And it might v just be the best chance the Fed and its TBTF owners have to deflect blame for what is to come from themselves (and they can reacquire the gold they've sold for a huge discount in float scam terms).
Actually, I rather expect that the Fed and its owners will choose to end CapnSandsCrew's games permanently b when they come to realize how the imbalance they create can and will be redirected to their detriment. This, the semi stable path.
I don't flip anything. I help to bring new to the world scientific innovations in food, energy, water and healthcare to the marketplace. It is completely different than churning money to take a cut. It is what improves quality of life over time. INVESTING creates value... Wall Street used to create value when it still had investment signal (which has now been drown out with trading noise).
Not complaining. I'm exposing it for all to see and understand. The public will decide how kosher all this #$%$ is...
Indeed funds which have been systematically stuffed with float scams and gutted of real investments. Sorry, not going to play out as expected this time... Wall Street has completely eroded investor trust, plus demographics are a secular headwind that will lead to equity outflows for the next decade.
The Federal Reserve Note... Let's talk about the Fed's balance sheet and how interest rates rising affect it... Let's see. REALLY long duration bonds -- US Government and mortgage backed securities. What happens to the value of those instruments as interest rates rise? Let's say to 5%. What about Sybs' scenario of 15%?
Now, the Fed won't realize the losses because money would mean nothing. But, let's just focus on US debt payments. What is our current structural budget deficit? Ceteris paribus, what would it be at 5% on all $17T? What about 70's style 15%?
There is only 1 semi stable path to bring financial assets back into balance with the real economy without collapse in which the bankers lose everything.
Both accumulated liabilities and ongoing flows... You really should embrace it. We'll end up in the same relative place regardless. All other paths experience collapse (in which case the bankers lose everything).
In case people missed it, I will reiterate. AMZN is extraordinarily vulnerable to a macro v shock because of its historical use of the cash conversion cycle (working capital) rather than profits or true discretionary free cash flow...
The analyst community has been grossly negligent. Something tells me there will be plenty of material omissions again in the offering docs..
Trendy, we miss you on the NFLX board. You seen to have pulled a Nemy and disappeared now that your story isn't working... Up or down in Q3?
Crazy Ivan. They know once the stock has a descent to non bubble valuations, the subsidy of deferred compensation (of which they are likely unaware) would drop, putting real pressure on a business that does not b generate true discretionary FCF. Plus, Amazon is extraordinarily vulnerable to a demand shock (due to historical use of cash conversion cycle to finance growth), so it needs to raise more capital.
When investors and those tired of the Wall Street trading games simple exit all scam stocks and convert to gold, all the game end. And, they will preserve real wealth in the process and make sure those responsible easy the losses. I'm serious. Investors need to assert themselves and put investment signal back into the marketplace. The float scam operators are VERY vulnerable here...
It may not only be about energy, but it is necessary for the economics of the energy consumption in mass transport to be viable. Some might think about extending this framework to the fundamental tradeoff embedded in Amazon's business model.
That's the first post I've seen where someone has actually analyzed the energy content of the drone delivery. At best of the drone delivery will be a niche offering because the economics simply won't work for broad based distribution.
Next week, I will post detailed explanation of why people must divest float scams and buy gold to protect themselves (and show how gold has essentially become free in float scam terms) since QE3 (and 33% cheaper in NFLX terms since last earnings). I encourage those of you tired of the games to email to friends and family and to repost/retweet to other message boards and networks of people who are tired of the financial sector abuses.
The trading games are doing real damage to the real economy.
They really cannot be run both ways cash... They depend upon imbalance... On a disconnect with fundamentals so that people are willing to pay for "protection" or "upside". That is, at the core, why weekly option manipulation has exacerbated the imbalance and is destroying the proper functioning of the "market "
It has everything to do with the balance sheets of Central Banks and their solvency (because all the government and MBS are bad debt absent significant inflation), thus the value of the fiat that they issue. Should interest rates normalized, the most heavily levered balance sheets in the financial sector are in trouble.
Surest path to a global reset would be a default in gold (which includes cash settlement) because no one trusts Central or TBTF banks.
Micro electrical mechanical system, Sybs... The things powering smartphone (accelerometer, gyros, pressure sensors, etc) and the "internet of things" (IoT) that is the latest hype cycle. Foundational.
Yes. Other rigged markets cannot withstand absurdly overvalued currency being used to buy undervalued assets upon which global financial system depends (because no one trusts financial institutions anymore). Gold breaks and everything comes unhinged... Imbalance creates instability...
Not crying... Fighting. Broadened my focus to include other outliers while tracking a cross section for quarterly ETF stuffing. Doing what you suggested I should have long ago.
Actually cash called the drop with uncanny accuracy. He knows cap n sandscrew technical painting well...