marți, 29 septembrie 2009

Linkuri pe scurt

Azi, o lista mai scurta de linkuri. Pentru ca asa cum ziceam si ieri, lucrurile sunt neobisnuit de calme pentru o toamna care se anunta frumoasa.

Incepem cu Chris Martenson care ne povesteste cum anul acesta FED-ul a bagat in imobiliare mai multi bani decat valoarea totala a investitiilor derulate pana in luna august. Asta da "revenire" a pietei imobiliare...

Federal Reserve Buys More Than 100% of Mortgages Issued in 2009

In other words, the Federal Reserve alone bought $722 billion of mortgages and agency debt when only $686 billion in new mortgages were issued. So, through August, the Fed bought more than 100% of the entire supply of new (purchase) mortgages in 2009.

That's not a free housing market; that's a market bought, owned, and sustained by the Federal Reserve's willingness to print up three quarters of a trillion dollars out of thin air.

Se pare ca tot FED-ul e cel care si-a bagat coditza si in piata aurului. Si nici prietenii nostri de la FMI nu sunt straini de aceasta poveste:

Is The Fed Hiding Gold Swap Arrangements With Foreign Central Banks?
While the letter is far from the first official admission of central bank scheming to suppress the price of gold (for documentation of some of these admissions, it comes at a sensitive time in the currency and gold markets. The U.S. dollar is showing unprecedented weakness, the gold price is showing unprecedented strength, Western European central banks appear to be withdrawing from gold sales and leasing, and the International Monetary Fund is being pressed to take the lead in the gold price suppression scheme by selling gold from its own supposed reserves in the guise of providing financial support for poor nations.
Apoi, despre dolar si zilele numarate ale acestuia:

Japan might prove dollar's nemesis, not China
Hong Kong: Chinese policymakers' recent statements on the need for an alternative to the US dollar as a reserve currency have given rise to frenzied speculation that the country might at some stage "drop the bomb" --- that is, sell its massive holdings of US Treasuries.

But David Roche, president of independent research consultancy Independent Strategy, reckons the monetary "nuclear option" might instead be exercised by Japan, where public debt runs at 170% of GDP and a new, "clueless, populist, big-spend" government recently took office.

Revenind pe plan local, ar mai fi o sansa pentru "atac la RON" din cate se pare:

Bogdan Baltazar: Actuala criza politica ar putea da nastere atacurilor speculative pe leu
Analistul financiar Bogdan Baltazar spune ca momentele de vulnerabilitate politica si economica precum criza din coalitia de guvernare PSD-PDL sunt insotite de atacuri ale jucatorilor speculativi asupra leului. “Sper ca BNR sa fie vigilenta pentru a putea contracara aceste atacuri si sa mentina actualul coridor de curs”, a declarat Baltazar.
Acuma, nici pentru personajul de mai sus n-as baga mana in foc, ba chiar din contra:

Consultanti de plastilina. Azi, Bogdan Baltazar

Este deci vorba de un personaj foarte activ, care in ciuda varstei inaintate nu vrea sa rateze nici o oportunitate. Mi-l imaginez rostind discursuri fulminante de infierare a Guvernului presupunand prin absurd ca Romania nu s-ar fi indatorat la FMI pentru a salva pielea bancilor straine. Ma mai intreb ce parere o avea dl Baltazar despre cresterea rezervelor minime obligatorii la nivel mondial si despre reducerea leverage-ului pentru a evita o viitoare criza financiara.
Dar e vorba de criza economica si aici dupa cum s-a observat, oricine are o parere. Si cum sa nu te bucuri cand auzi vestile asa-zis proaste care semnalizeaza de fapt prabusirea actualului sistem putrezit pana la radacina... ?

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