Dylan
01-06-2010, 09:55 AM
My thesis is intact.
American Capitalism I is in the midst of a 7 year collapse.
History will judge Bush for being an idiot. History will judge Obama for being a criminal.
Obama has become the biggest Wall St president of all time. Obviously, obama has become the biggest mortgage lender. That is not the job of the US gov... and he is using tax payer money to do it. Also, instead of living cleanly, obama deicided he was a trader also and Obama made a bet with the US dollar.
As previously discussed, Obama is betting he can stimulate the economy or it will naturally recover to the tune of 3-5% growth.
As I have told you, the counter trade is the deficit and the deleveraging macro/ depression/ empire change from nasdaq growth to blue chip steady.
With ALL that obama has done... the measuring stick right here right now is...
GDP 2.3%.
As i posted last fall, obama realilzed he was dead wrong. Quote: we did not have all the data on width/ depth. So he and all of congress went on vacation and came back with health care because his popularity was about to plummet and it was do now or never.
Let me explain the gdp thing. We are at 10% offiical unemployment. Real number is closer to 17%. You need an economy humming close to 3.5% gdp growth to get an employment rate of 9.5%.
Does this mean we collapse tomorrow. No. There is overwhelming positive force in the economy right now. We are going up in the short term. The stockmarket. Unemployment. Economy.
But, that doesn't mean he can outswim the grim reaper.
One thing I was totally wrong on was I realized why doom sayers never get the bottom right. I found out the reasons for the collapse make most of them to wait for those issues to be resolved before they can say its okay. But, those issues are never resolved quickly. Instead, once everyone finds out about the crisis. Mankind scrambles to fix and therein is the 'bottom.' Even though, nothing is fixed yet, the scrambling stops extrapolation of trouble. A blind faith in homo sapiens is often the right call.
One thing out of left field that i totally did not expect was that, lenders instead of closing down a mortgage or a business, instead, took part ownership in exchange of a break. Even outright forgiveness. That is an example of scrambling that prevented a global meltdown.
I have been trying to figure out how this is all going to end. I mean - collapse of the US government sounds bad.
I am working on a thought process which is all the civilized countries of the world getting together and doing a 'renomination of currencies.'
Atm, I think that's the place we are going for. Let's say you invest in a stock and the business goes bust. your investment is gone.
Let's say you invest in the US gov and the business goes bust. Your bonds are going to be gone.
IF if if if if im right... that's where we are headed.
Soooo, if stocks are going to be tricky, bonds a bad bet and US treasuries defunct, what do you do with your money?
tomorrow is not china, i think its brazil. i think if u can buy a buy point for emerging markets and commodities that is a good thing. i think somewhere soon buying distressed property and and fixiing it up and selling it in 10 years will be bank.
lian, can we start a limited partnership called catalyst, take monies fr clan, throw into a pot and buy million dollar distressed properties to hold till lineage 5?
American Capitalism I is in the midst of a 7 year collapse.
History will judge Bush for being an idiot. History will judge Obama for being a criminal.
Obama has become the biggest Wall St president of all time. Obviously, obama has become the biggest mortgage lender. That is not the job of the US gov... and he is using tax payer money to do it. Also, instead of living cleanly, obama deicided he was a trader also and Obama made a bet with the US dollar.
As previously discussed, Obama is betting he can stimulate the economy or it will naturally recover to the tune of 3-5% growth.
As I have told you, the counter trade is the deficit and the deleveraging macro/ depression/ empire change from nasdaq growth to blue chip steady.
With ALL that obama has done... the measuring stick right here right now is...
GDP 2.3%.
As i posted last fall, obama realilzed he was dead wrong. Quote: we did not have all the data on width/ depth. So he and all of congress went on vacation and came back with health care because his popularity was about to plummet and it was do now or never.
Let me explain the gdp thing. We are at 10% offiical unemployment. Real number is closer to 17%. You need an economy humming close to 3.5% gdp growth to get an employment rate of 9.5%.
Does this mean we collapse tomorrow. No. There is overwhelming positive force in the economy right now. We are going up in the short term. The stockmarket. Unemployment. Economy.
But, that doesn't mean he can outswim the grim reaper.
One thing I was totally wrong on was I realized why doom sayers never get the bottom right. I found out the reasons for the collapse make most of them to wait for those issues to be resolved before they can say its okay. But, those issues are never resolved quickly. Instead, once everyone finds out about the crisis. Mankind scrambles to fix and therein is the 'bottom.' Even though, nothing is fixed yet, the scrambling stops extrapolation of trouble. A blind faith in homo sapiens is often the right call.
One thing out of left field that i totally did not expect was that, lenders instead of closing down a mortgage or a business, instead, took part ownership in exchange of a break. Even outright forgiveness. That is an example of scrambling that prevented a global meltdown.
I have been trying to figure out how this is all going to end. I mean - collapse of the US government sounds bad.
I am working on a thought process which is all the civilized countries of the world getting together and doing a 'renomination of currencies.'
Atm, I think that's the place we are going for. Let's say you invest in a stock and the business goes bust. your investment is gone.
Let's say you invest in the US gov and the business goes bust. Your bonds are going to be gone.
IF if if if if im right... that's where we are headed.
Soooo, if stocks are going to be tricky, bonds a bad bet and US treasuries defunct, what do you do with your money?
tomorrow is not china, i think its brazil. i think if u can buy a buy point for emerging markets and commodities that is a good thing. i think somewhere soon buying distressed property and and fixiing it up and selling it in 10 years will be bank.
lian, can we start a limited partnership called catalyst, take monies fr clan, throw into a pot and buy million dollar distressed properties to hold till lineage 5?