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techstrategy 2291 posts  |  Last Activity: 21 hours ago Member since: Nov 9, 2010
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  • techstrategy techstrategy Dec 13, 2014 12:06 PM Flag

    Actually Sybs, I'm encouraging everyone to do exactly that. The market is broken, but only because PEOPLE no longer vote their values with their wallets, both as consumers and investors. We are allowing ourselves to effectively be robbed on a daily basis. And yet, those stealing from us could not be more vulnerable. If everyone pulled their cash from the banks, TPTB and TBTJ would lose EVERYTHING because it would expose the true nature of the financial asset ponzi. I'm simply offering a path to avoid catastrophic social instability as we transition away from the financial asset ponzi. Any system run for those who create no value at the expense of those that do is certain to collapse. I've intentionally encouraged people to only raise 3% or so physical cash so as not to engender cascading collapse. TPTB, including TBTJ, will be much better off choosing the semi stable path. If not, even the Rothchilds will find that they cannot take their "wealth" with them and even all the militaries in the world cannot protect their progeny (infinite perimeter into perpetuity).

    It's time to restore Capitalism. We are up against fundamental system level AND distributional constraints (geopolitical, demographic, etc). There is 1 and only 1 semi stable path out of this mess.

  • techstrategy techstrategy Dec 13, 2014 9:29 AM Flag

    And since it appears that the government is no longer capable of putting its citizens before its financial captors (many awakening to that from the Cromnibus derivatives legislation), WE THE PEOPLE, as consumers and investors, can and must do it for ourselves. There are trillions in essentially fraudulently priced financial assets that we can convert to restore integrity and investment signal to the market and heal the real economy.

  • techstrategy techstrategy Dec 13, 2014 8:53 AM Flag

    Humorous. China has controlled our currency for years. It's been pegged to create jobs in China while gutting the manufacturing here. It's destroyed our working class, who unlike those running the financial asset ponzi, capture value through labor as producers (not claims conjured from fractional reserve banking on others savings).

    We've seen how fun it is to try to use those tanks in Iraq and Afghanistan... Thousands of soldiers have list their lives. More suffer from PTSD because they are always at risk in difficult environs. And now we are messing with a nuclear power. All for oil that we allegedly can produce in abundance at slightly higher prices. Yet, holding oil low simply enables continued value destroying malinvestment. It is actually UNDERMINING domestic employment and not just in Shale areas, but throughout the economy.

    We don't need to go back to a gold standard. All we have to do is start accumulating gold aggressively so that China will gave the choice of getting it if it's own way and letting its currency appreciate (providing a wealth and income boost to 1.3 billion people, unleashing the Chinese household sector add the engine of global demand growth) or send the gold it has accumulated to hedge the eventual USD drop.

    The G3 Central Banks were trying to force the neomercantilist nations (generally Asian countries overinvesting in production for export led growth) to let their currencies appreciate by devaluing ours with printed money. But, as I've said many times, they instead gave money to TBTJ banks to front run financial assets (another public subsidy / wealth transfer to TBTJ banks), which used the money to extract trading profits and create these job distortions which reward eliminating domestic jobs (and which will prove uneconomical when the factor cost distortions end). All they had to do was make it VERY expensive for China to hedge with gold. All they have to do is put their citizens before TBTJ banks.

  • And avoid an ugly quality collateral shortage... is to have unproductive financial assets (UST) lose value in real terms (gold), which is what should have happened all along but for closed system competitive currency devaluation and systemic manipulation of the gold "market". But, those trying to hold gold back now are extraordinarily vulnerable as it has migrated to strong hands and is nearly free in essentially fraudulently priced financial asset (especially Protection Racket) terms.

    It also happens to be the only way to deal with the distributional wealth constraints to be able to honor commitments in nominal terms.

  • Reply to

    Tech won't admit he could be wrong on something

    by cashback_7 Dec 11, 2014 11:21 AM
    techstrategy techstrategy Dec 12, 2014 9:32 PM Flag

    Rather than complaining that I won't admit to being wrong (have been on price action, but correct on the underlying fundamentals, constraints and the endgame), you'd be better served opening your mind to consider what will happen if the disconnect between fundamentals and technical driven trading closes in favor of fundamentals...

  • Reply to

    Four subject for the weekend to discuss

    by cashback_7 Dec 12, 2014 4:10 PM
    techstrategy techstrategy Dec 12, 2014 5:11 PM Flag

    You frame it wrong. It's true capitalism versus Financialism. I'm a believer in Capitalism, where investment comes from savings (production less consumption) rather than claims conjured from nothing via fractional reserve banking.

    Putin is a distraction used to hide the true cause of the global macroeconomic and social instability, which is the financial asset ponzi, pure and simple.

  • techstrategy by techstrategy Dec 12, 2014 3:36 PM Flag

    Because people holding trillions in essentially fraudulently priced financial assets are looking for any opportunity to add at an even bigger discount. There's only an order of magnitude disconnect between financial assets and real assets...

  • techstrategy techstrategy Dec 12, 2014 1:54 PM Flag

    Quite the contrary. I don't want a high stakes game / conflict with a nuclear power simply to cover up the true cause.... the financial asset ponzi. Having said that, I'm much rather have Putin directly or indirectly take out the Saudi export oil terminals that can be rebuilt in time that respond militarily....

  • techstrategy by techstrategy Dec 12, 2014 1:45 PM Flag

    NFLX synthetic finance leverage ratio: 2.4
    Upper Deck a little under 1...

    Because who cares what happens in the real economy as long as the Racket can abuse asymmetric leverage and knwledge of positions pront money to feed itself....

  • techstrategy techstrategy Dec 12, 2014 1:32 PM Flag


  • techstrategy techstrategy Dec 12, 2014 1:30 PM Flag

    What's going on is a complete collapse of trust in our financial system and our government, which has been functioning of, by and for those who created the financial asset ponzi.

  • techstrategy by techstrategy Dec 12, 2014 1:24 PM Flag

    Injected another $13B today... Looks like it's going to get exceptionally interesting for EOY (starting next week for witching, I suspect...). Cash and gold are the only tail risk hedges you need...

  • techstrategy by techstrategy Dec 12, 2014 1:09 PM Flag

    Without question is the epitome of the Scamalyst. I wouldn't want to be him when all of this unwinds. There are going to be many very angry and armed Americans.

  • Reply to

    My take: Tech is done for today

    by cashback_7 Dec 12, 2014 12:46 PM
    techstrategy techstrategy Dec 12, 2014 12:55 PM Flag

    The next week is going to be really fun... Virtually everyone is on the same side of everything.... and completely aligned against fundamentals. Right now, the game of abuse of knowledge of positions is winning as targeted takedown of those on the right side of fundies is accomplished by abusing asymmetric leverage/control of money supply. But, at ANY point, certain other entities (like China) could call and raise, simply by taking a tiny fraction of USD ForEx or UST and buying squeezing gold.

    I will always stay aligned to fundamentals.

  • techstrategy techstrategy Dec 12, 2014 12:35 PM Flag

    If you look back through my posts, I argued that a CO2 or gas tax is effectively a value transfer from oil producers to consumers. Happening in China now. But, doesn't change the unit economics. We're going to be in GREAT shape.

  • techstrategy techstrategy Dec 12, 2014 12:24 PM Flag

    As I said, no fan of Putin. But, distorting all price discovery simply to obfuscate the true cause of all of our problems (the financial asset) doesn't solve anything. There is 1 and only 1 semi stable solution. The financial asset ponzi necessarily will collapse in real asset terms and financialization has already redistributed almost all the "wealth" to very few by allowing phantom claims not born of savings to be "invested" and capture the flow of value from producers and true investors.

  • techstrategy techstrategy Dec 12, 2014 12:13 PM Flag

    So, what's your gold target anyway? Just wondering...

  • techstrategy techstrategy Dec 12, 2014 12:12 PM Flag

    And I appreciate your help. But, I'm quite comfortable here. Our bio derived transportation fuel will do quite well. All the predatory oil washout does is ensure a steeper ascent once depletion takes sufficient supply offline. Given that very have no material penetration into the market opportunity now as the washout is taking place, we capture only the benefit...

  • techstrategy techstrategy Dec 12, 2014 12:03 PM Flag

    Casino is in the process of being shut down. And gold will surge, regardless of which direction the move it. Those that reserve cash for oil asset owners (rather than speculative commodity movements) will win big because the real option value dramatically exceeds what it will trade for as people panic.

    Once again, this is all nearly infinite abuse of what is actually finite real asset leverage... Matter of time. Bio derived liquid fuels will make me plenty. You don't know what you don't know Cash....

  • techstrategy by techstrategy Dec 12, 2014 11:47 AM Flag

    Synthetic Leverage Ratio: 1.94
    UpperDeck Unloading: 1.53

    Both very high for AMZN... They're gonna run the glorified theft operation until it all breaks...

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