elwind45's Comments elwind45's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/75713/comments Can the Fed Defeat Dollar Carry Trade? http://seekingalpha.com/article/175235-can-the-fed-defeat-dollar-carry-trade?source=feed#comment-779263 779263 Fri, 27 Nov 2009 05:02:45 -0500 Preview of the U.S.'s Future: Debt Burdened Nation? http://seekingalpha.com/article/174760-preview-of-the-u-s-s-future-debt-burdened-nation?source=feed#comment-774741 774741
On Nov 23 06:45 PM Davewmart wrote:

> Bjarne,
> I thnk all out war unlikely. The conflict is likely ot happen in
> the resource rich countries that would provide the materials to maintain
> conflict - Africa, the Middle East, and South America.
> I agree that the long-term durability of the US in a conflict is
> questionable, but if it warmed up over a period of a few years the
> development of resources like rare earths elsewhere than in China
> seems likely, and massive efforts to re-industrialise the US.
> The far more resource strapped Germany rapidly increased it's arnaments
> in a few years prior to WW2, and a similar level of effort targetted
> to securing and developing commodity production and manufacturing
> in the US would seem likely under this sort of scenario.]]>
Tue, 24 Nov 2009 04:02:08 -0500
On Nov 23 06:45 PM Davewmart wrote:

> Bjarne,
> I thnk all out war unlikely. The conflict is likely ot happen in
> the resource rich countries that would provide the materials to maintain
> conflict - Africa, the Middle East, and South America.
> I agree that the long-term durability of the US in a conflict is
> questionable, but if it warmed up over a period of a few years the
> development of resources like rare earths elsewhere than in China
> seems likely, and massive efforts to re-industrialise the US.
> The far more resource strapped Germany rapidly increased it's arnaments
> in a few years prior to WW2, and a similar level of effort targetted
> to securing and developing commodity production and manufacturing
> in the US would seem likely under this sort of scenario.]]>
Preview of the U.S.'s Future: Debt Burdened Nation? http://seekingalpha.com/article/174760-preview-of-the-u-s-s-future-debt-burdened-nation?source=feed#comment-774740 774740

On Nov 23 05:39 AM User 353732 wrote:

> The debt problem will endure as long as the current US Regime endures.
> When the "problem" becomes a catastrophe then either the US Regime
> will fall and there will be a tremendous positive resetting of American
> society, values and the basis of wealth creation or the Regime will
> persist and America will fall.
>
> America's fall will be accompanied by the repudiation of much of
> US Govt and agency debt,ferocious flight of risk capital and talent
> from America to places where innovation and entrepreneurship are
> welcome, the ruin and virtual collapse of of the Middle Class and
> of course, the end of the dollar as even a superregional currency
> much less a world currency.
>
> Unredeemable debt is a reality that can be denied for decades until
> it becomes so large a part of national, community and personal life
> that it can be denied no longer.
> Today, the US Regime believes that it controls debt and its more
> rabid and intellectually bankrupt propagandists say that debt does
> not matter. Millions of Americans believe this because the alternatives
> require too much moral and mental heavy lifting.
> They prefer and the US Regime encourages them, every day, all day,
> to live in the land of the lotus eaters, where tomorrow never comes;
> but, of course tomorrow will come and it will not arrive as a friend.
>
>
> Tomorrow, debt will control the US Regime and it will exact a fearful
> price from all Americans:
> pay and suffer a great compression in the material quality of life
> for a generation but at the end emerge with honor and strength or.......
> fail to pay and lose almost all personal and property rights and
> enter into the long dark night of enslavement, humiliated and enervated.
>
>
> The tipping point-- the Great Reckoning--- may come when the interest
> on National , state and local debt equals about a third of all local,
> state and federal tax revenues. This is closer than many of our fellow
> citizens realize as exploding debt collides with imploding tax revenues.]]>
Tue, 24 Nov 2009 03:54:40 -0500

On Nov 23 05:39 AM User 353732 wrote:

> The debt problem will endure as long as the current US Regime endures.
> When the "problem" becomes a catastrophe then either the US Regime
> will fall and there will be a tremendous positive resetting of American
> society, values and the basis of wealth creation or the Regime will
> persist and America will fall.
>
> America's fall will be accompanied by the repudiation of much of
> US Govt and agency debt,ferocious flight of risk capital and talent
> from America to places where innovation and entrepreneurship are
> welcome, the ruin and virtual collapse of of the Middle Class and
> of course, the end of the dollar as even a superregional currency
> much less a world currency.
>
> Unredeemable debt is a reality that can be denied for decades until
> it becomes so large a part of national, community and personal life
> that it can be denied no longer.
> Today, the US Regime believes that it controls debt and its more
> rabid and intellectually bankrupt propagandists say that debt does
> not matter. Millions of Americans believe this because the alternatives
> require too much moral and mental heavy lifting.
> They prefer and the US Regime encourages them, every day, all day,
> to live in the land of the lotus eaters, where tomorrow never comes;
> but, of course tomorrow will come and it will not arrive as a friend.
>
>
> Tomorrow, debt will control the US Regime and it will exact a fearful
> price from all Americans:
> pay and suffer a great compression in the material quality of life
> for a generation but at the end emerge with honor and strength or.......
> fail to pay and lose almost all personal and property rights and
> enter into the long dark night of enslavement, humiliated and enervated.
>
>
> The tipping point-- the Great Reckoning--- may come when the interest
> on National , state and local debt equals about a third of all local,
> state and federal tax revenues. This is closer than many of our fellow
> citizens realize as exploding debt collides with imploding tax revenues.]]>
Global Macro Trends in Eight Charts: The Next Crisis Will Be in Currency http://seekingalpha.com/article/174800-global-macro-trends-in-eight-charts-the-next-crisis-will-be-in-currency?source=feed#comment-774738 774738 Tue, 24 Nov 2009 03:44:17 -0500 Global Macro Trends in Eight Charts: The Next Crisis Will Be in Currency http://seekingalpha.com/article/174800-global-macro-trends-in-eight-charts-the-next-crisis-will-be-in-currency?source=feed#comment-774737 774737 Tue, 24 Nov 2009 03:40:58 -0500 The Unsustainable Lie of Inflation http://seekingalpha.com/article/172262-the-unsustainable-lie-of-inflation?source=feed#comment-756661 756661

On Nov 09 05:19 PM Bad Dog wrote:

> I have not noticed prices going up 20%. I think your grocer is ripping
> you off.]]>
Thu, 12 Nov 2009 05:05:10 -0500

On Nov 09 05:19 PM Bad Dog wrote:

> I have not noticed prices going up 20%. I think your grocer is ripping
> you off.]]>
The Unsustainable Lie of Inflation http://seekingalpha.com/article/172262-the-unsustainable-lie-of-inflation?source=feed#comment-756656 756656 Thu, 12 Nov 2009 04:51:27 -0500 Five Charts to Rule Them All: A Telling Week for Bonds http://seekingalpha.com/article/172735-five-charts-to-rule-them-all-a-telling-week-for-bonds?source=feed#comment-756616 756616 Thu, 12 Nov 2009 03:22:53 -0500 The Greatest Depression Is Coming http://seekingalpha.com/article/167060-the-greatest-depression-is-coming?source=feed#comment-728950 728950 Sun, 25 Oct 2009 03:58:02 -0400 Nouriel Roubini, One on One: More Doom and Gloom http://seekingalpha.com/article/168497-nouriel-roubini-one-on-one-more-doom-and-gloom?source=feed#comment-728111 728111 Sat, 24 Oct 2009 04:43:56 -0400 Yes. Goldman Created a Fictional Stock Market Rally http://seekingalpha.com/instablog/501338-john-mccloy/31946-yes-goldman-created-a-fictional-stock-market-rally?source=feed#comment-723120 723120 Wed, 21 Oct 2009 06:48:00 -0400 Looming 'Overboughtness' in the Markets http://seekingalpha.com/article/167240-looming-overboughtness-in-the-markets?source=feed#comment-723106 723106 Wed, 21 Oct 2009 06:03:25 -0400 Earnings Reports Threaten to Deflate Balloon Boy Dow http://seekingalpha.com/article/167247-earnings-reports-threaten-to-deflate-balloon-boy-dow?source=feed#comment-723034 723034 Wed, 21 Oct 2009 03:26:17 -0400 Treasury, Gold Relationship: One Question, One Answer, One Chart http://seekingalpha.com/article/165647-treasury-gold-relationship-one-question-one-answer-one-chart?source=feed#comment-711440 711440 Sat, 10 Oct 2009 04:33:35 -0400 Bond Market Sends a Message http://seekingalpha.com/article/165221-bond-market-sends-a-message?source=feed#comment-708226 708226 Thu, 08 Oct 2009 04:19:57 -0400 Why Falling M2 Growth Is a Good Thing http://seekingalpha.com/article/164876-why-falling-m2-growth-is-a-good-thing?source=feed#comment-706367 706367 Wed, 07 Oct 2009 02:37:50 -0400 Is Marc Faber Right About the U.S. Dollar? http://seekingalpha.com/article/165036-is-marc-faber-right-about-the-u-s-dollar?source=feed#comment-706358 706358 Wed, 07 Oct 2009 02:11:18 -0400 Ten Reasons for an Imminent Stock Market Crash http://seekingalpha.com/article/163213-ten-reasons-for-an-imminent-stock-market-crash?source=feed#comment-698089 698089

On Oct 01 02:26 AM storm999 wrote:

> re: point 7 I remember when supply side economics was called "voodoo
> ecnomics". The argument was concentating wealth at the top would
> lead to an explosion of new jobs and rising incomes for all. Hahaha.
> 30 years of supply side economic policies have brought us back to
> the kind of seesaw bubble-deflation cycles that plagued the post-bellum
> U.S. with the main twist being we are now a fiat currency. Both the
> income dispersion you mention and the overcapacity in China are symptoms
> of supply side ecnomic policy failures.
>
> Any idiot can see that for the past two decades we have over built,
> globally, in a number of areas and artificially pumped up demand
> with ever expanding credit. When Bill Gross talks about being at
> the top of a credit cycle and massive deleveraging, it is implicit
> that there is an over supply of the deleveraging assets; otherwise,
> demand would prop up their value. The top of the credit cycle, the
> Minsky moment, causes overpriced assets.
>
> President Obama is probably less liberal than Eisenhower in a lot
> of areas. Eisenhower would have rolled back the Bush tax cuts his
> first week in office. I wouldn't call President Obama's trying to
> reform the Health Insurance oligopoly "socialist", 50 years ago we
> would have broken up those companies and maintained competitive markets.
> Now according to the DOJ many states have upwards of 70% of their
> markets controlled by one firm -that's a virtual monopoly. Our banks
> are another example: too big to fail and we have been warned by TARP
> inspectors and the business press that the biggest banks have taken
> on even more risk.
>
> The political climate has the mainstream majority being shut out
> by most of the media while right wing crackpots lynch census workers
> and parade guns around town hall meetings. When you have people like
> Michael Savage calling for a second revolution, it is hardly socialism.
> It's fascism.
>
> President Obama's stimulus combined with the Fed's intervention transformed
> us from a 6% contraction rate, to 1% contraction rate. Socialism
> in this case worked, although, it is hard to call it socialism when
> the bulk of the trillions in aid have been made to financial institutions
> which have profited at the expense of main street.
> ]]>
Thu, 01 Oct 2009 03:30:52 -0400

On Oct 01 02:26 AM storm999 wrote:

> re: point 7 I remember when supply side economics was called "voodoo
> ecnomics". The argument was concentating wealth at the top would
> lead to an explosion of new jobs and rising incomes for all. Hahaha.
> 30 years of supply side economic policies have brought us back to
> the kind of seesaw bubble-deflation cycles that plagued the post-bellum
> U.S. with the main twist being we are now a fiat currency. Both the
> income dispersion you mention and the overcapacity in China are symptoms
> of supply side ecnomic policy failures.
>
> Any idiot can see that for the past two decades we have over built,
> globally, in a number of areas and artificially pumped up demand
> with ever expanding credit. When Bill Gross talks about being at
> the top of a credit cycle and massive deleveraging, it is implicit
> that there is an over supply of the deleveraging assets; otherwise,
> demand would prop up their value. The top of the credit cycle, the
> Minsky moment, causes overpriced assets.
>
> President Obama is probably less liberal than Eisenhower in a lot
> of areas. Eisenhower would have rolled back the Bush tax cuts his
> first week in office. I wouldn't call President Obama's trying to
> reform the Health Insurance oligopoly "socialist", 50 years ago we
> would have broken up those companies and maintained competitive markets.
> Now according to the DOJ many states have upwards of 70% of their
> markets controlled by one firm -that's a virtual monopoly. Our banks
> are another example: too big to fail and we have been warned by TARP
> inspectors and the business press that the biggest banks have taken
> on even more risk.
>
> The political climate has the mainstream majority being shut out
> by most of the media while right wing crackpots lynch census workers
> and parade guns around town hall meetings. When you have people like
> Michael Savage calling for a second revolution, it is hardly socialism.
> It's fascism.
>
> President Obama's stimulus combined with the Fed's intervention transformed
> us from a 6% contraction rate, to 1% contraction rate. Socialism
> in this case worked, although, it is hard to call it socialism when
> the bulk of the trillions in aid have been made to financial institutions
> which have profited at the expense of main street.
> ]]>
Ten Reasons for an Imminent Stock Market Crash http://seekingalpha.com/article/163213-ten-reasons-for-an-imminent-stock-market-crash?source=feed#comment-698088 698088 Thu, 01 Oct 2009 03:19:57 -0400 Money Supply: The Myth of Hyperinflation http://seekingalpha.com/article/159833-money-supply-the-myth-of-hyperinflation?source=feed#comment-661398 661398 Fri, 04 Sep 2009 06:07:11 -0400 Paulson vs. Fuld, Cont'd http://seekingalpha.com/article/159239-paulson-vs-fuld-cont-d?source=feed#comment-661384 661384 Fri, 04 Sep 2009 05:34:16 -0400 Fair Value for the S&P 500? Tell Me Lies, Sweet Little Lies http://seekingalpha.com/article/151795-fair-value-for-the-s-p-500-tell-me-lies-sweet-little-lies?source=feed#comment-607579 607579 Thu, 30 Jul 2009 04:34:04 -0400 The Age of Turbulence: Preparing for the Crash http://seekingalpha.com/article/151347-the-age-of-turbulence-preparing-for-the-crash?source=feed#comment-604164 604164 Mon, 27 Jul 2009 17:04:47 -0400 Beyond SIGTARP's $23.7 Trillion Headline http://seekingalpha.com/article/150047-beyond-sigtarp-s-23-7-trillion-headline?source=feed#comment-597548 597548 Wed, 22 Jul 2009 02:17:59 -0400 Why Zombie Banks Won't Be Nationalized http://seekingalpha.com/article/123534-why-zombie-banks-won-t-be-nationalized?source=feed#comment-410543 410543 Tue, 03 Mar 2009 02:37:43 -0500 Geithner Bank Plan: Success Depends Upon Framing http://seekingalpha.com/article/118455-geithner-bank-plan-success-depends-upon-framing?source=feed#comment-376462 376462 Thu, 05 Feb 2009 04:07:56 -0500 Central Banks Have Become Dangerous http://seekingalpha.com/article/71356-central-banks-have-become-dangerous?source=feed#comment-376459 376459 Thu, 05 Feb 2009 03:57:28 -0500 How the U.S. Government Is Footing the Stimulus Bill http://seekingalpha.com/article/117814-how-the-u-s-government-is-footing-the-stimulus-bill?source=feed#comment-375160 375160 Wed, 04 Feb 2009 03:15:03 -0500 Preparing for a Rally http://seekingalpha.com/article/109129-preparing-for-a-rally?source=feed#comment-321380 321380 Fri, 05 Dec 2008 04:44:39 -0500 Will We See Inflation or Deflation? http://seekingalpha.com/article/109150-will-we-see-inflation-or-deflation?source=feed#comment-321374 321374 Fri, 05 Dec 2008 04:18:44 -0500