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hisah
#681 Posted : Friday, January 21, 2011 8:20:45 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@scubidu - i'm always a skeptic of the so called CPI or inflation index since most govts always tend to misrepresent their models (using hedonics) to suppress purchasing power erosion. At the moment world bank & treasury say the GDP of KE has expanded in a snappish fashion, but the taxman has missed his targets... I leave it at that.

If citi's peers are to follow suit, the avalanche of dollars will create a meltup case, which the fed bank will find difficult to mop up (hiking rates would worsen the situation). That would make the Dow regain 14000 easily (not based on fundamentals) while precious metals & other commodities (oil, food etc) rally to the skies as dollars become paper. If the Tunisian govt lost due to a simple food riot event & jobs, think of a global food riot due to valueless dolllars compounded by the current strange global weather conditions.

updated - US food stamps - http://www.forecastforto.../un-freakin-believeable/
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Friday, January 21, 2011 8:41 AM | Reason: Not specified
hisah
#682 Posted : Sunday, January 23, 2011 1:35:12 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
One very angry Irish commoner... The tape is the same across Europe.

http://www.youtube.com/w...feature=player_embedded

http://www.youtube.com/watch?v=zqx4E5tq1Bo - But the Euro is stronger; for how long...Liar d'oh! Pray
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Sunday, January 23, 2011 2:10 AM | Reason: Not specified
karanjakinuthia
#683 Posted : Sunday, January 23, 2011 10:31:53 PM
Rank: Member

Joined: 11/13/2006
Posts: 551
Location: Nairobi
The Sovereign Debt Crisis is crossing the Atlantic Ocean from southern Europe onto mainland U.S.A. The signs are already manifesting themselves with investors pulling monies out of municipal and state debt. Bloomberg reports that unsecured creditors of Vallejo, California will be paid 5% to 20% of their claims. Trends ...in the States are known to migrate from West to East. Turbulence will be witnessed in the political scene akin to Iceland, Ireland and Greece.

The U.S. Dollar can only enjoy temporary rallies due to the travails of Europe. It is no long term safe haven.

"Policymakers are working behind the scenes to come up with a way to let states declare bankruptcy and get out from under crushing debts, including the pensions they have promised to retired public workers."

Read more:

http://www.nytimes.com/2...FusA&pagewanted=all

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hisah
#684 Posted : Monday, January 24, 2011 10:26:09 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@KK - the municipal bond carnage will make a number of states fold. I wonder how the US plans to get itself out of the debt jail for the money print press is about to run out of ink!

In Europe I'm also following the vatican bank scandal, the swiss banks sagas behind the scenes, deutsche bank, all frothing due to the euro CDS crackpot.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#685 Posted : Monday, January 24, 2011 5:58:07 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
For those that have been following the Zeitgeist documentaries, which discuss the need for change from the current exploitative/imbalanced global monetary system, the new series - part 3 - was released last week.
Trailer is here - http://vimeo.com/15520868

You can watch free online from tomorrow - http://www.zeitgeistmovingforward.com

Part 2 can be watched free here - http://vimeo.com/13770061
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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karanjakinuthia
#686 Posted : Tuesday, January 25, 2011 9:26:31 AM
Rank: Member

Joined: 11/13/2006
Posts: 551
Location: Nairobi
@ Hisah. At the bottom of this article you will find the see-no-evil analysts who are proclaiming that the concerns over the municipal debt sell off is overblown.

November 3rd, 2010 was a turning point in this market. There's a potential for a 8.6 month decline or longer. June 12th, 2011 will be a red letter day for this market. The charts of muni bond funds exhibit a dangerous waterfall type decline.

Phase II of the Debt Crisis is in gear.

"Just as fears about a heavy sell off in the municipal bond market seemed to be easing, Standard & Poor's issued a warning that this year could bring a potential surge in the number of downgrades of bonds issued by state and local governments.

States including California, Illinois and New York are strapped for cash and dealing with deep budget deficits, sparking fears that states and cities could fall short in payment obligations to muni bond holders."

Read more:

http://finance.yahoo.com...=6&asset=&ccode

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karanjakinuthia
#687 Posted : Tuesday, January 25, 2011 9:41:22 AM
Rank: Member

Joined: 11/13/2006
Posts: 551
Location: Nairobi
Seeking Investments in Financial Services, Consumer Goods, Business Services and Industrials

Geography: all emerging markets except the Middle East, Russia and former Soviet countries, Zimbabwe, Sudan and Somalia.

Sector: financial services, consumer goods, business services and industrials.

Transaction size: US $50MM and above.

Material minority stakes or control deals are welcome. The caliber of management team and shareholder alignment on exit are obvious must haves.


Please let me know of a good candidate via karanjakinuthia@hotmail.com


Kind regards,


Kinuthia Karanja
Deal Flow Provider,
www.thefmsgroup.com
Skype: kinuthia.karanja
Mobile: +254722845343
http://ke.linkedin.com/p...thia-karanja/1b/501/479
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hisah
#688 Posted : Tuesday, January 25, 2011 10:03:46 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Will MV-Mubarak tank like MV-Ben-Ali. Banning twitter in Egypt is not going to help quash the protests. Live feed for protests - http://ustre.am/t6oN

http://crowdvoice.org/em...ce-brutality-in-egypt/#

http://www.flickr.com/ph...sets/72157625902989604/

On twitter this is the highest trending tag - #jan25 - search it on twitter to follow the latest development. Tunisia lit the anti-old-political order powder fuse in North Africa. So what happens when the same happens to Europe...?
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Tuesday, January 25, 2011 10:46 PM | Reason: Not specified
hisah
#689 Posted : Thursday, January 27, 2011 6:33:30 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Ron Paul & son reintroduce audit the fed bill now both @ the house & senate. If dad & son have it their way, financial markets will catch a cold...
http://ca.finance.yahoo....e-bw-1942148962.html?x=0
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Scubidu
#690 Posted : Thursday, January 27, 2011 12:29:34 PM
Rank: Veteran

Joined: 9/4/2009
Posts: 700
Location: Nairobi
Another enlightening article from the Wall Street Journal. I guess more people are asking questions cause they can't believe the numbers.

Why You Can't Trust the Inflation Numbers

Read more:

http://online.wsj.com/ar...50317610.html?mod=sf2tw

“We are the middle children of history man, no purpose or place. We have no great war, no great depression. Our great war is a spiritual war, our great depression is our lives!" – Tyler Durden
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