Are you sure about the markets tanking big time if BKs are widespread allowed? Maybe a reaction, yes. But other money groups may feel it is...
Thanks. So he expects a turn of the cycle on April 19th, about 3 weeks from now. But can't say whether it is a peak or a bottom.
Not sure, but I think he speaks of a debt/equity swap and not a complete wipe out of debt. Thus, leaving bondholders with some upside and...
Velocity of money is a consequence of inflation. You don't influence velocity... you see it "as a result of". You print more money to devalue its...
Help me understand why a reform may make a positive difference. If a reform ensues and m2m does not have to be extended to the entire portfoltio...
quantinator, may I also have this information? Just pm you too.
Unemployment at less than 1% in 1942.
Can you say what was the P/S ratio for the bottoms of 1937, 1942 and 1974?
Great answer as well. Why not add implosion of one or more reits (cre) in there, as #4. [img]
Although there is a case to be made regarding protectionism and its perils, I think it may not affect dry shipping as much. Non-producing basic...
Agree on short trades, but for other reasons. I think a good bet is that "politics" will make things worse, just like at any other time and...
On a more serious note, once Chavez goes bust (2009 budget has been made with oil prices at $60/barrel for their more heavier crude selling at...
Signs of thawing... " The Fed apparently felt comfortable enough with the current situation to reduce these balances by $126 billion during the...
This is one of the biggest misconceptions out there. A loss on paper can still be considered a loss in value, specially if that paper is used as...
The argument doesn't stop with the Fed succeeding in reflating. The real question is "what", as inflating asset prices (their goal I assume) will...
No.
I believe (not sure) this is the chart you want to look at: http://research.stlouisfed.org/fred2/series/RESBALNS?cid=123 600% + growth
You need a measurement of M2 here. Increases in monetary base and reserve balances do not translate into inflation so long as M2 doesn't grow,...
Then, what is next is buying credit default swaps on argentine, bolivian and venezuelan debts.
I lived through one ocurrance of hyperinflation, another close call and several periods of very high inflation and can answer this with...
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