droskoph

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    • Thu Nov 13th 12:38 PM
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      Commented on:
      Is America Repeating Japan's Mistakes?
      Who do you think the BOJ was calling for help?
      Then too the Japanese were scrupulous savers vs our glutenous consumption.
      The risk of this Republic falling has greatly increased.
      View article »
    • Mon Nov 3rd 09:34 AM
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      Market Tales Get Taller
      Peter it's the rationalization that is getting taller. This is a deflation and dollars will continue to go up.

      The market has lost 7 trillion, real estate, 4 trillion and all our other toys 1 trillion. That's 12 trillion versus the 2.5 government fiat. It's not even close.

      Dollars have gained and will continue until at least parity with the Euro.

      Visualize a dollar compared to a 2007 house at $240,000.
      Now the same dollar is much larger because the house is only worth $195,000. Same for the market, SUV's etc.etc.

      The world is awash in fiat and they are all deflating; it's relative.
      View article »
    • Sun Nov 2nd 11:11 AM
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      Commented on:
      Finally, Three Reasons to Buy
      Give me a B -
      Give me a U -
      Give me a Y -

      What does it spell ?
      What should you do ?

      Only you should direct your attention to US dollars.
      This is a deflation.




      View article »
    • Thu Oct 23rd 18:49 PM
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      The Rise and Rise of the U.S. Dollar
      Andy,

      Look around at the assets deflating; relatively the dollar is rising.
      The deflation will continue and the dollar will rise to parity with the Euro. It's baked into the recipe.
      View article »
    • Tue Oct 21st 12:31 PM
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      What's It Going to Be: Inflation or Deflation?
      It's fairly simple math - 7 trillion lost in equities
      - 3 trillion lost (so far) in real estate
      - 1 trillion lost in everything else.
      ----------
      11.0 trillion lost
      Fiat so far 2.5 trillion
      ----------
      Net deflation 8.5 trillion

      The only way we could have inflation woud be an imbecillic attempt to reinflate the deflating assets and postpone the reset for a few more years. That would look a lot like Weimar Germany circa 1923.

      Deflation is not going away and the dollar will reach parity with the Euro within 18 months.
      View article »
    • Thu Oct 16th 18:15 PM
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      Another Great Depression... Not
      Smartypants I appreciate your counterpoint. The key to the destructiveness of the Depression was the deflation. It punctuated a colossal inflation from a Federal Reserve overseen credit bubble. Things have gone one way since then, due to more inflation from the Feds. The current level of asset inflation went parabolic from the mortgage binge and did what all bubbles do, popped to reset prices.

      We've experienced about 12 trillion in deflation vs only 2 trillion in fiat-sponsored reflation. Consider that there is far more consolidation in the banking system and thus WaMu alone represented how many 30's sized banks?
      View article »
    • Thu Sep 25th 13:20 PM
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      Again ... It Wasn't Fannie and Freddie
      243313,

      Did you say hedge funds and collusion? Imagine that! Just like the pre-Sec cartels. Say, how many of our politicians are happy clients?
      View article »
    • Thu Sep 25th 12:50 PM
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      What Credit Crunch?
      But there's no more easy credit to support it. With no credit, prices fall and credit goes boom = deflation. We're truly on the cusp because we, as Americans, are bred to consume and the government will do everything to keep us at our appointed task. We have exceeded the limits of free-market capitalism and engorged the ultra rich at the expense of what was once a middle class but quickly becoming a the proletariat. It may be called capitalism, but at this extreme it doesn't act like it. We are dancing off the cliff with a make believe economy just like the Soviets did.
      View article »
    • Thu Sep 25th 12:50 PM
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      Rating: 0 0
      Commented on:
      What Credit Crunch?
      But there's no more easy credit to support it. With no credit, prices fall and credit goes boom = deflation. We're truly on the cusp because we, as Americans, are bred to consume and the government will do everything to keep us at our appointed task. We have exceeded the limits of free-market capitalism and engorged the ultra rich at the expense of what was once a middle class but quickly becoming a the proletariat. It may be called capitalism, but at this extreme it doesn't act like it. We are dancing off the cliff with a make believe economy just like the Soviets did.
      View article »
    • Mon Sep 8th 20:32 PM
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      The Great Dollar Pump of 2008: A Doomed Central Bank Intervention
      TheRabble Please read - seekingalpha.com/artic...
      View article »
    • Mon Sep 8th 10:16 AM
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      The Great Dollar Pump of 2008: A Doomed Central Bank Intervention
      Jim this is a logical result when you understand that the supply of US dollars has diminished through the collapse you are referencing. The combined real estate, equity and auto deflation (credit destruction) is around 6 trillion. The countervailing fiat injections, even with this bailout, have yet to reach 2 trillion. Dollars are more scarce, hence more valuable.
      View article »
    • Wed Aug 27th 13:19 PM
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      Another Depression?
      A depression is in effect a recession that repeats with 1) bruised balance sheets, 2) decreased consumption, 3) decreased production and back to 1). Here we're looking at asset deflation through virtually all classes; equity, real estate & vehicles. The great and powerful wizard can only destroy the country by trying to offset the 6 trillion in deflation with more fiat. This is a modern depression seekingalpha.com/artic.... Assets will descend to a reasonable level that is in line with our productivity in a vastly more competitive global market.

      The precipice upon which we are perched will determine whether American Capitalism will continue. Freddie & Fannie won't go under simply because that would salt the fertile playground we call financial markets with a dose of socialism. The real masters of the universe won't allow that as there are so many suckers lining the tables and no eye in the sky.
      View article »
    • Mon Aug 25th 11:11 AM
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      I.O.U.S.A.: Documentary Worth a Peek
      The painful reality is that voters have no belly for reality and politicians have no spine to make changes. We will dance off the cliff, hoping for a parachute on the way down. Clever title, seekingalpha.com/artic....
      View article »
    • Thu Aug 21st 12:30 PM
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      Why I Finally Bought Fannie Mae
      You are among the few who "get" equating their survival to capitalism itself. The GSE umbrella/ruse lasted 30+ years but is now on the precipice. If they fail, how good is anything backed by the US? This intersection defines the limits of capitalism for if they fail, we will take a major step into socialism; that's why they won't. Hedge funds are in charge of the markets and have turned them into para-mutual casinos. Casinos need pure capitalism and letting them fail threatens the capital earth on which their casinos reign. Hopefully the adults will eventually return to agencies designed to govern markets for their absence has allowed markets to revert to the pre-SEC rich man's playground.
      View article »
    • Mon Aug 18th 19:08 PM
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      Currencies: Dead Cats and Yapping Dogs
      Ray,

      That was a well written article. I make a veiled parallel to Rome in seekingalpha.com/artic... but portend that the dollar will indeed rise due to the magnitude of the deflation and risk of collapsing the empire by fiating the loss.
      View article »