Enigmas

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  • Productivity Is The Missing Ingredient  [View article]
    Which leads me to wonder what productivity gains Japan has achieved since ZIRP? Is lost productivity the cost of ZIRP?
    Feb 6, 2016. 01:57 AM | Likes Like |Link to Comment
  • Productivity Is The Missing Ingredient  [View article]
    Yes, the long term effect of a decade of zero interest rates, not just a lost decade...but a decade of lost productivity. Jobs shifting to the service industry...does not increase productivity and the real type of growth that at least maintains and hopefully increases standards of living. The pure and systemic addiction to zero interest rates has been and will continue to be a negative effect. Central banks around the world will find it very hard indeed in any attempt to Breaking Bad ZIRA (Zero Interest Rate Addiction). The path of ZIRA, like any path of addiction...is so hard to break...the cure can be as dangerous, near, if not, the climatic cycle of death and re-birth. I do hope I am wrong.
    Feb 6, 2016. 12:06 AM | Likes Like |Link to Comment
  • How To Fight The Fed  [View article]
    I like your article and your analysis of how to use the Fed to benefit your investment. Even with the tantrum during January, I still anticipate the Fed to raise interest rates and in a minimal way throughout 2016. Raising rates is the point of the dismal Fed, not a good thing once it begins and usually never a great time when to do it...especially now, but anything less from now on...will mean another Japan in the form of the US. Once you go down the path of ZIRA...the longer you go...the greater chance you will never come back... better off than when it began. ZIRA is all about the path of uncertainty. Of course, I am making a very big assumption that the Fed understands the macroprudential strategic threat of zero interest rate addiction (ZIRA). The market is suffering from ZIRA and will continue to suffer throughout 2016...if the Fed continues to raise rates. The Fed should be all over about Breaking Bad ZIRA...a decade long....a lost decade indeed.
    Feb 4, 2016. 12:52 AM | 1 Like Like |Link to Comment
  • 2016 NFL Super Bowl 50  [View instapost]
    I am not much for professional sports, though I have played all the major sports, a few of the dangerous ones, excelled at all and great at some. If Den does come out at all levels to play this game and with no mistakes....the Panthers will be VERY hard to beat. If Den comes out with all elements at T...then we could have a good Super Bowl (thought I will not be watching). Rivera is sharp and the Panthers brutal, hungry, and almost as good as the Bears back in 1985...and Rivera was still playing!
    Feb 3, 2016. 11:26 PM | Likes Like |Link to Comment
  • Are Commodities Bottoming Out?  [View article]
    I do hope the trend is right. Your words of encouragement can only bring more light but what type of demand would spike the CRB Raw Industrials commodity index by 4+ percent increase in less than 30 days?
    Feb 3, 2016. 11:12 PM | Likes Like |Link to Comment
  • Worth Wray On The Single Most Dangerous Catalyst For A Global Financial Crisis  [View article]
    A foreshadow into the enigma of China. I know you don't pretend to see the future but certain futures are an easy read...thanks for making it easier. I do hope you are wrong...but certain events that are required that threat to materialize have already occurred. The near future is just a continuation of what has already started, the economic and financial deflation stagnation (service sector jobs)...throughout the developed and underdeveloped economies. All the central banks will attempt to stop it, then delay it, and then...fend for themselves (Japan NIRP).
    Feb 2, 2016. 10:27 PM | Likes Like |Link to Comment
  • The Ninth Wave  [View article]
    The Ninth Wave, I wish you were wrong but so far you are right. You propose perplexing financial intelligence that appears to be an intro to the realm of a long forgotten Principle of Uncertainty.
    Feb 2, 2016. 08:47 PM | 1 Like Like |Link to Comment
  • Where From Here For The S&P 500?  [View article]
    You can get some data on them, though it is aggregate.
    Feb 1, 2016. 07:51 PM | Likes Like |Link to Comment
  • The Bank Of Japan - Ringing In The Endgame?  [View article]
    How did you know? You know...those pesky unknowns. lol...your name is good and your picture even better! I forget to end my comment above by saying, I do hope I am wrong. I so much want the market to make it to 24,000+, at least to keep up with inflation...or is that disinflation? Oh well, does the market even care! LMAO...is that a market symbol? If you can't make investing fun...might as well make it pay!
    Feb 1, 2016. 02:26 AM | Likes Like |Link to Comment
  • Where From Here For The S&P 500?  [View article]
    Exceptional, you are ahead of the market, your analysis is forward in time. A minor recommendation that may assist you is market sentiment coupled with forward moving FX for the currency (country) questioned. Dark Pools data might help even better. Thank you for taking a chance and a risk for you...by informing your readers of your analysis. The heard, the many are so easy and ready to criticize...and so few and far to help. I consider you...a helper and a great source of insight. Cheers to your courage!
    Jan 31, 2016. 04:18 PM | Likes Like |Link to Comment
  • The Bank Of Japan - Ringing In The Endgame?  [View article]
    Japan is already an economic zombie. The real issue is China. As far as staying solvent...I do hope so for the central bank of China...and I do hope you are right. Though, just after WWI and a few years before the start of WWII, Germany thought it could do what you imply...and then we had WWII. I think that was less than 70 years ago.
    Jan 31, 2016. 03:06 PM | Likes Like |Link to Comment
  • The Bank Of Japan - Ringing In The Endgame?  [View article]
    Japan understands the 'value trade' of strategic competitive currency depreciation. I strongly suggest that you superimpose the word JAPAN with the word CHINA in your article...you might get a glimpse of future macro events that have not occurred yet but will happen in China and spread throughout the 'universe' of international finance and the world economy. Not an endgame but something so unforeseen and thence unknown to all. What is known as the sixth uncertainty...an ergo enigma event...not just one but many world economic exigencies occurring indirectly and contiguously.
    Jan 31, 2016. 12:13 PM | 2 Likes Like |Link to Comment
  • The Yield Curve Says No Recession  [View article]
    Since Japan owns more that half the ETF market for Japan...that explains NIRP decision. It is game over for Japan...I am sorry...for the worlds 3rd largest economy. With China imploding...the Fed not knowing...and with macroprudential uncertainty all over the world financial markets.
    Jan 30, 2016. 12:58 AM | 3 Likes Like |Link to Comment
  • The Yield Curve Says No Recession  [View article]
    Thanks but can you explain why Japan just went to NIRP? I mean, if things are so good. Maybe Japan knows something that we don't comprehend....yet. Of course, Japan has been doing the ZIRP longer than any country in the history of the world and it worked SO good, they went nuclear...NIRP!
    Jan 29, 2016. 11:24 PM | 3 Likes Like |Link to Comment
  • Davos: Black Swan Lake?  [View article]
    We are beginning to see and actually witness/experience what I hinted at above...the insidious spectre of Macroprudential uncertainty unleashed at the national...and now international level, for its true name is ....
    Jan 29, 2016. 10:27 AM | Likes Like |Link to Comment
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