Generational Dynamics Forum - New Site

The records from White House visitor logs show that senior White House officials had a dozen meetings in 2009 with three health-care advisers and experts who helped shape the health care reform law signed by Romney in 2006.

Rhino care is a simple Trojan horse derivative tax since the insurance industry never recovered since the AIG lockups and from the toxic smbs lockups.
http://gdxforum.com/forum/search.php?ke ... sf=msgonly

The financial problem was defused by a law passed by congress, called Sarbanes-Oxley. Basically, the HOLDING company had investments in "bonds", which were bundled sub-prime mortgages and the choked the over night effective federal funds rate (EFFR)

We only ponder the Masters true will to the mid terms, as they are carted to the political body farm hopefully.

Tribe was born in Shanghai, China, the son of Paulina (née Diatlovitsky) and George Israel Tribe. His family was Jewish.
Tribe served as a law clerk to Mathew Tobriner on the California Supreme Court from 1966–67 and as a law clerk to Potter Stewart of the U.S. Supreme Court from 1967–68. He joined the Harvard Law School faculty as an assistant professor in 1968, receiving tenure in 1972. Among his law students and research assistants while on the faculty at Harvard have been President Barack Obama (a research assistant for two years),
search.php?keywords=smirky&t=2&sf=msgonly

Chief Justice John Roberts (as a law student in his classes), US Senator Ted Cruz, Chief Judge and Supreme Court nominee Merrick Garland, and Associate Justice Elena Kagan (as a research assistant).

The current office will indeed find out the harbinger does not play favorites on His foot stool. The point is the taxpayer know the left and
the right have lost trust since both destroyed it. For instance legacy discussion as it vanishes from him who meddled another state of affairs
in a election. Seeking the two state solution is driving the wedge deeper and they see it not by their own hand at home.

http://gdxforum.com/forum/search.php?st ... 1&start=20

Tue Sep 04, 2012 2:44 pm
They will never let it happen since appurtenances rule over reality.
Regulating hypothecation goo vary's depending on context and on the jurisdiction.
Marked to book or market, as of a annuity that would kill the parasites of
leveraged multi shadow collateral. I always noted the Pareto Principle in finance as the 80/20 rule
to funding them,
==============================================================
Jul 27, 2012 I agree and a few stable segments may be washed over is what we are watching.

The Pareto principle is an illustration of a "power law" relationship, which also occurs in phenomena such as brush fires and earthquakes.
Rhino care...

Yes it was stated in advance a few years are needed.
The Office was concise on its view today. In advance thank you for that.

“The object in life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane.” Marcus Aurelius

Public market destruction: another bifrucation and select asset stripping ongoing. "Successful" (surviving) companies will continue to buy back stock until they effectively go private. The rest will go to zero for stripping. The public float will be a fraction of what it is today. ZIRP is causing the public equity market to select pick equity, now over eight percent of the market and growing. It will continue to exist as an asset class so it will trade at a discount (risk premium). It will be available, and a vehicle to build and maintain wealth, just not you. Private equity will be the only real equity and there will be a velvet rope. You are not invited, and for the always, obtuse way thinking you have been noted. Keep stacking since they will make the money on the way out to fund what is allowed to survive. The disconnect has started, pay attention. These facets will surface more as we move closer to the end of the decade. Remember the slowly walking away on tearups we correctly noted early. This was the arrangements of the seven sisters moving to the five pillars we noted in the papers in the forums. You are not invited as a colocation HFT macroparasite and many other capital factors.

Update: And just so they know what to expect, here is what happened to Apple stock in the last second of regular trading today, courtesy of Nanex. Unlike traditional flash crashes where the trade is an HFT error, or a few shares traded through the entire bid or offer stack, in this case it looks like a very premeditated unloading of some 800K shares (some $350 million worth) of AAPL in the last second, with the full knowledge it was shake the market. Why anyone would want (or wait until the very last second) to do that, while covering the offsetting ES short in the pair trade, to ramp the market into the close, is anyone's guess. h/t t

yes they are a pillar, nerva, page 223
http://www.gao.gov/new.items/d11696.pdf
Some time ago we studied the tranche affairs and tearups that were warranted.
Interesting times. This was around the time we considered the back wall was approaching
to normalcy. We got over that naive thought rather quickly.

http://english.caijing.com.cn/2009-03-25/110127786.html

They sat down and sorted out some contracts.

aedens wrote:This Morass will stay since sweep acounts MM are "have" terminated. This back door taxpayer funded charade will run until the tearups noted and are cleared.

Two year old post: "We have the Fed usurping the free market and saying that this junk will be walled off and not subjected to market forces and so therefore it is real money. Welcome to the Soviet Union."

Holiday Iced
http://www.zerohedge.com/news/2012-11-0 ... -gate-back

As for the Banks they will internally recycle "tranform" this digital bank firewall as premiums deemed capital stock until they unwind it H
This Morass will stay since sweep acounts MM are "have" terminated. This back door taxpayer funded charade will run until the tearups noted
and are cleared. Of course the GAAP will never be questioned in integrity as the LIBOR scape goat fades.
Point being we are funding premium payments of acounts. This will some day be noted as the bubble in the bubble.
They will not allow redemptive OTC payouts. Relationships will split margin to black pools off sheet to redemptive funding
for newer margin pools. Parent to abortive streams for new beta pools. We noted some time ago the implosion rings.
Lighter fluid is all over the hookers already.

Yes, ever since the tearups on the notional OTC derivative contracts we noted years ago. I will dig up our forumed topical discussion on these events and meanwhile back at the ranch every 10 or 12 years the NPD effects pops up again for the shrink factorys, so again it is just the tip of the cognitive dissonance iceberg we all see. http://www.zerohedge.com/news/2012-10-1 ... depression
Institutionalized criminal negligence, sadistic treatment of employees and increasingly strident demands for respect voiced by these irresponsible authority figures from their victims of cruel predatory corporate practices will fail because they are the very definition of a dysfunctional society.
Psalms has a pinpoint description on these kind and the consequences in scope of logic and compassion. Nothing new under the sun.
The best atypical description also forwarded here was the Gal from Russia who now lives in Canada on the cultural aspects of ethics spillover. We also noted Malachi Martins observations dismissed in mainstream media's capture and predicated path forward. The better Company's are already dealing with it every day.

But how is this legal plunder to be identified? Quite simply. See if the law takes from some persons what belongs to them, and gives it to other persons to whom it does not belong. See if the law benefits one citizen at the expense of another by doing what the citizen himself cannot do without committing a crime. Frederic Bastiat, 1850

I got this from the marxist websites traversed.
Coal production is falling in the Appalachian region of the U.S., which includes West Virginia and parts of Kentucky and Virginia. Patriot Coal Corp. has laid off more than 1,200 miners as well as cut health benefits to 2,000 miners and some 20,000 retirees or surviving spouses, reported the
Journal. Alpha Natural Resources Inc. said it was cutting 1,200 jobs. Earlier this year it laid off 700 miners and cut production at more than 20 mines. ConsolEnergy Inc. in early September closed one of its largest mines in southwestern Virginia, which employed 620 miners.

We had a discussion on the coal ash issues and if you are from our area you remember the countless dead pines from metro areas earlier.
http://generationaldynamics.com/forum/v ... ash#p16098
The feds sent a clear message. Kill coal and let disagreement's on the character of politics divide since it is never conducted in hindsight.
If any thing needs to be lightly conveyed the bureaucratic centrist have sown the seeds for regional decline just as the failed
reality noted in the 1965 to 1969 social shifts. What I wish to convey is technological advancements such as we watched in the mid 1980's
would not be considered in VOC scrubbers as sectors disappeared since the not in my back yard politics blossumed into NAFTA as border cost subsidy and democratic policy shift to free trade rhetoric that actually was prevention of left leaning atrocities of realities.
http://ecowatch.org/2012/scrubbers-incr ... amination/
It appears plain that the actual Greens should of secured a base acount of pipelines as mentioned over decades for natural gas advancements and truly how many can afford a 40K mode of transportation now since again manufacturing base has been decimated from even rust belt dialogs. As we noted here also Democrats are defecting since the green mask radicals wish to impose measures that even have awaken liberals to the imposed threat which in fact are real. Those still functioning in the substitution reactionary technolgy's of scale are aware and not removed from the realities of your day either. You simply cannnot genearate waste streams without compliances and then decimate the base acounts to buy your solutions as you once again deplete your base acounts customers.
Acording to the logic of the day I should get a free car since I already paid for it http://www.michigancapitolconfidential.com/16192

Margin calls who got caught. We will see. We seen the effect on risk pools. There smart people or there gone...

TF Market Advisors:
Asking almost any credit trader how their market is trading, and the most common answer is broken. Yesterday, a few people would have said bidless, or ugly, but today, its just broken. Liquidity is extremely low. Every trade resets the market. Trades are being driven by fear and fear alone. Fear of a further sell-off. Fear of whipsaw. Sovereign debt trading was the first to be hit, and it has now hit all the credit markets. Even equities seem to have seen a complete breakdown, with big air pockets. ZH

Why I avoid pools. Some pages back we noted the shot gun marriage of the FED and Washington. I do not agree or disagree since it is just what it is.
http://www-stat.wharton.upenn.edu/~stee ... verage.pdf
It is a predation process since Government is the derivitive market by a shot gun marriage. We did note tearups early on contracts in the forums since they could not funtion under the scope of inquiry in the Legislation process even befor this reality. ----> http://generationaldynamics.com/forum/v ... 3610#p9166

I do not pick up nickols in front of a steam roller we also read did we not?

http://finance.yahoo.com/news/Obama-Boe ... 3.html?x=0

Sample forum's elsewhere:
Obama knows that his re-election hinges on healthy 401k's. I voted for him, and it was the worst mistake I ever made.

Wall Street doesn't care nor do they respond to the economy. It rocketed because taxpayers will continue to provide FREE money to the 19 banks at least another 2 and a half years.

We are thinking in the same contextual path. Also the bottum link confirms the operation.

Three approaches
Bernanke discussed three approaches to further easing in his prepared remarks.
One option, Bernanke said, would be for the Fed to provide more “explicit guidance” to the pledge that rates will stay low for “an extended period.”
Another approach would be another round of asset purchases, or quantitative easing, or for the Fed to “increase the average maturity of our holdings.”
Finally, the Fed could also reduce the quarter percentage point rate of interest that it pays to banks on their reserves, “thereby putting downward pressure on short-term rates more generally.”
Bernanke said Fed officials still believed the unemployment rate would decline to a range of 8.6% to 8.9% by the fourth quarter. The jobless rate has moved up to 9.2% in June from 8.8% in March.
Inflation has picked up so far this year. The price index for personal consumption expenditures (PCE) rose at an annual rate of more than 4 percent over the first five months of 2011, and 2-1/2 percent on a 12-month basis.
The second component of monetary policy has been to increase the Federal Reserve's holdings of longer-term securities, an approach undertaken because the target for the federal funds rate could not be lowered meaningfully further.
June FOMC meeting, it has reached a broad consensus about the sequence of steps that it expects to follow when the normalization of policy becomes appropriate. In brief, when economic conditions warrant, the Committee would begin the normalization process by ceasing the reinvestment of principal payments on its securities, thereby allowing the Federal Reserve's balance sheet to begin shrinking.

http://www.frbsf.org/publications/econo ... 1-08bk.pdf
In contrast to Modigliani and Sutch, we find that Operation Twist had a highly statistically significant effect on longer-term Treasury yields.

The economy which they wish not to confirm "the malinvestment overhang shadow " will take in your reference the same timeline that
was forwaded. The market is hostage so the amplification will appear which conveys our observations.
It will take longer than many will confirm to clear this overhang. The point is what we are seeing here that is a targeting of consumers since they will
just take in loss of purchasing goods a stealth tax again ad nauseum.

It will sum up to calculating the “financial repression tax,” or more specifically, the annual “liquidation rate”
The forums confirm our observations. Numerous people have implied inflation targeting should be conveyed and it is
already and has been in motion but to the Taxpayer. The PPI will disengage more citizens and the effects noted, as we have seen the
disengagement or inclination of capital to reorganise. What I mean is what we are seeing even locally, namely fragmentation to solely Independant services.
Small Business is still being crushed and cannot hire since they are seeing the results in pricing and smothered in unfunded liability.
It was conveyed to bend the trends early in the administration's goal. This has not happened nor can it for some time. It is a predation process since
Government is the derivitive market by a shot gun marrage. We did note tearups on contracts in the forums since they could not funtion under the scope of inquiry in the Legislation process. It is impossible to audit what they wish to ignore since what could it solve. The lingering reality is this. You cannot treat one dollar any different than another in the real world. The issue is Capital flight and as we know tolerated by any age of Government. This was the market in 1931 and is no different today I gather.

Lack of supply: China

http://www.bloomberg.com/avp/avp.htm?N= ... 4ZvD1o.asf

He knows better than this and I feel he thus alluded to it if you have the presense of history in your mind to hear it. Given his pragamatic assertion I have heard in the past he fits there needs over the decades to, and serves the duty of term avarice and current party line masters. Amazing waste of talent and resources. And the firm he represents is also ICE, an online commodities and futures marketplace. It is outside the US and operates free from the constraints of US laws. The exchange was set up to facilitate "dark pool" trading in the commodities markets. Billions of dollars are being placed on oil futures contracts at the ICE and the beauty of this scam is that they NEVER take delivery, per se. They just ratchet up the price with leveraged speculation using your TARP money. Funny how the tearups never pressed well did they...

http://www.chinahush.com/2009/10/21/ama ... -in-china/
Lu Guang (卢广), freelancer photographer, started as an amateur photographer in 1980. He was a factory worker, later started his own photo studio and advertising agency. August of 1993 he returned to post-graduate studies at the Central Arts and Design Academy in Beijing (now is the Academy of Arts and Design, Tsinghua University). During graduate school, he studied, traveled all over the country and carved out a career, became the “dark horse” of the photographer circle in Beijing. Skilled at social documentary photography, his insightful, creative and artistic work often focused on “social phenomena and people living at the bottom of society. "In fact, there is no economic development for them, it only brought them destructions. Back then they had fertile fields. There were many water conservancy facilities built in the 70’s, all were every good, used to irrigate the fields. But now, pollution came and the water could not be used to irrigate the fields anymore. After a long time, now all the water conservancy facilities are wastes. The polluted water has led to contamination of the underground water. All their drinking water is underground water, water in the wells or from the water tower."

Moa was not ever allowed off the path either as he traveled to the country side since it is only about the party, i.e cult here and there also. These people are nuts and blind top to bottom here and abroad. Evidence is a two handed sword. And how much return per dollar of credit do we have now. I think deflation will cure that toxic balance sheet so we can find out but if interest rates spike Governments fall as will trillion of lie based GPD. It is quite chilling to note that steel production in America is on a par with output back in 1938, when GDP was a mere 7% of its current size and the percentage of public who loathe our unions but inports based in filthe based economics of politics is just fine. The level of these liberal hypocrats is typical in any age of not in my back yard self interests. Meanwhile these dismal science tools called educated people are blind to reality and are flatly given over to there bent of mind. Over the last decades, each dollar of mined debt has generated less and less marginal income. We knew that there would be a "zero-hour" for the economy when the creation of new debt would not contribute to GDP growth. This zero-hour for America has perhaps arrived sooner than many had anticipated. Political garbage spews out of sick minds and there progressive agenda is on task so wake the hell up Voters, er serfs sorry. What does Keynesians sum to in the long run? Generational serfs cultured to there socializational utopian ditches which was observed long ago and recorded also so look where we are now again. Pointless to discuss anything with the pacification of masses from the neck up anymore. Ask any Indian how that works out dealing with the level of honor and acountability of any governments. You can hear them now frothing on how this time it is different.
http://www.nytimes.com/2009/11/12/busin ... ted=1&_r=1
Total crap, the bubble is still being pumped but progress does have a price as does avarice and acountability in this so called new way of thinking and change.

Review nothing but nothing: http://www.businessweek.com/blogs/money ... na_si.html
There’s a basic recognition that things are going to have to change going forward

You can see how this going to turn out:
http://www.nytimes.com/2009/11/14/world ... ?ref=world

meanwhile: http://research.stlouisfed.org/fred2/series/EXPCH

http://research.stlouisfed.org/publicat ... 01/iet.pdf
The sum of U.S. exports to the rest of the
world (ROW) plus imports from the ROW, as a percentage
of gross domestic product (GDP), increased by 50 percent
from 1974 to 2007.1 Cross-country financial holdings also
increased substantially during this period. U.S. international
portfolio investments increased from 2 percent to 29 percent of
U.S. capital stock from 1974 to 2007

Meanwhile: We are in 130 countries and 700 bases around the world and we cannot sustain these. It's pumped out by the left and the right. There is conservative Keynesianism and liberal Keynesianism which always fails and gives us the financial crisis we are in.Up 50 percent from 1974, trillion in debt,
consumers decimated. Yep green shoots with no discernable amount of Business group seeking synergy's to survive. Unable to clear malinvestment without systemic failure. Thats the good news going into winter. All politics is local so make up your own mind for a change. Locally things are not better but the beltway sucks the life out of all else.
The harvest: http://www.timesonline.co.uk/tol/news/e ... 832964.ece

Higgenbotham wrote:

John wrote:I've had some communication with Gordo, and he's given me permission
to post the following:

Gordo wrote: > I'm short and lost some money, but I haven't gone crazy with
> leverage or anything like that, so I'm OK. Also I made a lot of
> money earlier in the year on the long side. I think we will see
> new lows next year or by 2011 at the latest, so I will wait
> patiently. I see no reason to be long this market. The idiots
> may run it up higher in anticipation of the positive 3rd quarter
> GDP report though, so I would not be surprised by this.

John

The market hasn't been very dramatic since Gordo and I started shorting. But there haven't been many pullbacks to take advantage of so it's been a constant drain on the shorts. Gordo and I started shorting the same day, July 17, with the S&P at 940. At that point, it was 41% from the 667 low. Today the S&P closed at a new high of 1049 which is up a little less than 12% from 940. It looks to me like this rally is within 0-3 days of being done based on looking at the chart. If the S&P rises another 30 points, I will exit and take my loss.

It will and I stick with my October best guess true earnings technical break down and tearup's. I have read some may be pushed up "tearups"not down lately also. Cut more jobs go ahead and who will produce what or buy anything by the numbers standing? We agreed on so many issues but as we said the market is a political economy and its direct attributes warned of. We where separate on a few data points and maybe 4 to 6 weeks. The G20 meets soon and will promise anything to save there political collective ass. Are things better, based on cash flow we will see. No, since what fundamental change is there. Mr. Obama conveyed a few lucid points and Business is defined by law. As a taxpayer we see exactly what has been done and the mood is not good. People are passed pissed off now. This runup is what it is and no I do fight tape. As for going equity with these bastards no f@&^in way. Bonds and contracts, Screw them. They knew this was coming and another slaughter will ensue, but who cares im just a taxpayer. Rent dissipation issue's in a mixed market is life or death now period. http://www.opensecrets.org/lobby/top.php?indexType=s
Gold - Equity survived the big dance then. Muni Bonds where crushed.
http://www.opensecrets.org/pres08/contr ... =N00009638