Financial topics

[aedens]

No I understand your tooth paste is out of the container view but the orifice calculation size is my thought Higg. The churn is the burn rate on
retired debt also so that is a valid replacement note we trend in h.8 in addition --- http://gdxforum.com/forum/viewtopic.php ... mer#p19187
Yea he did also on some running dialog we tune into also Higg. Like we note along the avenue of history the Noske moments are a stacking up
was the older point noted. i will check the port side on things since the Indonesian supplys have been inhibited on some commodity's.
Like some things I alluded to if you ask the wrong qeustion there you end up as warned, canaled. Some older issues on pure evil does not mean
some do not have the means to understand it. My point is when the problem was known and we tryed early to fix it elements took it over on design.
I am no port side friend but malcolm X had some views and valid points others did not like since he was for common problems and common solutions
also just as martin warned also.

Credit confirms the rest is myth. Surety is separate question we covered here already.
http://gdxforum.com/forum/viewtopic.php ... act#p19325

The most serious dangers for American freedom and the American way of life do not come from without. What is needed to prevent any further credit expansion is to place the banking business under the general rules of commercial and civil laws compelling every individual and firm to fulfill all obligations in full compliance with the terms of the contract. If you have to convince a group of people who are not directly dependent on a solution of a problem, you will never succeed. Only to bureaucrats can the idea occur that establishing new offices, promulgating new decrees, and increasing the number of government employees alone can be described as positive and beneficial measures. The issue is always the same: the government or the market. There is no third solution.

[vincecate]

I think Vince made a key point that many have overlooked when he linked the article to the corporate buybacks.

What about the point that Japan increased their money supply by 2.3% from May 10 to May 20 and 4.1% from May 20 to May 30th? I really think the only countries who have printed money this fast either had hyperinflation or were getting it soon. I think the fertilizer is entering the ventilator.

[Higgenbotham]

What about the point that Japan increased their money supply by 2.3% from May 10 to May 20 and 4.1% from May 20 to May 30th? I really think the only countries who have printed money this fast either had hyperinflation or were getting it soon. I think the fertilizer is entering the ventilator.

I've noticed credit is getting hit across the board. MUB, JNK, EMB. US Treasuries and the dollar are getting hit. Stocks are getting hit but the metals haven't gone anywhere since their bottom. Looking at all that, the first thing that comes to my mind is - what is going up? Is there any safe haven at all because I don't see one. What it means to me is the system may be imploding. It's still early and maybe some sort of safe haven will emerge. But for now even traditionally safe things aren't acting as stores of value. If the only things that are rising are oil and food, while ammunition is unavailable, watch out I'd say. The US bond market and the dollar may be telling us that first it will be Japan with the US soon to follow. The Fed may slow down the counterfeiting but that's not good enough to save it.

[vincecate]

What about the point that Japan increased their money supply by 2.3% from May 10 to May 20 and 4.1% from May 20 to May 30th? I really think the only countries who have printed money this fast either had hyperinflation or were getting it soon. I think the fertilizer is entering the ventilator.

I've noticed credit is getting hit across the board. MUB, JNK, EMB. US Treasuries and the dollar are getting hit. Stocks are getting hit but the metals haven't gone anywhere since their bottom. Looking at all that, the first thing that comes to my mind is - what is going up? Is there any safe haven at all because I don't see one. What it means to me is the system may be imploding. It's still early and maybe some sort of safe haven will emerge. But for now even traditionally safe things aren't acting as stores of value. If the only things that are rising are oil and food, while ammunition is unavailable, watch out I'd say.

I have high hopes for my Put options betting that the Yen goes down. I think Japan goes before the US, so it will be possible to do something with the profits before things in the US totally fall apart.

[Higgenbotham]

I think Japan goes before the US, so it will be possible to do something with the profits before things in the US totally fall apart.

I added a line to that effect. Though I think the market is telling us that as Japan falls apart it won't be long for the US. Maybe months instead of years or I think bonds and/or the dollar would be catching a bid now.

[vincecate]

I think Japan goes before the US, so it will be possible to do something with the profits before things in the US totally fall apart.

I added a line to that effect. Though I think the market is telling us that as Japan falls apart it won't be long for the US. Maybe months instead of years or I think bonds and/or the dollar would be catching a bid now.

I agree that it could be a short time, but probably enough time to move if I move fast. My hope is to take out some profits and put that into realestate and/or physical gold/silver and then increase my leveraged bets on silver even though I think there is a real risk that things fall apart before I get all the profits from the leveraged bets on silver. In my ideal world the S&P crashes very soon, before the Yen, and profits from that go into Puts on Yen, and then from there to calls on silver. So I dream of these 3 highly leveraged bets happening in series with the returns multiplying like crazy. But in truth I will be happy if 1 of these 3 leveraged bets works out well.

[aedens]

http://seekingalpha.com/article/128818- ... the-monkey

Parachute monkeys on deck.

Also the backwardation is already noted into 2015 in metals so do not be found asleep on that issue.

[Higgenbotham]

In my ideal world the S&P crashes very soon, before the Yen, and profits from that go into Puts on Yen, and then from there to calls on silver.

If you have any insight into why the S&P crashes very soon let us know (I do see a possibility of a gap down Sunday night).

[vincecate]

In my ideal world the S&P crashes very soon, before the Yen, and profits from that go into Puts on Yen, and then from there to calls on silver.

If you have any insight into why the S&P crashes very soon let us know (I do see a possibility of a gap down Sunday night).

I think I know enough to have some real understanding of why the Yen will get hyperinflation soon, but I really have no particular skills on calling an S&P crash. I think the Hussman article with the log periodic fit to the S&P and the bond interest rates going up fast are why I think there is a good chance.

[Higgenbotham]

I think I know enough to have some real understanding of why the Yen will get hyperinflation soon, but I really have no particular skills on calling an S&P crash. I think the Hussman article with the log periodic fit to the S&P and the bond interest rates going up fast are why I think there is a good chance.

I thought the Hussman article where he discussed the 6 times (1929, 1972, 1987, 2000, 2007, 2011) that overbought, overbullish, overvalued, rising yield conditions prevailed and what happened immediately afterwards was helpful. I had already identified this time period as looking like 2007 and 2011, and 2011 in particular.

From what he said, Hussman had apparently identified January 2011 at 1290 as the place where the syndrome first appeared. I've been looking at that time period in detail and my guess is Friday was the equivalent of about March 4, 2011. A jobs report was released that day also. There are some differences that might prevent the market from staying up and over that level for the next 5 months as it did then. It appears to be even more overbought than it was in 2011. Terry's chart that I posted earlier is as good an indication as I can present, though there are other things I've posted. But probably the best indication was that it seems like the natural cycles of the markets were supportive of stock prices at that time whereas now it is all artificially induced by QE. The underlying economy is showing weakness that it wasn't showing in early March 2011.

http://www.google.com/#sugexp=cqrwrth&g ... 00&bih=400

To access this article, it's necessary to go through google.

But after weeks of market volatility, they're worried that the market could overreact to even a small move away from their easy-money policies.

It does appear to be about the flow but it also appears that the flow is counter productive. Greenspan probably has it right. I think the market can tank at any time now but I've been so wrong for so long it doesn't matter.