Sunday, August 31, 2014

GRIND THEM INTO DIRT

Is that the plan? How do you destroy a trade that is so obviously the "right" trade from a macro-economic/fundamental view?  You grind it into dirt. After all why would you NOT destroy gold and silver. Its headline price places way too much attention on your unbacked paper printing machine which by the way happens to be the World's reserve currency. 

A big debate right now is HOW LONG the dollar has before its reserve currency status is ended. Some experts predict years before it ends. Others predict only months before its effectively a second tier currency. If I were an "economist", I would weigh in with a guess but I'll bow out. What I will note is the critical role maintaining the reserve status is to the entire ponzi. Right now as predictied 4 years ago we are WELL into the process of moving OUT of the dollar with all of the swap and trade agreements between Russia, China and other BRICS. What is even more interesting is that Germany has initiated new trade arrangements with China and Russia that circumvent the dollar. These events presage a global shift in the Western Banking system. 

Why is this important to Mom and Pop? Its monumental to mainstreet. Dollar reserves held by these Nations will flood back into our Country resulting in enormous inflationary pressure. NO amount of Fed intervention can stop the tsunami of money. A Volker like move to stop inflation would result in the current debt CRUSHING any whiff of economic activity. In effect we would be destroyed as an economy.  How exactly this would be handled by the PTB is up to your imagination and many have alluded to the different scenarios. Maybe some of these are being beta tested now.

Back to the game. Gold is being ground into the mud here. Its been almost three years. Many miners even longer. If you look at your accounts its still nothing but pain if you believed this was a safe haven.  However if you look a little closer at your accounts, you will find that Junior Miners are performing exceptionally this year. Its at least a hint that the overall PM complex is turning. Just as miners led the PM complex down, they will lead it up. Just have to wait and see how long this plays out. So far the "grind um into dirt" has provided some nice trading plays.

 "I was seldom ever able to see an opportunity until it had ceased being one".... Mark Twain

Wednesday, August 27, 2014

THE CASE FOR CENTRALIZATION

 What is the case for centralization? Is it to improve our lives? Is it to provide a reasonable way to CONtrol and ever enlarging population globally by moving citizens into highly concentrated urban environments while removing them from less CONtrollable rural locations then allowing more mining and farming of these depopulated regions by large corporations? Meanwhile the urban populations can be used as ready sources of workers for large corporate needs. Centralized transportation systems to work and shopping requiring less resources. I like it. In fact it makes tremendous sense in an ever growing global resource allocation problem. China knows it and are openly urbanizing their population. After all what better way to CONtrol a population rapidly if needed than to have them in one location (see Boston bomber...see Ferguson)..those were nice beta tests.

But.....and there are many buts but I'll give you one I had over the past few days. I have a new job that I am consulting on and I had the delightful experience of discussing the planning taking place at the institution for Ebola. Of course the institution has taken the usual disaster planning necessary to protect their clientele and workers in dealing with a possible outbreak. I listened carefully while the proud proletariat rambled about how many steps had been taken to deal with an Ebola patient OR the immediate threat. Very impressive planning.

I waited patiently and then asked if they had made any plans for the probability that NO one would set foot in their institution once or if Ebola began sporadic outbreaks around the United States. I reminded this individual that only ONE doctor per 100,000 patients in Liberia were now working. That over 240 health care workers were infected with Ebola in West Africa and that 180 had already died and that NO ONE would be even stocking shelves in Wal Mart if Ebola began to outbreak widely in the U.S. I decided to see if there was an answer. There wasn't. Hey...at least they had a government plan. Buttfox would like that.

Centralized Urban areas would become killing fields. NOT from the Ebola necessarily but from the collapse of the CENTRLIZATION of goods and services. If communities weren't as centralized then isolation measures might have a chance. Not with our urbanized mess. gl







Sunday, August 24, 2014

MALINVESTMENT

What better picture to show for the face of the subject matter today than the Queen of the Fed herself. Maybe you have never listened to the uneasy, stumbling, testimony of the new Chairperson. If you haven't then at least take another look at our outstanding technocrat leader of much of the Western Free World. 

Oh wait, you say she is not the leader of the Free World, and the true leader is our fearless President. Apparently you have not been paying attention to what has transpired over the past 6 years. 

The Congress did not go to George W Bush for his advice during the economic collapse. In fact when "Shrub" showed his face during the collapse there was usually an immediate crash of the market. Surely you can remember those exciting times. It was virtually a guarantee the market would start to sell off as he spoke. Of course you believe that was all just serendipity.

Remember however when Warren Buffet or Bernanke came on the tube a monstrous reversal and rally frequently ensued from whatever the panic at the moment may have been. At least Bernanke (sort of) pulled off the roll of a financial maestro/professor with his demeanor and tone.

Now we have a new technocrat at the helm. This nice white haired, bumbling, lady is the BEST THAT THE GREATEST PONZI in the World could come up with? Maybe you can swallow that line but I am going to have to call bullshit on this. I really don't hear too much regarding this "unique" observation of mine on the MSM or for that matter the "alternate" media. 

This is the person guiding all of us into the greatest MALINVESTMENT in the history of money. The flow of TRILLIONS of dollars and euros going into the most G-d awful assets classes which will ultimately leave all of us wondering just how all of these financial geniuses will be singing the same song again and getting away with it. You remember that song don't you....its been played over and over.. "Nobody Could Have Seen THAT Coming".  After all she is the BEST that money could buy. Or maybe there's another reason Janet was chosen. gl

Wednesday, August 20, 2014

STOP SO I CAN LOOT

We've discussed the breakdown of social order that occurs in economic collapse for the past five years. It can develop in a variety of ways and timelines, but it always develops with economic collapse. We're involved in a global supercycle collapse that spans virtually every continent, and is beginning to accelerate as we enter the Kress Cycle's hard down phase. Can the Central banks fight the Law of Nature and harness the collapse...or will the Central banks USE the natural cycle for its own purpose as history has shown to collect the hard assets at bargain basement prices. 

I believe they will be positioned for the latter. Paraphrasing its basically "Out of chaos comes order".  We are witnessing a historic global event on a daily basis. The pics of Egypt...of Tunisia...of Lybia...of Iraq...of Syria....of Afghanistan....of Greece...of Spain...of Italy...of Portugal....of London...of Ukraine....of.......Ferguson the inner city people.....and then X ....represent the end of this cycle. 

I hear the tag line daily that this is the end of the "Great Keynesian Experiment". I beg to differ. This is nothing different in many ways from other leveraged cycles......they've all been "Keynesian". You don't understand? Do you understand "Pump and Dump"? Maybe I need to try and be more PC....how about...Credit? er LEVERAGE? Does that sound better? What if I throw in a few hundred TRILLION dollars of DERIVATIVES. Does that sound more official? After all what's better than printing a few trillion dollars and then leveraging it 100 times. Now THAT is a Ponzi. I mean that is one HOT STEAMING PILE of a PONZI!!!!  And guess what? They're going to take a great big stack of that steaming fiat ponzi and buy a whole lot of hard assets with it while old ladies and retirees get looted......gl sheep.







Sunday, August 17, 2014

UNIMAGINABLE MEET REALITY

Watching and listening to the daily machinations on the MSM trying to explain why we are still mired in ZIRP and QE while simultaneously explaining the economy is growing now at a healthy rate is becoming increasingly painful. Listening to the morning Bloomberg show with Tom Keene and various guests trying to reassure the listener that the market is THE place to be invested now makes one wonder just WHAT would it take for these shills to express an "opposite" viewpoint. 

They never seem to miss the opportunity to bring up gold on its down days as "NOT being a safe haven", then ridiculing the idea of owning gold while simultaneously expressing they just "don't understand gold". I guess you can have your cake and eat it too if you're the Wall Street media circus. 

As each day goes by now there is less and less meaningful "investment news" and more "reassurance news" filling each hour of CNBS, Bloomberg, and Fox Business. If you watch and listen long enough you will catch some of the pundits letting their guard down and expressing a more honest comment about the real state of the economy and the market. When you're trying to fill so much air time you will periodically slip up. The "slip ups" are becoming more frequent lately and doubt is creeping into their prescribed memes. Usually they'll shift back on track quickly, but you can tell there is an underlying doubt in their job to placate the sheep.

I notice the numbers in most of Europe, China, Japan, and the U.S. are slipping badly now as the Re-over-leveraged consumer begins to tuck in their horns. Stress is being exhibited in a variety of ways once again as the debt supercycle begins to exert its effects. 

Hey, let's not forget Ferguson. Nothing like a beta test to bring out some oldies but goodies. This morning CNN (CONtrolled Neocon News) rolled out BERNARD KERIK as an expert on police tactics and response regarding Ferguson. You remember Bernie...the guy who helped CONtrol the 9/11 pre and post response. The same Bernie that GW tried to appoint to run Homeland Security or one of the Gestapo positions post 9/11. But do you remember his Federal convictions on corruption? His time in prison, but HEY...this is Amerika and once you've towed the line for the cabal, they will bring you right back in front of the sheep.

Remember that your health and your family's health is paramount. Most of the issues I address are not what I call "uplifting" and it just may not be something that some of you want to read on a daily basis and I understand that. Its reaching a very uncomfortable level in the supercycle collapse and Stay away from these sites if they upset you. I encourage all of you to stay physically and spiritually healthy. Exercise daily. Get rid of the GMO caloric poison. Try your best to reduce prescription medications that aren't absolutely necessary. Lastly take the time to talk and LISTEN to your family and loved ones. They need you too now. 

Don't worry about the gold and silver and the dollar and the stock market. That will take care of itself. Time is what's not for sale. You don't get a "do over". gl









Tuesday, August 12, 2014

FERGUSON, MO

The case for a militarized police force? Or is this a result of a more militarized police force? Are these riots only the beginning of more to come? Is this the beginning of the case to impose hardening the current soft marshal law present from NDAA and the Patriot Act? We certainly are building police forces that are viewing the public as no longer to "serve and protect" but to "beware of". 

 Look... I know that many of you really think this is all random human behavior that really has no connection to any current agenda by some higher government/corporate control agenda. Crazy talk....that really is all it is. Crazy, conspiratorial internet koo-koo bird stuff. 

That's why the appointment of a banker technocrat in Ukraine occurred a few months ago friendly to the EU. Never mind the coup overthrew a duly elected president after only a year that said no thanks to joining the EU. 

That's why Banker technocrats were appointed as Presidents in Greece, Italy etc after elected Presidents "resigned".

That's why were in our fourth stage of QE AFTER the recession was declared over and a steady recovery is "well in place". 

That's why the median family income in the U.S. is 51K TODAY.....which is exactly what it was in 1996.... THAT'S 17 years ago and its STILL the exact same.

Yeah baby.....focus on Ferguson. Its scary. It makes ya feel all warm and fuzzy with fear. You'll take that police power and LIKE IT. Like Ben Franklin said "those that would give up essential liberty to purchase a little security deserve neither". Be afraid. gl











Sunday, August 10, 2014

THE FUTURE AINT WHAT IT USED TO BE

For some strange reason I thought it might be appropriate to start off with the words of wisdom from the philosopher Yogi Berra. After some careful soul searching this weekend and transendental meditation I returned from the mountain and also found this quote from Yogi worth sharing......."There are some people who, if they don't already know you can't tell 'em". 

 I knew Red would be especially appreciative of these pearls of wisdom and other recent philosophical revelations. The rest of us in this universe will just have to muddle along trying to read the tea leaves like most mortals and usually reading them wrong.  

One leaf that is becoming a little more obvious to some of you that may have stuck around through the last three years of one of the most ridiculous bear markets in the gold miner's sector is we are gradually coming out of it. Bottoming processes take some time but this one appears to be coming to a conclusion as several quality miners such as GORO SSRI RIC EXK GPL have all had 100% moves and ON VOLUME. Will you see your old highs attained this year if you held? Maybe, but most likely it will take some time. One thing is certain, many of you will cough, choke and puke your shares up way before their highs are attained in this bull move. That is not a criticism, just the history of the game. Once the big early moves are attained I will trade them actively and reduce my account to cash for physical and hard asset purchases. That was my intention two years ago and I "just missed" it......"by THAT much". Maybe I get luckier this time.....maybe not.......we'll see.

If this doom and gloom is too much for you here then I suggest you wise up and move along. We're not going to get much "happier" here and I suggest you turn your attention to more positive influences. We have all been on this "journey" together and at some point it will end for us. I know it gets a little "weird" here but its sometimes better entertainment than reality TV.  It is a personal challenge for me to see if I can continue this blog in spite of past difficulties in this attempt. Sometimes I get it wrong, but my intentions are to just try and help. I enjoy your inputs and even the detractors so gl to all of you and gl in your trading if you're crazy enough to still be in the casino.





  

Wednesday, August 6, 2014

WHY ARE THEY SMILING?

Maybe its because they are the anchors of the number one morning slot at CNBS. Of course their 7 figure salaries are nice too. Nothing wrong with making money especially if all of you are married to producers of CNBS. Corporations apparently like nepotism today. Maybe they are smiling because they know they have the "right stuff" for their job. You know what I mean, right? To have the right stuff for this job you are required to have a certain degree of "moral flexibility"....and this trio has it in SPADES. 

During the 2008 dump of the market they spoke derogatorily if any guest came on and tried to warn the public to get out of the market. They were never at a loss to heap praise on the likes of Paulson, Dimon, or Bernanke. Buffet was a regular on Becky Quick's schedule. This trio was chosen for a reason and that reason was THEY COULD DELIVER THE MESSAGE. And that message had to be delivered by trustworthy people that would not question it.

Just to make it look good there will be an occasional deviation from their meme or even the dumbest of the sheep would be able to see them for what they are........shills. 

Notice their longevity. Its paramount the message is delivered and the messenger keeps silent as to what the real truth is. They aren't alone. Its ubiquitous and its slowly deteriorating, but it still caries a tremendous amount of influence with the sheep. Enjoy these last days, because the house is coming down. Maybe not tomorrow, but the days of this "house of pox" are ending. 

Don't invest in gold or silver or farmland etc. Invest in the stock market. That's your meme peeps. gl







Sunday, August 3, 2014

APOCALYPSE AND OTHER STUFF

Behold a pale horse and on it set death.....or at least something like that depending on your biblical reference.  Whether you consider yourself a believer or not, you can't help but be dismayed by the last few months of accelerating chaos worldwide as the economic supercycle nears its ultimate conclusion.  To young adults this may seem to be business as usual, but rest assured it is anything but.

What it definitely is.....is confusing. We have companies buying over a TRILLION dollars and maybe much more of their stocks from banks loaning them freshly printed fiat. This makes their earnings report climb the "wall of worry" while the sheep gain CONfidence that we really can print our way out of this. The truth is we CAN print our way out of this. That's right....we can...as long as the rest of the world with their resources and manufactured goods allow the dollar to remain the World Reserve Currency. Its really diabolical. Imagine having your enforcer ( the military and CIA) strong arming countries to maintain the Dollar's status. Then printing CounterFIAT reserve notes out of thin air to buy their hard work and their resources to our content. After all how do you think you can have a CONSUMER based economy. Just think about what that means.  A CONSUMER based economy.....just WHAT is that? Well of course even a sheep must have enough cognitive ability to understand that is purely just a ludicrous PONZI scheme.

 Its the old protection racket. You've seen it before. You go to the marks that are making money in their business and tell them they need to pay for protection. Of course the protection you are paying for is from the enforcers telling you to pay. Its real easy to play. You know that your biggest threat is the guy you're paying. In this case who has 800 military bases in 125 countries and CIA assets and mercenaries involved in multiple conflicts throughout the World? OF COURSE you need protection if you are a smaller developing country. Why do you think these little countries like North Korea scrambled to get some crude nuclear bombs. It was either do that ....or give your resources over for counterfiat/debt. 

The game is up and the clock is ticking for the mob. The will shift their game as a new paradigm is developed that will in fact be the old paradigm...just with a new skin.  Its accelerating right now as the music gets closer to stopping. Tremendous inroads on the dollar's supremacy have been made by the China and Russia with some of the other victims of the mob. Stay tuned but don't expect the exact timetable to be announced by the mob. Who knows.....we might even see some perp walks but don't hold your breath.











Wednesday, July 30, 2014

GDP 4% !!!!!!

That's all you really need to know. Or is it? Do you really believe that? Or, did you just look at the number and say .....really?...REALLY??? You go from two negative GDP prints and revisions with the meme that its the WEATHER!!!! Now you print 4% and you expect the sheep to swallow that with Wal Mart CEO saying the economy is collapsing for them. You have a consumer economy and virtually every big retail company is failing on their earnings.

Housing is COLLAPSING and not only collapsing but collapsing with 3% mortgage rates. Germany rates are now at a 200 Year low. France at a 500 year low. How can the world call ANY of this a slow, normal recovery. If this is stable then I dread to see what the next "stumble" looks like. 

Inventory rising was a big part of the faux GDP print today which should send shivers up your back if you realize that is occurring with record low interest rates. YOU HAVE A TAPPED OUT CONSUMER. He's finished. You've pumped a dead man up with EBT cards, disability checks, medicaid, medicare, social security, and multiple emergency programs in housing and debt aid backed by the taxpayer. The problem is there is a declining taxpayer base and EVERYONE that looks at this beyond Cramer's "Mad Dash" knows it. 

Sometimes when you listen to Cramer rant you will catch some truth that he accidentally spills. This AM while spewing just how EVERYONE is wrong about the economy/GDP and how good we are doing he suddenly blurts out that Waste Management (good ol buttfox's stock) announced recently that its VOLUME OF TRASH is declining and Cramer (appropriately) continued how concerning this is because it reflects a DECLINING economy/GDP. You see....even the shills trip up in their spew if you just listen.

So what does this mean for us? We are just sheep, but maybe we can glean a pearl from this circus.  If you can filter the noise, you can see their is a real time acceleration in the game. We are rapidly approaching a resolution. The number of countries on fire right now are staggering. The level of tension continues to be ratcheted up by the Western banking cartel. The proverbial rock and a hard place is about to be discovered by Yellen. She will be told what to do and you need to understand what her instructions will be ....NOT what she might do but WHAT she will be told to do.

She will "Pull it". Just as Ben did when he came in. He knew he had to do it and she knows her job. Of course there may be cover for it this time depending on Wars, false flags/terrorists events, "natural" disasters" such as viruses/earth quakes/hurricanes.....but all of these black swans are still part of her job which is to make sure we wash out the "speculators".....which is the "dumb money" and she will. 

Its one big poker game in a casino where the "eye in the ceiling" is really going to take ALL the chips when the table tilts. gl