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Jason Rines (iThinkBig)

Jason Rines (iThinkBig)
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  • How to Trade the Rest of the Year - Goldman Sachs [View article]
    Nice Christmas gift Goldman, but I prefer restoring integrity in the USA as a much bigger possible gift.
    Nov 25, 2009. 12:03 PM | 24 Likes Like |Link to Comment
  • This Recession Isn't Over: Now for the Hard Part [View article]
    I would have to disagree Alphameister. Commercial RE is the shoe that is now free falling and is MUCH bigger problem then consumer RE. All the US has done is to stave off default for a few years. Entitlements and government policy including additional tax policies will be make things worse. How about another year of deflation? That is coming followed in 2011 by inflation & taxation whammy. I pulled out of the market completely in March. I expect four more years of whipsaw, surprises and further erosion of freedom as government becomes bigger. We are still shedding jobs and as the article mentions, wage deflation even as commodities rise. It's going to get worse and be ugly and I imagine the 2012 elections will decide if we are to maintain a Republic or become Communist-lite
    Jul 6, 2009. 11:18 AM | 24 Likes Like |Link to Comment
  • High Frequency Friday: The WSJ Finally Catches On [View article]
    My Grandmother lived through the Great Depression. She told me a couple of specific points I remembered:

    1) "Don't ever trust a banker they love foreclosures." Now it wasn't until she had already passed away and I studied economics and seen the debacle of this last decade to really understand why she said this.

    2) After the GD, She didn't buy stocks until 1962 and when she did it was in oil.

    Your commentary reminded me of these two points.
    Apr 16, 2010. 11:56 AM | 21 Likes Like |Link to Comment
  • How The U.S. Is Quickly Becoming A Third World Country (Part 1) [View article]
    Hey Long Enough Timeline, don't you feel it is bizarre to have to go to Russia Times to get news going on about our own country about economics?

    I remember working with Russian coders in 1998/1999 during the LTCM/final Rouble devaluation.

    They couldn't work certain hours because of energy rationing, four dudes would all be living in a one bedroom making $100 a day between them. I felt awful for them but THAT is EXACTLY what is happening to the U.S.

    Ironic that it was American financiers like Robert Rubin and Larry Summers, Tim Geithner and of course don't forget the Central Bankers that 'helped' the Russian Oligarchs finish asset stripping their people in the 1990's. Russia is two-tiered mafia society. The top and bottom generally know better to not intrude on each others rackets. OR ELSE. Not very conducive to capital formation, at least not in any kind of scale.

    Like the Soviets, we may as well at this point start thinking about what we call America 2.0. Because either half the promises made to the people have to be broken or we hyperinflate. Either method ends the United States as we know it. I am aware that the last decade the United States has already devalued to what would another 30% add to energy or food costs? Most middle class people I know far underwater and can barely keep a conversation these days without snapping.

    What happened to the United States. Let's talk about that shall we? Mandraking East or what was called 'Ping-Pong' strategy by Central Banking was first launched in 1971, sponsored by Kissinger and Tricky Dick.

    The acceleration of Ping-Pong in the 1990's toward a new China peg, using Russian security and EU trade bloc means the global rulership (which are financiers with no national loyalty) will finish their triangulation against America. Because over the next two or three years these countries have learned from the history prior to WWII about bond games and lack of basic commodities.

    A shame the financiers have made sure this trade bloc totally hate America. This will backfire on the entire globe.

    The EU, Russian, Chinese bloc does not intent to compete against America in any way considered 'healthy competition'. I cannot blame them for some of their hedging or mercantalist planning for afterall, all nations are opportunists.

    I do hope we all realize that trade will want to be renormalized someday even if it takes a decade to get there. A global Monarchy in pyramid form cannot sustain the needs of 6B people. Things are going to change quickly from the start of 2013 in geopolitics.

    Alan Greenspan and Bill 'I'll sell the nation out for campaign contributions' Clinton did not consider the length of harmonization required to have short trade gaps between West and East. Instead, monster hole sized problems in America and China have opened up which will guarantee the break-down of supply chains. Both nations rulers are responsible for this.

    Also, not all MENA countries nor Israel itself is pleased with having Chinese/Russo alliance as new security detail for the Chinese global reserve currency.

    Remember, whatever country is the peg gets global security policeman job. Globally, the gaps of not being able to EVER be able to afford to start a family means serious civil unrest and revolutions. Such will quickly be redirected into uncontained world war. Neither the global financiers or countries such as Russia, China or even the U.S.A. planners give two shits if you all die the coming decade. You had better keep this in mind if you intent to survive and prosper...

    About the financiers and the pyramid of Monarchy of 666/999 (the numbers indicate geometry, depth of the model. I thought we figured out square roots in models a long time ago, but I digress..

    Back in the 1990's a famous quote by Clinton (originally spouted by of course by Central Banking financiers) was that Americans have too much freedom.

    Now I don't blame Clinton for all the ills of the country, no more than Bush or Obama.

    But such Presidents have sold the country out to foreign lobby to force devolution of America from a 4d government to a 3d pyramid Monarchy. Mankind should be building a 4d-5d government right now (five branch government). Check out the level mankind is operating on using physics and topography, this one is awsome to read and it is one page:

    Supposedly the entire world will just forget the Internet and anything ever learned about how this world really works? It will forget about any opportunity to benefit and just gently devolve with no growth potential as one giant feudal family? Good luck with that line of thinking!

    Also, good luck to rulers that believe that Malthusian solutions will not be fully visited on themselves. Screw you pricks. If you loathe yourselves and the rest of you're species tune out now and exit.

    There are so many biological, chemical agents around the rulers will wind up in a bunker which the people will simply cover with 100 feet of concrete and call it a day. Each national leader must now choose wisely in how citizenships are integrated into the political process or not. If not, expect a lot of enemies and ones that linger for lifetime.

    There will be an entire world to be rebuilt so I am long energy over the next decade, reviewing regional opportunities now and doing it company specific. After ten years, commodities for the next twenty years from 2021 on will be in massive demand. The world will need to be rebuilt and don't think any major country will be spared from widespread carnage.

    Good luck to all and God bless - I wish no people any pain or hurt. Show leadership gentlemen, at your local level if nothing else.
    Nov 22, 2011. 12:24 PM | 20 Likes Like |Link to Comment
  • The Coming Economic Collapse, Part 1 [View article]
    That populist movement of 'anger' comes from somewhere. I believe Mr. Summer explains it well. That is stagnant wages but increasing inflation. How an individual perceives this downturn is often based on current balance sheet. For unskilled labor and new college grads expecting to earn $60k a year at entry, this is hell. If your a small business owner, this is probably hell. If your part of the Federal government, this downturn event is probably no big deal. If you are already wealthy, your probably wondering what all the whining is about from J6Pack. From a macro perspective, it's failure of political leadership for close to 40 years leading to this large, systemic event. We certainly fashioned ourselves after the Romans in all manners including the slogan 'we expand or die'. That does not always work out as planned.

    On Jun 05 01:25 PM thiazole wrote:

    > You argue with feelings instead of facts. For example, you stated
    > "Today, BOTH parents work and most Americans are barely getting by."
    > The facts don't back that up. You are just appealing to populist
    > discontent. People are unhappy because we are in the middle of a
    > recession and the angry populist movement will agree to anything
    > they can shake their fist at, so you are giving it to them. In the
    > end, the more people in society that work, the more goods produced
    > and the more we can therefore consume (ie, overall wealth DOES increase).
    > It really is that simple (and we won't even get into increases in
    > productivity since the 70s).
    Jun 5, 2009. 05:14 PM | 18 Likes Like |Link to Comment
  • I Have a Bad Feeling About This Market [View article]
    I agree. And I'll add that while this piece lacks some substance, many of Mr. Filinov's articles do and he has been accurate in predicting particular events. Let's not crush emerging leadership showing demonstrable refinement over a long time period. They are called 'emerging' for a reason.

    On Feb 06 09:46 AM Larry House wrote:

    > The whole purpose of Seeking Alpha, as I see it, is to provide a
    > forum for all views. The reader can make his/her own judgment about
    > the credibility and usefulness. This piece is right on in tone reflecting
    > how many feel about this market and the current investing climate.
    > Agree or disagree, but these comments about the author are petty
    > and demeaning. Seeking Alpha is not the joke, but some of the comments
    > sure are.
    Feb 6, 2009. 10:20 AM | 18 Likes Like |Link to Comment
  • The Coming Economic Collapse, Part 2 [View article]
    The above comment holds a lot of truth. Watch the politico inept and crooks in your backyard and vote them out in 2010 and 2012. Some of us will make it a lot easier for the public to conduct research online and do our part of patriotic duty.
    Jun 8, 2009. 01:18 PM | 17 Likes Like |Link to Comment
  • Tumultuous Tuesday: Mickey Mouse Misses Mortgage Payments? [View article]
    Why does Phil require a defensible position to conduct philanthropy as he sees fit? As far as I am concerned, Phil is putting himself at odds with a very powerful, global regime to get the truth out. The current NWO of the West is falling apart which makes such a regime at its most dangerous.

    Hey Bob Will: Monetary unions without political unions (consent of those governed) always fails. The EU is a recent example and this problem is now global. CFR/Bankers/Clubs of Whatever may indeed be pushing for NWO but what I really see is a tiny minority that are acting kleptocratic being afraid of life moving ahead of them. They will grow old and die like everybody else.
    I believe major military misadventure is right around the corner. It will probably be ugly but the outcome of modern day Feudalism will be no different than Europe pre-Renaissance. No quarter will be given any country, group or individual as the current order breaks apart.
    Anchoring to China? Yeah, that is going to solve it. Sarcasm off. I am long America but our day of reckoning is upon us. Take care of your family, get to know the locals. As Ben Franklin once stated: "It is better to have it and not need it than need it and not have it." Good old Ben lived though very tumultuous and trying times.
    Jun 1, 2010. 12:56 PM | 15 Likes Like |Link to Comment
  • America: Is This the End of an Era? [View article]
    Cool. I know how to get top 20 ranking also Bosun. I can just keep repeating how I hate America. You dolt, you know little of history. You would have a world of Buddists being oppressed globally without the United States. All of you would have been forced to speak Japanese and worship the emporer. We'll now see a diminished United States on the world stage over the next several years. Let's see if the world gets better or much, much worse.

    On Jan 09 10:04 AM bosun.j wrote:

    > "Can you imagine a world without the United States in it?"
    > Yes I can. I go to make merit several times a week and ask Buddha
    > for that very thing.
    Jan 9, 2009. 10:15 AM | 15 Likes Like |Link to Comment
  • Rep. Paul Ryan releases a new deficit reduction proposal that claims to cut $5.8T in spending over the next decade and includes major changes to Medicare and Medicaid. These problems won't get fixed because (choose one): A. they're unworkable; or B. politicians and voters don't have the stomach for such deep cuts.  [View news story]
    I am going to put this out as a survey to the general public next week. Cut or hyperinflate. Begin competition or hyperinflate. Since we only have two doors and not a third.

    But media has done a great job reinforcing the duopoly, of that I imagine most can agree on.

    I am a business owner in the middle getting creamed to support the Boomers. Think the smaller and younger demographic will remain productive for a decade of no opportunity? Shared sacrifice, remember? I ain't get diddly out of SS or Medicare and have paid in for 27 years washing dishes when I was 14 and I don't make such generic political statements. Learn how Central Banking works Terry, this is an investment forum after all.
    Apr 5, 2011. 08:21 PM | 14 Likes Like |Link to Comment
  • Small Business and the Disappearing U.S. Consumer [View article]
    "Competition is a sin, therefore you must destroy it" - John D. Rockefeller
    Feb 10, 2010. 05:09 PM | 14 Likes Like |Link to Comment
  • Fiscal Policy: Obama Administration Isn't Making Much Sense [View article]
    In 2007 the US was a $14 T economy and now we are an $11 T economy. That is a 22% reduction and represents the 1st half of the ballgame in terms of deflation. World Bank forecasting deflation in 2010 of 3% for the globe and I forecast another 10% coming off the US economy. We will be a $10 T economy if Washington does nothing. I hope Washington does nothing, because as other commenters stated, the legislation passed and being considered is all anti-business. In an environment where Small Business was the jobs driver for the last decade and likely inflationary effects in energy +taxation, Washington could turn the US into a $8 T - $9 T economy. Obama being wrong means he spends his life already a millionaire, salary for life and SS to protect his unpopular behind. The 97% of the citizenship not already hedged faces a very nasty era of austerity, crime and government oppression.

    To me Obama's goal is pretty apparent. He seems to like the way Ortega, Chavez and Castro run there countries as communists. It will be up to the voters to decide if they wish to live in a free country or communist lite country. The 'lite' part comes in because we will still be able to celebrate Brittany Spears of the world and pedophile pop starts whom pass away.
    Jul 13, 2009. 03:36 PM | 14 Likes Like |Link to Comment
  • What We Won't Get From Sunday's Healthcare Vote [View article]
    That would all be fine and swell if the dwindling number of PRODUCERS in the economy were rewarded instead of being asked to bear additional burden for the NON-PRODUCTIVE.
    When the political system is exempt from burden but the population at large isn't, you have a two-tiered system but I wouldn't classify the U.S. as socialist and certainly is no longer capitalism.
    What It resembles to me is Mussolini's Fascism, rewarding political supporters and destroying non-supporters. Or you could call it Greek Democracy of old where the 51% strong take from the 49% until the Democracy collapses.
    I guess it will be time to soon decide to participate in this system at all or explore more remote locations around the globe that still practice capitalism. The result of socialism is bankruptcy when the producer no longer can afford to bother being such. Call me when people work harder out of the fear of loss over the opportunity to benefit.
    The result of a Republic becoming a social Democracy is still bankruptcy.
    Europe would already be bankrupt if the U.S. were not supporting them militarily. Let's see what happens over the next few short years when we can no longer afford to be the world's policeman.

    If your intent is to protect the American people and look after our own, than that is a wonderful statement. Back up those words through cutting off entitlements to illegal aliens and tarrifs on Chinese goods as Krugman now suggests. Cut defense spending on protecting Afghanistan poppies, nation building in Iraq and other empire-building expenditures to protect international rackets. Then let's talk. Those things will happen whether you want them to or not as math doesn't lie, it can only be hid off-balance for so long and the check is coming due.
    Mar 21, 2010. 04:33 PM | 13 Likes Like |Link to Comment
  • The S&P warning on U.S. debt was silent on the real danger to the economy and the federal budget: Growth could be derailed by letting too-big-to-fail banks become irresponsible again or by allowing continually rising healthcare costs, Simon Johnson writes. He fears S&P's "broad-brush" warning could whip up debt hysteria and push policies that quickly undermine growth.  [View news story]
    The real issue is Fascism. Open up competition remove the artificial barriers to entry. Same goes for energy. For defense cut, cut and cut more along with Homeland Security and intelligence agencies. I am tired of paying taxes for investments in other countries where our military protects them but I see no infrastructure built in MY country.
    Apr 22, 2011. 01:18 PM | 12 Likes Like |Link to Comment
  • No Economic Joy for Joe Six-Pack [View article]
    Nice charts Mr. Hansen and showing an economy that has flatlined except for energy inflation. User 353 seems to sum up the opinions of a lot of my friends and family which is fear.

    “When the people fear their government, there is tyranny; when the government fears the people, there is liberty.”—Thomas Jefferson
    Dec 20, 2009. 10:09 AM | 12 Likes Like |Link to Comment