Financial topics

Investments, gold, currencies, surviving after a financial meltdown
Higgenbotham
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Re: Financial topics

Post by Higgenbotham »

vincecate wrote:John has called for the CPI to drop 30% like in the early 1930s. Do you think anything like that has ever happened in a pure fiat money system? Do you think that could happen to the USA under Bernanke? He wrote a famous paper on fighting deflation and has lots of ideas on this.
We previously covered the deflation in Britain when they went off the gold standard. That was in the ballpark.

If Bernanke is given free reign, it will be difficult to get a normal deflation. If nobody stops him, my suspicion is there will be complete chaos within 12 months. There's already been a lot of chaos all over the world in the past 6 months. It started getting bad within a couple months of the start of QE2 as the inflation made it difficult for people to feed their families. If Bernanke is given free reign and does a QE3 and a QE4 the chaos will get 10 to 100 times worse in the next 12 months in my estimation. I believe there will be riots and revolutions all over the world, including the US. I believe in the US gangs will kick or shoot people's doors down and go in and take what they want on a frequent enough basis that it won't even be reported on the news. Most people don't know this, but gangs of youths have been randomly attacking people in cities all over the US. I believe this is being covered up by the police and the national media on purpose. For example, on July 4 in Milwaukee, eyewitnesses made reports of numerous attacks but the police denied that any attacks occurred. However, when the attacks were stepped up a notch at the opening of the State Fair, the facts could no longer be denied. Under those circumstances I would expect housing values to eventually fall 90% in such areas but food will be hard to come by and could get very expensive if you can even get it by normal channels. I don't think normal measurable markets will exist in a lot of places if Bernanke is given free reign.
vincecate wrote:If you line up 2008 and 1929 like you did with the stock market, it was only the first 3 years that had deflation. Once they made it illegal for people to own gold, they got inflation. So in some sense we are past the deflation part of the great depression in our current crisis.
I think the 1929 crash end point lines up with the 2008 crash end point. Then the April 1930 rebound lined up with the April 2010 high before QE2 was put in place. Then QE2 held everything in place for 1 more year and now we are in 1930 but 1931 could hit quickly if things go into free fall and the clock catches up.

What life will be like day to day in every large US city if Bernanke's policies continue.
http://www.foxnews.com/us/2011/08/06/hu ... tate-fair/
http://www.csmonitor.com/USA/2011/0809/ ... nvolvement
While the periphery breaks down rather slowly at first, the capital cities of the hegemon should collapse suddenly and violently.
OLD1953
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Re: Financial topics

Post by OLD1953 »

Bernake is just as restricted by politics as anyone else in Washington. He never has had free reign and never will.
vincecate
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Re: Financial topics

Post by vincecate »

I think we are at the blow-off phase for the Treasury bubble. After S&P downgraded US treasuries the yield on the 10 years got below 2%. The CPI is at 3.6%. This is crazy. This is about the inflation rate that scared the country under Nixon into the foolish idea of wage and price controls. Trillions of dollars have been made to increase the price on Treasury bonds, that is the bubble. The Foreigners have been reducing their holdings, something I have not seen before and something that people like Mish and Pettis say can not happen as long as the US runs a trade deficit.

The velocity of money is related to interest rates. At near zero interest rates, there is no hurry to move money around. When interest rates go up the velocity of money will go up and inflation will go up. Interest rates below the inflation rate is not sustainable. The Fed will lose control.

http://www.treasury.gov/resource-center ... ts/mfh.txt
Last edited by vincecate on Sun Aug 21, 2011 8:22 am, edited 1 time in total.
vincecate
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Re: Financial topics

Post by vincecate »

OLD1953 wrote:Bernake is just as restricted by politics as anyone else in Washington. He never has had free reign and never will.
When nobody else will buy government debt the central bank always will. Central banks are never free from politics. Count on the Fed to make money and buy Treasuries even when nobody else is buying. Foreign holdings are down $17 billion in the most recent report. Central bank rules will not matter. Effectively the government+fed will be printing about half the money the government spends. It is never good for a currency to have the government printing half the money it spends.

http://pair.offshore.ai/38yearcycle/#hyperinflation
http://www.treasury.gov/resource-center ... ts/mfh.txt
Higgenbotham
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Re: Financial topics

Post by Higgenbotham »

I've noted Rick Perry's remark about Bernanke: "If this guy prints more money between now and the election, I dunno what y'all would do to him in Iowa but we would treat him pretty ugly down in Texas. Printing more money to play politics at this particular time in American history is almost treacherous – or treasonous in my opinion," said Perry. Perry knows he can say this because it will win him a lot of votes. As Perry steps up and tells the truth, I'll be watching for him to pull ahead of Obama in the polls. Once this happens, I'll be watching for black on white violence to increase and for Obama to continue to ignore it. This will anger the whites. As the election rolls around, I believe the US could be in full blown civil violence. If Obama loses the election, which looks likely, look for even more rioting and violence.
While the periphery breaks down rather slowly at first, the capital cities of the hegemon should collapse suddenly and violently.
John
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Re: Financial topics

Post by John »

Dear Higgie,
Higgenbotham wrote: > I've noted Rick Perry's remark about Bernanke: "If this guy prints
> more money between now and the election, I dunno what y'all would
> do to him in Iowa but we would treat him pretty ugly down in
> Texas. Printing more money to play politics at this particular
> time in American history is almost treacherous – or treasonous in
> my opinion," said Perry. Perry knows he can say this because it
> will win him a lot of votes. As Perry steps up and tells the
> truth, I'll be watching for him to pull ahead of Obama in the
> polls. Once this happens, I'll be watching for black on white
> violence to increase and for Obama to continue to ignore it. This
> will anger the whites. As the election rolls around, I believe the
> US could be in full blown civil violence. If Obama loses the
> election, which looks likely, look for even more rioting and
> violence.
These are interesting points. Here are some additional thoughts:

* As the recent riots in London showed, violence will not be
restricted to "black on white." In fact, a lot of violence may be
totally economic, and have nothing to do with racism.

* Perry's remarks about Bernanke make QE3 politically impossible
without appearing to take Obama's side in the 2012 elections. In
fact, that may have been Perry's intentions in making the remarks.

* Politicians never tell the truth, except by accident.

John
Higgenbotham
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Re: Financial topics

Post by Higgenbotham »

John wrote:These are interesting points. Here are some additional thoughts:

* As the recent riots in London showed, violence will not be
restricted to "black on white." In fact, a lot of violence may be
totally economic, and have nothing to do with racism.
The Milwaukee case is extremely interesting. When asked why they targeted whites, one of the black youths said it was because they were easy targets. Some later articles are saying "hate crime" charges will be brought against the black youths. The black community leaders have said these charges are appropriate. This illustrates the bind America has put itself in with numerous totally assinine policies promoted by idiots.
John wrote:* Perry's remarks about Bernanke make QE3 politically impossible
without appearing to take Obama's side in the 2012 elections. In
fact, that may have been Perry's intentions in making the remarks.
I'm positive that's the case. I'm also guessing Perry is making hay out of the fact that Bernanke is a Jew. The Jews have their panties in a wad trying to figure out if they should say Perry is an "Anti-Semite" and the consensus seems to be that they can't say that.
John wrote:* Politicians never tell the truth, except by accident.
This just happens to be the time in history when it's time to start telling the truth so Perry hit the jackpot.
While the periphery breaks down rather slowly at first, the capital cities of the hegemon should collapse suddenly and violently.
jdcpapa
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Joined: Sat Aug 08, 2009 7:38 pm

Re: Financial topics

Post by jdcpapa »

Higgenbotham wrote:This just happens to be the time in history when it's time to start telling the truth so Perry hit the jackpot.
The flash mobs remind me of the riots of the 60's. I have a vivd memory of walking down the street and a trash truck passing me with its front windshield broken out. I was recently made aware of more organized gang activity. If mob violance breaks-out these gangs may capitalize on the opportunity to terrorize the communities while the police are pre-occupied. I hope none of this comes to pass.

This country is backed in a corner. It will be interesting to see how "the Bernanke" deals with the debt issue. He's got to get those worthless mortgage backed securities off of his books too. I guess the US can now say: "the buck stops here!"

Enjoy the weekend all, what's left of it!
Higgenbotham
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Re: Financial topics

Post by Higgenbotham »

A detailed report on the black on white flash mob violence.

http://www.aim.org/special-report/aim-e ... -violence/

"Peace in our time."
While the periphery breaks down rather slowly at first, the capital cities of the hegemon should collapse suddenly and violently.
jdcpapa
Posts: 191
Joined: Sat Aug 08, 2009 7:38 pm

Re: Financial topics

Post by jdcpapa »

I do not think the mob issue is about race. It is about circumstances and opportunity. If by your circumstances you are fearful, you best not provide the opportunity.
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