phdinsuntanning

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370 Comments

    • The Iceland-Dow Connection [view article]
      this is a real investment climate change Oct 07 06:37 PM
    • Tactical Asset Allocation, Part II [view article]
      i like your mind, but join EEV before it be too late Oct 07 06:35 PM
    • Surviving the Financial Nuclear Winter [view article]
      joind the EEV party and dont complain
      Oct 07 06:33 PM
    • Stocks Plunge, Dollar Surges [view article]
      we are entering a chaotic period whereby all US partners try desperately to refloat the dollar just like the US struggled from 1920-1933 to keep the pound as the global trade currency power, they used every trick in the book and they all failed. Selling RMB against the YEN and the Dollar will drive China to win the trade game Oct 06 02:29 PM
    • Thinking About the Next Six Months [view article]
      TARP I: $ 700.000.000.000,
      potential closures more or less 6.000.000 households,
      bailout/potential closure $ 116.667.
      Conclusion: $ 700b is enough if expended wisely wishfull thinking...
      the problem is of solvency, why they are focused in liquidity?
      Bad banks must die and their depositors needs to be bailed out
      Ireland style.

      Now, the monetary economy of tarp i is simple:
      mv=pq,
      more m, given v/q constant, means only more p,
      we all know q is collapsing in the US
      because of (g - t) caused too much (m - x)
      as m-x was funded by b*
      now the foreign holders of b wants a lot more i
      you can get domestic b with a low i
      but as p is going to the moon,
      your i/p will go to hell if you not fix
      g - t = 0 with a very positive x-m
      t is reduced by tarp 1
      and g is increased,
      so more m and less x
      more money for China and the Gulf
      to fund those bonds.

      Oct 03 03:37 PM
    • Global Liquidity Crisis: What Now? [view article]
      what about the swiss franc and the yen for those uncertain times? Oct 03 08:50 AM
    • FDIC Insurance Limits: Eating My Humble Pie [view article]
      Is possible to be a fool, a lawyer and a good man at the same time?
      Well, the bailout pack 1 is $ 700.000.000.000, the potential closures
      more or less 6.000.000 households, so bailout/potential closure
      $ 116.667. Conclusion: $ 700b is enough if expended wisely, that is the key issue here.

      the problem is of solvency, why they are focused in liquidity?
      good banks are not supposed to collapse if their assets are
      good, is Economics 101, or all the banks full of garbage debt?
      Bad banks must die and their depositors needs to be bailed out
      Ireland style by the rest of taxpayers, is not fair but the option is
      unacceptable. There are some moral decissions to be taken now.

      My advise?

      The option taken by Chile in a similar situation in 1983 is a less costly option in terms of future economic growth. The Chilean Central bank took all the bad paper in exchange of cash to fund the deposits. The government was just requested to keep out of the deficit so no fiscal debt was issued.

      The local currency depreciated significantly, increasing the competitiveness of the exports and attracting a huge flow of foreign investment so real state market was ready to grow next year. Government debt traded in the secondary market with a big discount,
      and debt to equity swaps created opportunities for foreign investment in most of the economic sectors. The economy was growing China style 2 years after. Pain now, gain tomorrow matbe Obamacaine have the guts, I recognize that it was POW lifestyle for a while, but it worked.

      For monetary economy lovers:

      mv=pq,
      more m, given v/q constant, means only more p,
      we all know q is collapsing in the US
      because of (g - t) caused too much (m - x)
      as m-x was funded by b*
      now the foreign holders of b wants a lot more i
      you can get domestic b with a low i
      but as p is going to the moon,
      your i/p will go to hell if you not fix
      g - t = 0 with a very positive x-m

      Yen and swiss francs by now, common sense and public interest must prevail.
      Oct 02 06:33 PM
    • Fear Goes Hand in Hand with Drama [view article]
      dvdsilvano from Oz, Im with you, fear no one here,
      only BIG CAHUNA!
      I hope girls be friendly in gehenna, see u there!       Oct 02 04:26 PM
    • Fear Goes Hand in Hand with Drama [view article]
      gold mine opened again, only gold dissapointed, ja! Oct 02 04:22 PM
    • Why the Bailout Bill Alone Won't Solve the Credit Crisis [view article]
      bailout pack 1
      $ 700.000.000.000
      potential closures
      6.000.000 households
      bailout/potential closure
      $ 116.667
      $ 700b is enough if expended wisely.       Oct 02 04:09 PM
    • Why the Bailout Bill Alone Won't Solve the Credit Crisis [view article]
      The option taken by Chile in a similar situation in 1983 is a less costly option in terms of future economic growth. The Chilean Central bank took all the bad paper in exchange of cash to fund the deposits. The government was just requested to keep out of the deficit so no fiscal debt was issued.

      The local currency depreciated significantly, increasing the competitiveness of the exports and attracting a huge flow of foreign investment so real state market was ready to grow next year. Government debt traded in the secondary market with a big discount,
      and debt to equity swaps created opportunities for foreign investment in most of the economic sectors. The economy was growing China style 2 years after. Pain now, gain tomorrow matbe Obamacaine have the guts, I recognize that it was POW lifestyle for a while, but it worked.
      Oct 02 04:01 PM
    • Why the Bailout Bill Alone Won't Solve the Credit Crisis [view article]
      if the problem is of solvency, why they are focused in liquidity?
      good banks are not supposed to collapse if their assets are
      good, is Economics 101, or all the banks full of garbage debt?
      Bad banks must die and their depositors needs to be bailed out
      Ireland style by the rest of taxpayers, is not fair but the option is
      unacceptable. There are some moral decissions to be taken now.
      Is true that GS benefited from AIG collapse? I really dont know.       Oct 02 03:44 PM
    • ECB Worried About Stagflation, Keeps Interest Rates Unchanged [view article]
      if the problem is of solvency, why they are focused in liquidity?
      good banks are not supposed to collapse if their assets are
      good, is Economics 101, or all the banks full of garbage debt?
      Bad banks must die and their depositors needs to be bailed out
      Ireland style by the rest of taxpayers, is not fair but the option is
      unacceptable. There are some moral decissions to be taken now.       Oct 02 03:41 PM
    • Bailout Drama Driving Euro Down [view article]
      agree on the yen, but the swiss franc can outperform as a safe haven too Oct 02 09:00 AM
    • Bailout Cost, per Taxpayer, by Income [view article]
      probably the US economy will grow more than 7%, even 14% in next years, but only in dollar terms, not in hard currency... Oct 02 07:07 AM
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