droskoph

http://www.totalassetperformance.com

109 Comments

    • ON: Thu Sep 25th 13:20 PM
      Commented on:
      Again ... It Wasn't Fannie and Freddie
      243313,

      Did you say hedge funds and collusion? Imagine that! Just like the pre-Sec cartels. Say, how many of our politicians are happy clients?
      View article »
    • ON: Thu Sep 25th 12:50 PM
      Commented on:
      What Credit Crunch?
      But there's no more easy credit to support it. With no credit, prices fall and credit goes boom = deflation. We're truly on the cusp because we, as Americans, are bred to consume and the government will do everything to keep us at our appointed task. We have exceeded the limits of free-market capitalism and engorged the ultra rich at the expense of what was once a middle class but quickly becoming a the proletariat. It may be called capitalism, but at this extreme it doesn't act like it. We are dancing off the cliff with a make believe economy just like the Soviets did.
      View article »
    • ON: Thu Sep 25th 12:50 PM
      Commented on:
      What Credit Crunch?
      But there's no more easy credit to support it. With no credit, prices fall and credit goes boom = deflation. We're truly on the cusp because we, as Americans, are bred to consume and the government will do everything to keep us at our appointed task. We have exceeded the limits of free-market capitalism and engorged the ultra rich at the expense of what was once a middle class but quickly becoming a the proletariat. It may be called capitalism, but at this extreme it doesn't act like it. We are dancing off the cliff with a make believe economy just like the Soviets did.
      View article »
    • ON: Mon Sep 8th 20:32 PM
      Commented on:
      The Great Dollar Pump of 2008: A Doomed Central Bank Intervention
      TheRabble Please read - seekingalpha.com/artic...
      View article »
    • ON: Mon Sep 8th 10:16 AM
      Commented on:
      The Great Dollar Pump of 2008: A Doomed Central Bank Intervention
      Jim this is a logical result when you understand that the supply of US dollars has diminished through the collapse you are referencing. The combined real estate, equity and auto deflation (credit destruction) is around 6 trillion. The countervailing fiat injections, even with this bailout, have yet to reach 2 trillion. Dollars are more scarce, hence more valuable.
      View article »
    • ON: Wed Aug 27th 13:19 PM
      Commented on:
      Another Depression?
      A depression is in effect a recession that repeats with 1) bruised balance sheets, 2) decreased consumption, 3) decreased production and back to 1). Here we're looking at asset deflation through virtually all classes; equity, real estate & vehicles. The great and powerful wizard can only destroy the country by trying to offset the 6 trillion in deflation with more fiat. This is a modern depression seekingalpha.com/artic.... Assets will descend to a reasonable level that is in line with our productivity in a vastly more competitive global market.

      The precipice upon which we are perched will determine whether American Capitalism will continue. Freddie & Fannie won't go under simply because that would salt the fertile playground we call financial markets with a dose of socialism. The real masters of the universe won't allow that as there are so many suckers lining the tables and no eye in the sky.
      View article »
    • ON: Mon Aug 25th 11:11 AM
      Commented on:
      I.O.U.S.A.: Documentary Worth a Peek
      The painful reality is that voters have no belly for reality and politicians have no spine to make changes. We will dance off the cliff, hoping for a parachute on the way down. Clever title, seekingalpha.com/artic....
      View article »
    • ON: Thu Aug 21st 12:30 PM
      Commented on:
      Why I Finally Bought Fannie Mae
      You are among the few who "get" equating their survival to capitalism itself. The GSE umbrella/ruse lasted 30+ years but is now on the precipice. If they fail, how good is anything backed by the US? This intersection defines the limits of capitalism for if they fail, we will take a major step into socialism; that's why they won't. Hedge funds are in charge of the markets and have turned them into para-mutual casinos. Casinos need pure capitalism and letting them fail threatens the capital earth on which their casinos reign. Hopefully the adults will eventually return to agencies designed to govern markets for their absence has allowed markets to revert to the pre-SEC rich man's playground.
      View article »
    • ON: Mon Aug 18th 19:08 PM
      Commented on:
      Currencies: Dead Cats and Yapping Dogs
      Ray,

      That was a well written article. I make a veiled parallel to Rome in seekingalpha.com/artic... but portend that the dollar will indeed rise due to the magnitude of the deflation and risk of collapsing the empire by fiating the loss.
      View article »
    • ON: Sun Aug 17th 11:49 AM
      Commented on:
      The Great Consumer Crash of 2009
      James,

      Brilliant! I wish I could have said it better myself. seekingalpha.com/artic...
      View article »
    • ON: Fri Aug 8th 09:06 AM
      Commented on:
      Wake Up America, You’re Sinking
      Daniela,

      I am an American by birth and by choice. I have proudly represented her as an athlete and served her as a military officer. She is off course and listing. I do not want her to sink.
      View article »
    • ON: Mon Aug 4th 10:52 AM
      Commented on:
      The U.S. Dollar: A New Accord
      Picking the dollar to rise from the ashes has as much to do with the 6 trillion of deflation that has already occurred in equities and real estate. The countervailing 1.5 trillion in fiat will not compensate. We are at a tipping point where more fiat may well fell the republic ala Weimar Germany circa 1923. Bennie and Hank get it and will silence the presses before dollars are dispensed in single or two ply rolls. Deflation occurs when credit collapses and takes the float of dollars with it. Oil and commodities are only a side show.
      View article »
    • ON: Sat Jul 26th 10:35 AM
      Commented on:
      The FX Race to the Bottom
      In a deflation the value of a currency increases. The dollar will rise because so many have vanished +/- 5,000,000,000,000. It will continue to rise unless the government accelerates America's decline by trying a 1923 Germany solution.
      View article »
    • ON: Sat Jul 26th 10:30 AM
      Commented on:
      Ten Bear Market Phases, Current Edition
      Mish,

      You are 1000% spot on. The Federal Reserve has overseen each and every bubble and debased the currency to near toliet tissue status. They have facilitated the migration of wealth away from the middle class through the nefarious tax of inflation and somehow deserve a promotion? Few get what's truly at stake by destroying our currency. The chasm twixt ultra rich and everyone else has never been wider and the veneer of civility may well be tested if the inflation genie ravages what's left of the "everyone else" population. Either they will "stop the presses" and allow deflation or hyperinflate America out of contention.
      View article »
    • ON: Mon Jul 14th 11:02 AM
      Commented on:
      (Hyper)-Inflation, Deflation, HOCG and LOCG
      The 5 trillion dollar question is being answered today by the extension of Reserve credit to Freddie and Fannie. Essentially attempting to fiat away the real estate deflation. The opportunity to stop the descent of America was forsaken for political expediency. In the same way every other central bank has destroyed its currency, so too is Ben Bernanke. Now that the Fed has allowed yet another bubble, they are going to be given more control in what is the ultimate "Peter Principle". Without leadership (of which none is now present) America is lost.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»