article? You claim once again "He has to be able to store the commodity for a while, to allow prices to rise" - why do you keep repeating the same lie over and over again on your blog? Commodities speculators DO NOT have to store anything to ...