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USA has got y'all by the short

USA has got y'all by the short

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zeeblebot

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and curlies.

http://money.ninemsn.com.au/article.aspx?id=1017305&rf=true

Chinese Bond Sales Raise Concern
25/02/2010 3:15:03 PM

By Greg Peel

On Tuesday night the US Treasury auctioned US$44bn of two-year notes. Last night it auctioned US$42bn of five-year notes. Tonight it will auction US$32bn of seven-year notes. Commentators have long ago stopped noting that such sales amounts often break previous records.

Last week the US Treasury auctioned US$40bn of three-year notes, US$25bn of ten-years and US$16bn of thirty-years. Indeed, every month the US Treasury auctions off billions upon billions in bonds, notes, and shorter dated bills. This is the mechanism by which the US funds its massive fiscal and current account deficits. America goes cap in hand to the world, seeking support for the maintenance of a lifestyle to which America has become accustomed. Since around 1975, net US debt has skyrocketed, far, far beyond the growth rate of US household income. This is not debt for which the principal is ever going to be returned – ever. Only interest payments will be forthcoming.

And the world laps it up. Or at least, the world has been lapping it up so far. Everyone across the globe wants to sell goods and services into the biggest consumer market on the planet, and the only way this can be done is to lend those consumers the money to spend. It's a vicious circle which cannot be broken because a point of no return was passed decades ago. Cut off America, and you cut off your own export receipts and your own lifestyle.

Obviously the whole system is no better than a house of cards, oras others have suggested, the world's biggest Ponzi scheme. And the house nearly collapsed in 2008, but given the vicious circle meant everyone would be a loser, the simple solution was to print enough “paper” money to counter the deflationary forces of economic recession. And here we are.

The GFC has brought into focus the need to address the “global imbalance” which in simple terms can be defined as China, Germany and Japan selling goods to the US on credit while saving all the receipts. Those receipts have to be parked somewhere safe, and what better safe haven is than in debt issued by the government of the economy which is still bigger than the other three put together? And that's before we talk about who has the most bombs.

....

zeeblebot

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😵

zeeblebot

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the SMART move would hopping over here to the money pit, across the river if need be (but not at Juarez).

zeeblebot

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USA: TBTF

zeeblebot

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...

So keen has the world, and the domestic US investment market, to park its funds in this safe haven that recently US one-month Treasury bills fell to a negative nominal yield. That means even ignoring inflation, investors are paying America for the right to lend America money. How will the globe ever be rebalanced when this sort of attitude prevails?

...

M

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Originally posted by zeeblebot
and curlies.

http://money.ninemsn.com.au/article.aspx?id=1017305&rf=true

Chinese Bond Sales Raise Concern
25/02/2010 3:15:03 PM

By Greg Peel

On Tuesday night the US Treasury auctioned US$44bn of two-year notes. Last night it auctioned US$42bn of five-year notes. Tonight it will auction US$32bn of seven-year notes. Commentators have long ago st ...[text shortened]... the other three put together? And that's before we talk about who has the most bombs.

....
You have been strongly skeptical of the global-warming hysteria -- and yet you lap up every word of the fiscal-warming hysteria.

M

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Originally posted by zeeblebot
...

So keen has the world, and the domestic US investment market, to park its funds in this safe haven that recently US one-month Treasury bills fell to a negative nominal yield. That means even ignoring inflation, investors are paying America for the right to lend America money. How will the globe ever be rebalanced when this sort of attitude prevails?

...
the US (especially the federal government) is considered perhaps THE safest place for an investor to park their money. The economy and financial systems are extremely stable (even given the current downturn), and the inflation rate has been very modest every since the early 80's. As McCain infamously said and should stuck with, the fundamentals of the American economy truly ARE sound.

As a result, whenever there's significant economic or financial problems anywhere around the world, investors pour their money into US treasuries until the problem subsides.

This is not to say that the US doesn't have fiscal problems that need to be addressed - clearly much needs to be done - just that the US situation is not nearly as terrible as the alarmists would have you believe. The situations in other countries are seen by investors as being worse.

K

Germany

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Originally posted by Melanerpes
the US (especially the federal government) is considered perhaps THE safest place for an investor to park their money. The economy and financial systems are extremely stable (even given the current downturn), and the inflation rate has been very modest every since the early 80's. As McCain infamously said and should stuck with, the fundamentals of the Ame ...[text shortened]... uld have you believe. The situations in other countries are seen by investors as being worse.
U.S. bonds aren't the lowest interest ones, are they? I wonder which ones are... my guess is the Norwegian bonds give very little.

w

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Originally posted by Melanerpes
. As McCain infamously said and should stuck with, the fundamentals of the American economy truly ARE sound.
Err....um....he lost the election after saying this.

w

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Originally posted by zeeblebot
and curlies.

http://money.ninemsn.com.au/article.aspx?id=1017305&rf=true

Chinese Bond Sales Raise Concern
25/02/2010 3:15:03 PM

By Greg Peel

On Tuesday night the US Treasury auctioned US$44bn of two-year notes. Last night it auctioned US$42bn of five-year notes. Tonight it will auction US$32bn of seven-year notes. Commentators have long ago st ...[text shortened]... the other three put together? And that's before we talk about who has the most bombs.

....
Mind your own beezwax. I want my free health care and my free social security and my fannie mae owned home that I owe more than it is worth thank you very much!! 😠 After all, isn't that what governmnet is for?

M

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Originally posted by whodey
Err....um....he lost the election after saying this.
He lost the election after saying this and then immediately trying to NOT say this. He was a sunshine maverick. The sign of a real maverick and a real leader is being willing to stand by the story you believe in - even when the political storm clouds are drenching you.

AThousandYoung
1st Dan TKD Kukkiwon

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Originally posted by Melanerpes
[b]He lost the election after saying this and then immediately trying to NOT say this. He was a sunshine maverick. The sign of a real maverick and a real leader is being willing to stand by the story you believe in - even when the political storm clouds are drenching you.[/b
E.g Ron Paul (almost wrote John Paul 😛)

AThousandYoung
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The idea that the USA has power over the world via culture and the economy is nothing new.

zeeblebot

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Originally posted by Melanerpes
You have been strongly skeptical of the global-warming hysteria -- and yet you lap up every word of the fiscal-warming hysteria.
spake melanerpes from his cave, high on mt. airy.

zeeblebot

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Originally posted by Melanerpes
the US (especially the federal government) is considered perhaps THE safest place for an investor to park their money. The economy and financial systems are extremely stable (even given the current downturn), and the inflation rate has been very modest every since the early 80's. As McCain infamously said and should stuck with, the fundamentals of the Ame ...[text shortened]... uld have you believe. The situations in other countries are seen by investors as being worse.
"republicans in, economy bad. democrats in, economy good."

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