Thread: An Overview of the World Geopolitikal Situation

Is it just me .. or is the US maybe overextending its possible control (via hegemony) in the insane drive for extending the (banking/corporate) empire?

No unforeseen price to be paid or a backlash sure to follow???


http://truth11.com/2012/07/11/the-co...-of-the-world/

Agree with Paul Craig Roberts?

If ya get bored or tired of slinging the slop back n forth, check out any other articles on that same websight.

No, I prolly don't attempt to prove all or most (necessarily) of what's said on there. Or half of it .. or what have-you, percentage-wise..

Article by article, case by case basis, right?

http://truth11.com/2012/07/11/the-co...-of-the-world/

It's amazing that nobody believes the stuff in movies like this might possibly be real enough to even merit a network TV investigative report as to the validity of the claims made. I guess it would interrupt watching american idol.


http://vimeo.com/45340655#

imo your time would be better spent looking into downside economic risks to current geopolitical and fiscal policies. That is the driver I see as most relevant and conducive to analysis.

My take: worldwide asset bubble still deflating. The correction incurred so far is inadequate in terms of asset depreciation (housing in particular). This assertion is best supported anecdotally in the US.. interest rates are at all time lows. Fiscal policy is highly unsustainable. A material pullback in monetary policy would set off another pronounced round of asset depreciation in the US.

That's not "likely" to occur in the near future, though over future years interest rates will go up substantially. Reversion to the mean, interest rates at 0 - 5 for FFR to 30yMortRate isn't something that can be sustained forever. When interest rates go up, that will substantially decrease affordability of housing.

The only silver lining I see is for the geopolitical nonsense to remain totally calm and allow another decade of healing in the developed economies, though that assumes fiscal and monetary decisions are effective.

Basically a crab boat with a big storm to negotiate. Best case it doesn't catch any crab and doesn't sink. Worst case, sinkage.

/rant

Originally Posted by KarlStall

imo your time would be better spent looking into downside economic risks to current geopolitical and fiscal policies. That is the driver I see as most relevant and conducive to analysis.

My take: worldwide asset bubble still deflating. The correction incurred so far is inadequate in terms of asset depreciation (housing in particular). This assertion is best supported anecdotally in the US.. interest rates are at all time lows. Fiscal policy is highly unsustainable. A material pullback in monetary policy would set off another pronounced round of asset depreciation in the US.

That's not "likely" to occur in the near future, though over future years interest rates will go up substantially. Reversion to the mean, interest rates at 0 - 5 for FFR to 30yMortRate isn't something that can be sustained forever. When interest rates go up, that will substantially decrease affordability of housing.

The only silver lining I see is for the geopolitical nonsense to remain totally calm and allow another decade of healing in the developed economies, though that assumes fiscal and monetary decisions are effective.

Basically a crab boat with a big storm to negotiate. Best case it doesn't catch any crab and doesn't sink. Worst case, sinkage.

/rant

It'll end badly. The Fed just needs more bad news to give them an excuse to inflate our way out of it.

It isn't about the main article that's linked to, it's all about the OTHER crap : on that site (which I didn't even read - don't care)..

Tinfoilhattery!

http://shiftfrequency.com/paul-craig...on-all-fronts/