Watch Out! Inside Deal is Hitting. Obvious This Week or Next.

We heard there was some inside information passed on that led to a Wall Street character video today.

We don't like inside trading, but we understand it.  Do you?

Don't get left out of moves this week.

Currency wars escalated by FOMC 9/21...

What would you do if your homeland currency was suddenly overvalued or undervalued with respect to another major currency?

We know exactly what to do. Don't get left out.

If you send us $1 US, we can most likely send you $2 US sooner than one year.

What is your historical rate of return on your assets? Don't get left out.

Worldwide Deflation

The three largest economies of the world are the U.S., China, and Japan.

The U.S. is effectively printing dollars to combat deflation.  No one calls it printing money.  It's called maintaining the Fed balance sheet.  It's the same thing, i.e. insert cash into the economy that would not otherwise be there.

BOJ and the Japanese government went a little farther this week and it's pretty much printing yen as a counter to worldwide deflation.  This is basically called protectionism.

China needs to do nothing unusal since they already have a continuous currency protection program.

The Euro valuation has already caused huge U.S. equities market loses in 2010 and will continue to do so.

Nations have begun currency wars.  There are plenty of ways to lose money at the present time but also some intelligent ways to make money.  Don't get left out.

Beginning of September Trading

We are happy the market has up-ticked in early September.  We are using this as an opportunity to effectively short sell at the present time.  Don't get left out of ways to profit from the deflationary cycle.  The cycle cannot end quickly.

Jobs

Jobs have been shipped overseas because it is cheaper for US and especially Silicon Valley corporations to employ folks there. If there is hiring to be done, it will be done overseas.  Do not expect the US jobs picture to improve.

Best sign of deflation? Silicon Valley corporations laid off the excess in 2008 and also reduced wages/salaries because they could do it at the time. Nothing has changed. Those employees remain with lower pay and new hires are overseas.

You need to get on board the deflationary ship. The enlightened profit ships are leaving the harbor. Don’t get left standing on the dock with some kind of concerned inflation view.

Cloud Computing?

It really means back to the basics of computing.  Everything cannot be housed on your own hard drive in the closet anymore.  Everyone in Silicon Valley knew that two years ago.

Since your PC has been nothing more than an internet tool, it makes sense that your data no longer needs to be stored on your little hard drive at home; instead, it needs to be housed (by rent) in larger coffers, e.g. the same thing losers like AOL and winners like Google and others have done for many years.

Other Takeovers

M&A is not healthy for the economy at this point and will only serve to continue the deflationary cycle, nevertheless; there could be some synergy for certain acquisitions. We are looking for very large cash balance companies in this case to pursue some medium caps. TI and Google would be logical buyers along with the higher cash foreign holding companies.