Everyone says retailers will push the market up at low volume prior to a 3-day-weekend.
It's important to watch what happens the week or two afterward.
Monday, August 29, 2011
Monday, August 15, 2011
Who Owns Euro Debt?
Well, probably a bunch of private folks in Europe. And a bunch of banks in Europe.
Maybe lots of banks everywhere. Maybe a few folks everywhere.
Next time you see a banker on TV telling you everything is "OK" you should be thinking why that banker is on TV in the first place.
Think and win.
Maybe lots of banks everywhere. Maybe a few folks everywhere.
Next time you see a banker on TV telling you everything is "OK" you should be thinking why that banker is on TV in the first place.
Think and win.
Euro Diplomacy from Germany and France on Tuesday in Europe
Results as stated ahead of time:
1. Very productive
2. Will work hard for a resolution
3. Another meeting in 2-4 weeks
Meanwhile, banks will sell as much bad debt as possible to anyone who is a big enough sucker to buy it.
Think before you act.
1. Very productive
2. Will work hard for a resolution
3. Another meeting in 2-4 weeks
Meanwhile, banks will sell as much bad debt as possible to anyone who is a big enough sucker to buy it.
Think before you act.
Saturday, August 13, 2011
Antichrist Today
For those of religion, you may not know the form of the Antichrist.
Please pay attention to televised bankers.
Please pay attention to televised bankers.
Armageddon
Prior to Labor Day is Armageddon week for the US equity markets.
If the markets rise, especially if the rise is sharp, then short-sell.
If the markets fall, then the markets are telling the truth.
Unfortunately, the world has debt that will not be repaid. Even easy-speak and TV networks cannot change the facts. The banks need to unload debt to suckers. Try not to be one.
Monopoly money will be printed. That means your money will become worthless.
The inflation play is "on" starting very soon.
As the Fed should know, the same goods-and-services with alot more printed money means the printed money is worth less while "things" are worth more.
This can be a temporary remidy for simplistic means, but will not last long...!
If the markets rise, especially if the rise is sharp, then short-sell.
If the markets fall, then the markets are telling the truth.
Unfortunately, the world has debt that will not be repaid. Even easy-speak and TV networks cannot change the facts. The banks need to unload debt to suckers. Try not to be one.
Monopoly money will be printed. That means your money will become worthless.
The inflation play is "on" starting very soon.
As the Fed should know, the same goods-and-services with alot more printed money means the printed money is worth less while "things" are worth more.
This can be a temporary remidy for simplistic means, but will not last long...!
US Fed Policy will Destroy the US Economy and all Other WW Economies
The Euro markets will be OK short-term because most folks are susceptible to the double talk and Sophistry that is inherent with the Euro today.
US markets may react the same way for a short time.
Then, the markets will collapse and everyone, except those who own top hats, will be devastated financially.
It's a good idea and a good time to learn chess, because then you can understand the end game ahead of time. In that way, we learn to make correct financial moves.
US markets may react the same way for a short time.
Then, the markets will collapse and everyone, except those who own top hats, will be devastated financially.
It's a good idea and a good time to learn chess, because then you can understand the end game ahead of time. In that way, we learn to make correct financial moves.
Top Down Analysis from Ben B. (instead of bottoms up)
0 return (s = 0) will/should create $ to go to aid corp. debt in the US and possibly to the US equities markets to create wealth, or even to possibly induce US spending in US vs. elsewhere - hello?
Wrong.
Just as in the prior analysis in this blog, S = 0 will destroy everyone worldwide.
Tops down is exactly that, a top hat falling from the head. Tops down. Congratulations to those who wear top hats and condolensces to anyone who does not own a top hat.
Those who don't own top hats will not be financially viable for long.
Wrong.
Just as in the prior analysis in this blog, S = 0 will destroy everyone worldwide.
Tops down is exactly that, a top hat falling from the head. Tops down. Congratulations to those who wear top hats and condolensces to anyone who does not own a top hat.
Those who don't own top hats will not be financially viable for long.
Friday, August 12, 2011
A more sane view instead of 0 interest rates for the following two years
Message to the IRS, the U.S. Treasury, and to the Federal Reserve Board:
Here is some simple math that applies to lots of folks in the United States:
Income = I(t) = A(t) * ROA(t) (Assets and ROA)
A = A(t)(1 – RL(t) + ROA(t)) (Rate of Living and ROA)
ROA(t) = (SX(safe rate) + RY(risky rate))/(X + Y) (X and Y are % of assets in each)
RL(t) = CPI(t)*Z(A,C, t) where Z is a varying coefficient and a function of A, C = consumption, and time
Assume:
RL(t) is a positive number
SX = 0 because S = 0
RY(t) is as in P(1:1 gambling)
Then:
A ----> 0
Therefore I(t) ----> 0 and IRS revenue ----> 0
These facts are mathematically indisputable.
And the rest of the folks?
1. Those who live from taxes do not contribute to revenue
2. Those who do not have jobs do not contribute to revenue
3. Those who do have jobs are getting paid less and less in the deflationary outsourcing cycle so their contribution to revenue is declining and ----> 0
Fellas and Gals Somewhere in U.S. Financial Decision Making:
Your POR cannot work. Not only is it not working, it hasn’t worked and mathematically CANNOT and NEVER WILL work. Please review the above math and try to make a change in some of the variables you control in the above equations. Thank you.
Here is some simple math that applies to lots of folks in the United States:
Income = I(t) = A(t) * ROA(t) (Assets and ROA)
A = A(t)(1 – RL(t) + ROA(t)) (Rate of Living and ROA)
ROA(t) = (SX(safe rate) + RY(risky rate))/(X + Y) (X and Y are % of assets in each)
RL(t) = CPI(t)*Z(A,C, t) where Z is a varying coefficient and a function of A, C = consumption, and time
Assume:
RL(t) is a positive number
SX = 0 because S = 0
RY(t) is as in P(1:1 gambling)
Then:
A ----> 0
Therefore I(t) ----> 0 and IRS revenue ----> 0
These facts are mathematically indisputable.
And the rest of the folks?
1. Those who live from taxes do not contribute to revenue
2. Those who do not have jobs do not contribute to revenue
3. Those who do have jobs are getting paid less and less in the deflationary outsourcing cycle so their contribution to revenue is declining and ----> 0
Fellas and Gals Somewhere in U.S. Financial Decision Making:
Your POR cannot work. Not only is it not working, it hasn’t worked and mathematically CANNOT and NEVER WILL work. Please review the above math and try to make a change in some of the variables you control in the above equations. Thank you.
Bernanke Huge Mistakes to be Remembered - Future Economics Students
1. Never follow a leader, no matter how persuasive, into setting an after-election date for an economic event.
2. Never reverse the natural order of human events, e.g. create artificial negative interest rates when the human race would otherwise choose positive interest rates.
3. Never assume your personal and past ideas about yield curves have any merit for the human race at the present time.
4. Never artificially deflate or inflate currency. That is a bastardization that will most likely reverse on you; instead, remember that a currency is only valid when it correctly represents a value of goods and services.
5. Never be a protectionist in a fully internationally-interdependent world.
6. Never make the same mistake twice let alone three times. Proactively act, observe, maybe react, but at all costs do not do the same thing expecting different results.
7. Never live a life behind a glass wall and then dictate to the real world. The real world will most likely fail in that case.
2. Never reverse the natural order of human events, e.g. create artificial negative interest rates when the human race would otherwise choose positive interest rates.
3. Never assume your personal and past ideas about yield curves have any merit for the human race at the present time.
4. Never artificially deflate or inflate currency. That is a bastardization that will most likely reverse on you; instead, remember that a currency is only valid when it correctly represents a value of goods and services.
5. Never be a protectionist in a fully internationally-interdependent world.
6. Never make the same mistake twice let alone three times. Proactively act, observe, maybe react, but at all costs do not do the same thing expecting different results.
7. Never live a life behind a glass wall and then dictate to the real world. The real world will most likely fail in that case.
Cisco and Nvidia Earnings from the Valley
These are easy ones - sell, sell, sell!
Both have taken advantage of a worthless US dollar to scratch out a quarter. A person could argue that anyone should have made 5% or so on the currency no matter how badly they have performed.
Of course, sometimes the Silicon Valley folks have been known to withhold last-day shipments from one quarter in order to slide them into the next quarter for cosmetic purposes... but neither of these companies would ever do that because they are too professional.
But the worst: both companies gave upward forward guidance in an economic climate where cyclicals have no idea where they are headed. How irresponsible for the widows and orphans who may be purchasing the stock.
And it worked for the companies, at least for some short time, in terms of hiking the stock price temporarily. Maybe for insiders to sell, etc.
It will not work for long. Don't get left out of the short position gains you can have once you understand the situation for these near-term underperformers.
Both have taken advantage of a worthless US dollar to scratch out a quarter. A person could argue that anyone should have made 5% or so on the currency no matter how badly they have performed.
Of course, sometimes the Silicon Valley folks have been known to withhold last-day shipments from one quarter in order to slide them into the next quarter for cosmetic purposes... but neither of these companies would ever do that because they are too professional.
But the worst: both companies gave upward forward guidance in an economic climate where cyclicals have no idea where they are headed. How irresponsible for the widows and orphans who may be purchasing the stock.
And it worked for the companies, at least for some short time, in terms of hiking the stock price temporarily. Maybe for insiders to sell, etc.
It will not work for long. Don't get left out of the short position gains you can have once you understand the situation for these near-term underperformers.
Monday, August 1, 2011
NASDAQ Moves
It is not a good idea to listen to the hype from TV and try to rally the market for a worthless reason, e.g. the US may not default for a while is not really good news.
Greece has already defaulted, Italy will default soon, Spain probably next. The question is whether or not the banks can get out in time while selling the worthless securities to widows and orphans. That works sometimes, but the widows and orphans are smarter these days and the banks will need to take a huge bite of the proverbial xxxx sandwitch.
Just don't be part of the bank when it takes the bite!
NASDAQ is a high beta play on the cyclical world. The cyclical world is in a bad cycle.
Don't get left out!
Greece has already defaulted, Italy will default soon, Spain probably next. The question is whether or not the banks can get out in time while selling the worthless securities to widows and orphans. That works sometimes, but the widows and orphans are smarter these days and the banks will need to take a huge bite of the proverbial xxxx sandwitch.
Just don't be part of the bank when it takes the bite!
NASDAQ is a high beta play on the cyclical world. The cyclical world is in a bad cycle.
Don't get left out!
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