Stiri pe scurt

Nici nu stiu care sa incep. Toate trei sunt tari. Hai sa o luam cu nemtii intai. Daca tot aniversam doi ani de la Lehman si ne intrebam ce va urma, eu zic ca un Hypo ar merge acum. Si astia au mancat prea multe savarine... :)

Hypo Real Estate: un sac fara fund, sau un Lehman Brothers nemtesc? Cu inca 40 de miliarde de euro, statul german incearca sa salveze banca de la faliment

Banca de investitii imobiliare Hypo Real Estate (HRE) are din nou nevoie de o gura de oxigen de la statul german. Cele 7,7 miliarde de euro capital si garantiile de stat in valoare de 102 miliarde de euro primite in 2009 n-au ajuns pentru ca banca sa fie salvata de la faliment. In toamna anului trecut, ea a fost etatizata. Acum, noua solicitare de 40 de miliarde de euro garantii de stat pe termen scurt pentru HRE este negociata in Parlament.

Guvernul german se teme de umbra Lehman Brothers si ca prabusirea unei banci relevante pentru sistem ar putea duce insusi sistemul de rapa. Too big to fail, in varianta nemteasca.

Iote paienjenisul si cum sunt legate intre ele dominourile. Se vede clar cum a impartit AIG banii primiti de la stat si cine pica mai departe daca nu o nationalizau. Pentru cei care au uitat cum arata imaginea de ansamblu. Tot pentru o imagine de ansamblu recomand urmatorul articol apropo de monede:

Greenspan’s Warning on Gold

Alan Greenspan spoke at the Council on Foreign Relations earlier today, and what was his advice? That central bankers should be doing what these columns, among others, have been rattling on about, namely that they should be paying attention to gold. “Fiat money has no place to go but gold,” the former Fed chairman said at the Council

Said the former Fed chairman: “If all currencies are moving up or down together, the question is: relative to what? Gold is the canary in the coal mine. It signals problems with respect to currency markets. Central banks should pay attention to it.”

To which, forgive us, one can only say, “Now he tells us.” The fact is that if Mr. Greenspan governed the Fed with an eye on gold, it wasn’t a particularly steady eye.

Iar in final, inca o bucata de la NIA. Despre care stiu ca se zvoneste ca are unii autori implicati in recomandarea de tot felul de actiuni bursiere mai dubioase. Eu nu spun sa cumparati actiuni de la ei. De fapt nu spun sa cumparati actiuni de fel, ci doar sa cititi articolul de mai jos, care contine niste idei foarte bine prezentate:

Americans Enjoying Final Days of Artificial Economy

The Chinese have had enough of slaving in factories for $30 per week while Americans sit home on their couches, collect $400 per week in unemployment benefits, and consume the goods that the Chinese make. Chinese manufacturers are now being forced to increase the wages they pay to workers and these costs will be passed on to American importers of Chinese goods like Wal-Mart.

Wal-Mart recently eliminated their "rollbacks" on grocery items in the U.S. Grocery prices at Wal-Mart rose by a shocking 5.8% in July from June. In fact, some items in Wal-Mart like a 36-ounce bottle of Windex and a 12-ounce box of Quaker Oats rose in price by 51% and 66% respectively in July over June. Considering that in 29 states, Wal-Mart controls more than half the grocery market, almost all Americans are beginning to feel the effects of massive price inflation.

With 70% of the goods sold in Wal-Mart made in China, NIA believes that Wal-Mart's massive price increases for grocery items will soon spread to all other items sold. It is crystal clear for us to see what is ahead for U.S. prices of consumer goods, yet the mainstream media continues to talk about deflation. Cotton prices have surged 28% during the past two months to their highest level in 15 years. That alone guarantees higher clothing prices, but combined with the wage situation in China, Americans could see an unprecedented surge in clothing prices in the months to come.

A massive outbreak of price inflation is already taking place all around us, as Americans enjoy their final days of our artificial economy that is being propped up by China and Japan. Some people say China and Japan continue to buy and hold U.S. treasuries because of our overpowering military presence, but when they start dumping our treasuries and the bond bubble bursts, the U.S. military regime will come to an end.

P.S. Rog luati in considerare ceea ce spuneam AICI inainte de adaugarea unor eventuale comentarii. Va multumesc.