Gregman2

The Case for Depression, Part 4: Dollar Collapse

It's time for a global basket with all the majors participating.

Artificial Economy? Yes. Artificial Inflation? No

Someone's been smokin' that wacky tobbacky again.;-)

Foreign Treasury Holders: What Is China Doing Now?

China's helping us finance our overseas military adventures. Remember the noose Stalin talked about? "When we hang the capitalists they will sell us the rope we use." It's perhaps now just in reverse. We buy the rope from them and hang ourselves inadvertantly.;-)

Inflation or Deflation: What 'Quantity Theory of Money' Can Tell Us

Velocity of money (M3) are periodically mentioned here. That said, this was a very insightful, detailed article.


On Nov 24 07:32 AM DormRoom wrote:

> great article!
>
> I was wondering why no one on SA ever commented on the velocity of
> money when stipulating their thesis of hyper-inflation.

Whatever Happened to Those Ethanol Companies?

So what happened? Barack Obama happened!

Preview of the U.S.'s Future: Debt Burdened Nation?

See: www.q-and-a.org/Progra...

U.S. Debt Hysteria Is Getting Ridiculous

As I've said before, there's an old Chinese saying: "He that owes is king." The fact is, we're in a cooperative global system and work-outs are the only way things can play out. We can't totally default. That said, incremental parts, units, districts can and sometimes do and shall default...consider the California City of Vallejo as one example. But in general we're talking about discounted and restructured debt sums. It's not so simple as black and white, all or none.

25 Reasons We Will Not Have a Depression

The global monetary authorities, coordinated with the help of advanced technologies, are more on top of things this time around such that a repeat of GD 1.0 is unlikely. So, yes...thanks for this.

China's Yuan, Not the U.S. Dollar, Is Too Cheap

"If China and others ceased subverting currency markets, the yuan would rise at least 40 percent, other Asian currencies would appreciate too, the U.S. trade deficit would shrink dramatically, and the new demand for American goods would rocket the U.S. economy."
And so, what policies should the U.S. Treasury/FED Res./EU adopt to
help bring about a more balanced system? You seem to place all the normative 'oughts' in China's discretionary lap.

U.S. Trade Deficit Increases - Alternative Explanations

"...more net capital inflows (and thus larger trade deficits) may be necessary to make up for the shortfall of domestic saving in financing domestic investment." Very insightful. Thanks for this.

How Can the Government Reduce Unemployment?

Short of a 15 year industrial policy, the U.S. Gov't really can do very little to mitigate unemployment. As it stands, the military-as-employer does as much good as anything else. Unfortunately, America's laissez-faire industrial system leaves it open to be eaten away by massive foreign powers, like China. (I'm not a lone wolf on this...read Pat Buchanan.)

Is the American Consumer Making a Comeback?

The short answer is: not in reality.

Is China Going to Revalue the Yuan?

China knows it must re-evaluate the yuan. It's just a matter of when. It will trigger enormous internal re-evals within China (including in Hong Kong/Taiwan). They would opt to do this through a gradual process, if possible, since this currency re-set will have such a major impact on asset valuations and foreign investments.

Meredith Whitney: 'I Haven't Been This Bearish in a Year'

The answer to Ms. Whitney's concern...More stimulus instead of fundamental structural change.

Despite What You May Have Heard, There's Hiring Going On

Dr. Bill, yes there is hiring going on. There are also layoffs happening still. It's a Tale of two Cities, as it has always been.