Post by doji3333 on Apr 4, 2013 11:44:43 GMT -5
Something is about to pop here. After the jobs data yesterday and the BOJ introducing new stimulus, the news is being digested into the markets and I see it as the calm before the storm.
There is no way, unless you are feeding off the Washington BS news, that this new data has any positives for the underlying economy. The facts should show that the economy still has a long way to go with regards to a strong recovery. Ben will continue to provide stimulus to grease the wheels - he has to. Unless he is willing to risk a fall even bigger than Greenspan's mess.
Japan is signaling they are "doubling down" in an attempt to turn their population into a viable GDP monster. I believe the view in DC and other places is that "when the train starts rolling again, with all this new money in circulation and the increased population, we'll see tremendous GDP, production and income". I believe the real bet here is that population will grow at tremendous rates over the next 10~20 years and the Govt is banking on the fact that these people will find work (or work will find them) and this will result in greater output globally.
lostmoya.posterous.com/global-human-population-growth-graph-showing
econosystemics.com/AphetaBlog/?p=9
The global population should grow well over 2 Billion in the next 10 years. This alone, predicates that the Fed could dump 10 Trillion into the markets and that would reflect a total of $1000 per person on the globe.
My view is that this is not a problem of restraining the global debt problem as much as it is "greasing the wheels of the future 2~3 decades growth". This much money in the system generates income at all levels, it's just a matter of waiting for it to start producing.
I believe something is about to pop. I believe the Bonds are going to have a tough time recoverying to pre-2007 levels and that the Fed/US (or World) is banking on the fact that greasing the wheels is required at this time because the "rotation of this new money in the economy will result in a tremendous growth bubble for many decades" (as dangerous as that is).
Your thoughts?
There is no way, unless you are feeding off the Washington BS news, that this new data has any positives for the underlying economy. The facts should show that the economy still has a long way to go with regards to a strong recovery. Ben will continue to provide stimulus to grease the wheels - he has to. Unless he is willing to risk a fall even bigger than Greenspan's mess.
Japan is signaling they are "doubling down" in an attempt to turn their population into a viable GDP monster. I believe the view in DC and other places is that "when the train starts rolling again, with all this new money in circulation and the increased population, we'll see tremendous GDP, production and income". I believe the real bet here is that population will grow at tremendous rates over the next 10~20 years and the Govt is banking on the fact that these people will find work (or work will find them) and this will result in greater output globally.
lostmoya.posterous.com/global-human-population-growth-graph-showing
econosystemics.com/AphetaBlog/?p=9
The global population should grow well over 2 Billion in the next 10 years. This alone, predicates that the Fed could dump 10 Trillion into the markets and that would reflect a total of $1000 per person on the globe.
My view is that this is not a problem of restraining the global debt problem as much as it is "greasing the wheels of the future 2~3 decades growth". This much money in the system generates income at all levels, it's just a matter of waiting for it to start producing.
I believe something is about to pop. I believe the Bonds are going to have a tough time recoverying to pre-2007 levels and that the Fed/US (or World) is banking on the fact that greasing the wheels is required at this time because the "rotation of this new money in the economy will result in a tremendous growth bubble for many decades" (as dangerous as that is).
Your thoughts?