Gary A

Buy American: U.S. Investors Shunning U.S. Mutual Funds

Not only is the dollar an issue in these investments, so is the concept of decoupling. These investments assume that the world can decouple from the US consumer. I don't really see that happening.

It may happen a few years from now but it isn't happening now. That is why I think we will see some worldwide impact of the US consumer that the Obama administration has forgotten about. Bush allowed 150 dollar oil and if Larry Summers had his way it would be 150 bucks again.

I don't even think Chinese consumers can replace the American public, that engine of world prosperity that the international bankers have such disdain for. seekingalpha.com/insta...

Too bad Obama listened to the banksters and failed to bail out main street. Wall Street is not going to do well down the road if main street stays in the tank. I am not advocating a credit binge, but just a repair of mainstreet's balance sheet.

More Central Bank Independence: Pulling the Fed Out of the Corner

Brad, you are the most brainwashed individual I have ever seen on this website. You actually believe that the Fed fears congress?

This is why you are so wrong. Alan Greenspan advocated the prudence of adjustable mortgages in February of 2004. He could have stopped this ponzi scheme dead in its tracks but chose to promote the ponzi while trying to tell us that he wouldn't know a real bubble if he saw it.

And he did this to finance the Iraq War. He knew he was doing something that would come back to bite the US. But he wanted the oil and said so in his book. This is war criminality.

If he were not chairman of the Fed this would have been seen as criminal behavior. Similar off balance sheet accounting to what he allowed sent Enron biggies to jail or worse. Yet bankers got away with it thanks to Greenspan.

So Brad, where do you get off trying to defend any of this? It has no defense. We need a little academic honesty Brad. So where shall we find it? Certainly not from you. Your articles are quite disturbing, actually.

The Great Credit Crunch Is Deepening

I can't wait.


On Nov 19 01:11 PM ryanclarke wrote:

> Eventually, given sufficient time, what misery occurs on Main Street
> will find its way to Wall Street ... only more greatly amplified.

Citigroup: Market Gains to Continue Until Individuals Jump Back In

Low volume on the upside is the clue.


On Nov 18 06:09 PM cash wrote:

> >>Lol, that is funny. Yes, get the retail guy in and clock him with
> a >>massive decline. What a sordid game.
>
> Yup, that is the way wall street works. Atleast the guy is being
> honest and not mincing his words. If individual investors do step
> in to this market after pronouncements like these, then it is their
> fault. Can't say they have not been warned. But it does look like
> the so called dumb money has wised up some, and staying out of this
> Casino where house/street is rigged to win.

Citigroup: Market Gains to Continue Until Individuals Jump Back In

Lol, another funny one. How can they predict an increase in the stock market if they cannot get their stock to 5 bucks? Losers.


On Nov 18 05:17 PM luv2makemonies wrote:

> what about their stock?

Citigroup: Market Gains to Continue Until Individuals Jump Back In

Lol, that is funny. Yes, get the retail guy in and clock him with a massive decline. What a sordid game.


On Nov 18 02:38 PM woollyB wrote:

> "Citigroup forecasts that there is a near 90% probability that stocks
> should be higher in six months and a 97% chance that the S&P
> 500 will be higher in 12 months."
>
> I can't fathom how they calculate those percentages, but if you can't
> trust a Citigroup analyst, who can you trust?

Carry Trade Shifts into Parabolic Gear

Is it a trade war for China to tax capital that threatens to jack up their commodity prices? Just wondering....

Weekly Recap: Is the U.S. Going Bankrupt?

Obama is an extension of the banker cartel, but Bush was a member as well. And Bush started wars of greed. For example. The war in Afghanistan was hatched as a response to the Taliban going to Texas in 1997 and refusing to build the pipeline to daddy Bush and Helliburton investments in the Caspian Sea. Afghanistan was never a response to 9/11. Some say it was a beneficiary of 9/11. I believe the rejection of the pipeline allowed a false flag against the United States. I don't know who started 9/11, but I know Bush allowed it and was an accessory to it.


On Nov 15 02:18 AM realold wrote:

> I agree except that the Obamanation is not a contender, it is the
> champion. Current events are the worse to ever effect the U.S.
> Are they reversible? I sure hope so.
>
> Before the election, I heard a replay of the Obama radio interview
> from his early junior senator days. I had hoped that it would be
> played many times before the election, but it was not. He really
> thinks that the Constitution is wrong and needs to be changed to
> give an advantage and special consideration to "diadvantaged" people.
>
>
> My Dad picked cotton at age 8 and ate horse feed many times for dinner.
> He and I did just fine without the government's help. Obama thinks
> otherwise and is ruining this country in order to promote the poor
> toward middle class benefits by "giving" them what my family worked
> so hard to achieve. The result will be the end of the middle class
> as it is slammed into poverty.
>
> The purpose of Obamacare is to accelerate this by packing medical
> schools with the underqualified poor (read about special grants and
> dispensation for minorities and underpriviled in medical school entrance
> in the House Healthcare bill) and to chase the current medical establishment
> to greener fields ( I saw my liberal doctor this week and these are
> his words). This will destroy quality care in the U.S.
>
> Point is, the U.S. economy and dollar are both doomed on the current
> path. I will be increasing commodity and specific gold miner stock
> ownership on any pullbacks. China, India, Canada, and Brazil will
> rule the world. And the citizens voted for this!
>
> I am so sad to see this in my lifetime and fear deeply for my grandchildren.
> Hope you young people find your way out.

Weekly Recap: Is the U.S. Going Bankrupt?

Besides George Bush being a traitor in so many ways, I agree with you that the Fed must keep interest rates low. Right now they are doing so by monetizing stuff, like MBS. That cannot continue, and they will have to actually defend the dollar and unwind something, like for example the budget deficits. So here we are with a Keynesian need to spend to avoid deflation, but we are too broke to do so!! Ain't that a hoot?


On Nov 13 11:16 PM mannettino wrote:

> Matt,
> There's a pretty big flaw in your analysis here. It has to do with
> the long/short weighting of the debt financing being done by the
> US. Because of the ultra low rates on the short end, they have (very
> dangerously) shifted the weighting towards that end because of the
> interest rate effect noted in the original article here. So, now
> we are REALLY exposed to any relatively major geopolitical event
> that would effect the short end of the interest curve. This is particularly
> true due to the levering up that's taken place via the carry trade
> being conducted (also leveraging the "cheap" money on the short end).
> So, anything that causes short term rates to increase is going to
> push us off the cliff.
> Regarding the spread between internal recycling of cash vs. foreign
> infusions via the treasury auctions, the easiest way to track that
> is via the statistic known as "TIC flows". It gets published monthly
> (I think). Suffice to say, it's moving in the wrong direction (e.g.
> less and less foreign central bank financing is coming in, and that
> which does come in is also going to the short end of the maturity
> curve). Net net, one cataclysmic disaster waiting to happen, and
> all the SOB NoBama cheerleaders on CNBC are aware of it but surpressing
> the reporting on it due to pressure "from above". God help us.<br/>

Erosion in the M2:M1 Relationship and the Burgeoning Eurodollar Bubble

Why does the M1 money multiplier continue to drop as the carry trade increases? And aren't we facing a major asset inflation rather than regular inflation because employees have no leverage to drive up their wages?

On Asset Pricing and What the Future Holds

It is all more planned than you say. Carry trade is a ponzi and taking down the carry by scaring sheeple into bonds will be another ponzi. It is all ponzi.

Today's FOMC Meeting: Extended Life Support for Markets?

It is too early because people are still buying the Bernanke bonds. Having to choose between the Fed induced carry trade or the Fed induced bond purchases, the Fed will choose the latter when necessary. It is not yet necessary. But it is all a scam, and a ponzi. hubpages.com/hub/Proof...

ETF Market Trends: Greed Trumps Fear in M&A Wall Street Action

Well Assata, the Fed has two scams at its fingertips. It can drive prices of stocks up with the carry trade. And it can drive them down when bond purchases are weak. Fun huh? It is a casino and a dangerous place to play. hubpages.com/hub/Proof...

Weekly ETF Rewind: VIX Signaling Regime Change?

Bernanke has to sell bonds. He will take the stock market down to do so. That was stated plainly by that Goncalves fellow at Cantor Fitzgerald, one of the 18 treasury bond dealers. I had been thinking that would happen. He confirmed it. However, exactly when this would take place is anyone's guess.

Long-Awaited Housing Recovery Is Finally Underway

I have a real problem with the long awaited housing recovery success. First, most low end folks are getting in to property no money down with the tax credit. Take it away and you have people with no money to put down.

Supply of homes is a chart that is laughable. The shadow inventory is real. The option arm and alt a and prime real estate is being abandoned in record numbers and it will get worse.

I want whatever it is that housing bulls are smoking to help me feel better, but with those headwinds, I can't really get behind this voodoo economics.