Financial topics

[John]

Sigh.

John, you don't think Japan will get hyperinflation?

Japan's financial timeline is years ahead of America's. In brief,
Japan had a major generational stock market panic and crash in 1990,
just like America in 1929. But Japan's previous major stock market
crash was in 1919. So you have: Wall Street: Crash in 1929, new bubble
in 1995, 66 years later; Tokyo Stock Exchange: Crash in 1919, new
bubble in 1984, 65 years later.

I was fooled by Japan myself in 2007, when I thought that Japan's
deflation would end.

** Japan's real estate crash may finally end after 16 years
** http://www.generationaldynamics.com/pg/ ... tm#e070220

But Japan is deeply entrenched in deflation, and also has the oldest
population in the world, so hyperinflation is not a realistic
assumption, despite quantitative easing.

If you want to know what's going to happen to Japan, a good place to
start is to look at what happened to the yen in the 1930s.

[aedens]

After an intensive lobbying campaign, Mary L. Schapiro, the S.E.C.’s chairwoman, approved the copper funds
last December, during her final days in office. Watch your entry points as they say.....

http://www.nytimes.com/2013/07/21/busin ... ml?hp&_r=0

[Higgenbotham]

After an intensive lobbying campaign, Mary L. Schapiro, the S.E.C.’s chairwoman, approved the copper funds last December, during her final days in office.

http://www.nytimes.com/2013/07/21/busin ... ml?hp&_r=0

What happens when aluminum and copper go into backwardation?

October 26, 2010

The copper market would be most likely disrupted by a physical base metal ETF, Goldman said.

"[A] physical ETF in copper might exacerbate short-term volatility and perhaps bring forward our forecasted deficit and extremely tight, backwardated market."

Goldman estimated a physical copper ETF that stored 50,000 metric tons would be sufficient to disrupt the market.

An aluminum ETF would have to store "well over a million" tons to disrupt the market, zinc over half a million tons and nickel over 50,000 tons, the bank said.

http://www.automatedtrader.net/real-tim ... ct_goldman

From the NY Times article you linked:

After Goldman bought the company in 2010, Metro International began to attract a stockpile. It actually began paying a hefty incentive to traders who stored their aluminum in the warehouses. As the hoard of aluminum grew — from 50,000 tons in 2008 to 850,000 in 2010 to nearly 1.5 million currently — so did the wait times to retrieve metal and the premium added to the base price.

They are nuts. Peel the next 2 layers of the onion.

[Higgenbotham]

The polarity of the controlling energy wave is scheduled to flip back to negative on July 19th of this year. This long rally phase is about to reach its peak.

The box on the front page.

http://marketenergywaves.com/

Recall that for months I have targeted mid-July as the timing point for the first “meaningful” decline of the year to commence. While I have not shared the exact timing points, they are July 11/12th (minor timing points) with July 19th being the major timing point. Those “points” are derived from quantitative and technical models, as well as what my Washington, D.C. network is suggesting will surface before Congress’ August recess.

http://www.raymondjames.com/inv_strat.htm

[jcsok]

when you see that in order to produce, you need to obtain permission from men who produce nothing ...(1957)some of you weren't born when this was written...

remind you of anything?

"Do you wish to know when that day is coming? Watch money. Money is the barometer of a society's virtue. When you see that trading is done, not by consent, but by compulsion – when you see that in order to produce, you need to obtain permission from men who produce nothing – when you see that money is flowing to those who deal, not in goods, but in favors – when you see that men get richer by graft and by pull than by work, and your laws don't protect you against them, but protect them against you – when you see corruption being rewarded and honesty becoming self-sacrifice – you may know that your society is doomed. Money is so noble a medium that it does not compete with guns and it does not make terms with brutality. It will not permit a country to survive as half-property, half-loot." –Ayn Rand, Atlas Shrugged, p. 385 (1957)

[vincecate]

But Japan is deeply entrenched in deflation, and also has the oldest
population in the world, so hyperinflation is not a realistic
assumption, despite quantitative easing.

Having too many old people and not enough young taxpayers makes the government print more money and increases the chance of hyperinflation.

I am nearly sure that Japan will get Hyperinflation. Only question is when. The central bank has been increasing the money supply by about 1% every 10 days on average for the last couple months and this is in the hyperinflation range for money supply growth. So I think they are headed down the slippery slope fast. I think things will come unglued soon.

[aedens]

http://www.prolor-biotech.com/newssourc ... OR+Biotech

NLY AT CSX CYT EROC EXK JE MIC NS OPK PBF PBA SRC TAC VNR VOC WMB AUY

http://seekingalpha.com/article/1558262 ... urce=yahoo

they are back door tax pushing fuel to a fiver sooner or later imo - context: given the lack of transparency in the RIN market, it's difficult to attribute with complete certainty the price surge since Monday to Monday's appellate court decision; unlike with more liquid markets, we can't see how RIN prices reacted in the minutes following the announcement. Finally, RIN prices are notoriously difficult to predict. Several prominent agricultural economists published papers predicting high D6 RIN prices in 2012 and low prices in 2013; obviously the opposite has happened in both cases.

As we note business does not pay taxes, you do..... When republicans can explain this we will be listening since we 47ers are to Roved to be considered worthy to stand in the so called
big tent. If you molest and insult the grass roots top down and astro turf it you have indeed enabled the 200 year free shit army. Rand Paul I think understood this as a olive branch
when he said indeed we are 10 years behind what truly they know. As we elucidated they are over twenty to be polite and if they went half way since the cup is neither half full or empty
but the answer would of been yes. As you noted Higg the exit poll reality they still trip over in my view only and the enclave mentality needs to also understand how fungible capital truly
is. As we note to date a few thinking crayon color politicians are understanding this. No, I am not referring to current rainbow coalition RICO acting free shit army retards in both party's to date.

This is the time the hidden tax issue will bring out, or push business out. This is the 2014 question on hidden tax ladders that
the self licking ice cream cones will deny. Back to winner and loser being chosen from the beltway invest cheat sheet.

All you can do is what I try to do, which is to read as many viewpoints as possible, until you figure out what's really going on
as John indicated and we try to trend. No one is against widows are orphans being properly supported outside our front doors.

When they start running the ‘dogs,’ it’s time to begin looking over your shoulder.” I agree and it started some time ago.
As we noted some based produced numbers at the wrong time in the cycle. The JAG effect comes to mind so as I noted
watch your entry points and as you noted Higg I think also the transition is ongoing and appearing. To me the effect is the
700 day cycle on my part to references or to say the august peak of cycle 24, they note the "blue heat" in some circles
of vernacular reference.

[Higgenbotham]

Watching these trendlines. Also the news and what the spike highs of the past 7 years have in common with the news - high gasoline prices, tech weakness, etc.

big.gif (54 KiB) Viewed 3233 times

[Higgenbotham]

This isn't my chart. I added the 3 red vertical lines.

Source of chart: http://stockcharts.com/public/1269446/tenpp

spxweekly2.png (45.62 KiB) Viewed 3229 times

[Higgenbotham]

This article is very interesting from a GD standpoint.

http://www.csmonitor.com/World/Asia-Pac ... a-disputes