Financial topics

[vincecate]

Bonds are most overvalued in entire human history by a long shot. As they crash all the institutional money with their 60:40 portfolios will sell stocks and buy more stupid crashing bonds. This ensures that stocks also will crash.

Why will they sell stocks to buy crashing bonds?

Many retirement funds have fixed rules of 60% stocks and 40% bonds. They have to follow these rules. If bonds lose half their value, then they need to buy more bonds. They tested the idea on the last 40 years where interest rates were dropping and bonds were going up and are so stupid as to think that means it is always the right thing to do.

[aeden]

https://cms.zerohedge.com/s3/files/inli ... k=JcVFLnRv

49xx book four will be considered if it does not burn out sideways by then.
Asian markets plowing ahead of the recent real estate slaughter noted in July.
Of course they ignore the crack up boom.

https://twitter.com/hedgopia
Local bears destroyed.

viewtopic.php?f=14&t=2&p=12041&hilit=derivitives#p12041

You think the market and the economy have something in common. How novel.

https://mises.org/library/hyperinflatio ... crack-boom

The exchange rates are taken from "Dollarkurs und Goldmark im Verhältnis zur Papiermark 1918–1923,
" Wirtschaftsverlag Nerchau (no publishing date).
For an instructive and highly informative study on the German hyperinflation,
see F.D. Graham, Exchange, Prices, And Production in Hyper-Inflation:
Germany, 1920–1923 (New York: Russell & Russell, 1967 [1930]).

We are restocking for the next 100 day window underway.
You damn fiat fools produce nothing but misery and demented swamp lie cheat steal lunatics
as BoB Bish was wiped clean with burn loot murder real estate thieves on the backs of the broken.

https://www.youtube.com/watch?v=-bHvk2hQXoY

[vincecate]

In the Hussman article why does Grantham say in his quotes of the Fed,

They don't get. They don't see it.

I don't think incompetence is the deal. They don't know because no one knows. No one cares is the issue. They will not ever take the pain vs trying to kick the can, for numerous and obvious reasons. They both get it and see it, it's just that they have to massage the game because they know they only have one real option.

I'm not sure why either he won't say this, or doesn't understand it. Probably because JG is himself a hack globalist also putting on a show.

To work your way to the top of the Fed you have to prove many times that you are a Keynsian who likes printing money. You could never get to the top as an Austrian economist. There is a saying, "It Is Difficult to Get a Man to Understand Something When His Salary Depends Upon His Not Understanding It". Powell's job depends on him not understanding. I watched him in a press conference and he really believes that inflation is caused by full employment and that if we don't have the same level as before the pandemic then he is really really confused that we have inflation. Really heart of heart confused.
I think JG is right.

[aeden]

https://cms.zerohedge.com/s3/files/inli ... k=X4KVUNAB

Brandon and the swamp skanks lead the way.

The revolution will not be televised as you worship filth. Fail In Life Try Hell. FILTH

A Record Number Of Americans Just Quit, As Job Openings Surpass Unemployed Workers By A Record 2.8 Million.

https://www.youtube.com/watch?v=VPYA9racfO4
This unhinged socialist wants millions of Americans who work in the energy industry to go bankrupt.
And Joe Biden picked her as his top banking nominee. https://t.co/RFBsXaGcRv
— Tom Cotton (@TomCottonAR) November 10, 2021

You will not make it to mid terms with this swamp filth.

[Cool Breeze]

In the Hussman article why does Grantham say in his quotes of the Fed,

They don't get. They don't see it.

I don't think incompetence is the deal. They don't know because no one knows. No one cares is the issue. They will not ever take the pain vs trying to kick the can, for numerous and obvious reasons. They both get it and see it, it's just that they have to massage the game because they know they only have one real option.

I'm not sure why either he won't say this, or doesn't understand it. Probably because JG is himself a hack globalist also putting on a show.

To work your way to the top of the Fed you have to prove many times that you are a Keynsian who likes printing money. You could never get to the top as an Austrian economist. There is a saying, "It Is Difficult to Get a Man to Understand Something When His Salary Depends Upon His Not Understanding It". Powell's job depends on him not understanding. I watched him in a press conference and he really believes that inflation is caused by full employment and that if we don't have the same level as before the pandemic then he is really really confused that we have inflation. Really heart of heart confused.
I think JG is right.

I'm not sure about that. I don't feel that they believe they have any other option. What's he gonna do, raise rates like Volcker? LOL!

[aeden]

https://www.zerohedge.com/geopolitical/ ... nald-trump

The Fabian Communists are the social free market locusts and sorpians who seek to eliminate the fair market producers.
Americans still do not get it as they drift in Hell oon BLM FSA at a time. Tiny bubbles as warned.

Fri Nov 13, 2009 8:47 pm
Waiting since the lines are drawn. U.S. international portfolio investments increased from 2 percent to 29 percent of U.S. capital stock from 1974 to 2007

Stock up and plan for Stagflation.

Yes we must stabilize given what priority? We have seen this playbook before have we not. The hour is soon upon us as was fortold. I heard it the other day from a liberal you would step over some one in gutter in your view.
Never have they concieved the thought a man who cares not for his household is worse than a infidel. If they are hungry only fulfill the need . They only get what they need in mine. Food, shelter, and education from idea's they dismiss as fable in there bent of mind. We where asked to feed the fold and seek the lost ones. It was conveyed that a mans right's where violated since he refused a breath test and meanwhile shelter was provided for a woman homeless with her child in that same night, and I regarded it a lesson also. The apathy top to bottum will give way to humilty before the last crash it appears as was the last event we remember in the 70's we had to tough out. Pointless from here on to convey there ass kicking and misery to come. They never learn.
Observations: Farming Culture -ALG's lucust's Vs. Hunter Culture - DCA seekers

[aeden]

https://beincrypto.com/new-bitcoin-fork ... ctober-25/

Current algos left behind.
https://yobit.net/en/

The current POA cults rendered out.

Over 8,000 currency pairs are traded on the exchange; it has built-in liquidity pools and DeFi mechanisms.

If you wonder why the paper tigers are murdering you daily it is because they are back orifice cutouts
and ponerological lunatics as you suffer the delusions the market is still the economy.

Moderates are fleeing as we speak as they kissed the Marxist and caught pressitute herpies.
The Praetorian Chariot will run them over. They know they lost flyovers forever.
Cult Sabbateans leftovers and neo con grifter of sodomite trash.
Since 1974 they have been clinically insane and well before.

Other narratives of the trajectory of Marxism and education have traced the development
of different positions within education through the prisms of Gramsci, Althusser and structural Marxism ..
In exile in the United States after 1934, the Frankfurt School focused on the role of the media in educating and socializing individuals.
To a large extent, the Frankfurt school inaugurated critical studies of mass communication and culture, and thus produced
an early model of cultural studies (see Kellner 1989 and 1995).
http://www.ipedr.com/vol17/14-CHHSS%202011-H00057.pdf
Intelligence is for those who even had a clue. The Gramsci effect unchecked as they marched through the intuitions.
They are not democrats and platitudes will not fix this attack on the Office.

http://ponerology.com/
thread: Critical Theory

Brandon is a sickness wrapped in evil surrounded by fools.

thread: 1918, 936, book 4, taproot

https://www.youtube.com/watch?v=-bHvk2hQXoY

[aeden]

Just shake the laptop vigorously, with a USB port pointed down, and all of the bitcoin will pour out.
https://www.youtube.com/watch?v=xX2lOqmLHUQ

To fund all this, namely to make the CCP buy T-bills (read: junk bonds),
the DNC sold-off Afghanistan to the CCP. Australia is next on the chopping-board.

[aeden]

We also remember Katyn where Stalin's NKWD murdered 20000 Polish officers by a shot in a back of head.
But we understand that you have own version of history wiping your chin.

Only one Polish officer survived the systematic execution of tens of thousands of prisoners taken captive by the Red Army.

Maj. Eugenjusz Komorowski published his autobriography,

Night Never Ending, in 1974.

viewtopic.php?f=14&t=2&p=38230&hilit=geno#p38230

https://web.archive.org/web/20070616121 ... /paper.pdf

Sun Mar 11, 2018 9:26 pm Speaking of which, when is the stock market going to start heading down again?

Blow out will be the burn out sideways. Better than myself indicate if will be more than self evident by September upcoming.
As warned we are reset in December for the next 100 day sogo survival window. The fiat fools cannot stop what is more than on its way.
The 8 million needed position to survive can be filled with the worthless federal employees on the doles. No value is produced
with them as seen in the last implosion from the Andropov file facts.
Currently the AI produced CNC models are staffed included with 10:1 reduced realities still ignored.

[John]

** 13-Nov-2021 World View: Analysis of CPI data

Last week, the Labor Department said that the October consumer price
index was up 6.22% year over year, which was higher than many people
had expected.

This has led to new rounds of hysteria, as some people are claiming
that we're returning to the hyperinflation of the 1970s, something
that I've said many times is impossible, based on the level of debt.

*** 11-Oct-2021 World View: Explaining hyperinflation
*** viewtopic.php?p=64969#p64969

I've updated my table of historical CPI data from 1914 to the present:

http://www.generationaldynamics.com/pg/ww2010.i.cpi.htm

If you look at the data for 2021, you see the following:

2021:
1.40, 1.68, 2.62, 4.16, 4.99, 5.39,
5.37, 5.25 5.39, 6.22

That seems high, but now look at the period 2007-2009:

2007:
2.07, 2.42, 2.80, 2.58, 2.67, 2.71,
2.36, 1.96, 2.76, 3.52, 4.32, 4.06

2008:
4.30, 4.03, 3.94, 3.92, 4.18, 4.99,
5.60, 5.38, 4.93, 3.67, 1.06, 0.11

2009:
0.02, 0.23, -0.37, -0.73, -1.27, -1.42,
-2.10, -1.48, -1.29, -0.18, 1.84, 2.72

If you compare 2021 to 2007-2009, you can see that we're running
slightly higher than in 2008, but nowhere near the hyperinflation of
the 1970s.

Why is inflation higher now than expected? These are the reasons
usually given:

• With the Biden administration paying people not to work, a lot
  of people have not been working.
• The result has been particularly a shortage of truck drivers.
• This has caused backups in the California ports in goods being
  shipped from China, intended for retail stores for the holiday
  season.
• This has caused empty shelves in many stores, with prices rising
  for the goods that are still in stock.

Hysterical analysts are saying that the current high prices will never
come down. Even if that's true, it's still 0% inflation if they
merely stay the same.

But now imagine how things will look in January 2022:

• People will have gone back to work, since the Biden handouts
  will have ended.
• Even truck drivers will have gone back to work, in order to feed
  their families.
• With the holiday season over, the flood of products into the
  California ports will have slowed substantially, and the backups will
  have eased.
• Many of the goods that were stuck in ships offshore will finally
  make it into retail stores, too late for the holiday season.
• So the post-holiday sales will result in price cuts deeper than
  in pre-pandemic years.
• People will be on their post-holiday diets.

So there's every reason to believe that the CPI will fall sharply in
2022, same as in 2009, and there's no reason to believe that the CPI
increases will continue as they did in the 1970s.