Wednesday, March 11, 2015
4 TRILLION EUROS COMING TO AMERICA!
Tuesday, February 24, 2015
The Keys to the Shadow Banking System: ACCIDENTAL ECONOMIC RENAISSANCE!
The Keys to the Shadow Banking System: ACCIDENTAL ECONOMIC RENAISSANCE!: THE FOUNDATIONS FOR THE NEW AMERICAN ECONOMIC RENAISSANCE ARE SLOWLY BEING BUILT FROM THE ECONOMIC ASHES OF 2008! PETER ZEIHAN IS THE ...
ACCIDENTAL ECONOMIC RENAISSANCE!
THE FOUNDATIONS FOR THE NEW AMERICAN ECONOMIC RENAISSANCE ARE SLOWLY BEING BUILT FROM THE ECONOMIC ASHES OF 2008! PETER ZEIHAN IS THE BEGINNING OF A NEW STREAM OF ARCHITECTS CREATING THE SUPERSTRUCTURE FOR THE NEW AMERICAN UPWAVE PARADIGM.
PETER ZEIHAN 'S THE ACCIDENTAL SUPERPOWER OUTLINES THE FUTURE BEING BASED ON FOUR OUTCOMES: (1) POSITIVE STRATEGIC NORTH AMERICAN GEOGRAPHIC ECONOMIC CHOKE POINTS; (2) MILLENNIAL GENERATION OF 88 MILLION YOUNG PEOPLE AND MILLENNIALS ARE US BASED NOT A WORLD WIDE DEMOGRAPHIC; (3) AMERICAN SHALE ENERGY INDEPENDENCE FROM THE MIDDLE EAST WITHIN TWO YEARS BY 2016 AND DOW CHEMICAL HAS INVESTED $6 BILLION FOR 2025; (4) NEW USA RESOURCE FOREIGN POLICY MAP.
THE ECONOMIC UPWAVE CREATED BY THE CREATIVE TRANSFORMATION OF THE THESE FOUR INTERACTING ZONES WILL CREATE THE NEW PROSPERITY FOR THE UNITED STATES. THE FOREIGN COMPETITORS WILL HAVE TO FINANCE THEIR OWN ARMED FORCES TO PROTECT THEIR INTERESTS.
ZEIHAN ARGUES FOR A NORTH AMERICAN CO-PROSPERITY ZONE OF CANADA, UNITED STATES AND MEXICO. THE SHALE ENERGY BOOM IN USA AND FUTURE GROWTH IN MEXICAN SHALE. THIS NAFTA ALLIANCE WILL MOST LIKELY ADD CUBA, COLUMBIA AND VENEZUELA. THE FUTURE TRADING PARTNER IN LATIN AMERICA WILL BE ARGENTINA.
THE ECONOMIC UPWAVE IN THE EARLY STAGES WILL ADD THREE ECONOMIC GROWTH FACTORS: (1) FINANCE CAPITAL WORTH BILLIONS OF DOLLARS VIA RETIREMENT CAPITAL AND FLIGHT CAPITAL FROM CHINA; (2) MANUFACTURING INNOVATION CONSOLIDATING THE SUPPLY CHAIN VIA 3 D PRINTERS WHICH CREATE 3 D PARTS ON DEMAND; (3) US AGRI-BUSINESS MONOPOLY IN FORM OF SOY PRODUCTION GOING TO SOUTHEAST ASIA. THE CHINESE FLIGHT CAPITAL COULD EXCEED 14 TRILLION US DOLLARS INTO AMERICAN FARM LANDS AND REAL ESTATE.
ZEIHAN ARGUES THAT THE REST OF THE WORLD WILL EXPERIENCE THE FOLLOWING DOWN WAVE OF COLLAPSE: (1) DECLINING YOUNGER POPULATION RESULTING IN LOWER TAX BASE AND WORKER BASE; (2) LACK OF FINANCE CAPITAL GROWTH AND RETIREMENT AGE ENTITLEMENT CRISIS; (3) PEAK OIL ENERGY CRISIS BASED ON MIDDLE EASTERN OPEC MONOPOLY; (4) NEGATIVE GEOGRAPHIC CHOKEPOINTS IN WHICH CHINA AND RUSSIA AND MIDDLE EAST NO LONGER HAVE GEOGRAPHICAL POSITIONING WHICH RESULTS IN LOW GROWTH; (5) CONTINUATION OF DEFLATIONARY DEPRESSION FOR LONGER PERIODS AND NEGATIVE INTEREST RATES; (6) NEW WORLD ORDER THAT DESTROYS THE POST-WORLD II BRETON WOODS AGREEMENT IN EXCHANGE FOR AN AMERICAN CO-PROSPERITY SPHERE OF INFLUENCE BASED ON THE NEW AMERICAN RESOURCE ALLIANCE SYSTEM.
THE UPWAVE IS THE NEW FUTURE OF THE USA. THE RISE OF INFLATIONARY FORCES CREATED IN THE UNITED STATES CO-PROSPERITY SPHERE WILL CREATE A DEMAND SURGE OF INFLATION WHICH WILL CHANGE THE DEFLATIONARY WORLD ECONOMY. THIS MILLENNIAL TRANSFORMATION IS THE AMERICAN ACHIEVEMENT. THE AMERICAN CO-PROSPERITY ALLIANCE IS THE FUTURE!
Thursday, February 19, 2015
The Keys to the Shadow Banking System: WARREN BUFFET MAKES A CAESAR MOVE BY SELLING EXXON...
The Keys to the Shadow Banking System: WARREN BUFFET MAKES A CAESAR MOVE BY SELLING EXXON...: Warren Buffet makes a Caesar investment move that results in the sell of 41,000,000 shares of Exxon Mobil for a value of $3. 9 Billion ...
WARREN BUFFET MAKES A CAESAR MOVE BY SELLING EXXON MOBIL!
Warren Buffet makes a Caesar investment move that results in the sell of 41,000,000 shares of Exxon Mobil for a value of $3. 9 Billion US Dollars. Buffet bought the Exxon share around April 2, 2013 at $90.58 and sold his holdings on December 31, 2014 at $92.45.The price for Exxon share on February 19, 2015 was at $91.00. The price of a barrel of oil in November of 2013 was $97.00.
The actual value of a barrel of oil on November 9, 2014 was $100.00 a barrel and on November 27, 2014 a barrel dropped to $70.00 moreover, by December 16, 2014 oil dropped to $55.00 a barrel. The projected price for a barrel of oil in June to December of 2015 should drop to $23.88 a barrel of oil.
How does Buffet calculate the odds of buying or holding a stock? The Exxon Mobil is a case study in the thinking process of how the Buffet team approach to value investing. First, the Buffet team looked at the shock drop of oil barrel prices as the essential indicator of the actual value of Exxon Mobil. They realized that within a 30 day period oil dropped by 30% and by December 15, 2014 the drop of oil was about 50% from the November highs. They did not hesitate to pull the trigger and did not fall in love with the cash machine of Exxon Mobil. Remember, Fortune favors the bold!
Second, the real value of Exxon Mobil is based on the value of its oil holding and the drop in oil commodity prices. The good news is that the Exxon Mobil share price did not reflect the actual value of price of barrel of oil and stock price allowed Buffet a margin of safety to plan for a sale Exxon Mobil at a profit. Buffet did not take a loss and sold early enough to allow for the greater fool theory to take effect on the institutional holders of Exxon Mobil.
Third, the Buffet team realized that oil industry is in a sunset industry run by an unregulated monopoly known as OPEC. The mis-allocation of resources and prices was the hallmark of an unstable industry. The fact that Peak Oil is a long term outcome of the oil industry which will result in consolidations. The deflationary environment of the commodity industry clearly places a low value marker on all proxy stocks of this industry. The problem with oil stocks that take too long to
reflect the true value of a share.
Fourth, the central question for Buffet team is "Why should we take unknown risks in a sunset industry?" This makes sense for Buffet to look at the ratio of price to value of a share of Exxon Mobil. The reality is that their are better industries that are more rational choice of investment capital.
Buffet decision is a turning point in the future of the oil industry. Why would you invest your hard earned money on a an over-valued and over-priced oil stocks? Why waste your time fighting the market and Buffet is Caesar of Omaha.
Monday, February 16, 2015
US.INSTITUTIONAL INVESTORS SHAKE HANDS WITH THE GREAT BEAR!! MARKET CAN DROP 33%!
THE GREAT BEAR IS BACK! The Institutional Investors have to now come to grips with hedging their portfolio's STOCK HOLDINGS!. The data is in and we are in the middle of a deflationary cycle. Institutional Investors must now embrace shorting the market to make money.
THE SMART MOVE NOW IS TO SHORT THE MARKET! THE MARKET IS OVER-PRICED AND OIL HAS TO DROP TO $23.00. THE SHORT DEFLATIONARY MATRIX IS NOW SET AND SHORTS IN THE MARKET HAVE TO BE REVALUED UNTIL JUNE. THIS IS THE 5 MONTH PERIOD TO SHORT THE MARKET AND WAIT FOR THE HARD OIL PRICE TO REACH ITS FINANCIAL BOTTOM.
The Keys to the Shadow Banking System: OIL SPECULATORS HIDE AND SEEK PROFITS!
The Keys to the Shadow Banking System: OIL SPECULATORS HIDE AND SEEK PROFITS!: OIL SPECULATORS ARE PLAYING HIDE AND SEEK GAMES WITH INVESTORS AND THE PUBLIC! T he great game for profit deceptions is back in ful...
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