Financial topics

[aedens]

How do you change or reduce unfunded government pensions without going through civil unrest?
gerald
Sat May 02, 2009 9:34 pm

Old is new trends.

Thu Aug 20, 2009 7:20 pm

Commodities will stress the dollar "has been" which will Give a headache to no one for there leveling process to order. We have noted Pension Group's Moving to Fixed have we not?
We have noted Dramatic shift in Commodities Brokers being hired have we not? SDR will happen if we like it or not since the Fed will " has been " causing decoupling and the data we are all seeing lately reflects this since they are a handmaiden to others and not to the people of the letter who warned us to this effect much earlier. The call put ratio is leaning hard as of late doing what to players on the market given obvious Volume plays on the index. Next few month's appear to be a freeze frame pivot to hedge risk and not in Dollars again. The Consumers is doing what. Nothing... but dug a foxhole also as of late as some should. Higgy is correct when the floor opens again good money will be lost since this is only a Political Economy and that mindset cannot build value but they had to enter as the gatekeeper must. Capital will have to go where it is best treated only to return as another master. The stage has been already set in this secular trend and really Washington is the catalyst to this meltdown as are all Governments in history who inhibite freedom and acountability of contract. Hadrian understood older stragem to pragmatic survival to enable balance but tearing us down is political disconnects and many have watched this ensue for decades to avarice ongoing ad nauseum. Going into detail only states the obvious on monetary discussions on the attributes of currency debasement in a Civilization or any for that matter in time. Based on current fundamental's it is a study of futility given the fulcrum of the middle to balance cannot be established in the society of entitlement or ever can be for long. If you cannot fix one thing you cannot fix anything. Strangled from within some may say but attitude to pause is a lost concept to begin to repair and heal within the confines of any Civilization is rare since it is not in there way. The enemy is within and we know the course it holds. As stated sold Equity and now at 2% since there is no redress in this democratic malaise. The reason is plain so the grass roots have been burned on the road to serfom of there own choosing in many area so enjoy your current time under the sun before the top crushes the bottom since we cannot support it. The tide is going out not in yet and the beltway eats there own so you are on your own. Given shifts in production's based resource allocation's we shall soon see who regards hard choices to be made soon to demographics of there own citizens or serfs to be abandoned to a quart of wheat for a days pay. Freedom is a price you cannot give since it was given so rationing is the effect and consequences of severe stress from historical avarice again.
Of course, it can be changed.
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Update will be Political Streamlining or abject failure. The point is 80:20 as conveyed by many seen as fair which was if you make X you pay twenty pecent tax no matter what you are over x, and the response was the dollar will drop to acommodate balance which we all new was TPTB cover to interests. I assume some will LEAP option. I guess the cut will be the moral circle and its attributes or your out. The twenty percent covers all federal and state liability's. Let the so called smart people spend it wisely since there is no favorites do defend anymore. If people see waste they intuitively know there screwing themselves. Better than the crap we see now as we discussed both piles of hay are on fire and the Mule will starve very soon unless the fire is put out anyway. We see the other players Russia, China ect. inertia, so time to worry about your own pile and trade will flow anyway if anyone is awake any more.

[OLD1953]

The generational attitude towards seniors is reaching a nadir.

[aedens]

The generational attitude towards seniors is reaching a nadir.

Economists expect headline inflation to continue rising in May, pushed up by higher food and oil prices as well as currency depreciation.
Egypt, the Arab world's most populous country, subsidises key staples including wheat, sugar, rice and vegetable oils, ensuring domestic prices are stable.
About 63 million Egyptians benefit from food subsidies. Four months from IMF sources on cash flow and a few month's for Greece.

Overall as we note latency issues are now correlations. I hope all things find you well...

http://www.principalglobalindicators.org/default.aspx

http://siteresources.worldbank.org/INTG ... teBook.pdf
page 142

[aedens]

http://www.frbatlanta.org/filelegacydoc ... r_2q02.pdf Shorts are snacks, are, will, shall be...

Out of bond ladders tommorow myself. Stocks are for rent. As mentioned correlations are not acidents.
LEAPS are for Connected only. Metal for the masses. The SWF wealth effect will keep the bathrope brigade hostage
no matter what. I see CAPEX at Pfizer is up. The point is conditions are slowly inducing growth even with Japan crippled is see
albeit slowly.
Hugo wants to build missles with Iran for the next Cuban Missle effect so I read.

[aedens]

Cash (bonds) and synthetics (CDS) traded side by side did suggest uncertainty in general that any restructuring or decent will trigger CDS and keep their relative values in pace as was seen. The fact for today, and Friday saw increasing amounts of net selling in secondary bond markets should also raise flags as typically CDS overlays are put in place and then unwound If not we are going to get a huge dislocation in the global bond market, and then maybe the wake-up call will finally come." As said, the real problem is the de facto policy of both parties is default and they know it. There is nowhere to go now. Political Smoothing since the trenches are already been dug by them, or they will be filled with more lost souls. If both sides of the Pond deny this the Consumer will push them in since they have no choice. The blast wave shock has two directions. It is now imploding to the source and this is IMO the final wind direction back to the source.

[OLD1953]

Contemplate the hilarity that would ensue if reductions in spending were coupled with a legal requirement to support indigent ancestors directly. Often mentioned in rhetoric, I suspect few would vote to put their money where their mouth is.

[aedens]

The generational attitude towards seniors is reaching a nadir.

Economists expect headline inflation to continue rising in May, pushed up by higher food and oil prices as well as currency depreciation.
Egypt, the Arab world's most populous country, subsidises key staples including wheat, sugar, rice and vegetable oils, ensuring domestic prices are stable.
About 63 million Egyptians benefit from food subsidies. Four months from IMF sources on cash flow and a few month's for Greece.

Overall as we note latency issues are now correlations. I hope all things find you well...

http://www.principalglobalindicators.org/default.aspx

http://siteresources.worldbank.org/INTG ... teBook.pdf
page 142

Sun May 22, 2011 11:31 pm http://www.interfax.ru/business/txt.asp?id=191216 -------> as well as currency depreciation. 23 мая 2011 года 22:13

WSJ : MOSCOW (Dow Jones)--Belarus National Bank Monday devalued the Belarus ruble by 56.3% Monday, as it published the new exchange rates on its website.
The new exchange rate of 4,930 Belarus rubles to the dollar becomes official from Tuesday, compared with BYR3,155 to the dollar Monday.
The new rate, although significantly below the previous one, is still not as low as the "black market" exchange rate, where the cash exchange migrated amid the country's severe shortage of foreign currency. Cash-strapped Belarus hopes to secure a $3 billion rescue loan from the Moscow-led economic union of ex-Soviet states and a $3 billion advance payment from Russia for future food and other deliveries from Belarus.

[Higgenbotham]

The generational concept of the "crusty old bureaucracy" comes into focus in this "manufactured" up cycle from 2009. Instead of bankruptcy and renewal, money has been force fed into the crusty old bureaucracies (jobs were "saved"!) and any "investment" is more overcapacity to be shaken out in the next down wave. The "crusty old bureaucracies" by definition do not have the ability to make future oriented First Turning investments, but only past oriented Third Turning additional overcapacity. The next downwave therefore increases in severity when this additional overcapacity gets shaken out. There is now severe overcapacity in:

Housing. More housing starts are - bad - and contribute to more overcapacity. Holding back foreclosures is - bad - and will soon lead to panic per John's in-depth article posted 18 or so months ago. In addition, the housing overcapacity is in the wrong locations and is poorly designed for future First Turning needs.

Finance. There are too many large financial institutions for the next economic wave - how much financing does it take to start a high tech company compared to an industrial company? Let the large banks go bankrupt - they are mostly useless anyway. How many people did you see in your bank branch last time you went there? When was the last time you visited your bank branch?

Education. There's an overcapacity in student loans which has led to ballooning costs and excess capacity. Students should take the first 2 years of college courses online from home. One course can be administered to thousands of students. The cost should be minimal. College need not be a 4 year long drunk fest, dope fest, rock fest or sex fest. The performance those first 2 years could be used as a uniform and fair basis for admission for the last 2 years (instead of high school grades, SATs, racial preferences, and other non uniform criteria). I know little about the educational system but there have to be many other sensible ways to reduce costs without sacrificing any quality.

Health Care. There appears to be an overcapacity in health insurance which has led to ballooning costs and excess capacity. I know little about the health care system based on actual study or experience. Any of today's major drug companies investing in increased capacity at this time are probably wasting capital, as advances in genetics and biology should render their drugs obsolete by the next First Turning. The same thing applies across the whole spectrum of the health care industry.

All "crusty old bureaucracy" stuff.

[aedens]

Those moving. CAPEX are used by a company to acquire or upgrade physical assets such as equipment, property, or industrial buildings which is us included to service the current customers. I noted Phizer and now include us. This is capital in the economy not Jobs since reform will not transpire with the brain freeze at the top. Both bicker about semantics of change.

The issue at hand:

Figure2.png (21.14 KiB) Viewed 4999 times

Any government raises the revenue with which to provide its "services" ultimately through the threat of imprisonment. Even so, the deficit-hawk politicians are right when they say the government should be sharing in the belt-tightening along with everyone else. Slashing spending at the federal level would return much-needed resources to the private sector, where they would do the most good. Simple as it sounds if you do pay the gatekeeper do not complain as million avoid paying its legal due's. American's need only a fair gatekeeper and nothing else more. I do not like wasted taxpayers dollars as the next person but am tired as interests work only to destroy from inside from imbalances they preach as Cult since money never sleeps.

Rarely do I watch Television but there was EPA official said we are after schools who utilize coal. The mercury ect... and I wish them to convey how many Schools burn coal? They indeed need another position as janitor to induce trust in that organization and build there skill sets over time, indeed these people are out of control. Assuming I heard burning coal at schools correctly it is absurb we are paying taxes for that information. Now larger University's burn coal but the ones I am aware have vastly improved there control packages. While the EPA is at it go fine Iceland for there Volcanoes emmisions.
Decades ago Promulgations in the Code of Federal Regulations had accurate instances that had to be conveyed on negligent players since 26 members of O.C.A.W were immolated on the Industrial work site from practices Congress was made aware of. Truly poor practise did lead to insolvency as we know over the course of reality and temperance leads to effective change, but the scope and candor of these Agency's need to be determined. Independant audits we adhere affect the actual supply chain mechanism's to the survival of the firm or agent under our contract agreements. Fair is one thing extortion is another. Business has reality to survive in America other than confiscation for revenue sake.

[John]

The generational concept of the "crusty old bureaucracy" comes into focus in this "manufactured" up cycle from 2009. ... All "crusty old bureaucracy" stuff.

That's a fantastic analysis, Higgie. Thanks.

John