Generational Dynamics Forum - New Site

The idea in that paper that the current debt situation is like after WW2 is bogus. Most of the deficit spending was for the war so it was easy to make huge cuts in spending after the war and have a budget surplus. There is no easy way to cut 50% of the US government budget now. So now the debt is g...

An extremely intriguing paper by Carmen Reinhart describing "financial repression" as a mechanism for dealing with massive public debts: http://www.imf.org/external/np/seminars/eng/2011/res2/pdf/crbs.pdf John - Can you share a quick recap of which industrialized/developing countries (non-3rd world) ...

Think that's crazy? Using a level of 150 on the S&P 500 all it would take are earnings flattening at $25 for a few straight years to give us a P/E ratio of 6, which historically would be right in line with great values that could lead to a new secular bull market. Considering the fear now associate...

The latest report on Bloomberg referencing comments by Larry Leibowitz, the COO of the NYSE, has a quote stating that the automated trading platforms amplified the downside pressure after the initial decline in the morning and that there was a lack of liquidity in the market(s) when it happened. I t...

Grey Badger - I think you make a very persuasive point. I own a Telecom stock that was gifted to me 15 years ago and I fear exactly the same thing as you with your energy company. Yes, the stock pays a nice dividend and the "street" thinks it's a great investment. I recently heard an analyst talking...

I have long thought that one "way out" is to increase immigration rates of highly educated and young foreign nationals to the US. Of course the dilemma is that social mood will preclude this from happening anytime soon . . . It is a non-starter.

Andrew

Thanks Higgy - I'll search on Singapore - I try to keep up with this thread but may have missed that discussion.

In today's Elliot Wave Theorist, Robert Prechter is calling for an extremely likely top in the US equities market by the end of this week. He called both the massive leg down starting at the end of '08 as well as the turn in March with uncanny accuracy. He's been expecting a turn down for some time ...

Which currencies, governments and sovereign bonds are the safest at this point? Bill Gross recently commented saying that he thought Germany would be more stable than the US since their debts are low and, presumably, fear of a repeat of the hyperinflation of the Weimar Republic still lay in the min...

Which currencies, governments and sovereign bonds are the safest at this point? Bill Gross recently commented saying that he thought Germany would be more stable than the US since their debts are low and, presumably, fear of a repeat of the hyperinflation of the Weimar Republic still lay in the mind...