Juggling Dynamite with Park at the Late Show! Park has now discovered the coming deleveraged winter of deflation! Gary Shilling is the master of the show with his great opus The Age of Deleveraging and has been the main attraction since 2008. Park's late show is about the collapse of oil market and discovery that 50% of Oil Industry is based on the quicksand of $130.00 a barrel of oil. The problem with the late show is that the movie is over and this is a repeat of a the last movie. Are we really going to believe that the government and federal policy has been a failure?
Does she believe that the 19th Century market will automatically cleanup the 20th Century Keynesian pump by destroying everything in the economy? Does she really believe that the Herbert Hoover fan club is still an active club? The fact that trillions have been put in savings and international banking makes the final belief of power cleaning as suspect to the nature of real financial dirt. She needs to tell us something we don't know and that the movie is really over! By the way, the next movie has already started and the reel has been changed-- we are going into a completely different financial environment. Yes, Ms. Parks Franklin D. Roosevelt has been elected President in the 1930's and yes there is government intervention in economics.
Sunday, November 30, 2014
Friday, November 28, 2014
The Keys to the Shadow Banking System: OPEC COLLAPSES! NEW OIL PRICE $40.00 A BARREL!
The Keys to the Shadow Banking System: OPEC COLLAPSES! NEW OIL PRICE $40.00 A BARREL!: The age of deleveraging has finally hit the the Oil Empire of OPEC. Essentially, OPEC has gone through a defacto collapse of its ability t...
OPEC COLLAPSES! NEW OIL PRICE $40.00 A BARREL!
The age of deleveraging has finally hit the the Oil Empire of OPEC. Essentially, OPEC has gone through a defacto collapse of its ability to control prices. The great inflationary run up of the 1970's has created a situation where demand was greater than supply; and now supply is greater than demand in 2014. The worst case scenario is a barrel at $40.00 and the best best scenario is at
$60.00 a barrel. This is now creating secondary collapse in the equity industry by devaluating the oil inventories and creating lower stock prices to all oil industry related stocks. The third level of collapse is the credit markets and the lost of credit rating by major companies. The fourth level is the collapse of individual companies which will result in mergers, acquistions and bankrupt oil companies. The fifth level of collapse is political instability to OPEC countries with further geo-political problems with these companies. The sixth level of collapse is OPEC financing and borrowing capacity on all of its projects that will create massive unemployment, poverty, and half-completed industry projects.The seventh level of collapse is the changing of the government and its leadership in these key OPEC countries which will demand more social and political reforms. The 8th level of collapse is the massive withdrawl of funds from international banks, European Banks, and American banks. Numerous re-capitalization projects will result in OPEC cashing in their treasury bonds and treasury notes in the hundred of millions of dollars. The 9th level of collapse is the replacement of oil reserves by the US dollars as the money reserve of final resort. The deflationary forces are creating dropping prices, and large amounts of capital that is not being used by the business and consumer markets. OPEC spending spree has come to an abrupt end and will end up being OPEC 3 in 6 years until 2020. The 6 years will seem like 20 years to the OPEC countries.
$60.00 a barrel. This is now creating secondary collapse in the equity industry by devaluating the oil inventories and creating lower stock prices to all oil industry related stocks. The third level of collapse is the credit markets and the lost of credit rating by major companies. The fourth level is the collapse of individual companies which will result in mergers, acquistions and bankrupt oil companies. The fifth level of collapse is political instability to OPEC countries with further geo-political problems with these companies. The sixth level of collapse is OPEC financing and borrowing capacity on all of its projects that will create massive unemployment, poverty, and half-completed industry projects.The seventh level of collapse is the changing of the government and its leadership in these key OPEC countries which will demand more social and political reforms. The 8th level of collapse is the massive withdrawl of funds from international banks, European Banks, and American banks. Numerous re-capitalization projects will result in OPEC cashing in their treasury bonds and treasury notes in the hundred of millions of dollars. The 9th level of collapse is the replacement of oil reserves by the US dollars as the money reserve of final resort. The deflationary forces are creating dropping prices, and large amounts of capital that is not being used by the business and consumer markets. OPEC spending spree has come to an abrupt end and will end up being OPEC 3 in 6 years until 2020. The 6 years will seem like 20 years to the OPEC countries.
Monday, November 24, 2014
The Keys to the Shadow Banking System: THE GREAT DEFLATION GULF! 25% RETURNS11
The Keys to the Shadow Banking System: THE GREAT DEFLATION GULF! 25% RETURNS11: The great deflation gulf is now spreading as the world wide deleveraging continues to create new opportunities in the world of investmen...
THE GREAT DEFLATION GULF! 25% RETURNS11
The great deflation gulf is now spreading as the world wide deleveraging continues to create new opportunities in the world of investments. The top deflation investments for the last year from 2012-2013 has been:
1. DJ. US SELECT HEALTH CARE PROVIERS INDEX AT 35%
2. DJ DIVIDEND SLECT FUND AT 29%
3. DJ US SELECT OIL AND GAS EXPLORATION INDEX AT 27%
4. S AND P INFORATION TECHNOLOGY INDEX AT 26%
5. S AND P CONSUMER STAPLES AT 23%
6. YEN CURRENCY FUNDS AT 21%
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