Thursday, April 28, 2011

Retailer Outlook

Buy buy buy because the market is going up. Then lose your life savings when it crashes again.

Fool you once, shame on them. Fool you several times, shame on you.

Make sure you have some help.

The folks who lost their money in 2008, 2009, and 2010 will lose more money in 2011.

The Fed cannot truly offer protection.

When a house is worth $69,000.00, then you need your $69,000 to buy it. Don't let the Wall Street fellas take your $69,000.00.

Real Estate Future

Banks will not lend. Consumers don't trust the banks.

The demand for residential real estate is tiny compared to the supply.

Prices are falling. They will continue to fall.

The Fed can insert monopoly money into the system, but the money goes no-where important because the bankers are the same unenlightened folks who caused the problem in the first place.

The end game is deflation. Be careful and make money in the short term, then sell for the longer term. It generally takes 10 years plus to get out of a deflationary cycle.

Beginning of May on Wall Street - Hedge Fund Monthly Plans

When everything seems supperb, that's exactly when our favorite fellas like to crash the market. Could take a day or an entire week, but crash is the plan.

Having said that, the S&P just tore through a technical level. So retailers will buy. The money that controls all of Wall Street wants to sell if possible. But the fellas have Ben B. in their way so they have to be careful about it!

Woe to He Who Manufactures in Asia and Sells in the US - by Ben Bernanke...

...because the dollar will remain weak and only get weaker if the Fed gets its way. If you manufacture in the US and export, that's a great scenario. But if you manufacture anywhere else and sell into the US, you are about to go out of business. Better not be using a wafer fab or anything else in Asia if part of your market is in the US... just ask Broadcom and Amazon(!)