tag:blogger.com,1999:blog-8305505968390768234.post3060675690908000028..comments2023-08-10T11:39:24.714-04:00Comments on fdralloveragain: Economic Breakdownfdralloveragainhttp://www.blogger.com/profile/03488923148019117760noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-8305505968390768234.post-21887533304883408892010-06-01T14:58:08.546-04:002010-06-01T14:58:08.546-04:00FDR,
Do you think the Fed's "currency sw...FDR,<br /><br />Do you think the Fed's "currency swaps" mitigates the above?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8305505968390768234.post-79994871962845793832010-06-01T13:00:05.901-04:002010-06-01T13:00:05.901-04:00"Less US cash in circulation also means each ..."Less US cash in circulation also means each surviving dollar will buy more foreign currency, sending the Euro and EU into a graveyard spin"<br /><br />(ALL MAJOR CURRENCIES ARE STRENGTHENING IN UNISON)<br /><br />Deflation & Exchange Rates:<br /><br />"In general and theoretically, deflation in a global economy has no affect on exchange rates."<br /><br /><br />these statements seem contradictory; why are they not?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8305505968390768234.post-33836347524424445242010-06-01T07:02:33.194-04:002010-06-01T07:02:33.194-04:00"Won't the fed just print more money to o..."Won't the fed just print more money to offset the deflation? Bernanke is an inflationist isn't he?"<br /><br />We don't print our currency. Our dollars are borrowed with interest from the Federal Reserve. You can no more borrow your way out of this hole than you could take your own credit cards, get a million dollar cash advance on them, and then say that you're rich.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8305505968390768234.post-89106556984203543422010-05-31T21:31:46.504-04:002010-05-31T21:31:46.504-04:00Won't the fed just print more money to offset ...Won't the fed just print more money to offset the deflation? Bernanke is an inflationist isn't he?Mark_BChttps://www.blogger.com/profile/10572510300311550473noreply@blogger.comtag:blogger.com,1999:blog-8305505968390768234.post-85185009306705145722010-05-30T14:25:30.245-04:002010-05-30T14:25:30.245-04:00The fury of Cashzilla, perfecto....
Koi Garden Gu...The fury of Cashzilla, perfecto....<br /><br />Koi Garden Guy<br />http://koigarden.blogspot.com/Koi Garden Guyhttps://www.blogger.com/profile/08121378730847350996noreply@blogger.comtag:blogger.com,1999:blog-8305505968390768234.post-36292815505186258642010-05-30T12:38:55.567-04:002010-05-30T12:38:55.567-04:00FDR- being long gold has been a great play for me....FDR- being long gold has been a great play for me. I still have a big long position there and technically it appears to be in a large cup and handle, looking for a major breakout. Do you suggest selling some here? It is hard to sell because it never gives me another good entry point and i don't want my position to get smaller as it goes my way. I use a trailing stop thus far and will probably just play it out until the trend changes. As far as equities, the earnings have been very strong and the high beta names are still providing great returns in this fiat currency crash. I think we have a very explosive rally coming with everyone so bearish out there. i think a move to 1300 on the S&P would swing everyone extremely bullish again and provide a good shorting opportunity. We see deflation in the real world across a variety of products but with no return on cash outside of cheaper prices won't equities continue to outperform. I like to follow the elliot wave patterns but the selloff seems very corrective. i know a lot of counts have impulsive waves down but pulling it back a bit it seems like a large 3 wave down which is corrective in nature. The banks definitely appear insolvent under the surface but there profits in this environment are too much to pass up. With money practically free these days and the US recovering faster than anyone thought possible, I see a huge corporate hiring binge soon as they cannot keep up with current demand with such low staffing on the employment front. The consumer seems to have deleveraged quite a bit and seems ready to buy buy buy. I have talked to a lot of people in the retail sector and they say that there business is back to where it was before the recession. I know that this could roll over again on them but what do you think the catalyst will be to cause such a rollover. I don't see a surprise on the horizon, which probably means there is one coming. What do you think that surprise will be? Thank you and good to have you back.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8305505968390768234.post-73409187431492257342010-05-29T22:56:40.442-04:002010-05-29T22:56:40.442-04:00I luv your posts. Welcome back!
Thank YouI luv your posts. Welcome back!<br /><br /><br />Thank YouAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8305505968390768234.post-11425375903767661792010-05-29T19:29:21.347-04:002010-05-29T19:29:21.347-04:00FDR,
In your scenario, what is the ultimate outc...FDR, <br /><br />In your scenario, what is the ultimate outcome of the market indices? <br /><br />I am particularly interested in whether you think all commodities will follow the decline of gold and other PMs, or if you believe that there will be an decoupling of energy commodities or agricultural from PMs.<br /><br />What if the rest of the world were to find safe haven in gold and yuan rather than USD?Busy Man Fitnesshttp://www.fitbusinessman.comnoreply@blogger.comtag:blogger.com,1999:blog-8305505968390768234.post-40845949233064565622010-05-29T12:03:32.844-04:002010-05-29T12:03:32.844-04:00Now that's the FDR I've been missing these...Now that's the FDR I've been missing these last few months. On your advice: check, check and check.hettygreenhttps://www.blogger.com/profile/02942359318618747424noreply@blogger.com