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USA: The Economy & The Fat Kid

WARNING: This is Version 1 of my old archive, so Photos will NOT work and many links will NOT work. But you can find articles by searching on the Titles. There is a lot of information in this archive. Use the SEARCH BAR at the top right. Prior to December 2012; I was a pro-Christian type of Conservative. I was unaware of the mass of Jewish lies in history, especially the lies regarding WW2 and Hitler. So in here you will find pro-Jewish and pro-Israel material. I was definitely WRONG about the Boeremag and Janusz Walus. They were for real.

Original Post Date: 2008-01-09 Time: 00:00:00  Posted By: JoAn

This article was submitted by the author, Mr. Darryl Shoon. Indeed it is interesting to see the people who are showing up at AC of late! His web site link is at the bottom of the article. I went there and I also did a search on him and he has a LOT of articles on Gold and how to survive the coming hard times. We have one more article of his to post, and I believe Jan will put it up a little later. It is a PDF file. JoAn

The Economy & The Fat Kid
Credit-based economies constantly need to expand in order to service constantly increasing levels of debt. Central banks adjust the flow of credit to maintain the balance between economic expansion and economic contraction.

Then one day, a fat kid shows up at the playground. While everyone knows it's a private playground and admittance is strictly controlled, no one knows where the fat kid came from or how he got in. Nonetheless, the fat kid's there. Then the fat kid walks over to the teeter-totter and sits down. The fat kid's end of the tetter-totter slams to the ground as the other end skyrockets up; tossing all those on the high end off. The name of the fat kid is risk.

RISK IS IN THE HOUSE

LIBOR's getting high
As central bankers try
To calm the markets down
But risk is back in town

Risk is in the house
YO!
Risk is in the house

Credit lines are drawn
Where's the money gone
Spreads are growing fast
Markets sucking gas

Risk is in the house
YO!
Risk is in the house

Triple A means squat
Commercial paper rots
Monolines are down
‘Cause risk is back in town

Risk is in the house
YO!
Risk is in the house

Risk is going ’round
Can you hear the sound
As tranches hit the ground
‘Cause risk is back in town

DON'T BLAME THE FAT KID
THE ROLE OF RISK IN FREE MARKETS

When the dot.com bubble burst in 2000, it was the largest collapse of a speculative bubble since Japan's Nikkei crashed in 1990. The Nikkei plummeted from its high of 38,957 down to 7,607, dropping 80% over thirteen years and setting in motion deflationary forces still in effect today.

It was deflation that spooked “Easy Al” Greenspan to open the floodgates of credit in 2002 hoping to prevent deflation from then gaining a foothold in the US economy. Greenspan's gambit, however, backfired. The crisis feared by Greenspan did not materialize(151)—but another one did.

Although 1 % credit from the US Federal Reserve and 0 % credit from Japan staved off a potentially lethal wave of global deflation in 2002, it also caused a collapse of credit markets that is now threatening the underpinnings of credit-based finance in 2007/2008; and, it did so by virtually banishing market risk for five years.

Between 2002 and 2007, risk went into hiding as central banks flooded the markets with cheap credit; allowing capital flows to mask losses while boosting asset values to record levels. Billions of dollars of central bank credit translated into trillions of dollars of leveraged bets creating bubbles in all asset classes(151)—real estate, stocks, commodities, and even bonds.

Global market risks, temporarily hidden by cheap credit, have now reasserted themselves with a vengeance. With many AAA rated bonds now suddenly worthless, buyers of Wall Street's now suspect wares have deserted the credit markets in droves. The rush for returns has been replaced by a rush to safety, reflecting the sentiment penned by the 19th century humorist Mark Twain:

I am more concerned about the return of my money than the return on my money.
Risk is back and no matter what the playground supervisor tells us, we know the playground's not safe. Even the big kids are falling off the ladder. The fat kid's back and so is the whiff of deflation.

Darryl Robert Schoon
www.survivethecrisis.com
www.drschoon.com