Gary A's Comments Gary A's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/166473/comments After Boston: Why U.S. Markets Are Vulnerable http://seekingalpha.com/article/1346681/comments?source=feed#comment-17741271 17741271 Wed, 17 Apr 2013 12:42:34 -0400 Gold: Hedge Against Deflation http://seekingalpha.com/article/1347031/comments?source=feed#comment-17739021 17739021 Wed, 17 Apr 2013 12:03:47 -0400 Bernstein: The Fed Will Be Behind The Curve When It's Time To Tighten http://seekingalpha.com/article/1346821/comments?source=feed#comment-17738931 17738931 Wed, 17 Apr 2013 12:01:25 -0400 Gold: Hedge Against Deflation http://seekingalpha.com/article/1347031/comments?source=feed#comment-17737971 17737971
So then, we can't grow much. The Fed can't fight the resulting inflation with higher interest rates or LIBOR will surpass the fixed rates and the counterparties will win and the banks will go under.

So a banking crisis will certainly occur if there is a repeat of 2005-2008. ]]> Wed, 17 Apr 2013 11:43:04 -0400
So then, we can't grow much. The Fed can't fight the resulting inflation with higher interest rates or LIBOR will surpass the fixed rates and the counterparties will win and the banks will go under.

So a banking crisis will certainly occur if there is a repeat of 2005-2008. ]]> After Boston: Why U.S. Markets Are Vulnerable http://seekingalpha.com/article/1346681/comments?source=feed#comment-17737581 17737581 Wed, 17 Apr 2013 11:37:35 -0400 When The Cost Of Sovereign Default Plunges http://seekingalpha.com/article/1346621/comments?source=feed#comment-17737101 17737101
I think Argentina should not pay anything back to anybody if the court sides with Singer. Just my opinion.

The only country that has not defaulted in the last hundred years is the US. ]]> Wed, 17 Apr 2013 11:28:13 -0400
I think Argentina should not pay anything back to anybody if the court sides with Singer. Just my opinion.

The only country that has not defaulted in the last hundred years is the US. ]]> Tableau IPO: Let The Gold Rush Begin For Enterprise Software IPOs http://seekingalpha.com/article/1325331/comments?source=feed#comment-17692031 17692031 Tue, 16 Apr 2013 11:59:56 -0400 Ben Bernanke's Diabolical Plan To Turn Mortgage-Backed Securities Into Pristine Collateral http://seekingalpha.com/article/1256121/comments?source=feed#comment-17690471 17690471 http://bit.ly/13NrhJM

The government mortgage pools did not cause the housing bubble. The chart made me realize this, and then I read where Barry came to the same conclusion.]]> Tue, 16 Apr 2013 11:14:59 -0400 http://bit.ly/13NrhJM

The government mortgage pools did not cause the housing bubble. The chart made me realize this, and then I read where Barry came to the same conclusion.]]> 5 Reasons Why You Should Consider British Gambling http://seekingalpha.com/article/1314531/comments?source=feed#comment-17507561 17507561 Thu, 11 Apr 2013 15:31:24 -0400 Austerity Is The Key To The Eurozone Crisis http://seekingalpha.com/article/1318161/comments?source=feed#comment-17477001 17477001
" behold the Central Banks will end up with the prize. Once this has happened there will be no regional banks left to fall back on. Every loan will flow directly from the Central Banks, and when the Fed has control over every home in the US they will suddenly devalue them, offer them to the public for pennys and they will be the hero."

That is a lot to think about Far Side!! ]]> Wed, 10 Apr 2013 22:05:19 -0400
" behold the Central Banks will end up with the prize. Once this has happened there will be no regional banks left to fall back on. Every loan will flow directly from the Central Banks, and when the Fed has control over every home in the US they will suddenly devalue them, offer them to the public for pennys and they will be the hero."

That is a lot to think about Far Side!! ]]> Austerity Is The Key To The Eurozone Crisis http://seekingalpha.com/article/1318161/comments?source=feed#comment-17456051 17456051
Thanks. and you may want to read this; http://bit.ly/16N8ahu]]> Wed, 10 Apr 2013 13:34:30 -0400
Thanks. and you may want to read this; http://bit.ly/16N8ahu]]> Austerity Is The Key To The Eurozone Crisis http://seekingalpha.com/article/1318161/comments?source=feed#comment-17400921 17400921
Can you elaborate, Farside?]]> Tue, 09 Apr 2013 10:53:27 -0400
Can you elaborate, Farside?]]> Austerity Is The Key To The Eurozone Crisis http://seekingalpha.com/article/1318161/comments?source=feed#comment-17358191 17358191 Mon, 08 Apr 2013 11:44:51 -0400 Here's What Happened The Last Time The Fed Owned All Outstanding Treasuries http://seekingalpha.com/article/1321721/comments?source=feed#comment-17325711 17325711
So, they are all forcing massive demand for treasuries as collateral for these trades. The more trades, the more collateral needed.

This is different than in the past Joe, IMO. The Fed is like the mafia here. They will show no mercy and their TBTF banks will always create demand for collateral. Eventually, it would not surprise me that companies wanting loans pay the Fed for the collateral, the treasuries. Could that happen is the question.

But demand for treasuries is monumental. ]]> Sun, 07 Apr 2013 14:37:09 -0400
So, they are all forcing massive demand for treasuries as collateral for these trades. The more trades, the more collateral needed.

This is different than in the past Joe, IMO. The Fed is like the mafia here. They will show no mercy and their TBTF banks will always create demand for collateral. Eventually, it would not surprise me that companies wanting loans pay the Fed for the collateral, the treasuries. Could that happen is the question.

But demand for treasuries is monumental. ]]> Here's What Happened The Last Time The Fed Owned All Outstanding Treasuries http://seekingalpha.com/article/1321721/comments?source=feed#comment-17314061 17314061 Sun, 07 Apr 2013 01:40:25 -0400 Austerity Is The Key To The Eurozone Crisis http://seekingalpha.com/article/1318161/comments?source=feed#comment-17213211 17213211 Thu, 04 Apr 2013 11:07:40 -0400 The 30 Year Treasury Bond Makes No Sense Compared To Dividend Stocks http://seekingalpha.com/article/1310711/comments?source=feed#comment-17099911 17099911
The 10 year makes a lot more sense than the 30 year, however.]]> Tue, 02 Apr 2013 02:05:09 -0400
The 10 year makes a lot more sense than the 30 year, however.]]> We Face Derivative Collateral Deflation And ECB Banks Could Be The Losers http://seekingalpha.com/article/1300741/comments?source=feed#comment-17071291 17071291 Mon, 01 Apr 2013 11:38:46 -0400 Euro Tremors Send Message: Diversify Currencies And Add Precious Metals http://seekingalpha.com/article/1309591/comments?source=feed#comment-17011441 17011441 Sat, 30 Mar 2013 10:43:54 -0400 We Face Derivative Collateral Deflation And ECB Banks Could Be The Losers http://seekingalpha.com/article/1300741/comments?source=feed#comment-16994191 16994191 Fri, 29 Mar 2013 16:30:21 -0400 Gold's Dull Future http://seekingalpha.com/article/1309031/comments?source=feed#comment-16981091 16981091
But now, just because people have low interest rates doesn't mean we are going to have inflation. The Fed will keep the economy moving slowly. MainStreet is being starved for cash. You can see that by visiting your local jewelry store, where people are selling gold to the jewelers, not the other way around. ]]> Fri, 29 Mar 2013 10:34:31 -0400
But now, just because people have low interest rates doesn't mean we are going to have inflation. The Fed will keep the economy moving slowly. MainStreet is being starved for cash. You can see that by visiting your local jewelry store, where people are selling gold to the jewelers, not the other way around. ]]> Mar. Reuters/UofM Consumer Sentiment: 78.6 vs. 72.5 expected and 71.8 prior. http://seekingalpha.com/currents/post/916671?source=feed#comment-16979591 16979591 Fri, 29 Mar 2013 10:00:22 -0400 Don't Fight The Fed: Investment Strategy For The Coming 'Unwind' http://seekingalpha.com/article/1306181/comments?source=feed#comment-16968001 16968001 Thu, 28 Mar 2013 23:52:40 -0400 Don't Fight The Fed: Investment Strategy For The Coming 'Unwind' http://seekingalpha.com/article/1306181/comments?source=feed#comment-16967921 16967921 Thu, 28 Mar 2013 23:51:31 -0400 It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors http://seekingalpha.com/article/1306931/comments?source=feed#comment-16962731 16962731 Thu, 28 Mar 2013 20:20:34 -0400 The Housing Bubble Is Back http://seekingalpha.com/article/1298911/comments?source=feed#comment-16954001 16954001 Thu, 28 Mar 2013 17:02:33 -0400 Don't Fight The Fed: Investment Strategy For The Coming 'Unwind' http://seekingalpha.com/article/1306181/comments?source=feed#comment-16952111 16952111 Thu, 28 Mar 2013 16:27:31 -0400 Don't Fight The Fed: Investment Strategy For The Coming 'Unwind' http://seekingalpha.com/article/1306181/comments?source=feed#comment-16951131 16951131
John L. Lewis, Plaintiff/Appellant,
v.
United States of America, Defendant/Appellee]]> Thu, 28 Mar 2013 16:07:52 -0400
John L. Lewis, Plaintiff/Appellant,
v.
United States of America, Defendant/Appellee]]> Don't Fight The Fed: Investment Strategy For The Coming 'Unwind' http://seekingalpha.com/article/1306181/comments?source=feed#comment-16949461 16949461 Thu, 28 Mar 2013 15:33:38 -0400 Don't Fight The Fed: Investment Strategy For The Coming 'Unwind' http://seekingalpha.com/article/1306181/comments?source=feed#comment-16948101 16948101
I just don't think that, as detestable as the banks and central banks are, they will lose these bets. I don't see it. They know which way the casino is going. Gold bugs and others don't know that. ]]> Thu, 28 Mar 2013 15:09:05 -0400
I just don't think that, as detestable as the banks and central banks are, they will lose these bets. I don't see it. They know which way the casino is going. Gold bugs and others don't know that. ]]>