I have been walking out in a ordely fashion as i conveyed I do not short or ever have. I had 13.4% in equity and now 10.8% in equity.
Notes: 8/1/09 yoy reality surface
lag
Overall sales were down 38% primarily due to decreased selling volumes of 30%, reflecting lower volumes across all regions North America , Latin America, Asia, Europe/Middle East/Africa and all product lines due to the continued global recession as well as destocking by our customers. We were lucky and adjusted and senior management made tough choices.
I was rather close to initial estimates it was 40% as posted in GD.
My opinion was a 40 percent lagging drop Sun May 24, 2009 6:14 pm<====== then, to overall demand. I do not know now at all
when stabilization will accure; October IMO is a tipping point <----------- best guess appears sooner to net settlement
Wed Jul 29, 2009 6:31 am
Insider sales I have noted. I will sell before August 19th what Equity I have left which is 13.4% left. As we assumed the back wall is coming.
Cannot hurt to walk out orderly and see what clears.
http://www.zerohedge.com/sites/default/ ... search.pdf
But one look at a free chart available on the FED’s website would have signaled the era’s
blatant abnormalities in the quantity of money available.
On the front end of the credit lifecycle was the extension of money to the consumer.
Further timeline Context: Reporting
Their empirical conclusion was just the opposite: rather than fiat money being created first and credit money following with a lag, the sequence was reversed: credit money was created first, and fiat money was then created about a year later: Having failed to understand the mechanism of money creation in a credit money world, and failed to understand how that mechanism goes into reverse during a financial crisis, neoclassical economics may end up doing what by accident what Marx failed to achieve by deliberate action, and bring capitalism to its knees.
Basil Moore 1983, “Unpacking the post Keynesian black box: bank lending and the money supply”, Journal of Post Keynesian Economics 1983, Vol. 4 pp. 537-556; here Moore was quoting a Federal Reserve economist from a 1969 conference in which the endogeneity of the money supply was being debated.
Volkner seen to that as we remeber and posted here lately.
Sun Dec 07, 2008 3:10 pm
Sir,
Being pressed for time today can you remeber that scammer's name you linked for the coming carbon energy credit scam to unfold very soon on ill advised investors.
--> POP
http://hosted.ap.org/dynamic/stories/N/ ... TE=DEFAULT <--- malinvest sic em stiles
The only message from history also is capital generally goes to where it treated best. Thanks if you get time, it just that it popped back in my mind today. Since my Company is in the
Dynamic Basic Material Sector Intellidex Index " i just work there" and as like else where its been cold-slow in some sectors and warm in a few of our others " As I usually convey if you do not know a stock better than wife right now stay divendend minded or fixed to preserse capital. IMO
Anyway:
No trade secrets on my investments just basic homework in Dynamic Basic Material Sector Intellidex Index. Stuff to make stuff.
Old school stuff like the farmer has to plow to seed. And even in this infested market of avarice if your in a hole stop digging.
http://mises.org/story/3583
Some of these fixed Vanguard accounts if they go under I feel where back to the middle ages anyway. Even if i looked at metal it
would be silver. I cut my investments in half in July so I have more cash. I bought a TV for $50 bucks and had 3 cars rebuilt
to my mechanical specifications. I have always been frugal and with 3 kids in college it is obvious why.
As we read - This was from John's last link.
"I do encourage the reader to try to use his own brain as well as the thoughts of the writer and look for any value to be added."
Going into this event I assumed 20 percent would vanish. And as the data suggest's 15% are on the edge as in walking down the stairs
to survive this new predicated business cycle. And in modern times, civil governments have the full support of their people for
at least “limited inflation,” meaning “a little corruption” of the money supply. Where we find debased money without widespread protests,
we also find debased people.
I have worked Corporate my whole life but was raised on the farm so the animals were cared before we ate and as many I am a student of history.
Like Burt stated the economy and speculation are 2 different aspects to paraphrase. I try to eliminate the bias from input from many sources
but trends do emerge as tools. From top to bottom mistakes have been made and truly this land is in Judgement if you believe or not.
May the wise and honest repair this land since no one person can.
http://generationaldynamics.com/forum/v ... 1740#p3866