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PureBytes Links
Trading Reference Links
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May I suggest:
http://www.tickerforum.org/
Good luck to all. I think we will really be needing
it.
Phil
--- robert pisani <r.pisani@xxxxxxx> wrote:
>
> Thanks, Ira. I just want to figure out what's going
> to happen and
> position myself for it. The history of the Weimar
> Republic may well
> offer some clues, and I'll educate myself about it,
> but that history
> will only provide a model that has to be translated
> into the
> specifics of the world of today, with all its new
> economic and
> political interconnections.
>
> Who in particular is vulnerable? Who will benefit?
> What houses are
> on the precipice? What will be the initial warning
> signs? What
> events might trigger a precipitous collapse? How
> will the Fed
> respond? What will the Chinese do? And so on, the
> kind of analysis
> that Bruce Kovner must be making. I can make my own
> analysis, of
> course, but I would find it helpful to discuss these
> things with
> others who have perhaps thought about them more
> deeply than I have.
>
> Can anyone suggest a list where details of such
> things are discussed?
>
> Bob
>
>
>
> >I am afraid that we have seen such a free fall
> before. Try the
> >Weimar Republic, Germany, after WWI. They tried to
> devalue the Mark
> >to pay reparations with cheap Marks and it just got
> out of
> >hand. That is what brought Hitler to power. The
> young Turks of
> >today can't seem to learn from history. They
> didn't learn after the
> >multiple foreign loan disasters of the past and
> this time created
> >another loan disaster using mortgages and
> derivatives instead of
> >foreign debt.
> >
> >The government lied again about inflation. They
> have lied about
> >ethanol. They have lied about oil. What is the
> government doing
> >buying $100 plus oil?
> >Ira
> ><http://www.delta100.com>www.delta100.com
> >----- Original Message -----
> >From: <mailto:r.pisani@xxxxxxx>robert pisani
> >To:
>
<mailto:realtraders@xxxxxxxxxxxxxxx>realtraders@xxxxxxxxxxxxxxx
> >Sent: Saturday, March 15, 2008 3:26 PM
> >Subject: [RT] free fallin'
> >
> >The current generation of Fed staff has not
> experienced a crisis like
> >this. Neither have previous generations of Fed
> staff. It is new
> >territory. There is apparently concern that the
> dollar could go into
> >a free fall -- not the free fall that it is in
> currently, but a
> >precipitous free fall. This would, of course, be
> new territory for
> >everyone, around the world.
> >
> >Naturally any company that has dollar income and
> must make ongoing
> >payments in other currencies and has not hedged
> itself against such
> >an event would be in deep trouble, while Coke might
> do okay. Firms
> >that rely on imports would be adversely affected.
> Fed note holders,
> >like bond funds, like China, and anyone else who
> had relied on the
> >stability of the dollar, would be badly hurt. Food
> prices would
> >rise. Oil would rise far beyond $110 a barrel.
> Perhaps some
> >brokerage firms and the accounts they hold and more
> firms like BSC
> >would be endangered. And so on.
> >
> >I'd like to see a careful and thoughtful analysis
> of the consequences
> >of such an event. Would someone here direct me to
> such an analysis?
> >
> >
>
>
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