Financial topics

[aedens]

As we do cover alot here as others also I am under the observed view that the second week of Feb on stock stradles is my target high.
Have been off here and there and dead center also so there you go on a disclaimer. Given the algo attacks on equity the transitions to private equity
will circle the wagons and are point blank. As we know slow at first then all at once as they conveyed. Position's are being defensively protected from macro parasitic non value added actors. The speculation ongoing from the implosion rings we watch are motivated on the aspect they be out of office
soon enough to pass on continued defined movement of capital. Point blank draw capital to the defensive pools. The market will mirror reality as you noted H.

[Higgenbotham]

As we do cover alot here as others also I am under the observed view that the second week of Feb on stock stradles is my target high.

I don't have a date. I'm still 75% short and 13 pts under water at the Friday close. That data I posted is old and I would guess the economy is already teetering on recession. As mentioned a couple years back, in normal generational constellations, the market will turn down 6 months in anticipation of recession, but during crisis periods typically the market will peak within 1-2 months of the onset of recession, as the Prophets and Nomads continue to engage in reckless behaviors.

Speaking of which, the stock market peaked in March 1937 while the NBER puts the start of that recession in May 1937. Which is one reason I am not expecting any QE2 air pocket to come out all at once as the crisis learning process appears to be a gradual one. But it's still my guess that absolutely nothing has been learned to date and the crisis is just beginning to hit with full force, more similar to 1930 and/or 1931 (as most of us told Lily).

This was posted last year. There was some carry over to a lower high in August 1937 that challenged the March 1937 high and nearly exceeded it (5 months later). I would suppose if the recession is dated near here, there could be carry over to a slight new high in early February, provided no catalyst hits in the meantime. That would also match 5 months from the September 14, 2012 high and perhaps indicate the onset of recession in November 2012.

I'd be more prone to pick something closer to today as the debt downgrade and panic was finished 1 week before the 40 year anniversary of Nixon slamming the gold window shut. But what's on my calendar from a practical standpoint is "any day now" and follow the tape and slowly meter in more shorts. I speculated many months back a peak around the Mayan date and that seems OK too.

[Higgenbotham]

It is not worth the long hours and beat down anymore. If you reach a scale
you are simply a target. Been there done that.

Referring back to our discussion of September 9 of this year. Her business has gone to direct filling small orders from individuals, averaging less than $50 per order. The big corps can never fill a niche like that with their overheads, and that in my opinion is the only way to operate until the beast is dismembered. She filled something like 400 orders last month.

[Higgenbotham]

Another interesting thing I noticed from that time period of our discussions (on September 14) was the unamimous thought here that inflation would get a boost and in particular I said the Fed actions would boost petroleum prices. We see now that VMT fell in September. That may be an indication that there are strong deflationary forces that kicked in during September and the Fed had no practical ability to counter them. I would reiterate my belief that an absence of normally occuring deflation in a deflationary environment is inflation. In other words, had Bernake not acted, we could have gasoline at $2.50 per gallon already because that is really all the consumer can afford to pay. If he jacks prices up over what the consumer can afford, the economy will contract anyway, maybe not so much in price but in volume of movement of goods, which in my opinion is worse than letting prices fall.

[aedens]

Watching daddy and mommy fight is bad on the children watching them fighting about the credit card they both rang up since deficits do not matter.
I was listening to the right talking the other day and sacred was never talking about anything called morality and personal responsibilty.
As we left the link the other day on the screw it let them blow it up with the left since both are retards and past therapy anyway in a historical context.
Meanwhile capital is doing what they have to for over 3000 years. Early we discussed this and have been watching the politcal discourse since on the
circular manner of the heglian dialect. I agree on the structual aspect to when the snap is noticed and the latency of stupidity is the only question we seek more than a few note. To be honest some are trying to mitigate this and the core focus is lost since why do they even care it more than appears on many levels. I read a good article some time ago on going dark on minionville and they are concerned to try to weather the storm but get the money upfront since defered payments is insane. Nature has no pity called the natural economy as we try to add value services to the market. Mommy and Daddy are going to be unhappy when they wake up from the drunken stupor as the children grow cynical and tempered to insane actors around them. Maybe the tree they hit dead head on will be enough to put them in treatment way over due so the children can finally take over the checkbook. Already the children wish to spend trillions more so the apple falls only so far from the tree is actually true. As we recorded they must have 2.58% yoy to tread water so pass through costs are assured on that level. Inflationary debasement is as sick as watching one to many deer in a section all starve analogy from a hard snow.
The moral hazzard is so assured some sections we noted as wasting is assured. To be polite we called it wasting. Vanilla is only a herd now since the statist refuse to allow liberty to assert reason. Remember when we got to eat after the animals on farm and never before. Work was a virtue called being a steward. I sincerly ask for water from heaven and fair weather from it also so we can have wheat for the children.

http://prudentbear.com/index.php/credit ... t_id=10733

[Higgenbotham]

http://www.gaslandthemovie.com/blog/?p=133

Two employees from within the PA DEP, Taru Upadhyay and John Carson, have given depositions describing outrageous breaches of trust by the PA DEP, alleging they deliberately failed to report the presence of metals, which are known hydrofracking-related contaminants, in water wells it tested in the Marcellus Shale: aluminum copper silicon lithium molybdenum zinc nickel cobalt titanium boron. In addition, the following volatile organic compounds commonly used in the Fracking process were also found in wells and not reported: acetone chloroform T-butyl alcohol.

I worked in a state environmental agency for 8 years. This is typical, except for the fact that somebody sort of told the truth. I think the corruption in the environmental and health agencies is causing greater long term damage than the corruption in the financial regulatory agencies.

http://www.nytimes.com/2012/11/03/us/pe ... eport.html
http://www.independentwatertesting.com/ ... phole.html

Typical esoteric parasites blow smoke in the first link and the Halliburton Loophole is defined in the second.

[aedens]

http://www.youtube.com/watch?v=Za2-WuLYM5E

[Higgenbotham]

ECRI says recession began in July 2012

http://econintersect.com/b2evolution/bl ... -july-2012

[aedens]

http://www.raymondibrahim.com/muslim-pe ... mber-2012/

Yes, I will check my numbers H. As we suggested the latency to peak is the call. I made mine already as we do here.
Morsi will only give back half of what he took. We posted the 1974 plan from Dr. K and noted in the forum the Bantu movement
from a GGS view only.

[aedens]

ECRI says recession began in July 2012

http://econintersect.com/b2evolution/bl ... -july-2012

Of the five central banks (ECB, BOE, BOC, RBNZ and RBA) that meet in the week ahead, the RBA is only one that is likely to deliver a rate cut.

Egypt: Parliamentary elections (expected in mid-February) are next.” Police firmly placed between the two groups.