Generational Dynamics Forum - New Site

Dear Mike, > If we are in the process of unwinding multi-trillion dollar > (globally intertwined) derivatives market (which is obvious) and > the dollar is the world's reserve currency...meaning all of these > unwinding toxic-assets need to be settled in dollars in order to > put them to rest/bed.....

I wanted to pose this question as I am trying to run through scenarios in my mind... If we are in the process of unwinding multi-trillion dollar (globally intertwined) derivatives market (which is obvious) and the dollar is the world's reserve currency...meaning all of these unwinding toxic-assets n...

I don't know...the more I do the math (realizing the dollar as the world currency-meaning all these positions are tied up with dollars) I see the dollar (ST TReasuries) as the only thing left "to fight" with. I mean I own gold but the gold market is puny in comparison. Personally, I am a holder of S...

People criticize me for saying that these "experts" are morons, but I just can't think of a better description. Sincerely, John Now that was funny! I mean I have to agree....I remember the calls for trillion dollar market caps...The same experts now call a 40% erosion of the world's assets inflatio...

I think it has a long way to go as well...This economic contraction
globally is already bigger than the 1890's or 1930's as measured by
asset losses as a percentage of GDP. This is the biggest economic
event in human history; and just beginning. Of course, the last part my opinion

As for a place to invexst, let me offer a resource that I have found most useful

www.treasurydirect.gov
you can purchase direct and with ease

My reason for owning gold isn't in hopes of a tanking US Dollar.... I have a different reason for holding gold... I see gold simply as a system or SHTF hedge. If that ever came to be, yes we may be in an inflationary period. I do not see the US Dollar going away any time soon, but I realize there is...

It still seems like for now we are losing more than we are creating and the net points to deflation. Dollars are disappearing faster than they are being put into the system and so the dollar rises. While there are many different interpretations on how this applies across (M1, 2 3) it seems like Cent...

There aren't many places to go for growth unless you put a chart upside down (EG Short)

I am more than happy to get off the road here with my boring T Bills, Gld Silver Eagles, and 10% SDS on bounces.

That seems too simple but I really believe it a good formula for the time being.

We have OIL pbl about to crack into the upper $50s soon.

T-Bills
10% SDS
10% Bullion
__________
Little fiddling req portfolio