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Link Posted: 4/15/2013 8:40:00 AM EST
[#1]





Quoted:



Didn't think I'd see $23.xx in silver for a while - now I'm wondering "how much lower will it go?"  





So I guess I'll miss the falling knife and try to buy high again later.  





(is this the pre another-crisis liquidation sale, or...)?



PMs/Commodities are crashing, and the Stock Market will follow shortly, like OUR 2008 Surprise


I wonder if this 'Recession' will finally be called the Great, Great Depression








 
Link Posted: 4/15/2013 8:41:29 AM EST
[#2]



Quoted:





Quoted:

Didn't think I'd see $23.xx in silver for a while - now I'm wondering "how much lower will it go?"  



So I guess I'll miss the falling knife and try to buy high again later.  



(is this the pre another-crisis liquidation sale, or...)?


PMs/Commodities are crashing, and the Stock will follow shortly, like OUR 2008 Surprise

I wonder if this 'Recession' will finally be called the Great, Great Depression



 
My thoughts exactly





 
Link Posted: 4/15/2013 8:49:09 AM EST
[#3]
I noticed gas prices seem to be coming down also.  Got gas for $3.19 this weekend.  Haven't seen that in a while.


ETA:  I swear to God that there's "somebody" out there that watches what I do and drives the market in the opposite direction when I take action.  I ran into a little "bonus" money and took ~$100 or so and bought some silver bullion coin.  That was the day before the market took a hard turn south.
Link Posted: 4/15/2013 9:16:51 AM EST
[#4]
Link Posted: 4/15/2013 10:05:03 AM EST
[#5]

Quoted:
Quoted:
Quoted:




Didn't think I'd see $23.xx in silver for a while - now I'm wondering "how much lower will it go?"  
So I guess I'll miss the falling knife and try to buy high again later.  
(is this the pre another-crisis liquidation sale, or...)?





PMs/Commodities are crashing, and the Stock will follow shortly, like OUR 2008 Surprise




I wonder if this 'Recession' will finally be called the Great, Great Depression









 
My thoughts exactly
 
FOREIGN HOLDINGS OF US DEBT ROSE TO $5.7 TRILLION...
QE4 Is Here: Bernanke Delivers $85B-A-Month Until Unemployment ...
BOJ to pump $1.4 trillion into economy in unprecedented stimulus ...
How they have created these current Suicidal Bubbles...Imagine what Non-Transparent actions are occurring






 
 
 
 
Link Posted: 4/15/2013 11:16:23 AM EST
[#6]





Quoted:
Quoted:
Quoted:
Quoted:


Didn't think I'd see $23.xx in silver for a while - now I'm wondering "how much lower will it go?"  





So I guess I'll miss the falling knife and try to buy high again later.  





(is this the pre another-crisis liquidation sale, or...)?



PMs/Commodities are crashing, and the Stock will follow shortly, like OUR 2008 Surprise


I wonder if this 'Recession' will finally be called the Great, Great Depression





 
My thoughts exactly





 
FOREIGN HOLDINGS OF US DEBT ROSE TO $5.7 TRILLION...





QE4 Is Here: Bernanke Delivers $85B-A-Month Until Unemployment ...





BOJ to pump $1.4 trillion into economy in unprecedented stimulus ...





How they have created these current Suicidal Bubbles...Imagine what Non-Transparent actions are occurring


       



Your right, all of the central banks are doing is causing economic distortions in the global economy.  They stalled the deleveraging and created bubbles.






They cannot stop what needs to happen.  All they've done is support global overcapacity, malinvestment, and stalled the needed deleveraging.   Business capacity needs to contract, businesses will have to adjust to less output.  That means cutting production cost and laying off workers.  Those that won't or can't do this will risk going out of business.  Median household income will decline and unemployment will rise, along with defaults, bankruptcies, and foreclosures.  







Welcome to the next financial crisis of the banking and insurance industry.  I wonder if it will be able to survive it this time.







I'm still long stocks, and short gold.  But I'm tightening my stops today on both.  The situation is so fluid investors have to know how to surf the waves.    

 
Link Posted: 4/15/2013 11:20:35 AM EST
[#7]
Quoted:

Quoted:

Quoted:
Didn't think I'd see $23.xx in silver for a while - now I'm wondering "how much lower will it go?"  

So I guess I'll miss the falling knife and try to buy high again later.  

(is this the pre another-crisis liquidation sale, or...)?

PMs/Commodities are crashing, and the Stock will follow shortly, like OUR 2008 Surprise
I wonder if this 'Recession' will finally be called the Great, Great Depression

 
My thoughts exactly

 


I was happily buying silver @ 30 bucks. I'm sure as hell not angry buying it @ 24.

Anybody wanna buy some ammo?

Link Posted: 4/15/2013 11:22:47 AM EST
[#8]
What cracks me up is all of the "Gold isn't money!" types always seem to forget what happens in bad markets:  

Banks and hedge funds have to sell anything with value to meet margin requirements - which is almost universally Gold.   So when the paper fails, what do they have to back their positions with?   Gold.    

Hmmm...   anyway


The rapidity of gold's drop is impressive, concerning, and disorderly. We have seen two other such instances of disorderly 'hurried' selling in the last five years. In July 2008, gold quickly dropped 21% - seemingly pre-empting the Lehman debacle and the collapse of the western banking system. In September 2011, gold fell 20% in a short period - as Europe's risks exploded and stocks slumped prompting a globally co-ordinated central bank intervention the likes of which we have not seen before. Given the almost-record-breaking drop in gold in the last few days, we wonder what is coming?


http://www.zerohedge.com/news/2013-04-15/what-happened-last-time-we-saw-gold-drop


Link Posted: 4/15/2013 11:55:00 AM EST
[#9]





Quoted:



What cracks me up is all of the "Gold isn't money!" types always seem to forget what happens in bad markets:  





Banks and hedge funds have to sell anything with value to meet margin requirements - which is almost universally Gold.   So when the paper fails, what do they have to back their positions with?   Gold.    





Hmmm...   anyway










The rapidity of gold's drop is impressive, concerning, and disorderly. We have seen two other such instances of disorderly 'hurried' selling in the last five years. In July 2008, gold quickly dropped 21% - seemingly pre-empting the Lehman debacle and the collapse of the western banking system. In September 2011, gold fell 20% in a short period - as Europe's risks exploded and stocks slumped prompting a globally co-ordinated central bank intervention the likes of which we have not seen before. Given the almost-record-breaking drop in gold in the last few days, we wonder what is coming?





http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2013/04/20130415_gold5.jpg


http://www.zerohedge.com/news/2013-04-15/what-happened-last-time-we-saw-gold-drop
Things to do Today: Go buy some food for the week, go to the ATM for some 'Just in Case' Cash & and pay close attention to how Governments React


Their 'Bail-out' Plans won't be as effective this time around, since they have already been doing it for the past 5 years, in my opinion.


Hopefully, the Masses realize they've been lied to...I wouldn't bet on it


History, always repeats itself




eta

It's only Monday...





 
Link Posted: 4/15/2013 11:55:44 AM EST
[#10]
Quoted:
What cracks me up is all of the "Gold isn't money!" types always seem to forget what happens in bad markets:  

Banks and hedge funds have to sell anything with value to meet margin requirements - which is almost universally Gold.   So when the paper fails, what do they have to back their positions with?   Gold.    


Want a scary thought?

The Chinese have been buying gold hand over fist for several years, both the government and the better off citizens. If the China bubble pops and a portion of all that gold hits the market to survive hard times what happens to the price?



I'm still buying Gold!
Link Posted: 4/15/2013 12:06:29 PM EST
[#11]



Quoted:





Quoted:




Quoted:




Quoted:




Quoted:





 




 


       



Welcome to the next financial crisis of the banking and insurance industry.  I wonder if it will be able to survive it this time.



 
They made the 'Too Big, to Fail' Bigger.

WE aren't surviving a thing just delaying the inevitable & creating 'Zombie' Markets/Banks/Housing/Auto-Sales, etc.

I wonder what car will be created, after a Honda Civic starts selling for $60,000



 
Link Posted: 4/15/2013 12:20:16 PM EST
[#12]
Link Posted: 4/15/2013 12:35:33 PM EST
[#13]

Quoted:
Quoted:




Welcome to the next financial crisis of the banking and insurance industry.  I wonder if it will be able to survive it this time.





 
They made the 'Too Big, to Fail' Bigger.




WE aren't surviving a thing just delaying the inevitable & creating 'Zombie' Markets/Banks/Housing/Auto-Sales, etc.




I wonder what car will be created, after a Honda Civic starts selling for $60,000




 





Yes, as I said in my post "malinvestment" is one of the distortions they've created.  












Obviously I'm one of those that believes that ultimately this results in inflation.  However, I think it's important that people understand that while hyperinflation is probably inevitable, we aren't on that wave just yet.  This is a deflationary wave. This is a depression.  













Inflation is too much money chasing too few goods.  That's not what we have right now.  What we have is.





















  • High unemployment (going to get much worse)




  • Declining median household incomes




  • Shrinking median household net worth




  • Economic overcapacity and malinvestment




  • Increasing poverty








None of this indicates an inflation wave.  This is leading to lower commodity prices and economic overcapacity   The money that's been "printed" is in the hands of the oligarchs, there is no monetary velocity to it, no "trickle down" to the masses.  The rich have gotten richer, the poor poorer, and the middle class downsized.  













You have to surf the waves.  Inflation will come but not on this wave. Believe me, before it's over we'll get both.  This is the 7th wave I talked about months ago.  Take this opportunity!




Remember my post....  













 
Link Posted: 4/15/2013 2:05:45 PM EST
[#14]
Link Posted: 4/15/2013 11:05:29 PM EST
[#15]
When do I spike the 401K and buy land and gold?  Gold is beginning to look really good right now.  Of course, I have to find some first - kinda like ammo at the moment.

G
Link Posted: 4/16/2013 6:26:56 AM EST
[#16]
Quoted:
Quoted:
What cracks me up is all of the "Gold isn't money!" types always seem to forget what happens in bad markets:  

Banks and hedge funds have to sell anything with value to meet margin requirements - which is almost universally Gold.   So when the paper fails, what do they have to back their positions with?   Gold.    


Want a scary thought?

The Chinese have been buying gold hand over fist for several years, both the government and the better off citizens. If the China bubble pops and a portion of all that gold hits the market to survive hard times what happens to the price?

I'm still buying Gold!


That's not a scary thought - that actually confirms that there will always be a place for precious metals as "a store of wealth" and as a means of transporting or bartering with that wealth.   After all, when SHTF metals are what people are forced to liquidate - because few would be interested in another flat screen TV, a nice (overpriced) watch or more of that paper money.

I actually expect a huge selloff and price drop in Gold, silver and other metals during economic SHTF scenarios.   The PROBLEM is that you more than likely won't be able to actually buy much of it as there will be so much demand it's like trying to get the last tweenkie from a ghetto Hostes shop during the zombie apocalypse.

So yeah, I'm not worried that I paid more for silver 2 years ago either.   And yes, I dollar-cost averaged myself into a little more yesterday.   My only real concern is whether or not the rounds will actually show up!  

ETA:  the only other thing that scares me is that we somehow convince the masses that the Euro is saved, our budgets are balanced, we won the War on Poverty and there will be peace in the Middle East tomorrow - because then all these damn investments collapse back to $300/oz and $5/oz, respectively.

Ammaright?  
Link Posted: 4/16/2013 6:30:00 AM EST
[#17]
Link Posted: 4/16/2013 3:02:07 PM EST
[#18]







Quoted:








 









That is a good visualization of the problem.   This is what socialism, progressivism, and neoconservatism get you.  


 
Link Posted: 4/16/2013 10:46:53 PM EST
[#19]
Gold was overpriced.  
















But the whole volitility of everything is caused by the .gov fucking with all the price signals.







Nobody really knows where they want to put their money because the information is fucked up.












Expect more of the same.   If you can predict it, or just get lucky, you can make some bank.












Me?  I'm sticking with a diversified muni fund and dividend stocks with a solid paying history.

 
Link Posted: 4/16/2013 10:48:28 PM EST
[#20]



Quoted:







 



That is a good visualization of the problem.   This is what socialism, progressivism, and neoconservatism get's you.  
 


And Obamacare hasn't even kicked in yet.

 
Link Posted: 4/16/2013 10:52:30 PM EST
[#21]
Quoted:

Quoted:


 

That is a good visualization of the problem.   This is what socialism, progressivism, and neoconservatism get's you.  
 

And Obamacare hasn't even kicked in yet.  


Somebody post Zero posing as Alfred E, Neuman
Link Posted: 4/17/2013 12:29:01 AM EST
[#22]






Link Posted: 4/17/2013 7:13:53 AM EST
[#23]





If you try to fail and succeed, what have you done?

 
Link Posted: 4/17/2013 7:46:42 AM EST
[#24]
Heard a report that COMEX may declare force majeure.  If that happens, anyone with paper gold or silver will be paid in USD.
Link Posted: 4/17/2013 8:26:14 AM EST
[#25]



Quoted:


Heard a report that COMEX may declare force majeure.  If that happens, anyone with paper gold or silver will be paid in USD.


expound, please?

 
Link Posted: 4/17/2013 9:17:02 AM EST
[#26]



Quoted:





Quoted:

Heard a report that COMEX may declare force majeure.  If that happens, anyone with paper gold or silver will be paid in USD.


expound, please?  


COMEX would have to, basically, declare Bankruptcy! Right?



'Faux' Gold Paper trades drove this market to this monster Bubble, so people may be realizing that they own a 'Promissory' Note

It's probably just another 'Conspiracy Theory'



Zero Confidence, Reality Checks & Fear will be a very dangerous combination



 
Link Posted: 4/17/2013 9:46:04 AM EST
[#27]



Quoted:





Quoted:




Quoted:

Heard a report that COMEX may declare force majeure.  If that happens, anyone with paper gold or silver will be paid in USD.


expound, please?  


COMEX would have to, basically, declare Bankruptcy! Right?



'Faux' Gold Paper trades drove this market to this monster Bubble, so people may be realizing that they own a 'Promissory' Note

It's probably just another 'Conspiracy Theory'



Zero Confidence, Reality Checks & Fear will be a very dangerous combination

 


I get all that, what I'm curious about is what current circumstances are forcing them to "unwind" the positions, as opposed to just keeping things floating.

 


Link Posted: 4/17/2013 11:11:34 AM EST
[#28]
Quoted:

Quoted:

Quoted:

Quoted:
Heard a report that COMEX may declare force majeure.  If that happens, anyone with paper gold or silver will be paid in USD.

expound, please?  

COMEX would have to, basically, declare Bankruptcy! Right?

'Faux' Gold Paper trades drove this market to this monster Bubble, so people may be realizing that they own a 'Promissory' Note
It's probably just another 'Conspiracy Theory'

Zero Confidence, Reality Checks & Fear will be a very dangerous combination
 

I get all that, what I'm curious about is what current circumstances are forcing them to "unwind" the positions, as opposed to just keeping things floating.  


If demand for physical delivery exceeds supply then they have a problem
Link Posted: 4/17/2013 11:33:32 AM EST
[#29]
We have global economic overcapacity.  This is a deflationary depression.  





  • Weak, and weakening consumer demand

  • Declining median household incomes

  • High unemployment

  • Declining base metal prices

  • Declining precious metal prices (large sell off)

  • Declining oil prices

  • Declining commodity prices

  • Rising inventories

  • Declining or stagnant corporate revenues (companies are reporting beating estimates, but missing revenue growth)





Inflation is too much money chasing too few goods.   How are the above facts indicative of inflation?  Our current wave is deflationary, we are deleveraging.  I suspect the next wave will be inflationary, however, that's not the one we're surfing.  This is an opportunity to pick up assets at lower prices.  




Link Posted: 4/17/2013 11:41:32 AM EST
[#30]
Quoted:

Quoted:

Quoted:
Didn't think I'd see $23.xx in silver for a while - now I'm wondering "how much lower will it go?"  

So I guess I'll miss the falling knife and try to buy high again later.  

(is this the pre another-crisis liquidation sale, or...)?

PMs/Commodities are crashing, and the Stock will follow shortly, like OUR 2008 Surprise
I wonder if this 'Recession' will finally be called the Great, Great Depression

 
My thoughts exactly

 




Link Posted: 4/17/2013 11:49:44 AM EST
[#31]
Quoted:

Quoted:
Quoted:
Welcome to the next financial crisis of the banking and insurance industry.  I wonder if it will be able to survive it this time.

 
They made the 'Too Big, to Fail' Bigger.
WE aren't surviving a thing just delaying the inevitable & creating 'Zombie' Markets/Banks/Housing/Auto-Sales, etc.
I wonder what car will be created, after a Honda Civic starts selling for $60,000
 

Yes, as I said in my post "malinvestment" is one of the distortions they've created.  

Obviously I'm one of those that believes that ultimately this results in inflation.  However, I think it's important that people understand that while hyperinflation is probably inevitable, we aren't on that wave just yet.  This is a deflationary wave. This is a depression.  

Inflation is too much money chasing too few goods.  That's not what we have right now.  What we have is.

  • High unemployment (going to get much worse)
  • Declining median household incomes
  • Shrinking median household net worth
  • Economic overcapacity and malinvestment
  • Increasing poverty
None of this indicates an inflation wave.  This is leading to lower commodity prices and economic overcapacity   The money that's been "printed" is in the hands of the oligarchs, there is no monetary velocity to it, no "trickle down" to the masses.  The rich have gotten richer, the poor poorer, and the middle class downsized.  

You have to surf the waves.  Inflation will come but not on this wave. Believe me, before it's over we'll get both.  This is the 7th wave I talked about months ago.  Take this opportunity!

Remember my post....  

 


In this "deflationary wave" what opportunity is there?

What has deflated?  Where is my dollar more powerful?

Food?  Nope.  Inflated.
Fuel?  Nope.  
Generators?  Same price they have always been.
Land?  Prices haven't changed.
Housing?  Going up around here.
Silver and Gold?  It has dropped, but not really all that much.
Ammo?  Massive inflation/non existent.

Ok, where do I throw capital *now* or at the peak of the deflationary period, where it will increase in value inversely to dollar inflation when it comes?  

Where is this "opportunity" ?
Link Posted: 4/17/2013 12:34:58 PM EST
[#32]
I just got completely out of the market....401K included.  I have money in mutual funds and bonds for the time being.  I did pick up 5 ounces of gold today for a just in case deal, but it sounds like deflation is poking its head up.  Get that garden planted folks.
Link Posted: 4/17/2013 12:43:27 PM EST
[#33]



Quoted:



Quoted:




Quoted:




Quoted:




Quoted:

Heard a report that COMEX may declare force majeure.  If that happens, anyone with paper gold or silver will be paid in USD.


expound, please?  


COMEX would have to, basically, declare Bankruptcy! Right?



'Faux' Gold Paper trades drove this market to this monster Bubble, so people may be realizing that they own a 'Promissory' Note

It's probably just another 'Conspiracy Theory'



Zero Confidence, Reality Checks & Fear will be a very dangerous combination

 


I get all that, what I'm curious about is what current circumstances are forcing them to "unwind" the positions, as opposed to just keeping things floating.  




If demand for physical delivery exceeds supply then they have a problem



yep, understood... Is that happening now?  I'm looking around for details on financial sites, seeing nothing.

 


Link Posted: 4/17/2013 12:59:40 PM EST
[#34]
Quoted:
I just got completely out of the market....401K included.  I have money in mutual funds and bonds for the time being.  I did pick up 5 ounces of gold today for a just in case deal, but it sounds like deflation is poking its head up.  Get that garden planted folks.



How is being invested in mutual funds (collections of equities) and bonds "out of the market" ?
Link Posted: 4/17/2013 1:05:47 PM EST
[#35]
Oops. That was supposed to say money market accounts.  Bonds aren't 100%, but it is better than being invested in the stock market right now.  That statement was more referring to my 401k.  I don't plan on cashing it out.
Link Posted: 4/17/2013 1:11:29 PM EST
[#36]



Quoted:


Oops. That was supposed to say money market accounts.  Bonds aren't 100%, but it is better than being invested in the stock market right now.  That statement was more referring to my 401k.  I don't plan on cashing it out.


To me, bonds are the biggest risks out there at the moment.  We are at absolute minimum interest rates, so when "things" start, the value of bonds will drop at a pace never before seen.

 
Link Posted: 4/17/2013 1:12:45 PM EST
[#37]
Quoted:

Quoted:
Quoted:

Quoted:

Quoted:

Quoted:
Heard a report that COMEX may declare force majeure.  If that happens, anyone with paper gold or silver will be paid in USD.

expound, please?  

COMEX would have to, basically, declare Bankruptcy! Right?

'Faux' Gold Paper trades drove this market to this monster Bubble, so people may be realizing that they own a 'Promissory' Note
It's probably just another 'Conspiracy Theory'

Zero Confidence, Reality Checks & Fear will be a very dangerous combination
 

I get all that, what I'm curious about is what current circumstances are forcing them to "unwind" the positions, as opposed to just keeping things floating.  


If demand for physical delivery exceeds supply then they have a problem

yep, understood... Is that happening now?  I'm looking around for details on financial sites, seeing nothing.  



There are reports of increased PMs purchased in the last few days but no idea if this has depleted the big suppliers such as COMEX
Link Posted: 4/17/2013 1:15:01 PM EST
[#38]
Nigel Farage, always worth listening to.



Link Posted: 4/17/2013 1:29:22 PM EST
[#39]
Quoted:

Quoted:
Oops. That was supposed to say money market accounts.  Bonds aren't 100%, but it is better than being invested in the stock market right now.  That statement was more referring to my 401k.  I don't plan on cashing it out.

To me, bonds are the biggest risks out there at the moment.  We are at absolute minimum interest rates, so when "things" start, the value of bonds will drop at a pace never before seen.  




Q:  Why would rates go up?
A:  The Federal Reserve stops buying US debt.


Q:  Why would the Federal Reserve stop buying US debt?
A 1:  The Federal Reserve genuinely decides that it doesn't want to buy and hold US debt, and forces Congress to cut the budget
A 2:  The Federal Reserve wants to assert some level of control over this or a future administration, and stops buying if its desires aren't met through legislation or executive action
A 3:  ??????? Help me out here.


I'm not trying to find a tin foil hat where one doesn't exist.
It seems to me that the Federal Reserve has paid lip service to Congress getting a budget in line with revenues in the past.
Now, not so much.

What am I missing?  They buy 90% of US debt.  This finances cheap car and house loans for people like me.  It finances cheap corporate, municipal and state bonds as well.

Why else would rates rise?  
Link Posted: 4/17/2013 1:39:28 PM EST
[#40]



Quoted:



Quoted:




Quoted:

Oops. That was supposed to say money market accounts.  Bonds aren't 100%, but it is better than being invested in the stock market right now.  That statement was more referring to my 401k.  I don't plan on cashing it out.


To me, bonds are the biggest risks out there at the moment.  We are at absolute minimum interest rates, so when "things" start, the value of bonds will drop at a pace never before seen.  

Q:  Why would rates go up?

A:  The Federal Reserve stops buying US debt.





Q:  Why would the Federal Reserve stop buying US debt?

A 1:  The Federal Reserve genuinely decides that it doesn't want to buy and hold US debt, and forces Congress to cut the budget

A 2:  The Federal Reserve wants to assert some level of control over this or a future administration, and stops buying if its desires aren't met through legislation or executive action

A 3:  ??????? Help me out here.





I'm not trying to find a tin foil hat where one doesn't exist.

It seems to me that the Federal Reserve has paid lip service to Congress getting a budget in line with revenues in the past.

Now, not so much.



What am I missing?  They buy 90% of US debt.  This finances cheap car and house loans for people like me.  It finances cheap corporate, municipal and state bonds as well.



Why else would rates rise?  



I used to sit on a bond trading desk (back in the '80s), so I may be a little oversensitive to these things.  But, what has been going on is completely artificial with respect to the interest rate situation.  When, and there WILL be a 'when', one of the many balls being juggled drops, all of them will drop.  And, I don't think there will be any discernible event leading to that moment, so there won't be any time to get out of positions.  My opinion only, of course.

 


Link Posted: 4/17/2013 3:18:52 PM EST
[#41]



Quoted:



Quoted:




Quoted:


Quoted:

Welcome to the next financial crisis of the banking and insurance industry.  I wonder if it will be able to survive it this time.




 
They made the 'Too Big, to Fail' Bigger.

WE aren't surviving a thing just delaying the inevitable & creating 'Zombie' Markets/Banks/Housing/Auto-Sales, etc.

I wonder what car will be created, after a Honda Civic starts selling for $60,000

 


Yes, as I said in my post "malinvestment" is one of the distortions they've created.  



Obviously I'm one of those that believes that ultimately this results in inflation.  However, I think it's important that people understand that while hyperinflation is probably inevitable, we aren't on that wave just yet.  This is a deflationary wave. This is a depression.  




Inflation is too much money chasing too few goods.  That's not what we have right now.  What we have is.






  • High unemployment (going to get much worse)

  • Declining median household incomes

  • Shrinking median household net worth

  • Economic overcapacity and malinvestment

  • Increasing poverty


None of this indicates an inflation wave.  This is leading to lower commodity prices and economic overcapacity   The money that's been "printed" is in the hands of the oligarchs, there is no monetary velocity to it, no "trickle down" to the masses.  The rich have gotten richer, the poor poorer, and the middle class downsized.  




You have to surf the waves.  Inflation will come but not on this wave. Believe me, before it's over we'll get both.  This is the 7th wave I talked about months ago.  Take this opportunity!




Remember my post....  




 




In this "deflationary wave" what opportunity is there?



What has deflated?  Where is my dollar more powerful?



Food?  Nope.  Inflated.

Fuel?  Nope.  

Generators?  Same price they have always been.

Land?  Prices haven't changed.

Housing?  Going up around here.

Silver and Gold?  It has dropped, but not really all that much.

Ammo?  Massive inflation/non existent.



Ok, where do I throw capital *now* or at the peak of the deflationary period, where it will increase in value inversely to dollar inflation when it comes?  



Where is this "opportunity" ?


Low Interest Long-Term Loans

I would be in mostly Cash, but that's me; OUR Dollar is the only thing not in a bubble, and it still plays a major role in determining the Values of everything else

They usually say the Markets are ahead of the Real Economy, but, after all the manipulating, the Real Economy may just be way ahead of the Markets.

The Sky isn't falling, but their Manipulations are failing.



 
Link Posted: 4/17/2013 6:35:55 PM EST
[#42]



Quoted:



Quoted:




Quoted:


Quoted:

Welcome to the next financial crisis of the banking and insurance industry.  I wonder if it will be able to survive it this time.




 
They made the 'Too Big, to Fail' Bigger.

WE aren't surviving a thing just delaying the inevitable & creating 'Zombie' Markets/Banks/Housing/Auto-Sales, etc.

I wonder what car will be created, after a Honda Civic starts selling for $60,000

 


Yes, as I said in my post "malinvestment" is one of the distortions they've created.  



Obviously I'm one of those that believes that ultimately this results in inflation.  However, I think it's important that people understand that while hyperinflation is probably inevitable, we aren't on that wave just yet.  This is a deflationary wave. This is a depression.  




Inflation is too much money chasing too few goods.  That's not what we have right now.  What we have is.






  • High unemployment (going to get much worse)

  • Declining median household incomes

  • Shrinking median household net worth

  • Economic overcapacity and malinvestment

  • Increasing poverty


None of this indicates an inflation wave.  This is leading to lower commodity prices and economic overcapacity   The money that's been "printed" is in the hands of the oligarchs, there is no monetary velocity to it, no "trickle down" to the masses.  The rich have gotten richer, the poor poorer, and the middle class downsized.  




You have to surf the waves.  Inflation will come but not on this wave. Believe me, before it's over we'll get both.  This is the 7th wave I talked about months ago.  Take this opportunity!




Remember my post....  




 




In this "deflationary wave" what opportunity is there?



What has deflated?  Where is my dollar more powerful?



Food?  Nope.  Inflated.

Fuel?  Nope.  

Generators?  Same price they have always been.

Land?  Prices haven't changed.

Housing?  Going up around here.

Silver and Gold?  It has dropped, but not really all that much.

Ammo?  Massive inflation/non existent.



Ok, where do I throw capital *now* or at the peak of the deflationary period, where it will increase in value inversely to dollar inflation when it comes?  



Where is this "opportunity" ?


If you really think deflation is coming, then cash and t bills are the place to be.  Do not have debt.

 
Link Posted: 4/17/2013 7:18:53 PM EST
[#43]
Quoted:

Quoted:
Quoted:

Quoted:
Quoted:
Welcome to the next financial crisis of the banking and insurance industry.  I wonder if it will be able to survive it this time.

 
They made the 'Too Big, to Fail' Bigger.
WE aren't surviving a thing just delaying the inevitable & creating 'Zombie' Markets/Banks/Housing/Auto-Sales, etc.
I wonder what car will be created, after a Honda Civic starts selling for $60,000
 

Yes, as I said in my post "malinvestment" is one of the distortions they've created.  

Obviously I'm one of those that believes that ultimately this results in inflation.  However, I think it's important that people understand that while hyperinflation is probably inevitable, we aren't on that wave just yet.  This is a deflationary wave. This is a depression.  

Inflation is too much money chasing too few goods.  That's not what we have right now.  What we have is.

  • High unemployment (going to get much worse)
  • Declining median household incomes
  • Shrinking median household net worth
  • Economic overcapacity and malinvestment
  • Increasing poverty
None of this indicates an inflation wave.  This is leading to lower commodity prices and economic overcapacity   The money that's been "printed" is in the hands of the oligarchs, there is no monetary velocity to it, no "trickle down" to the masses.  The rich have gotten richer, the poor poorer, and the middle class downsized.  

You have to surf the waves.  Inflation will come but not on this wave. Believe me, before it's over we'll get both.  This is the 7th wave I talked about months ago.  Take this opportunity!

Remember my post....  

 


In this "deflationary wave" what opportunity is there?

What has deflated?  Where is my dollar more powerful?

Food?  Nope.  Inflated.
Fuel?  Nope.  
Generators?  Same price they have always been.
Land?  Prices haven't changed.
Housing?  Going up around here.
Silver and Gold?  It has dropped, but not really all that much.
Ammo?  Massive inflation/non existent.

Ok, where do I throw capital *now* or at the peak of the deflationary period, where it will increase in value inversely to dollar inflation when it comes?  

Where is this "opportunity" ?

If you really think deflation is coming, then cash and t bills are the place to be.  Do not have debt.  


Sherrick, haven't  seen you around lately.  What do YOU think is coming around the corner
Link Posted: 4/17/2013 9:14:10 PM EST
[#44]
Quoted:
Quoted:

Quoted:
Quoted:

Quoted:
Quoted:
Welcome to the next financial crisis of the banking and insurance industry.  I wonder if it will be able to survive it this time.

 
They made the 'Too Big, to Fail' Bigger.
WE aren't surviving a thing just delaying the inevitable & creating 'Zombie' Markets/Banks/Housing/Auto-Sales, etc.
I wonder what car will be created, after a Honda Civic starts selling for $60,000
 

Yes, as I said in my post "malinvestment" is one of the distortions they've created.  

Obviously I'm one of those that believes that ultimately this results in inflation.  However, I think it's important that people understand that while hyperinflation is probably inevitable, we aren't on that wave just yet.  This is a deflationary wave. This is a depression.  

Inflation is too much money chasing too few goods.  That's not what we have right now.  What we have is.

  • High unemployment (going to get much worse)
  • Declining median household incomes
  • Shrinking median household net worth
  • Economic overcapacity and malinvestment
  • Increasing poverty
None of this indicates an inflation wave.  This is leading to lower commodity prices and economic overcapacity   The money that's been "printed" is in the hands of the oligarchs, there is no monetary velocity to it, no "trickle down" to the masses.  The rich have gotten richer, the poor poorer, and the middle class downsized.  

You have to surf the waves.  Inflation will come but not on this wave. Believe me, before it's over we'll get both.  This is the 7th wave I talked about months ago.  Take this opportunity!

Remember my post....  

 


In this "deflationary wave" what opportunity is there?

What has deflated?  Where is my dollar more powerful?

Food?  Nope.  Inflated.
Fuel?  Nope.  
Generators?  Same price they have always been.
Land?  Prices haven't changed.
Housing?  Going up around here.
Silver and Gold?  It has dropped, but not really all that much.
Ammo?  Massive inflation/non existent.

Ok, where do I throw capital *now* or at the peak of the deflationary period, where it will increase in value inversely to dollar inflation when it comes?  

Where is this "opportunity" ?

If you really think deflation is coming, then cash and t bills are the place to be.  Do not have debt.  


Sherrick, haven't  seen you around lately.  What do YOU think is coming around the corner


Link Posted: 4/18/2013 9:41:31 AM EST
[#45]





Quoted:
Quoted:




Quoted:
Quoted:




Quoted:


Welcome to the next financial crisis of the banking and insurance industry.  I wonder if it will be able to survive it this time.







 
They made the 'Too Big, to Fail' Bigger.


WE aren't surviving a thing just delaying the inevitable & creating 'Zombie' Markets/Banks/Housing/Auto-Sales, etc.


I wonder what car will be created, after a Honda Civic starts selling for $60,000


 



Yes, as I said in my post "malinvestment" is one of the distortions they've created.  






Obviously I'm one of those that believes that ultimately this results in inflation.  However, I think it's important that people understand that while hyperinflation is probably inevitable, we aren't on that wave just yet.  This is a deflationary wave. This is a depression.  







Inflation is too much money chasing too few goods.  That's not what we have right now.  What we have is.











  • High unemployment (going to get much worse)


  • Declining median household incomes


  • Shrinking median household net worth


  • Economic overcapacity and malinvestment


  • Increasing poverty




None of this indicates an inflation wave.  This is leading to lower commodity prices and economic overcapacity   The money that's been "printed" is in the hands of the oligarchs, there is no monetary velocity to it, no "trickle down" to the masses.  The rich have gotten richer, the poor poorer, and the middle class downsized.  







You have to surf the waves.  Inflation will come but not on this wave. Believe me, before it's over we'll get both.  This is the 7th wave I talked about months ago.  Take this opportunity!







Remember my post....  







 






In this "deflationary wave" what opportunity is there?





What has deflated?  Where is my dollar more powerful?





Food?  Nope.  Inflated.


Fuel?  Nope.  


Generators?  Same price they have always been.


Land?  Prices haven't changed.


Housing?  Going up around here.


Silver and Gold?  It has dropped, but not really all that much.


Ammo?  Massive inflation/non existent.





Ok, where do I throw capital *now* or at the peak of the deflationary period, where it will increase in value inversely to dollar inflation when it comes?  





Where is this "opportunity" ?



If you really think deflation is coming, then cash and t bills are the place to be.  Do not have debt.  



If I Were 'Dictator,' QE Would End: Fed's Lacker



WE have been going through an Asset Deflationary Cycle for the past 5 years, they artificially inflated prices & now WE can see it really didn't accomplish any sound long-term benefits.

Prices will 'Crash' once Interest Rates increase...Cash & 'Smart' Debt, if you can stomach it

Those with Non-Fixed Loans will get caught, again...Cash is still King

Potentially Scenario: Prices drop because of Defaults & then add the Bonus of Higher Interest Rates...Liquidated Prices are coming across the board, in my opinion.




 
 
Link Posted: 4/18/2013 10:56:30 AM EST
[#46]
Remember folks - you can have inflation in a deflationary environment (and vice-versa), it all depends on what class of tangibles you want to define; you also have to consider that availability is not always following these trends.

If the value of the dollar deflates, you have "inflation" in that goods and services cost more.   A deflationary environment can be from the lack of economic activity (ie people buying less), but things can cost more depending on availability and need, while others cost far, far less as people try to liquidate their holdings:  think surging fuel or food prices during a depression while the cost of real estate and used cars plummet.

If there is social panic, whatever people are trying to buy becomes more expensive.   in 2008 it was guns and ammo.   In the future it may be food and water; but in either case it is often hard to locate these items due to DEMAND - which causes price inflation in addition to the drop in dollar value making each buck you earn less valuable.

If there is economic collamity, whatever people are trying to buy becomes more expensive and (generally) harder to acquire, but formerly expensive things can deflate and become cheaper if consumers suddenly stop buying discretionary items.   Real estate, autos, TV's and computers all show this (and conversly metals in eras of economic prosperity).

So anyway, again it can be confusing to define terms, less you do it in only the most strictest terms:  dollar value relative to other currencies (which are all devaluing and distorting the change), dollar value relative to oil or gold (also with pitfalls depending on the change in consumption/demand), or perhaps the government's core inflation rates (ha...)?

You have to go back over a long timeline to average out the typical short-term volatility of almost any means of measure, and even the commonly used references each have their own pitfalls.

Link Posted: 4/18/2013 11:23:37 AM EST
[#47]
Quoted:
Remember folks - you can have inflation in a deflationary environment (and vice-versa), it all depends on what class of tangibles you want to define; you also have to consider that availability is not always following these trends.

If the value of the dollar deflates, you have "inflation" in that goods and services cost more.   A deflationary environment can be from the lack of economic activity (ie people buying less), but things can cost more depending on availability and need, while others cost far, far less as people try to liquidate their holdings:  think surging fuel or food prices during a depression while the cost of real estate and used cars plummet.

If there is social panic, whatever people are trying to buy becomes more expensive.   in 2008 it was guns and ammo.   In the future it may be food and water; but in either case it is often hard to locate these items due to DEMAND - which causes price inflation in addition to the drop in dollar value making each buck you earn less valuable.

If there is economic collamity, whatever people are trying to buy becomes more expensive and (generally) harder to acquire, but formerly expensive things can deflate and become cheaper if consumers suddenly stop buying discretionary items.   Real estate, autos, TV's and computers all show this (and conversly metals in eras of economic prosperity).

So anyway, again it can be confusing to define terms, less you do it in only the most strictest terms:  dollar value relative to other currencies (which are all devaluing and distorting the change), dollar value relative to oil or gold (also with pitfalls depending on the change in consumption/demand), or perhaps the government's core inflation rates (ha...)?

You have to go back over a long timeline to average out the typical short-term volatility of almost any means of measure, and even the commonly used references each have their own pitfalls.



Boiled down to the basics:
A healthy economy has cheap essentials (food, energy...) and higher priced junk (TV's, vacation packages, sports cars). A shitty economy (ours) has higher priced essentials ($4 milk, really?) and no one has any money to buy the junk so you can snap up 3 of those 55" flat screens on the cheap  
Link Posted: 4/18/2013 11:42:12 AM EST
[#48]
This is a nice commentary from ZeroHedge:

ALL Charts taken from this article:
More Evidence the Economic Peak is in:

Goldman Sachs on Retail Sales:


Census Beauro retail sales:


Manufacturing:


Consumer Price Index and Real GDP:


Copper (most drectly tied to GDP as it's used in just about everything):


Financials:  Annual rate of earnings change


And lastly the 10 year interest rate (representative of future risk) relative to the S&P (and Fed stimulus euphoria):


Link Posted: 4/18/2013 11:44:41 AM EST
[#49]
Quoted:
Boiled down to the basics:
A healthy economy has cheap essentials and high-priced junk.  A shitty economy has high-priced essentials and no one has any money to buy the junk.


This sums it up well.  
Link Posted: 4/18/2013 2:24:57 PM EST
[#50]
Maybe I'm wrong.  



....CNBC has started to recognize this deflation wave.



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