Financial topics

[aedens]

In respect to the sectorial kuznet cycle I seen, and the GD two cylinder decadal modeling not enough sectors got repaired
between the ears quick enough which is evident. On the other hand they will comprise a normalcy bias as the economy shifted
from the seven sisters in relationship to the five pillars as we are which is the mainstay and reality of contextual fingerprints in this malady to date.
Anyway the paranoid and delusional of the rent seekers are infecting the conversation again with the thought the rentiers are the issue
and the data points are clearly of math point blank explain that anyways. Day by day the wasting appears to gain traction and as we know
the usual suspects in relationship to napoleonic as opposed common law.

Akhil Khanna notes "deflation is more likely because the world economy has been in an inflationary environment for last many decades and the probability of deflation is higher for the next no. of decades. Normal economic cycle. The credit outstanding in total is shrinking and the velocity of money changing hands is slowing down much faster than the central bankers are printing money. If only printing money led to inflation you would have already had hyperinflation in Japan which has being doing so since last more than two decades. The only thing they have to show after so many years is high debt and recessionary economy. What makes them think that more of the same treatment will give different results? Banks are evaluating the assets in their books on the basis of cost price (rather than on cost price or market price whichever is lower) which helps them to portray a much stronger balance sheet than actually is thus hiding losses.

Also he noted "All the money being printed by Central Bankers around the world is not causing inflation because it is not reaching the masses in the form of growth in the economy or loans to businesses. The money printed is sitting in the banks and is being either used to speculate in the commodity, currency and equity markets or being used to fund previously incurred losses."
I would also note how many no longer sleep with dirt floors as the first thing they step on in the morning.
I find it troublesome nets are installed in places of production as we seen and unaudited imported goods to even basic levels.
Nations choking in induced filth which is the handmaiden of avarice.

As we noted a few days ago Higg and conveyed Jevons paradox of doing more with less and the apparent sticky wage conversation since
the inception of 1993 forumed with the current new application of the same playbook is not trended properly to varying discussions
as formentioned with the current kuznet cycle for the simple sake of conveyance. Its there and plain to see even before Alfred Marshall
and David Hume to Mikolaj Kopernik writings on fiat.

The malady is the Cambridge Approach as it took a slightly different approach to the quantity theory, focusing on money demand instead of money supply. They argued that a certain portion of the money supply will not be used for transactions; instead, it will be held for the convenience and security of having cash on hand.

This covers the thesis plan from 1983 as forumed alredy. The inital annual liquidation rate of savers. No accidents, and they already knew from 1983 of the CCI program policy framework that existed and before also. As we noted very early and correctly here the LSE replacement announced recently.
Dr. Quigley knew this also as bubba was sent to be "confirmed". The Fabian simple resolve of over time...... As we also say they will be known by the fruit they bear
“social silences”

I have been watching the over compensation as a burn rate on a few funds so it will take longer to repair "to clear" and the wasting continues IMO......

The longer the spice flows the longer the wars will wait...

Step one. Turn off the TV. Indeed

[aedens]

Speaking of the extremes at the highs and lows, I had mentioned the mirroring effect a few weeks back that was seen between the major lows and highs. The 2008 and 2009 lows are separated by 105 days between November 21, 2008 and March 6, 2009. 105 days from the high at September 19, 2013 is January 2, 2014. This relationship has worked from time to time; for example from the November 5, 2010 high to the February 18, 2011 high was 105 days, and from the January 19, 2010 high to the test of the April 26, 2010 high which occurred on May 3 was 104 days. The late Terry Laundry had also found this effect and called it the ringing cycle. The distance between the lows at the bear market bottom seems to set up a resonance that takes effect throughout the move back to the next top.

Yesterday the bots decided the risk of price change due to the unique circumstances of a specific security, as opposed to the overall market...
Maybe monday will be a epiphany of that.

[Reality Check]

Obamacare covered by Foreign Press the Old Fashioned Way
Reporters are reporting facts - Not Obama Administration Speculation and Spin

The most "unique" part of this coverage is the reporter points out even if those in need of hospital care could "prove" they had Obama-Care Insurance - The "affordable bronze plan" they tried to sign up for ( and may, or may not, have actually purchased ) has a deductible over $5,000 - so they would probably be paying $5,000 for hospital care on that day anyway - even if they could have proved they had Obama-Care insurance.

http://www.dailymail.co.uk/news/article ... k-out.html

[Reality Check]

The purpose of the constantly slipping Obamacare deadlines have now become clear.

The December 15th deadline, slipped to December 22nd deadline, slipped to the December 23rd deadline:

Had nothing to do with anyone actually having Obamacare insurance on January 1st, 2014.

The only purpose of that deadline was so the Obama could release a press release saying 2 Million people have signed up for Obama Care by January 1st, 2014.

Nothing about they do not actually have insurance yet, they have not paid and maybe never will have Obamacare insurance, nor is their any mention that they can not actually use the insurance in January if they get sick or injured.

All the Democrats and Obama care about is they can spin it as Two Million "new" people have insurance under Obamacare.

Which is just as much a lie as, if you like your insurance, you can keep your insurance, period.

[John]

Obamacare covered by Foreign Press the Old Fashioned Way
Reporters are reporting facts - Not Obama Administration Speculation and Spin

The most "unique" part of this coverage is the reporter points out even if those in need of hospital care could "prove" they had Obama-Care Insurance - The "affordable bronze plan" they tried to sign up for ( and may, or may not, have actually purchased ) has a deductible over $5,000 - so they would probably be paying $5,000 for hospital care on that day anyway - even if they could have proved they had Obama-Care insurance.

http://www.dailymail.co.uk/news/article ... k-out.html

The Daily Mail is a pretty sensationalistic newspaper. I wouldn't count
on the NY Times following suit and printing anything honest.

[aedens]

If I understand what Vanguard is really trying to say in 7 pages, they are trying to say in a roundabout way that as people get older they won't sell their stocks. I would agree that in the years between now and 2022 there can be many reasons pro and con for shifts from past behavior. After spending a few days thinking about the pros and cons (which was many years ago), I came to the conclusion that it is best to assume that future behavior would approximately mimic past behavior. It's a very complex issue because, for example, there are a lot of government employees who can go out at 55 nowadays and their pensions might be paid by stock sales, etc. Pension funds might shift assets as their pool of retirees gets closer to drawing out their funds. Income patterns might shift to benefit older workers. Social security will be delayed and workers may have to work longer to compensate and feel more comfortable hanging onto their stocks. There doesn't seem to be a way to guess how all these factors will average out. The only thing I feel I know for sure after thinking about all this is that dead people don't own any stocks and everyone who was born during the baby boom will be dead sooner or later and will therefore sell stocks sooner or later, or their heirs likely will. Reminds me of a story. I went to a coin shop and asked if they had any Krugerrands for sale. He said he did, that someone died and left 300 Krugerrands to a few dozen heirs. He said nearly all of them came in to sell them and that he had almost all of them now. If some Baby Boomers love stocks until death do them part, chances are their heirs will not.

Ordinal utility theory states that while the utility of a particular good or service cannot be measured using a numerical scale bearing economic meaning in and of itself, pairs of alternative bundles (combinations) of goods can be ordered such that one is considered by an individual to be worse than, equal to, or better than the other. This contrasts with cardinal utility theory, which generally treats utility as something whose numerical value is meaningful in its own right. The concept was first introduced by Pareto in 1906.

Risk and the wasting process in context to the guy whos health policy went up sixty percent and the net working capital facts. We discussed the burn rate, and the rope burn. The wasting process is what the keynesian veil is as bundles with the sticky wage solution unleashed again. The Dimmcrats are relearning this as we speak. The current Klingberg poltical cycle of political deviats "voter confusion" and calculating the mean and standard deviat. Special interest since tort law denials and the point they wish to linger in that it was for your own good to prevent medical bankruptsy you will simply be skinned another way.
Debt serves two relational functions only. The point remains if the cup is one or the other in level it is still answered yes. If you want to peel the ethical onion we have to start here that moral nihilism is distinct from moral relativism, which does allow a moral statements to be true or false in a non-objective sense, but does not assign any static truth to values of a moral statements, and of course moral universalism, which holds moral statements to be objectively true or false. Insofar as only true statements can be known, moral nihilism implies moral skepticism. This translates to goal seeking and modeling for contrived group think. As the saying goes be so Independant the threat cannot be denied and the opportunity limiteless. The human conditions is a process of understanding the fact that the word meaning of natural economy has a older definition. As Athens understood thats fine until they come over over the Hill.

Anyways, we will increase the garden for those who will increase the product and work to resell a simple product to break the grip
and understand the simple means of production of a natural economy. It only serve both who are frail beings and some basic gas money
to find suitable work elsewhere.

[aedens]

I will watch the expires and futures then decide what and who is worth simple look outside baseline.

Everyone at the hospital, which is funded by the federal government, got less pay. Nobody knows why. It just happened.
http://www.themoscowtimes.com/news/arti ... 91549.html

Locally 130 never seen it coming either and the modeling we already noted to whit. Only two conclusions exist.

http://www.zerohedge.com/news/2014-01-0 ... xperienced

Closed my short position today.

[Higgenbotham]

Closed my short position today.

I closed out shorts today also.

[aedens]

Closed my short position today.

I closed out shorts today also.

http://finviz.com/forex.ashx

[Higgenbotham]

http://finviz.com/forex.ashx

In my opinion, watch the 10 year. The rest of it is mostly noise.