ralf38

Consumer-Driven Deflation? Not Even Close

The article is about realizing that the basis for inflating the prices of goods and services is in place and being bolstered. Recognizing the initial target of all the money that has been made ready for this purpose and how it is entering the market for goods and services is a mystery to most of us; similar to figuring out where currency carry trade money is flowing.


On Dec 02 02:04 PM xmichaelx wrote:

> Also removing the value of the article is a complete lack of any
> thesis. What is this article about? What inflation really is? How
> the government wants you to misunderstand it? How printing money
> is bad? The whole thing seems like notes for an entirely different
> article.
>
> Lay off the sauce before posting, Paco.

Consumer-Driven Deflation? Not Even Close

I would say that the significance of your argument is realized when the inflated money supply leaks into a market. The leak can even be an inducement or anticipation. Then too, it is not always initially readily apparent that a market is being inflated and its spill over into other markets much delayed.

Consumer-Driven Deflation? Not Even Close

The CPI is a basket of items crafted to include the perceived necessities of living day to day. The CPI doesn't have to include the target of dollars pumped into the economy; from the recent past that target was housing. Just because the CPI indicates low inflation doesn't mean high inflation is not being significantly experienced.


On Dec 02 11:17 AM jdl51 wrote:

> "You may be unaware of the fact that the authorities controlling
> the status quo – namely Ben Bernanke, Barack Obama, and all their
> little elves – actually want you to use the words inflation and deflation
> incorrectly."
>
> Okay. So Obama and company are the culprits, eh? Apparently you
> can't keep your politics out of your opinion. When's the last time
> the markets were hanging on the M1, M2 etc numbers instead of the
> PPI and CPI? Never. This has been going on since I've been following
> markets which is around 40 years now. If the CPI isn't the standard
> for gauging inflation worldwide then everyone's been doing it wrong
> for decades, not just the present administration. I guess you're
> saying that if prices go down while the money supply is increasing,
> we're experiencing inflation. I think most, if not all, economists
> would disagree with that premise. If you were to say an increasing
> money supply would be a precursor to higher inflation or might lead
> to higher inflation, you might have better luck.

Why the Stock Market Should Crash

The market is inflated by cheap money created by the FED. Cheap money is a policy that is a real part of our economy.

The Unsustainable Lie of Inflation

Deflation hurts business as they usually don't manage inventory well. Their products price is decreasing while constant cost inventory is being worked down.


On Nov 10 07:49 AM Carlos Lam wrote:

> On Nov 09 02:25 PM Michael Clark wrote:

And Bernanke Didn't Think Unemployment Would Reach 10%

The Fed buying treasuries to keep rates low is pumping money into the economy. The low rates push money into the equity markets. What we've experienced in the equity markets these past several month is equity inflation.

And Bernanke Didn't Think Unemployment Would Reach 10%

The Fed buying treasuries to keep rates low is pumping money into the economy. The low rates push money into the equity markets. What we've experienced in the equity markets these past several month is equity inflation.


On Nov 08 06:45 AM damienhaas wrote:

> Bernanke is wrong about the unemployment, I wonder whether he will
> be wrong about inflation too......

Welcome to the New Normal

Just holding my thumb up to the light I can see a shrinking work force supporting a growing group of retirees will not work out well.


On Sep 27 11:10 AM ConPar wrote:

> Maybe I missed it in the article, but what impact will the retiring
> baby boomers have in all this? I realize that some are not retiring
> because they have to make up losses in their retirement portfolios,
> and those that are retiring contribute to an even bigger issue with
> regard to SSI & Medicare obligations. However I have read many
> other articles discussing the unprecedented number of workers leaving
> the workforce due to retirement. Just wondering how this will factor
> into Mr. Mauldin's analysis(?)

Solar: Energy's New Growth Sector

Does warranty cover solar panel failure. The panel needs to produce for over a decade to pay back the energy expended producing it.

I recently read that Europe has a quality standard for solar panels that has resulted in the reset of the world receiving the panels that don't make the grade.


On Sep 19 08:09 PM baird wrote:

> Actually when you consider the externalized costs, particularly of
> coal, solar makes a lot of sense even at current panel/system prices.
>

Rail Traffic Data Tell a Different Economic Story

I've read that China has been stockpiling copper. That's a good idea with low commodity and shipping prices. It won't go on forever.


On Aug 05 02:57 PM Alphameister wrote:

> Shallow article hardly worthy of Zacks. Traffic figures are coincident
> indicators and everyone knows we've been in a recession. The transport
> stock indices are a much better indicator of what lies ahead. Also,
> the Baltic shipping index has recovered strongly from its November
> lows, reflecting a resumption of demand in Asia.

Rail Traffic Data Tell a Different Economic Story

poke around on this site www.railroadpm.org/
There's 52 weeks of data for each major rail line.
Two of the rail lines just hit new lows in overall traffic while the others are dwelling near lows.


On Aug 04 07:09 PM dcb wrote:

> Maybe I'm stupid, but I'm interested on 4 week rolling averages,
> on a sequential basis, how does YOY help me. we could be down huge
> YOY, but in a huge upswing

C4C: Finally, A Stimulus Plan That Stimulates - Will It Last?

C4C does have real-time results. You see sales immediately increase while there is money to payout. You see sales immediately decrease when there is no more money to payout. There will a cry for more if the economy doesn't pick up by soon after C4C money is spent.

The money spent on C4C would do more good spent on public enhancing public transportation or maybe the ambitious project of electrifying metro area rail lines which would reduce: diesel soot, CO2, and oil dependence.

Cash for Clunkers May Cost Up to $45,354 Per Vehicle

The money would be better spent electrifying the rails of metro areas if you want a green effect that makes a difference. Those old cars will eventually eliminate themselves.

On Aug 02 03:03 PM hotzand wrote:

> 165 comments before mine so most of the arguments have been made,
> but here's my thought, you have a leak in your beer keg, you can
> call a guy to come and repair it, by the time he arrives all the
> beer has leaked out. If you go and get a jug and catch the beer,
> no loss. That's what happens here, US is leaking jobs and wealth,
> fix it now and you avoid the losses in the future. By the way, anyone
> mentioned the effect of the other reason behind the programme, cleaner
> air?

Cash for Clunkers May Cost Up to $45,354 Per Vehicle

Cash for Clunkers would be better spent enhancing public transportation.


On Aug 01 07:35 PM MSimon wrote:

> Now what about all the poor people who will be denied the clunkers
> they need to get to work because the clunkers were crushed?

Cash for Clunkers May Cost Up to $45,354 Per Vehicle

There will be another automobile sales boosting plan. The cash for clunkers plan is a great success. The quantity of older automobiles that would be traded-in now and in the future are being eliminated. Each billion $$ spent has the potential to eliminate about 3 or 4 months worth of these trade-ins. Funding for the plan is now at $3 billion. So maybe a years supply of older trade-ins is being eliminated.


On Aug 02 12:54 AM Fitz919 wrote:

> When Cash for Clunkers is gone, what will Obama's next idea be?<br/>
>
> Super high carbon taxes for older cars, forcing people to scrap them
> or pay.