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12-04-21  carib

Spaldo: agreed.

12-04-21  spaldo

carib, at our end it is a politically broadly supported intention that ecological and social costs should be fully reflected in economic prices as quickly and as sustainably as possible:
intentional inflation with re-education effect


12-04-21  carib

Pill: I was thinking to RE assets first.
If prices go up, on average, by 3%, and you can borrow at 1%..
you get a house for free by mortgage.
But also normal equities go up via negative rates, for two reasons: savings no longer go into bonds, or stay in cash, and must go somewhere. A corp paying a 3% dividend is more attractive than a bond paying 0%, and if the company can borrow at negative rates...

12-04-21  victor

pana, Pablo Escobar never held elections to run the Cali Cartel

//

medellin cartel... :-))

cali cartel was run by the rodriguez orejuela brothers


btw, i bet you never visited medellin or cali.. :-))

they hate pablo in cali, but some love him in medellin

12-04-21  pillz

Carib, there is indeed an asset price inflation , but why it is fuelled by negative rates ? or do you mean RE as asset ?

12-03-21  carib

Pill: there is also asset price inflation, fuelled by negative rates.

12-03-21  pillz

Carib, imo the inflation come from tapering , and not from interest rates ..

//

and also the lost chain of goods , because of the corona ..

12-03-21  carib

Pill: I agree.

12-03-21  pillz

Former Treasury Secretary Lawrence Summers said that Federal Reserve Chair Jerome Powell ought to signal the possibility of raising interest rates four times next year, in order to restore what he argues is the central bank’s lost credibility on fighting inflation.


//

Carib, imo the inflation come from tapering , and not from interest rates ..

12-03-21  carib

Former Treasury Secretary Lawrence Summers said that Federal Reserve Chair Jerome Powell ought to signal the possibility of raising interest rates four times next year, in order to restore what he argues is the central bank’s lost credibility on fighting inflation.

12-03-21  spaldo

carib,
the FED acts only as a driven.
The FED is buying time with ZIRP until enough cheap energy is available again to allow the per capita energy consumption of the world's population to grow in an "environmentally friendly" way. The only chance we have to my knowledge is that a breakthrough in nuclear fusion will be achieved.
As decreasing per capita energy consumption equals Great Reset.
If per capita energy consumption stops increasing, then there is no other option but to switch to a coercive system which we dispise so much. On the other hand this is not a coup by "elites".
Good luck to all!



12-03-21  spal

Carib - yes - agree. And certainly the speculation concerning when is wild.

12-03-21  carib

Spal: I mean.. the theory the FED will never again raise rates.

12-03-21  spal

Spal: that is russian roulette,


===

Welcher, Was ... not following?

12-03-21  carib

Spal: that is russian roulette, without knowing if the gun has one bullet, several or zero.

12-03-21  carib

Pill: Munger is 97.. but he has billions I do not have..
:-)

12-03-21  spal

The forward market believes rate cuts, not hikes are coming.

The bond market message should be easy to interpret. The Powell Fed has blown it. It's too late to taper and then hike.

If the Fed tries, it will trigger a recession. Alternatively, a steep selloff in the stock market might easily trigger a recession in and of itself.

I remain unconvinced the Fed will get in any rate hikes at all.

https://mishtalk.com/economics/the-bond-market-is-talking-and-eurodollars-just-inverted-are-you-listening

12-03-21  spal

Note that these smash-and-grab robberies aren’t confined to poor neighborhoods in big blue cities, but have spread to middle-class and upscale areas -- areas frequented or inhabited by the affluent, (mostly) white progressives who have favored defunding police and emptying prisons.

Their virtue-signaling about equity and justice is well and good until they become victims -- or, at least, feel threatened. The chickens are coming home to roost throughout blue America.

====

You reap what you sow.

12-03-21  pillz

over valuation

12-03-21  pillz

Berkshire Hathaway Inc.’s Charlie Munger told a conference Friday that markets are wildly overvalued in places and that the current environment is “even crazier” than the dotcom boom of the late 1990s that subsequently led to a bust.

//

Carib, how can one compare the dotcom of the late 1990 and todays ever valuation ? we are at 0% interest rate and usually even with over valuation there are big tech that make big money ...

12-03-21  panasonic

Spal, no joke Veni had endless elections and all candidates ended in jail, Pablo Escobar never held elections to run the Cali Cartel.

12-03-21  spal

Panas ...I know you are joking at least.

12-03-21  panasonic

Savo, Maduro simply has to say ... I'm not giving up power, Veni is not a democracy, so lets do biz under that premise, masks off.

12-03-21  savo

pana a policy based on sticks and no carrots... no dialogue... continues empty threats... and the support of a band of thieves abroad whose job has become the looting of external veni assets... can only exacerbate the dictatorship and make matters worse.

The US is doing everything wrong in this case...and has been for the last 10 years.

All that needed to be done was say to the cubans... to the question.. "are you going to change strategy with the maduro regime"... "yes we are, as the previous one promoted by you has failed...we will keep you informed"

12-03-21  panasonic

Savo, two things

1) World should learn how to deal with Veni regime in different ways.

2) Maduro must accept that he is a dictator, and stop pulling bad elections shows.

12-03-21  savo

Maduro Ousts EU Mission to Venezuela After Election Crackdown
2021-12-03 00:19:45.734 GMT


By Andreina Itriago Acosta
(Bloomberg) -- European Union electoral monitors are being
kicked out of Venezuela days before their scheduled departure
amid a clamp down by the government of Nicolas Maduro following
last month’s elections.
E.U. analysts and a handful of staff members will fly out
this weekend after the foreign ministry refused to extend their
visas, according to a person with direct knowledge of the
situation. They received an order to leave the country from the
foreign ministry and the National Electoral Council, the person
said.
Neither the ministry nor the electoral council responded to
messages seeking comment.
The team had planned to be in the country until Dec. 13
under a schedule agreed to with the council and blessed by
Maduro’s government.
But tensions began to grew in the run up to the election
when Maduro preemptively dismissed their findings. He then
accused the monitors of being “spies” following the release of a
preliminary report that pointed out shortcomings and
irregularities in the Nov. 21 regional elections. The decision
to kick them out early further stains elections that Maduro has
promoted as free and fair.
The country’s high court, which is stacked with government
loyalists, has already intervened in a governor’s race, calling
a repeat after an opposition candidate led in the vote count.
Authorities have harassed mayors elected from opposition
parties. In another state race won by the opposition, Maduro is
stripping the governor-elect of some powers.
The E.U. sent 130 people to monitor the vote, its first
delegation in 15 years. While most observers already left, those
that remain were conducting interviews, following up on
objections to the electoral process from candidates and parties,
and gathering information for a final report they plan to
release by early February.
The delegation was not told why their trip is being cut
short, the person said.

--With assistance from Fabiola Zerpa.

12-03-21  carib

Berkshire Hathaway Inc.’s Charlie Munger told a conference Friday that markets are wildly overvalued in places and that the current environment is “even crazier” than the dotcom boom of the late 1990s that subsequently led to a bust.
(bloomberg)

12-03-21  pillz

JPMorgan Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End

https://www.bloomberg.com/news/articles/2021-12-02/jpmorgan-says-buy-the-dip-as-omicron-may-signal-pandemic-ending?sref=4AsOqDNp

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