EUARTE's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/122744/comments http://seekingalpha.com/article/175264-the-case-for-depression-part-4-dollar-collapse?source=feed#comment-777197 777197
It is more likely that another world meeting, like 1944, will have to meet.]]> Wed, 25 Nov 2009 11:29:00 -0500
It is more likely that another world meeting, like 1944, will have to meet.]]> http://seekingalpha.com/article/169445-revival-of-the-petrodollar-recycling-machine?source=feed#comment-735514 735514

On Oct 28 05:56 PM SeekingTruth wrote:

> Another clue as to why we have no energy policy (even after 35+ years
> to develop one), and probably why we will never get one when this
> is added to a lot of other things.
> We the people continue to be dragged behind the pickup truck driven
> by the powers that be that find it all too easy to siphon off their
> large "management fees" and stealth money laundering advantages.
>
> If anyone has any suggestions, please speak up, because things are
> getting really depressing.]]> Thu, 29 Oct 2009 11:10:42 -0400

On Oct 28 05:56 PM SeekingTruth wrote:

> Another clue as to why we have no energy policy (even after 35+ years
> to develop one), and probably why we will never get one when this
> is added to a lot of other things.
> We the people continue to be dragged behind the pickup truck driven
> by the powers that be that find it all too easy to siphon off their
> large "management fees" and stealth money laundering advantages.
>
> If anyone has any suggestions, please speak up, because things are
> getting really depressing.]]> http://seekingalpha.com/article/168822-what-brazil-s-new-tax-could-mean-for-its-etfs?source=feed#comment-732283 732283 Tue, 27 Oct 2009 10:39:10 -0400 http://seekingalpha.com/article/167511-why-the-dollar-will-likely-rally-in-the-next-crash?source=feed#comment-729358 729358 Sun, 25 Oct 2009 12:40:55 -0400 http://seekingalpha.com/article/165763-the-declining-dollar-is-there-a-government-solution?source=feed#comment-711708 711708 Sat, 10 Oct 2009 12:16:42 -0400 http://seekingalpha.com/article/164702-greater-fool-venezuela-shorts-the-dollar-time-for-a-reversal?source=feed#comment-702230 702230

On Oct 04 07:41 AM Tom Armistead wrote:

> I was reading about the Mexican peso crisis of 1994. Mexico had been
> issuing tesebonos, some sort of bond issued in pesos but pegged to
> the dollar.
>
> Somehow this sounds kind of similar. The Mexican crisis was resolved
> by loans and guarantees from the US, IMF, BIS and Canada. Geithner
> played a role.
>
> But Chavez has been very unfriendly to US interests and it is doubtful
> we will ride to his rescue as we did with Mexico.]]> Sun, 04 Oct 2009 09:01:02 -0400

On Oct 04 07:41 AM Tom Armistead wrote:

> I was reading about the Mexican peso crisis of 1994. Mexico had been
> issuing tesebonos, some sort of bond issued in pesos but pegged to
> the dollar.
>
> Somehow this sounds kind of similar. The Mexican crisis was resolved
> by loans and guarantees from the US, IMF, BIS and Canada. Geithner
> played a role.
>
> But Chavez has been very unfriendly to US interests and it is doubtful
> we will ride to his rescue as we did with Mexico.]]> http://seekingalpha.com/article/164237-question-for-the-fed-where-has-all-the-money-gone?source=feed#comment-698430 698430 Thu, 01 Oct 2009 10:26:40 -0400 http://seekingalpha.com/article/164193-dollar-following-the-expected-pattern-indicating-upturn?source=feed#comment-698420 698420 Thu, 01 Oct 2009 10:22:55 -0400 http://seekingalpha.com/article/163904-eu-vote-could-shake-up-markets?source=feed#comment-696655 696655 Wed, 30 Sep 2009 09:06:52 -0400 http://seekingalpha.com/article/163213-ten-reasons-for-an-imminent-stock-market-crash?source=feed#comment-690844 690844

On Sep 24 10:53 AM Nick36 wrote:

> An imminent stock market crash can stay imminent for a long time
> before the stock market actually crashes.
>
> In the late 1990s, some stock market commentators were predicting
> and imminent stock market crash for a couple of years before it actually
> happened. Even Alan Greenspan coined the phrase 'Irrational Exuberance'
> to discourage investors from driving up stock prices too much. But
> at that time, his words had little effect on the market.
>
> Perhaps this time it will take a lot less than a couple of years
> for the imminent stock market crash to happen. But it still might
> take a few months.
>
> The stock market has basically priced in a V-shaped recovery in the
> earnings of companies. And quite possibly this pricing in was done
> by the big investment banks as a way of intervening in the stock
> market using free money from the Fed and possibly with the blessing
> of the Fed.
> ftalphaville.ft.com/bl.../
>
>
> This V-shaped recovery in the earnings of companies is unlikely to
> happen in the near future due to rising unemployment and poor consumer
> spending. And sooner or later disappointed investors might sell.
>
>
> But if it's the Fed in cahoots with the investment banks who has
> driven up the stock market so much. Then a stock market crash might
> be engineered too in order to help the government sell US Treasury
> bonds some time in the future.
>
> The US government is planning to sell an awful lot of bonds. And
> sooner or later a stock market crash might be just what the doctor
> has ordered to help the government sell its bonds.
>
> October 1 is the start of the new fiscal year for the US government.
> And some time after that a stock market crash might be needed to
> help the government sell its bonds.]]> Fri, 25 Sep 2009 11:13:11 -0400

On Sep 24 10:53 AM Nick36 wrote:

> An imminent stock market crash can stay imminent for a long time
> before the stock market actually crashes.
>
> In the late 1990s, some stock market commentators were predicting
> and imminent stock market crash for a couple of years before it actually
> happened. Even Alan Greenspan coined the phrase 'Irrational Exuberance'
> to discourage investors from driving up stock prices too much. But
> at that time, his words had little effect on the market.
>
> Perhaps this time it will take a lot less than a couple of years
> for the imminent stock market crash to happen. But it still might
> take a few months.
>
> The stock market has basically priced in a V-shaped recovery in the
> earnings of companies. And quite possibly this pricing in was done
> by the big investment banks as a way of intervening in the stock
> market using free money from the Fed and possibly with the blessing
> of the Fed.
> ftalphaville.ft.com/bl.../
>
>
> This V-shaped recovery in the earnings of companies is unlikely to
> happen in the near future due to rising unemployment and poor consumer
> spending. And sooner or later disappointed investors might sell.
>
>
> But if it's the Fed in cahoots with the investment banks who has
> driven up the stock market so much. Then a stock market crash might
> be engineered too in order to help the government sell US Treasury
> bonds some time in the future.
>
> The US government is planning to sell an awful lot of bonds. And
> sooner or later a stock market crash might be just what the doctor
> has ordered to help the government sell its bonds.
>
> October 1 is the start of the new fiscal year for the US government.
> And some time after that a stock market crash might be needed to
> help the government sell its bonds.]]> http://seekingalpha.com/article/162987-u-s-quantitative-easing-has-just-begun?source=feed#comment-689430 689430

On Sep 23 11:18 AM conceptwizard wrote:

> If Bernanke and Obama were truly concerned about preserving jobs,
> they would have required banks loaded with taxpayer bail-out loot
> to lend these funds to consumers and business. China did so, ordering
> its banks to increase credit. And boy, did they, expanding credit
> by an eye-popping 30%, rocketing China's economy out of recession
> and into double-digit growth.
>
> But the Obama Administration has gone the opposite way. The White
> House letter to the G-20 calls for slowly increasing bank reserves,
> and that can only cause a tight credit market to tighten further.
>
>
> It's not that the White House completely ignores job losses. The
> US letter suggests, "The G-20 should commit to ...income support
> for the unemployed." You can imagine the Europeans, who already have
> generous unemployment benefits—most without time limits—turning purple
> over that one. America's stingy unemployment compensation extension
> under the Stimulus Plan is already beginning to expire with no live
> proposal to continue aid for the jobless victims of this recession.]]> Thu, 24 Sep 2009 12:55:55 -0400

On Sep 23 11:18 AM conceptwizard wrote:

> If Bernanke and Obama were truly concerned about preserving jobs,
> they would have required banks loaded with taxpayer bail-out loot
> to lend these funds to consumers and business. China did so, ordering
> its banks to increase credit. And boy, did they, expanding credit
> by an eye-popping 30%, rocketing China's economy out of recession
> and into double-digit growth.
>
> But the Obama Administration has gone the opposite way. The White
> House letter to the G-20 calls for slowly increasing bank reserves,
> and that can only cause a tight credit market to tighten further.
>
>
> It's not that the White House completely ignores job losses. The
> US letter suggests, "The G-20 should commit to ...income support
> for the unemployed." You can imagine the Europeans, who already have
> generous unemployment benefits—most without time limits—turning purple
> over that one. America's stingy unemployment compensation extension
> under the Stimulus Plan is already beginning to expire with no live
> proposal to continue aid for the jobless victims of this recession.]]> http://seekingalpha.com/article/163120-did-the-fed-say-inflation-risks-are-very-high?source=feed#comment-689412 689412 Inflation will cause prices of gold, oil, iron ore, etc. to rise. They then will be so high that a second vicious recession will quickly take place.
All fiat currencies will be negatively affected. Who will trust the dollar, the Euro or The Brsilian Real? No one.
A new international conference will have to revive and do something to currencies.
If Obama is still in power all sorts of Socialist nonsense will prevail and eventually a third recession
We are headed toward a generation of recessions.]]> Thu, 24 Sep 2009 12:50:42 -0400 Inflation will cause prices of gold, oil, iron ore, etc. to rise. They then will be so high that a second vicious recession will quickly take place.
All fiat currencies will be negatively affected. Who will trust the dollar, the Euro or The Brsilian Real? No one.
A new international conference will have to revive and do something to currencies.
If Obama is still in power all sorts of Socialist nonsense will prevail and eventually a third recession
We are headed toward a generation of recessions.]]> http://seekingalpha.com/article/161984-good-news-dollar-headed-down?source=feed#comment-682986 682986
The United States has one big problem here. It does not make much to export. It has put it's citizens out of work and exported it's factory work.

It makes trade protection a must to restart industry in this country. We have started with tires and it will progress. ]]> Fri, 18 Sep 2009 18:09:22 -0400
The United States has one big problem here. It does not make much to export. It has put it's citizens out of work and exported it's factory work.

It makes trade protection a must to restart industry in this country. We have started with tires and it will progress. ]]> http://seekingalpha.com/article/161478-the-dollar-is-a-safe-haven-you-bet?source=feed#comment-677387 677387 Tue, 15 Sep 2009 10:55:03 -0400 http://seekingalpha.com/article/159997-no-good-news-on-the-horizon-for-the-dollar?source=feed#comment-662247 662247 Fri, 04 Sep 2009 14:40:27 -0400 http://seekingalpha.com/article/157502-buffett-finally-admits-the-dollar-is-doomed?source=feed#comment-639478 639478 Fri, 21 Aug 2009 08:50:58 -0400 http://seekingalpha.com/article/156194-friday-fx-view-debate-continues-to-rage-over-u-s-recovery-rally-for-dollar?source=feed#comment-630865 630865

On Aug 15 03:45 AM Dave Wrixon wrote:

> The US Government does not want a weaker dollar. They are doing everything
> in their power to manipulate the markets to keep the dollar strong.
>
>
> Why? Well, simply because a collapsing currency will force higher
> interest rates, and they cannot afford to finance higher interest
> rates on US Government debt. The US economy is based on Everything
> for Northing Market Manipulation, that will continue as long as Obama
> draws breath.]]> Sat, 15 Aug 2009 09:32:40 -0400

On Aug 15 03:45 AM Dave Wrixon wrote:

> The US Government does not want a weaker dollar. They are doing everything
> in their power to manipulate the markets to keep the dollar strong.
>
>
> Why? Well, simply because a collapsing currency will force higher
> interest rates, and they cannot afford to finance higher interest
> rates on US Government debt. The US economy is based on Everything
> for Northing Market Manipulation, that will continue as long as Obama
> draws breath.]]> http://seekingalpha.com/article/154930-asia-the-next-big-bubble?source=feed#comment-621757 621757 Sun, 09 Aug 2009 09:40:07 -0400 http://seekingalpha.com/article/153966-wednesday-fx-view-a-tad-of-risk-aversion-boosts-dollar?source=feed#comment-618361 618361 One is that employers have done massive house cleaning and the remainder, for the moment, are deemed necessary.
Two, the manner in which the federal government reports unemployed is politically flawed in favor of underreporting.
Three is that less happens during the summer. Wait to see a rise in September.]]> Thu, 06 Aug 2009 13:57:57 -0400 One is that employers have done massive house cleaning and the remainder, for the moment, are deemed necessary.
Two, the manner in which the federal government reports unemployed is politically flawed in favor of underreporting.
Three is that less happens during the summer. Wait to see a rise in September.]]> http://seekingalpha.com/article/154130-the-dollar-s-continued-decline-unintended-consequences?source=feed#comment-618352 618352
Ben is totally out of his depth and also has no guts to do what the Fed is supposed to do.

One solution is to rethink the Federal Reserve. It no longer serves a purpose. It has become a tool of the president in power.]]> Thu, 06 Aug 2009 13:52:32 -0400
Ben is totally out of his depth and also has no guts to do what the Fed is supposed to do.

One solution is to rethink the Federal Reserve. It no longer serves a purpose. It has become a tool of the president in power.]]> http://seekingalpha.com/article/152933-dollar-watch-race-to-debase?source=feed#comment-610801 610801 Sat, 01 Aug 2009 12:27:49 -0400 http://seekingalpha.com/article/152207-daily-currency-forecast-don-t-bet-on-the-dollar-s-demise?source=feed#comment-607792 607792 Thu, 30 Jul 2009 09:42:55 -0400 http://seekingalpha.com/article/152382-this-recovery-is-not-sustainable?source=feed#comment-607788 607788
As for unemployment we know, even from good times, that the government(s) have always under reported the numbers. This has been and is political. The real numbers are not know but I think an educated guess is around 12%. The government's formula counts those they want and then leaves off those it wants to avoid.]]> Thu, 30 Jul 2009 09:37:48 -0400
As for unemployment we know, even from good times, that the government(s) have always under reported the numbers. This has been and is political. The real numbers are not know but I think an educated guess is around 12%. The government's formula counts those they want and then leaves off those it wants to avoid.]]> http://seekingalpha.com/article/152285-dollar-strength-across-the-board?source=feed#comment-607772 607772 Thu, 30 Jul 2009 09:27:21 -0400 http://seekingalpha.com/article/152459-warning-signs-from-brazil?source=feed#comment-607769 607769 Thu, 30 Jul 2009 09:24:01 -0400 http://seekingalpha.com/article/151410-iceland-and-the-wonders-of-competitive-currency-devaluation?source=feed#comment-603878 603878
As for the Asians retaliating against us that is phoey. What can they really do? Stop buying our useless paper? Start selling our paper? Makes no difference. We will be in the tank anyways.

]]> Mon, 27 Jul 2009 13:27:09 -0400
As for the Asians retaliating against us that is phoey. What can they really do? Stop buying our useless paper? Start selling our paper? Makes no difference. We will be in the tank anyways.

]]> http://seekingalpha.com/article/149817-is-the-u-s-dollar-the-fed-s-next-weapon?source=feed#comment-601575 601575 Fri, 24 Jul 2009 22:34:44 -0400 http://seekingalpha.com/article/149993-when-will-the-fed-raise-interest-rates?source=feed#comment-596606 596606 Tue, 21 Jul 2009 11:50:00 -0400 http://seekingalpha.com/article/147086-the-future-of-brazilian-markets-a-private-equity-perspective?source=feed#comment-575608 575608
The continued depression in the US and EU will effect Brasil over the long run. Brasil is counting on exports. China is decreasing it's pruchases and obviously so has US and EU.

The strength of the R$ against the U$ hurts the exporters. Brasil will have to weaken it's currency. This can be accomplished by lower the official interest rates even more. They have to do something about the carry trade. A tax on flows of carry trade money in and out would help.

Brasil always has to be watched carefully. It has made enormous positve moves over the last 15 years. However, there is still a 3rd world mentality there. Corruption at all levels is a way of life. You can not do business with the government or even the private sector without bribes. I do not mean small bribes.

After Lula what will happen. With all is left wing talk he allowed the capitalist system to work it's way to prosperity. Lula will soon leave office. There is no one out there with his vision and common sense. If one of the old type hacks gets in the game is over.
]]> Mon, 06 Jul 2009 11:06:46 -0400
The continued depression in the US and EU will effect Brasil over the long run. Brasil is counting on exports. China is decreasing it's pruchases and obviously so has US and EU.

The strength of the R$ against the U$ hurts the exporters. Brasil will have to weaken it's currency. This can be accomplished by lower the official interest rates even more. They have to do something about the carry trade. A tax on flows of carry trade money in and out would help.

Brasil always has to be watched carefully. It has made enormous positve moves over the last 15 years. However, there is still a 3rd world mentality there. Corruption at all levels is a way of life. You can not do business with the government or even the private sector without bribes. I do not mean small bribes.

After Lula what will happen. With all is left wing talk he allowed the capitalist system to work it's way to prosperity. Lula will soon leave office. There is no one out there with his vision and common sense. If one of the old type hacks gets in the game is over.
]]> http://seekingalpha.com/article/146877-taking-a-lesson-from-the-great-depression?source=feed#comment-574567 574567
Say one moves to Brasil. Since the US Bonds must pay higher interest the carry trade will start aiming for the United States Dollar. Thus living in Brasil the dollar will buy more R$'s than say now. Plus the Brasilian economy can not exist without strong exports to EU and USA. China will not be able to help. This the R$ will go down in this way also. I know one thing. Living in the United States will be more than hard.

There is the other question which I never see. China, Brasil and others back their currency with dollars. If the dollar really gets ultra bad their currencies good down with the dollar. They can not sell their dollars under such conditions. Who would buy?]]> Sun, 05 Jul 2009 12:24:15 -0400
Say one moves to Brasil. Since the US Bonds must pay higher interest the carry trade will start aiming for the United States Dollar. Thus living in Brasil the dollar will buy more R$'s than say now. Plus the Brasilian economy can not exist without strong exports to EU and USA. China will not be able to help. This the R$ will go down in this way also. I know one thing. Living in the United States will be more than hard.

There is the other question which I never see. China, Brasil and others back their currency with dollars. If the dollar really gets ultra bad their currencies good down with the dollar. They can not sell their dollars under such conditions. Who would buy?]]>