De Graaf's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/173058/comments http://seekingalpha.com/article/175069-etfs-for-2010?source=feed#comment-777577 777577
You can be well diversified but if you fail to asset allocate properly...then you have a point there.

Asset allocation is the most important thing of your overal return. Second comes diversification.

regards]]> Wed, 25 Nov 2009 15:04:53 -0500
You can be well diversified but if you fail to asset allocate properly...then you have a point there.

Asset allocation is the most important thing of your overal return. Second comes diversification.

regards]]> http://seekingalpha.com/article/174010-falling-dollar-erodes-non-u-s-investors-returns?source=feed#comment-767357 767357 Thu, 19 Nov 2009 11:08:31 -0500 http://seekingalpha.com/article/174010-falling-dollar-erodes-non-u-s-investors-returns?source=feed#comment-767350 767350
Its just that their isn't any other way to invest in China etc. without the US markets. Think OTC pink sheets and ADR's to get an idea of what I mean.

The rest of my holdings are mostly held in Canadian Dollars. Much saver if you ask me.]]> Thu, 19 Nov 2009 11:06:52 -0500
Its just that their isn't any other way to invest in China etc. without the US markets. Think OTC pink sheets and ADR's to get an idea of what I mean.

The rest of my holdings are mostly held in Canadian Dollars. Much saver if you ask me.]]> http://seekingalpha.com/article/172648-the-end-of-safe-havens?source=feed#comment-756040 756040
Unbelievable, just unbelievable you still don't seem to get that our capitalistic system is infected by debt. There is so much leveraged debt that this is not a one time event.

Because of the linear (high) growth prospects of CB's in developed economies and their misaligned regulatory framework by non-enforcement, the next crisis' will be closer to the next one if we continue on this path.

Humans are obviously unable to comprehend the exponential function related with e.g. steady 5% growth. For a developing economy like China there is way more room for high growth then developed economies. Industrialization is different than advanced societal development that should be based on low growth and sustainability. Think about it.

Inflation isn't the solution. Debt-deflation is a result of monetary mismanagement. Its the remedy consequence of a sick economic development from government involvement.

Stop looking at CPI, and take a look at the total money supply.

Fm = Fb + MV(Fc)

Fiat money = Fm
Fiat base = Fb
Fiat credit = Fc (always at market value!)

Austrian economics Felix. Austrian economics should be your next research topic.]]> Wed, 11 Nov 2009 16:40:09 -0500
Unbelievable, just unbelievable you still don't seem to get that our capitalistic system is infected by debt. There is so much leveraged debt that this is not a one time event.

Because of the linear (high) growth prospects of CB's in developed economies and their misaligned regulatory framework by non-enforcement, the next crisis' will be closer to the next one if we continue on this path.

Humans are obviously unable to comprehend the exponential function related with e.g. steady 5% growth. For a developing economy like China there is way more room for high growth then developed economies. Industrialization is different than advanced societal development that should be based on low growth and sustainability. Think about it.

Inflation isn't the solution. Debt-deflation is a result of monetary mismanagement. Its the remedy consequence of a sick economic development from government involvement.

Stop looking at CPI, and take a look at the total money supply.

Fm = Fb + MV(Fc)

Fiat money = Fm
Fiat base = Fb
Fiat credit = Fc (always at market value!)

Austrian economics Felix. Austrian economics should be your next research topic.]]> http://seekingalpha.com/article/172123-richard-koo-discusses-japan-s-lost-decade-and-the-u-s?source=feed#comment-752609 752609
2) Yes I noticed, but that doesn't change its significance. To the contrary, they should fire Summers, Bernanke and Geithner and replace the Paul Volcker instantly...I said: INSTANTLY g@ddammit.

3) Exactly, but don't forget that China's record stimulus is sustainable as aggregate demand as long as the savings rate in China remains high.
Remember what Richard Koo said: deficit neutral spending by government fiscal policy aligned with savings rate to keep GDP at par.

Thats only applicable to avoid depression. If this isn't enough evidence that Keynesians monetary thinking is a fallacy, I don't know what is.

I think the Austrian school of economics is the prudent way to AVOID future crisis. But even the Austrians will now need to adhere to greater consensus on fiscal stimulus in times of crisis with less focus on the fiscal deficit.

The Obama team should consider to NOT create growth by additional fiscal stimulus measurements with a huge deficit in place. Savings rate is near 5%, so no room for a spending frenzy. Prudence is key...(no pun intended)

Cheers, great article btw.


On Nov 09 09:49 AM Ricard wrote:

> 1) My bad, apparently he is Taiwanese.
>
> 2) I don't think anyone has noticed that this video is already one
> year old (10/29/08, not 2009). He's still talking about Bernanke
> pondering lowering rates and the administration debating the stimulus
> package. Regardless, thanks for posting it.
>
> 3) His theories would also explain why China's economy is humming
> along, given the enormous size of their stimulus relative to their
> GDP. I suppose the question would then be whether or not they collapse
> in the future, or further their own stimulus.]]> Mon, 09 Nov 2009 13:06:21 -0500
2) Yes I noticed, but that doesn't change its significance. To the contrary, they should fire Summers, Bernanke and Geithner and replace the Paul Volcker instantly...I said: INSTANTLY g@ddammit.

3) Exactly, but don't forget that China's record stimulus is sustainable as aggregate demand as long as the savings rate in China remains high.
Remember what Richard Koo said: deficit neutral spending by government fiscal policy aligned with savings rate to keep GDP at par.

Thats only applicable to avoid depression. If this isn't enough evidence that Keynesians monetary thinking is a fallacy, I don't know what is.

I think the Austrian school of economics is the prudent way to AVOID future crisis. But even the Austrians will now need to adhere to greater consensus on fiscal stimulus in times of crisis with less focus on the fiscal deficit.

The Obama team should consider to NOT create growth by additional fiscal stimulus measurements with a huge deficit in place. Savings rate is near 5%, so no room for a spending frenzy. Prudence is key...(no pun intended)

Cheers, great article btw.


On Nov 09 09:49 AM Ricard wrote:

> 1) My bad, apparently he is Taiwanese.
>
> 2) I don't think anyone has noticed that this video is already one
> year old (10/29/08, not 2009). He's still talking about Bernanke
> pondering lowering rates and the administration debating the stimulus
> package. Regardless, thanks for posting it.
>
> 3) His theories would also explain why China's economy is humming
> along, given the enormous size of their stimulus relative to their
> GDP. I suppose the question would then be whether or not they collapse
> in the future, or further their own stimulus.]]> http://seekingalpha.com/article/169829-pimco-s-gross-the-dollar-is-over-owned?source=feed#comment-736924 736924
He's not going to tell you directly to drop your investments with his fund. But this is a clear warning message.

Get out while you still can. The bubble is bursting sooner or later. Forget smaller returns. Dollar is toast.]]> Fri, 30 Oct 2009 10:02:14 -0400
He's not going to tell you directly to drop your investments with his fund. But this is a clear warning message.

Get out while you still can. The bubble is bursting sooner or later. Forget smaller returns. Dollar is toast.]]> http://seekingalpha.com/article/170110-m3-is-contracting-now?source=feed#comment-736857 736857
Its early to say, but logic implies that the US is heading towards depression like phenomena.

Private sector deleveraging, M3 declining, U6 unemployment close to historic highs and no jobs available.

The public side: money creation by the FED, GDP based on spending, stimulus for job creation equals temp. job savings with no productivity improvements, simply a GDP boost by increased spending. And last but not least, a gigantic accounting fraud at WallStreet and the government...

This can't go on much longer. Dollar confidence is at its end. Reality will sink in soon with most Americans for a revolution and when that happens, the foreign creditors have long left the dollar playing field.]]> Fri, 30 Oct 2009 09:24:02 -0400
Its early to say, but logic implies that the US is heading towards depression like phenomena.

Private sector deleveraging, M3 declining, U6 unemployment close to historic highs and no jobs available.

The public side: money creation by the FED, GDP based on spending, stimulus for job creation equals temp. job savings with no productivity improvements, simply a GDP boost by increased spending. And last but not least, a gigantic accounting fraud at WallStreet and the government...

This can't go on much longer. Dollar confidence is at its end. Reality will sink in soon with most Americans for a revolution and when that happens, the foreign creditors have long left the dollar playing field.]]> http://seekingalpha.com/article/170121-so-where-s-the-gdp-disaster?source=feed#comment-736822 736822
I mean c'mon, if unemployment is at 10 percent, U6 (1930 like measure) at 17 percent, you can't expect me to believe that the GDP is an accurate measure of economic growth!?

The more we spend, the bigger GDP gets...thats inherently phony.
Also, if companies are downsizing their payroll size and implementing other efficiencies that improve productivity, then GDP is suppose to decline! not grow!

The US is stepping in their own excrement soon but they won't see it as the roads are covered with a giant pile of leaves. Soon the man on the street will slip... and the cascade begins..]]> Fri, 30 Oct 2009 09:02:10 -0400
I mean c'mon, if unemployment is at 10 percent, U6 (1930 like measure) at 17 percent, you can't expect me to believe that the GDP is an accurate measure of economic growth!?

The more we spend, the bigger GDP gets...thats inherently phony.
Also, if companies are downsizing their payroll size and implementing other efficiencies that improve productivity, then GDP is suppose to decline! not grow!

The US is stepping in their own excrement soon but they won't see it as the roads are covered with a giant pile of leaves. Soon the man on the street will slip... and the cascade begins..]]> http://seekingalpha.com/article/169788-europe-is-breaking-up-its-too-big-to-fail-banks?source=feed#comment-735345 735345
America could actually learn something from its forefathers...
End the phony economy in the US. Start reasoning for the taxpayer or continue to destroy the dollar, increase moral hazard and top the peak for a bigger economic collapse,...a currency crisis.


On Oct 29 08:36 AM the gerald wrote:

> what about DB, barclays, bnp,credit agicole, ubs, soc. gen, stb,
> unicredit, credit suisse, hbos? the idiot EU is transfering all the
> rbs ing, lloyds stuff over to the local(?)above mentioned banks.
>
>
> no other banks can afford to buy the big chunks. the list of the
> top 25 will shuffle a bit. all above mentioned are too big to fail.
>
>
> neelie has an adjenda, i don't understand what it is.]]> Thu, 29 Oct 2009 09:54:03 -0400
America could actually learn something from its forefathers...
End the phony economy in the US. Start reasoning for the taxpayer or continue to destroy the dollar, increase moral hazard and top the peak for a bigger economic collapse,...a currency crisis.


On Oct 29 08:36 AM the gerald wrote:

> what about DB, barclays, bnp,credit agicole, ubs, soc. gen, stb,
> unicredit, credit suisse, hbos? the idiot EU is transfering all the
> rbs ing, lloyds stuff over to the local(?)above mentioned banks.
>
>
> no other banks can afford to buy the big chunks. the list of the
> top 25 will shuffle a bit. all above mentioned are too big to fail.
>
>
> neelie has an adjenda, i don't understand what it is.]]> http://seekingalpha.com/article/168497-nouriel-roubini-one-on-one-more-doom-and-gloom?source=feed#comment-728283 728283
Look outside, look at the Hoovervilles poppin' all over America, look at the U6 unemployment... no depression like phenomenons?

I think he should make a move towards Austrian economics. Never too late to learn some more in my opinion. Roubini is still young compared to Summers. He should retire instantly...]]> Sat, 24 Oct 2009 10:47:02 -0400
Look outside, look at the Hoovervilles poppin' all over America, look at the U6 unemployment... no depression like phenomenons?

I think he should make a move towards Austrian economics. Never too late to learn some more in my opinion. Roubini is still young compared to Summers. He should retire instantly...]]> http://seekingalpha.com/article/167157-dow-breaks-10-000-for-26th-time-while-gold-shines?source=feed#comment-721168 721168
Sound advice and keep it up!]]> Mon, 19 Oct 2009 18:13:53 -0400
Sound advice and keep it up!]]> http://seekingalpha.com/article/166377-marc-faber-dollar-weakness-a-symptom-of-inflation-in-the-system?source=feed#comment-719824 719824
Rob here. Never say never. Given, the US is able to print money till the dollar is at par with the manufacturing costs of its dollar paper mache project at the FED, but when confidence is lost in a currency (whether its a fiat currency would take a little longer than Zimbabwe) the dollar will continue to lose value and eventually go bust.

Another thing: Greenspan did one thing good, he kept policy inline with the borrowing capacity of your nation. Bernanke however, is testing the limits of debt to GDP in a time when GDP is shrinking due to deflationary pressures in the private sector. Remember, GDP in the US is based on spending. Contracting credit lines and efficiency (shedding jobs) will deflate GDP as you will see when the final statistics arrive.

I'm glad you acknowledge we are in a deflationary cycle. But I would want to add one thing to your knowledge. Mr. Faber is merely an inflationista (in your words) because of current US policy. The US will print its way out of debt if it needs to as confirmed by speech of Mr. Bernanke in 2002, if I recall correctly. Therefore, US policy is inflationary.

All credits to Marc Faber, who knows what he's talking about.

regards]]> Sun, 18 Oct 2009 18:52:22 -0400
Rob here. Never say never. Given, the US is able to print money till the dollar is at par with the manufacturing costs of its dollar paper mache project at the FED, but when confidence is lost in a currency (whether its a fiat currency would take a little longer than Zimbabwe) the dollar will continue to lose value and eventually go bust.

Another thing: Greenspan did one thing good, he kept policy inline with the borrowing capacity of your nation. Bernanke however, is testing the limits of debt to GDP in a time when GDP is shrinking due to deflationary pressures in the private sector. Remember, GDP in the US is based on spending. Contracting credit lines and efficiency (shedding jobs) will deflate GDP as you will see when the final statistics arrive.

I'm glad you acknowledge we are in a deflationary cycle. But I would want to add one thing to your knowledge. Mr. Faber is merely an inflationista (in your words) because of current US policy. The US will print its way out of debt if it needs to as confirmed by speech of Mr. Bernanke in 2002, if I recall correctly. Therefore, US policy is inflationary.

All credits to Marc Faber, who knows what he's talking about.

regards]]> http://seekingalpha.com/article/167101-american-austerity-is-about-to-begin?source=feed#comment-719222 719222
Remember what happened to France when they didn't suppor the war? There you go.

Those creditor nations just think by themselves...let us just get a low return (or perhaps a moderate loss) on our US dollar investments and keep the friendship going, or we could face a complete isolation in international matters by veto...

1. You fund the deficit and have good international relationship although the US will lose hegemony and power over time, or

2. Stop funding the US deficit and risk protectionist measures against your nation, plus the added effect of serious fiscal reform in America, once again revamping the US as a global power and lose respect for the coming century...for example.

Choice is clear for them, but I understand Shiff's ideology and principle which I fully support by the way, from America's perspective.]]> Sun, 18 Oct 2009 09:05:33 -0400
Remember what happened to France when they didn't suppor the war? There you go.

Those creditor nations just think by themselves...let us just get a low return (or perhaps a moderate loss) on our US dollar investments and keep the friendship going, or we could face a complete isolation in international matters by veto...

1. You fund the deficit and have good international relationship although the US will lose hegemony and power over time, or

2. Stop funding the US deficit and risk protectionist measures against your nation, plus the added effect of serious fiscal reform in America, once again revamping the US as a global power and lose respect for the coming century...for example.

Choice is clear for them, but I understand Shiff's ideology and principle which I fully support by the way, from America's perspective.]]> http://seekingalpha.com/article/166129-a-fed-official-that-actually-makes-sense?source=feed#comment-714092 714092
Keep it up.]]> Tue, 13 Oct 2009 13:44:02 -0400
Keep it up.]]> http://seekingalpha.com/article/164892-the-benefits-of-too-big-to-fail?source=feed#comment-705582 705582
Explicit or implicit, either way the costs of implicit backing of risk by governments are obvious now.

If TBTF banks are allowed to exist in the future, which I expect they will, then improved regulation and higher risk insurance should be implemented on a global basis to offset the systemic failure. I believe Strauss Kahn of the IMF talked about that latter issue recently, to form one global pool of insurance covering all major markets.

You can allow greedy bankers to continue, or you socialize some of their profits in insurance pools on a pro rato basis. The bigger the bank, the more it contributes.

Hard work should always be rewarded without limits. But not on the back of society by means of Keynesian leverage.

Time for Austrian economics. The common individual centralized. Not MBA bonuses.]]> Tue, 06 Oct 2009 14:49:42 -0400
Explicit or implicit, either way the costs of implicit backing of risk by governments are obvious now.

If TBTF banks are allowed to exist in the future, which I expect they will, then improved regulation and higher risk insurance should be implemented on a global basis to offset the systemic failure. I believe Strauss Kahn of the IMF talked about that latter issue recently, to form one global pool of insurance covering all major markets.

You can allow greedy bankers to continue, or you socialize some of their profits in insurance pools on a pro rato basis. The bigger the bank, the more it contributes.

Hard work should always be rewarded without limits. But not on the back of society by means of Keynesian leverage.

Time for Austrian economics. The common individual centralized. Not MBA bonuses.]]> http://seekingalpha.com/article/155603-housing-bottom-the-1-55-trillion-effect?source=feed#comment-626907 626907
I'm sorry to say: But this is the worst piece of advice I've heard in current circumstances. The argument is flawed in you understand the real problem in America. Consumtion by borrowing.

You say people always need homes. I don't concur with that statement as people need shelter. Shelter comes in many forms when a government defaults on its liabilities.

In Soviet Russia for instance, homes were centralized and mostly apartment blocks, easily heated with relatively low cost pipelines for basic needs.
In the US of today, we have a decentralized situation. When finance for (underground) electrical grids and water supply become scarce, as well as lacking maintenance for sewage etc, your newly acquired home will continue to diminish in value.

Also, when the CRE collapse endures in the coming years, communities will have less amenities and this will put more pressure on the housing prices accross regions.

And thats just some examples. Have you even considered the increasing crime level that is going to struck America in the coming decade? With so many weapons around, an depressive army force retreating to the States that lacks the proper Healthcare solution, you can bet you ass that there will be a revolt for basic necessities.
Cops and army personnel might look patriots now, but when they lose everything they got, you better prepare for their skills.

They won't all be supporting a rebuild of their communities as they are scrambling for their own survival after homecoming into...into what exactly? Wasteland II?

The 'great recession' will soon show to be a real 'depression'. America is falling apart and some of you out there aren't seeing that yet. Whether it is ignorance or lack of judgement, get those puppets in Washington out now, or face the consequences.

Regards.]]> Wed, 12 Aug 2009 13:00:23 -0400
I'm sorry to say: But this is the worst piece of advice I've heard in current circumstances. The argument is flawed in you understand the real problem in America. Consumtion by borrowing.

You say people always need homes. I don't concur with that statement as people need shelter. Shelter comes in many forms when a government defaults on its liabilities.

In Soviet Russia for instance, homes were centralized and mostly apartment blocks, easily heated with relatively low cost pipelines for basic needs.
In the US of today, we have a decentralized situation. When finance for (underground) electrical grids and water supply become scarce, as well as lacking maintenance for sewage etc, your newly acquired home will continue to diminish in value.

Also, when the CRE collapse endures in the coming years, communities will have less amenities and this will put more pressure on the housing prices accross regions.

And thats just some examples. Have you even considered the increasing crime level that is going to struck America in the coming decade? With so many weapons around, an depressive army force retreating to the States that lacks the proper Healthcare solution, you can bet you ass that there will be a revolt for basic necessities.
Cops and army personnel might look patriots now, but when they lose everything they got, you better prepare for their skills.

They won't all be supporting a rebuild of their communities as they are scrambling for their own survival after homecoming into...into what exactly? Wasteland II?

The 'great recession' will soon show to be a real 'depression'. America is falling apart and some of you out there aren't seeing that yet. Whether it is ignorance or lack of judgement, get those puppets in Washington out now, or face the consequences.

Regards.]]> http://seekingalpha.com/article/155204-consumer-bankruptcy-filings-hit-4-year-high?source=feed#comment-624674 624674
Wonderful sarcasm Tyler. Keep em coming. ;)]]> Tue, 11 Aug 2009 09:39:46 -0400
Wonderful sarcasm Tyler. Keep em coming. ;)]]> http://seekingalpha.com/article/155156-monetizing-the-debt-my-response-to-zero-hedge?source=feed#comment-624643 624643
"Implicit backing" for holding up my Wallstreet Company is enough to do the trick.

Of course, who can proof such bold statement. Surely not me.]]> Tue, 11 Aug 2009 09:23:13 -0400
"Implicit backing" for holding up my Wallstreet Company is enough to do the trick.

Of course, who can proof such bold statement. Surely not me.]]> http://seekingalpha.com/article/155072-reviewing-the-new-kid-on-the-gold-block?source=feed#comment-624627 624627
Thats a rather bold statement don't you think?

"The ETFs, by reporting their balances daily, now provide a small window into the activities of private investors."

This is no transparacy, this is a tiny window of volume. With HFT and custodian bankers around the block, volume means nothing these days.

Where my real value ! ;))]]> Tue, 11 Aug 2009 09:14:52 -0400
Thats a rather bold statement don't you think?

"The ETFs, by reporting their balances daily, now provide a small window into the activities of private investors."

This is no transparacy, this is a tiny window of volume. With HFT and custodian bankers around the block, volume means nothing these days.

Where my real value ! ;))]]> http://seekingalpha.com/article/154990-how-government-can-export-manufacturing-jobs?source=feed#comment-623104 623104
Like in science, we base our models on the short term. We use steady state models that we 'improve' by using a correction input on the steady state model. Problem is, we eliminate the time constraint. Hence the flawed thinking.

If you define a source (problem or process) and only improve its path, you end up in excesses (peak volatility). Other way round: altering the source without its pathway, also results in inbalance.

We continue on a steady state model that is inherently flawed from the beginning. We should change the source AND its path to restore the nature balance. A recession should be embraced and can be limited in volatility by long term models that incorporate flawed thinking.

Its basically hedging your risk on the premise of lower growth. A controllable dynamic state of balance. Steady state is impossible! Nature doesn't provide for that!

When will we realize that the homo sapien is not able to change reality. Why do we want to continue on a path of imaginary results while history clearly shows we need a natural balance in this world.

Remember, volatility is an imperfection. The United states has continued on a steady state model that was unsustainable. People need to realize this or they become victims of their own demise.

Have a good day.]]> Mon, 10 Aug 2009 09:45:20 -0400
Like in science, we base our models on the short term. We use steady state models that we 'improve' by using a correction input on the steady state model. Problem is, we eliminate the time constraint. Hence the flawed thinking.

If you define a source (problem or process) and only improve its path, you end up in excesses (peak volatility). Other way round: altering the source without its pathway, also results in inbalance.

We continue on a steady state model that is inherently flawed from the beginning. We should change the source AND its path to restore the nature balance. A recession should be embraced and can be limited in volatility by long term models that incorporate flawed thinking.

Its basically hedging your risk on the premise of lower growth. A controllable dynamic state of balance. Steady state is impossible! Nature doesn't provide for that!

When will we realize that the homo sapien is not able to change reality. Why do we want to continue on a path of imaginary results while history clearly shows we need a natural balance in this world.

Remember, volatility is an imperfection. The United states has continued on a steady state model that was unsustainable. People need to realize this or they become victims of their own demise.

Have a good day.]]> http://seekingalpha.com/article/154779-70b-drop-in-outstanding-consumer-credit-double-the-expected-pace?source=feed#comment-621166 621166
I don't buy the savings rate at this point in time.]]> Sat, 08 Aug 2009 14:45:59 -0400
I don't buy the savings rate at this point in time.]]> http://seekingalpha.com/article/154339-75-billion-in-new-treasuries-on-deck-momentarily?source=feed#comment-619413 619413
The US has gone absolutely bananas!

Why isn't there a revolution yet? Demand a stop to this insanity and wealth dilution. For heavens sake people...NOW!]]> Fri, 07 Aug 2009 08:50:05 -0400
The US has gone absolutely bananas!

Why isn't there a revolution yet? Demand a stop to this insanity and wealth dilution. For heavens sake people...NOW!]]> http://seekingalpha.com/article/151293-no-exit-for-bernanke?source=feed#comment-602430 602430
The credibility that the Federal Reserve thinks it has, is just as unjustifiable as this current spending policy. Its time Peter got elected as Senator and get the right sound going in Congress next to Ron Paul.

Time for real change and a more transparant dollar. I didn't want to use the word 'healthy' on purpose ;))

7th of August. Fundraiser for Peter Schiff.
Target: 10,000 donations of $100 each to go into history!]]> Sun, 26 Jul 2009 09:41:25 -0400
The credibility that the Federal Reserve thinks it has, is just as unjustifiable as this current spending policy. Its time Peter got elected as Senator and get the right sound going in Congress next to Ron Paul.

Time for real change and a more transparant dollar. I didn't want to use the word 'healthy' on purpose ;))

7th of August. Fundraiser for Peter Schiff.
Target: 10,000 donations of $100 each to go into history!]]> http://seekingalpha.com/article/149832-ron-paul-on-the-economy?source=feed#comment-596291 596291 Tue, 21 Jul 2009 08:56:18 -0400 http://seekingalpha.com/article/129901-liquefied-natural-gas-the-forgotten-energy-boom?source=feed#comment-456198 456198
I can recommend an strategic play which I will review in about 1 year on my weblog (monitoring this play currently) but I can supply the ticker at least; CVE:LNG.

Remember this one, operating in PNG, located next to InterOil hotspots with proven targets. This is a takeover play with vast amounts of land from former Invicta Oil & Gas.

Again, I'm coming back on this one in about a year from now on my weblog. Thats soon enough to get into the profit boom of LNG in PNG.

Cheers]]> Wed, 08 Apr 2009 10:47:46 -0400
I can recommend an strategic play which I will review in about 1 year on my weblog (monitoring this play currently) but I can supply the ticker at least; CVE:LNG.

Remember this one, operating in PNG, located next to InterOil hotspots with proven targets. This is a takeover play with vast amounts of land from former Invicta Oil & Gas.

Again, I'm coming back on this one in about a year from now on my weblog. Thats soon enough to get into the profit boom of LNG in PNG.

Cheers]]> http://seekingalpha.com/article/129864-depression-mistakes-repeated?source=feed#comment-455005 455005
We shouldn't have much inflation prospects left then, now would we?
Surely he/she can't catch all of them dollar bags, but one could definately profit from it.

My thoughts go out to cornering the dollar market. Holding off excess droppings and thereby stimulating the deflationary forces in the private sector, aswell as letting the 'zombies' fail.

Who's gonna catch all that dough? Anyone able to!? If I were American (European here) I would say... Help us and shoot the chopper! before they even start printing on the 2nd amendment...

Just 2 eurocents]]> Tue, 07 Apr 2009 12:33:26 -0400
We shouldn't have much inflation prospects left then, now would we?
Surely he/she can't catch all of them dollar bags, but one could definately profit from it.

My thoughts go out to cornering the dollar market. Holding off excess droppings and thereby stimulating the deflationary forces in the private sector, aswell as letting the 'zombies' fail.

Who's gonna catch all that dough? Anyone able to!? If I were American (European here) I would say... Help us and shoot the chopper! before they even start printing on the 2nd amendment...

Just 2 eurocents]]> http://seekingalpha.com/article/128316-economic-fault-lines-emerge?source=feed#comment-444316 444316 Sun, 29 Mar 2009 14:53:09 -0400 http://seekingalpha.com/article/121250-gold-the-only-remaining-bubble?source=feed#comment-394691 394691 But hey, only money historians know that, right? Or you rather prefer them to be Goldbugs? Fine by me.

Alan Attention Getter!]]> Thu, 19 Feb 2009 08:07:35 -0500 But hey, only money historians know that, right? Or you rather prefer them to be Goldbugs? Fine by me.

Alan Attention Getter!]]> http://seekingalpha.com/article/120762-why-bank-nationalization-will-never-happen?source=feed#comment-390268 390268
I wonder if the US government has learnt anything from Japan. They studied the deflation cycle, but they aren't responding properly! I tell you, its way to slow.
Recently there was an article about Asian analysts calling to the US for more money into its system. They see the exact same thing happening that Japan did wrong in the '90s. The eventual breakthrough and its rise of the three pillars were based on the nationalization of Jap banks. After that things went into recovery mode.

The US of A is way to slow with the injections. My personal opinion is to let the system fail and stop the phoney money policy, but you know politics. For a politician to face the gallows is simply doing nothing. Obama needs to respond for his constituents, but we all know (at least the sane ones do) that this stimulus is merely a jobsaver. It won't get us out of this mess.
Just like Japan did, America is going to use a few trillions of dollar more to get out of this crisis....and fast.

Just look for the reports on how much Japan is pushing through for stimulus as we speak....]]> Mon, 16 Feb 2009 08:54:40 -0500
I wonder if the US government has learnt anything from Japan. They studied the deflation cycle, but they aren't responding properly! I tell you, its way to slow.
Recently there was an article about Asian analysts calling to the US for more money into its system. They see the exact same thing happening that Japan did wrong in the '90s. The eventual breakthrough and its rise of the three pillars were based on the nationalization of Jap banks. After that things went into recovery mode.

The US of A is way to slow with the injections. My personal opinion is to let the system fail and stop the phoney money policy, but you know politics. For a politician to face the gallows is simply doing nothing. Obama needs to respond for his constituents, but we all know (at least the sane ones do) that this stimulus is merely a jobsaver. It won't get us out of this mess.
Just like Japan did, America is going to use a few trillions of dollar more to get out of this crisis....and fast.

Just look for the reports on how much Japan is pushing through for stimulus as we speak....]]> http://seekingalpha.com/article/117602-peter-schiff-answers-his-critics?source=feed#comment-370854 370854 Your critics are always hard on timing. Thinking they are 'capable' of doing that. They can't and neither can anyone else.

Your strategy is good, and you are sticking with it. Thats leadership. You can't tell that of those TV pundits. I and many others are laughing at those pundits on FOX and CNBC. 'Experts in knowing nothing' thats what they are.

Anyway, Trolls don't need replying. They continue to feed on your active thrive of counterattacks. I think this is not necessary. Time will tell who is right. Your continued (over) exposure on TV feeds that critic base. The repetitive slogans tend to dull people. Critics foremost.

I say, moderate appearances on shows and broadcasts and in particular after significant happenings in our world economy could strenghten your vision/strategy. Critics have nothing else to do then talking crap and getting paid for that.

You have more important things to do I guess. Making sure your strategy remains right and build in a few safety valves for the short term volatility in the markets.

Keep up the good work Peter. Your on the right side of the game.]]> Fri, 30 Jan 2009 08:48:28 -0500 Your critics are always hard on timing. Thinking they are 'capable' of doing that. They can't and neither can anyone else.

Your strategy is good, and you are sticking with it. Thats leadership. You can't tell that of those TV pundits. I and many others are laughing at those pundits on FOX and CNBC. 'Experts in knowing nothing' thats what they are.

Anyway, Trolls don't need replying. They continue to feed on your active thrive of counterattacks. I think this is not necessary. Time will tell who is right. Your continued (over) exposure on TV feeds that critic base. The repetitive slogans tend to dull people. Critics foremost.

I say, moderate appearances on shows and broadcasts and in particular after significant happenings in our world economy could strenghten your vision/strategy. Critics have nothing else to do then talking crap and getting paid for that.

You have more important things to do I guess. Making sure your strategy remains right and build in a few safety valves for the short term volatility in the markets.

Keep up the good work Peter. Your on the right side of the game.]]>