谢谢给我们的中国的读者
xie xie GZ
Saturday, November 29, 2008
Is Sarkozy Nuts ?
After France's record in Africa, especially Algeria, France has the "gall" (not Charles De Gaulle) to interfere in the internal relations of a large Asian country ? On what basis does France accord itself ? Even the U.N. who, of any other international body, would be concerned does not take such "colonial" actions as that of France.
Vive la "France be quiet"
Vive la "France be quiet"
Friday, November 28, 2008
Thursday, November 27, 2008
Deflationary Death Spiral
Consumer prices have fallen more than ever since 1947. Well, that is scary, if the U.S. goes into a deflationary spiral- as did Japan in the 90's, then the game is definately over. Japan's deflationary cycle destroyed Japan as a world economic power, and extinguished its rise in the late 80's into what people mistakenly thought was going to be become the next world superpower.
However, LNR does not believe that the U.S. is in a broad-based deflationary cycle yet, the records reflect a huge drop in oil and real estate prices. Obviously products related to housing- i.e. home improvement, furniture, etc. might reflect small decreases in prices, but, as of yet, deflation is not broad based. This is all the more why the new administration must create a massive five million (5) job program through government hiring (for infrastructure) and massive contracts to the alternative energy industry- creating enormous wind and sun power farms across the sun belts. This, ONE key program- of jobs- can prevent a deflationary death spiral.
However, LNR does not believe that the U.S. is in a broad-based deflationary cycle yet, the records reflect a huge drop in oil and real estate prices. Obviously products related to housing- i.e. home improvement, furniture, etc. might reflect small decreases in prices, but, as of yet, deflation is not broad based. This is all the more why the new administration must create a massive five million (5) job program through government hiring (for infrastructure) and massive contracts to the alternative energy industry- creating enormous wind and sun power farms across the sun belts. This, ONE key program- of jobs- can prevent a deflationary death spiral.
Wednesday, November 26, 2008
It's All in the Head
Mainstream media is really missing a big point... the financial disaster is being compounded by the psychological terror experienced by workers, consumers and bank customers, and their actions- based on their mentality of fear, is destroying the stock market and banks. More needs to be done by the government, including state and city, and notable personalities to keep people spending and not withdrawing their money from financial institutions. The Hollywood bubble heads finally have a chance to help out by demonstrating that they are not withdrawing their millions from banks, etc. People like Bill Gates, Steve Jobs, Warren Buffet, Bill Clinton, Schwarznegger, etc. need to be included in some high profile public campaigns of ads, and going on talk shows to reassure people and let the American public know that they are keeping their money in banks.
Tuesday, November 25, 2008
NO Shame for Financial CEO’s
CEO’s of financial institutes who took big risks with mortgage derivatives are apparently not ashamed of driving an entire integral component of our economy into the ground. There is no mass wave of resignations or suicides as occurred during the great depression, or what you would see in many Asian countries, i.e. Japan.
CEO’s have learned that America rewards- non-performance, this encourages the wrong breed of business leaders to take the reigns. One should measure performance on the actions taken during hard times, because it’s easy to be a great CEO when the economy is booming.
CEO’s have learned that America rewards- non-performance, this encourages the wrong breed of business leaders to take the reigns. One should measure performance on the actions taken during hard times, because it’s easy to be a great CEO when the economy is booming.
Monday, November 24, 2008
LNR Right on the "GOLD"
There's a popular YouTube clip called "Peter Schiff Was Right" that shows the president of Euro Pacific Capital engaged in on-air debates with financial luminaries such as Art Laffer and Ben Stein, circa 2006-07.
The clips show the wisdom of Schiff's dire forecasts — and, judging from the dismissive reactions, just how far he was outside the mainstream.
Ben Stein publicly apologized to Schiff in a New York Times column, but Laffer refuses to admit defeat, recently telling Bill Maher his economic forecasts have a statute of limitations of just nine months.
To his credit, Schiff isn't declaring victory, noting "100% of my forecast hasn't panned out," most notably "a major collapse in the dollar" that leads to a spike commodity prices.
As discussed in the accompanying video, Schiff believes the recent dollar rally and commodity price weakness will prove temporary. Most troubling, he says the "economic crisis is only just beginning."
Note the prediction of Peter Schiff,- remember LNR’s prediction about Gold at $2,000 an ounce. As Schiff predicts, once underlying pressures of a broad economic collapse in the U.S. is acknowledged, investors will dump the dollar and many will seek haven in Gold- this is when LNR proves, once again, that the mainstream media is either WRONG or LATE with hot news and economic forecasting.
The clips show the wisdom of Schiff's dire forecasts — and, judging from the dismissive reactions, just how far he was outside the mainstream.
Ben Stein publicly apologized to Schiff in a New York Times column, but Laffer refuses to admit defeat, recently telling Bill Maher his economic forecasts have a statute of limitations of just nine months.
To his credit, Schiff isn't declaring victory, noting "100% of my forecast hasn't panned out," most notably "a major collapse in the dollar" that leads to a spike commodity prices.
As discussed in the accompanying video, Schiff believes the recent dollar rally and commodity price weakness will prove temporary. Most troubling, he says the "economic crisis is only just beginning."
Note the prediction of Peter Schiff,- remember LNR’s prediction about Gold at $2,000 an ounce. As Schiff predicts, once underlying pressures of a broad economic collapse in the U.S. is acknowledged, investors will dump the dollar and many will seek haven in Gold- this is when LNR proves, once again, that the mainstream media is either WRONG or LATE with hot news and economic forecasting.
INVADERS: 2040
Imagine, you are a relatively peaceful people, living on a bountiful planet, seeking a good future for your population and their future generations. Then, … invasion.. high-tech spaceships with astro-troops bristling with amazing weaponry- they have large craft which begin to suck out your natural resources- oil, gold, gas… This is LNR’s prediction for 2040, the Earth will invade neighboring planets to suck out their natural resources to feed earth. We normally consider other “aliens” invading us, but shall we discount the possibility that ‘WE’ will be the invaders ?
Saturday, November 22, 2008
Obama Behind LNR
This is what Obama said on November 23rd
WASHINGTON – President-elect Barack Obama promoted an economic plan Saturday he said would create 2.5 million jobs by rebuilding roads and bridges and modernizing schools while developing alternative energy sources and more efficient cars
LNR- November 20,
In the process, you also have a mass change over to alternative energy vehicles completed quickly-
LNR-November 17
As LNR has stated in the past, without a massive employment program now, other measures to prop up the economy will be ineffective
November 8
Instead of pouring billions into inefficient factories, auto industry, billions should be spend on labor intensive infrastructure projects across America.
Obama and the White House remains several days and WEEKS behind LNR. Learn what we need to do, today, instead of weeks later by reading LNR.
WASHINGTON – President-elect Barack Obama promoted an economic plan Saturday he said would create 2.5 million jobs by rebuilding roads and bridges and modernizing schools while developing alternative energy sources and more efficient cars
LNR- November 20,
In the process, you also have a mass change over to alternative energy vehicles completed quickly-
LNR-November 17
As LNR has stated in the past, without a massive employment program now, other measures to prop up the economy will be ineffective
November 8
Instead of pouring billions into inefficient factories, auto industry, billions should be spend on labor intensive infrastructure projects across America.
Obama and the White House remains several days and WEEKS behind LNR. Learn what we need to do, today, instead of weeks later by reading LNR.
LNR Global Warming Alert
LNR has developed a new global warming climate model, based on vehicular wind currents which are non-transparent in the troposphere (VWCNTT model). This new climate model predicts temperatures "could" "possibly" rise from 1 centigrade to 2,000 degrees centigrade !! LNR feels that a 2,000 degree temperature rise might be detrimental to human kind. However, there are positive effects, at 2,000 degrees one can cook food in the open air, thus people can save money on the purchases of microwaves or ovens.
LNR plans to apply for government funds to further utilize the VWCNTT-climate model for future predictions. LNR can only hope that the new administration in the White House will take note of the VWCNTT model and try and prevent temperature rises that could reach 2,000 DEGREES !!!
LNR will be setting up the LNR Global Climate Institute LNR-GCI in cooperation with the LNR- Institute for Study of UFO-ology.
(This is a parody, although LNR believes temperatures are rising-ever so slightly, LNR does not believe for one second that human kind is to blame for global warming- LNR contends this is a natural dynamic in climate flux.)
LNR plans to apply for government funds to further utilize the VWCNTT-climate model for future predictions. LNR can only hope that the new administration in the White House will take note of the VWCNTT model and try and prevent temperature rises that could reach 2,000 DEGREES !!!
LNR will be setting up the LNR Global Climate Institute LNR-GCI in cooperation with the LNR- Institute for Study of UFO-ology.
(This is a parody, although LNR believes temperatures are rising-ever so slightly, LNR does not believe for one second that human kind is to blame for global warming- LNR contends this is a natural dynamic in climate flux.)
A Multi-Polar World by 2025 ?
LNR covered this subject
The USA will still be the "dominant" leading power, although its power- relevant to the global pie “may” be smaller. Regarding the estimate by U.S. intelligence that there will be a “multi-lateral” world by 2025, it of course, assumes that America’s power does NOT increase in the next 17 years.
America Suffering Entropy in its Power Paradigm?
LNR reported in a previous article that indeed, U.S. global power may have entered a stage of a true downtrend (unlike previous announcements of America's downfall after Vietnam and the Carter years) , but that is only in the context of relative power. Declining relative power means a slow evolution towards a multi-polar world, this is true, however, do not confuse this with any notion that the U.S. will not remain, by far, the leading power of the world, unchallenged in hard power (GNP, military might, etc) and soft power, (influence, diplomacy, dollar being the leading currency). Why ? This is because the nations which are increasing their soft power- relative to the U.S., for many reasons have NO hope of replacing America as the leading power because of their corruption and undemocratic political systems. The Soviet Union could have never hoped to match their economic and military muscle with a communist authoritarian society- as the world was clearly trending towards open democracies with free economies. A "limited" Japanese democracy could not match their economic muscle with a corporate statist government, and lack of military power projection in order to assume, or be sought for any kind of world leadership. (Similar factors would be applicable to China and India). The current financial crisis is not deep and wide enough to cut into the gigantic economic advantage America has over other countries. The current crisis is serious and big, yes, but one must put it in the context of the scale, America's economy alone remains 25% of the worlds entire GDP, that has been consistent since WWII- no change.... it would take the combined GDP's of the next FOUR largest economies to equal the size of the USA: Japan, Germany, China and UK. Even at the growth rate of 10% a year, and an appreciating currency, and.. assuming America's economy did not grow at all- it would still take China at least 14 years to catch to America- assuming America had zero growth for the next 14 years- not likely- thus, we are looking at another 20 years assuming all things being equal, for China, the leading contender, to match American economic might.
Therefore, America remains the ONLY contender for world leadership for the future as it combines an open democracy, economic dominance and an unrivaled military with global reach. These three factors make it, less a force majeure, impossible for America to be replaced in the near or medium term as an uncontested hyper-power, even if its overall soft and hard power is in decline relative to others.
The USA will still be the "dominant" leading power, although its power- relevant to the global pie “may” be smaller. Regarding the estimate by U.S. intelligence that there will be a “multi-lateral” world by 2025, it of course, assumes that America’s power does NOT increase in the next 17 years.
America Suffering Entropy in its Power Paradigm?
LNR reported in a previous article that indeed, U.S. global power may have entered a stage of a true downtrend (unlike previous announcements of America's downfall after Vietnam and the Carter years) , but that is only in the context of relative power. Declining relative power means a slow evolution towards a multi-polar world, this is true, however, do not confuse this with any notion that the U.S. will not remain, by far, the leading power of the world, unchallenged in hard power (GNP, military might, etc) and soft power, (influence, diplomacy, dollar being the leading currency). Why ? This is because the nations which are increasing their soft power- relative to the U.S., for many reasons have NO hope of replacing America as the leading power because of their corruption and undemocratic political systems. The Soviet Union could have never hoped to match their economic and military muscle with a communist authoritarian society- as the world was clearly trending towards open democracies with free economies. A "limited" Japanese democracy could not match their economic muscle with a corporate statist government, and lack of military power projection in order to assume, or be sought for any kind of world leadership. (Similar factors would be applicable to China and India). The current financial crisis is not deep and wide enough to cut into the gigantic economic advantage America has over other countries. The current crisis is serious and big, yes, but one must put it in the context of the scale, America's economy alone remains 25% of the worlds entire GDP, that has been consistent since WWII- no change.... it would take the combined GDP's of the next FOUR largest economies to equal the size of the USA: Japan, Germany, China and UK. Even at the growth rate of 10% a year, and an appreciating currency, and.. assuming America's economy did not grow at all- it would still take China at least 14 years to catch to America- assuming America had zero growth for the next 14 years- not likely- thus, we are looking at another 20 years assuming all things being equal, for China, the leading contender, to match American economic might.
Therefore, America remains the ONLY contender for world leadership for the future as it combines an open democracy, economic dominance and an unrivaled military with global reach. These three factors make it, less a force majeure, impossible for America to be replaced in the near or medium term as an uncontested hyper-power, even if its overall soft and hard power is in decline relative to others.
LNR Movie Review
Righteous Kill- Starring Robert DeNiro and Al Pacino. Released. September 2008
LNR Rating: (1-worst- 10 -best) 2
What a terrible movie, how could they have released it after doing a final edit. It's not only a cliche of good cop /bad cop, it's a cheap copy of the "Star chamber" ( Michael Douglas) and the Dirty Harry movie Magnum Force, where it’s law enforcement and the courts that are knocking off criminals who are free but should have been locked up.
The worst acting by DeNiro and Pacino ever and an insult to people to buy a story that such old men would remain on active duty- they looked so old as did Brian Denehey. The choice of roles and acting was a big ZERO.
LNR Rating: (1-worst- 10 -best) 2
What a terrible movie, how could they have released it after doing a final edit. It's not only a cliche of good cop /bad cop, it's a cheap copy of the "Star chamber" ( Michael Douglas) and the Dirty Harry movie Magnum Force, where it’s law enforcement and the courts that are knocking off criminals who are free but should have been locked up.
The worst acting by DeNiro and Pacino ever and an insult to people to buy a story that such old men would remain on active duty- they looked so old as did Brian Denehey. The choice of roles and acting was a big ZERO.
Thursday, November 20, 2008
Changing Tides
DOW: Goodbye 8,000
Yes, LNR already told you that the DOW would find support at the 6,900-7,200 level, so it’s no surprise that the DOW ended below 8,000. What LNR is surprised at is that the major media kept posing the question at each new low- IS THIS THE BOTTOM ? That is cheap journalism with no substance to the readers. LNR firmly states and has stated several weeks ago where the bottom is. LNR offers substance and analysis actually useful to the readers.
Detroit- Kill the Companies, Save the Workers
LNR is surprisingly in agreement with Michael Moore regarding Detroit. Taking conservatorship of the failing auto companies, but hiring a management firm that specializes in turn-arounds to run the company. Use bankruptcy laws to break the unions, cut wages and benefits to reflect demand of that product. Keep priority manufacturing in defense products and alternative energy vehicles. Slash and burn out the fat management at the top and streamline the separate divisions.
In this way, you keep sales up- because people will continue to buy the products- in whatever numbers, because they are not afraid the company will go bankrupt- (this has been the major argument the car companies have used for not wanting to go into bankruptcy- to reorganize), you keep vital manufacturing knowledge workers employed- as well as key defense products in America and save many jobs. In the process, you also have a mass change over to alternative energy vehicles completed quickly- rather than the slow lethargic pace Detroit has followed so far. The best thing is, you can fire the fat cats who cheated America for years and save hundreds of millions of dollars in fat pay, bonuses and other compensation. You can apply health benefits from the governments to release that huge burden from the auto companies.
Yes, LNR already told you that the DOW would find support at the 6,900-7,200 level, so it’s no surprise that the DOW ended below 8,000. What LNR is surprised at is that the major media kept posing the question at each new low- IS THIS THE BOTTOM ? That is cheap journalism with no substance to the readers. LNR firmly states and has stated several weeks ago where the bottom is. LNR offers substance and analysis actually useful to the readers.
Detroit- Kill the Companies, Save the Workers
LNR is surprisingly in agreement with Michael Moore regarding Detroit. Taking conservatorship of the failing auto companies, but hiring a management firm that specializes in turn-arounds to run the company. Use bankruptcy laws to break the unions, cut wages and benefits to reflect demand of that product. Keep priority manufacturing in defense products and alternative energy vehicles. Slash and burn out the fat management at the top and streamline the separate divisions.
In this way, you keep sales up- because people will continue to buy the products- in whatever numbers, because they are not afraid the company will go bankrupt- (this has been the major argument the car companies have used for not wanting to go into bankruptcy- to reorganize), you keep vital manufacturing knowledge workers employed- as well as key defense products in America and save many jobs. In the process, you also have a mass change over to alternative energy vehicles completed quickly- rather than the slow lethargic pace Detroit has followed so far. The best thing is, you can fire the fat cats who cheated America for years and save hundreds of millions of dollars in fat pay, bonuses and other compensation. You can apply health benefits from the governments to release that huge burden from the auto companies.
Tuesday, November 18, 2008
For Today
Gold Prices to Shoot Up Soon
As the financial crisis and world economic depression progresses, people around the world are buying up gold coins. The demand is so high, government mints cannot keep up with orders from dealers. As the world supply is bought up, new demand on mined gold will translate into an explosion in the spot market for gold within the next six months.
About LNR’s Stock Market Advice
A few weeks ago LNR urged a good buy into Freddie Mac stock- (FRE), it was just above a dollar a share, right now, it’s down by almost half- we recommended to continue buying on pullbacks- as Freddie Mac will be a huge winner for you. Here is stock guru, Jim Cramer’s take on it:
“Right now, mortgages are expensive relative to their historical benchmark, the 30-year Treasury note. By next summer, I believe that Fannie Mae and Freddie Mac will be nationalized to shore up their flimsy capital foundations. Once the loans that Fannie and Freddie repackaged are explicitly guaranteed by the government, they’ll become the world’s best investments, as they’ll offer much higher yields than Treasury notes, with no more risk. That will cause a steep decline in mortgage rates, making it easier to borrow money and buy a home.” Jim Cramer.
Of course with LNR, you knew that about Freddie Mac a few weeks ago, before stock legend Jim Cramer wrote about it yesterday.
Key to Economic Re-Vitalization does NOT lie outside the EU and America
Some economic commentators are mentioning certain countries outside of the EU and America as being “key” to recovering from the global economic crisis. That assertion is ridiculous, it’s just another example of indulgent thinking about the importance of emerging economies which still have a long way to go before they become the “key” to anything. The EU and America together account for half of the world’s GNP, therefore, THEY are the KEY to recovery. Other countries may “contribute” to economic recovery, but they are NOT a or the ‘KEY’ to recovery.
As the financial crisis and world economic depression progresses, people around the world are buying up gold coins. The demand is so high, government mints cannot keep up with orders from dealers. As the world supply is bought up, new demand on mined gold will translate into an explosion in the spot market for gold within the next six months.
About LNR’s Stock Market Advice
A few weeks ago LNR urged a good buy into Freddie Mac stock- (FRE), it was just above a dollar a share, right now, it’s down by almost half- we recommended to continue buying on pullbacks- as Freddie Mac will be a huge winner for you. Here is stock guru, Jim Cramer’s take on it:
“Right now, mortgages are expensive relative to their historical benchmark, the 30-year Treasury note. By next summer, I believe that Fannie Mae and Freddie Mac will be nationalized to shore up their flimsy capital foundations. Once the loans that Fannie and Freddie repackaged are explicitly guaranteed by the government, they’ll become the world’s best investments, as they’ll offer much higher yields than Treasury notes, with no more risk. That will cause a steep decline in mortgage rates, making it easier to borrow money and buy a home.” Jim Cramer.
Of course with LNR, you knew that about Freddie Mac a few weeks ago, before stock legend Jim Cramer wrote about it yesterday.
Key to Economic Re-Vitalization does NOT lie outside the EU and America
Some economic commentators are mentioning certain countries outside of the EU and America as being “key” to recovering from the global economic crisis. That assertion is ridiculous, it’s just another example of indulgent thinking about the importance of emerging economies which still have a long way to go before they become the “key” to anything. The EU and America together account for half of the world’s GNP, therefore, THEY are the KEY to recovery. Other countries may “contribute” to economic recovery, but they are NOT a or the ‘KEY’ to recovery.
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