The events of 11/23 – 11/27/11 have prompted this Blog, which is destined to become a foundational, seminal and revelatory Blog concerning the eventual revelations of certain pivotal things in the International Financial Marketplace (IFM). But, right now in this Blog we will cover, the EU’s handling of the European Bad-Bank’s holdings of their Bad-Bets on the Bad-Debts of the sovereign debt of the failed Socialistic States of the GIIPS.
And it is very important to understand that this is NOT just a European problem. It is most deadly for Goldman Sachs and JP Morgan who combined have written the majority of over $670,000,000,000 of insurance that was written by American Banks on the Bad-Bets of the Bad-Debts of the Bad-Bankers (BBBDBB) in Europe. And if Goldman Sachs and JP Morgan were to lose these Bad Bets on their $.67 Trillion insurance policies they would INSTANTLY DIE!
BUT, they can’t die as they should because they are too smart for that, because Goldman Sachs and JP Morgan are now (as of the fall of 2008) Bank Holding Companies and full Reserve Member Banks of the Federal Reserve System that is essentially backed by the Full Faith & Credit of ALL American taxpayers, via the FED’s control of US Monetary Policy.
So, this EU debt problem is MUCH MORE than a big deal, and that is why the surprise of a “Solution to the EU Debt Problem” should come as no surprise, to those “who can see” and to those “who can hear” what is veiled and what is hidden to the vast majority.
Therefore, it is very critical for all retailers in the US – and in the world – to understand that the tone of all bond and stock markets will ABSOLUTELY affect the consumer’s willingness to spend IN THE SHORT TERM! Therefore, ALL companies who are dealing directly with the consumer need to understand the several elements covered in this cursory exposition – clearly.
They should understand all the following, so that they can - RIGHT NOW - ramp up their inventories and gear up their Advertising and Marketing campaigns for a veritably ordained very last surge of consume-buying in 2012 that will be prompted and funded by an explosion in the world wide Stock Markets, when the surprise that is no surprise (for those reading this Blog) hits in the spring of 2012!
For all companies who are selling anything to the public this is important to understand because a failed resolution – in the short term – of the so-called EU debt crisis would quite instantly cause a falling debt market in the EU and here in the US and that would horrifically spike interest rates. And a falling debt market and spiking interest rates would IMMEDIATELY precipitate a crashing stock market here and around the world. And a falling US stock market and spiking interest rates would absolutely precipitate a TOTAL and irrevocable collapse of US consumer spending.
And that is why it won’t happen now but rather later. And, at a time that is itself ordained so as to catch the greatest majority by surprise - except for those who subscribe to our services (First) and those who read this Blog (Second)!
All of the above does probably appear so mind-numbingly confusing and incomprehensible to 99.9999% of the people in the world because they listen to the rattle and snare of the drums and do not WATCH the drummer! They cannot see the truth because the machinations of a tiny group “who can see” and “who can hear” and “who do control” these things are veiled and hidden.
And those select few are?
.
For those who have watched the machinations of the IFM for several decades and especially during those periods of 1965 to 1972 and 1977 to 1980 and 1996 to 2000, the events of which set up this current financial debacle, all the above recent events out of Europe become VERY clear when one discerns who are the “Dupes,” who are the “Dopes” and who is doing the duping of the “Dopes” and the “Dupes” and for what evil purposes. I do know the classifications and the identities of all three groupings and (more importantly) the very specialized ‘financial crises’ and associated economic phenomena associated with the manipulation of the former two groups by the latter.
For the moment here are the identities of the first two classes of players in the Grand Game of the IFM. The “Dupes” are the entire Political Class of ALL countries who serve the latter group. The “Dopes” are the citizenry of ALL countries who are secondarily duped by the primarily duped “Dupes.”
It is my opinion that the latter group is actually calling the shots in the European Debt-Crisis on a daily basis and that this is ineluctably proven by the very next news item. This specially contrived ‘Surprise’ event was a VERY special “Thanksgiving“ present for the entire world but most especially for the German Nation by the latter group.
November 23, 2011 - A German (Highest Government debt rating in Europe) bond auction failed with 35% no bids (rumored to actually have been 50% failed bids), while just after that an Italian (almost lowest
Government debt rating in Europe, just above the other GIIPS) Bond auction sold out?
Does anybody wonder why?
There is an answer, and knowing it explains all things. So, here is a hint:
#1 Reread our Blog of 11/21,
#2 As we said then, we have it on the best of authority (from the ONLY authority on these things) that there will be a monetary AND a fiscal Union of Europe beginning in 2012 and all the attendant financial machinations of that 'Surprise' mentioned in the Blog of 11/21 WILL then miraculously and fully materialize in all the markets of the world,
#3 and we emphasize ALL machinations of the markets will materialize but most especially the horrific ‘end-game’ noted at the very end of that Blog.
For those companies who will be tricked into the wrong Marketing & Advertising strategies and the wrong inventory-builds at the wrong times in future Qtrs. we do surely lament. They will be fooled into thinking that all is clear by the very last consumer buying-surge in the spring and summer of 2012 that will NOT last.
From that ‘false’ surge will be promulgated ’false’ projections that will be based on totally falsely concocted and artificially constructed economic metrics by the “Failed” Professional Economist Class (PEC) that never saw the Credit-Crisis of 2007-08 and have no clue that this is a systemic and Long-wave “Kondratieff” down turn.
Their empty and completely foreseeable balderdash will be supported by the corrupted economic data that will be issuing from the US Commerce Department in the spring, summer and fall of 2012.
But you and your company need not be blindsided by the resurgence of the consumer in the spring and summer of 2012. And you can avoid the rather dismal future of the consumer and ALL companies that are dependent on them, when they are all TOTALLY slaughtered in subsequent periods.
The truth of our projections Is made ABUNDANTLY clear by the failed German bond auction on 11/23 and by the following article from which it is very plain that all the “Dupes” in Europe are being ‘brought in line’ to ‘toe the line’ and that ALL the “Dopes” around the world in all the stock markets of the world are being set up for the above noted ‘Surprise’ events in the EU debt crisis that will ignite the world's stock and bond markets next year:
Stocks Advance on Europe Outlook
Bloomberg: By Rob Verdonck and Nikolaj Gammeltoft - Nov 28, 2011 11:09 AM ET
“Global stocks rose . . as European leaders drafted a framework for the region’s bail-out fund and America’s Thanksgiving-weekend retail sales jumped to a record. Treasuries declined. . . .
The yield on the 10-year German bund advanced four basis points (NOW, in light of the failed German Bond auction the prior day, isn’t this - ONLY - 4 basis point rise truly amazing for all the “dupes” and all the “dopes” to see ---- or do “they see?”), with the similar-maturity Treasury yield jumping seven points. . . Europe’s rescue fund may insure bonds of debt-stricken countries with guarantees of 20 percent to 30 percent, . ..Treaty change is necessary to give veto power over member-state budgets to the European Union Commission, Germany’s Finance Minister Wolfgang Schaeuble said on ARD television in Berlin yesterday. U.S. retail sales over the Thanksgiving holiday climbed 16 percent to a record.
“It’s a sea of green and nothing is being left behind in this rally,” Mark Luschini, chief investment strategist at Philadelphia-based Janney Montgomery Scott LLC, which manages $54 billion, said in a telephone interview. “Equity prices are being powered higher by the quite good Black Friday sales (see our Blog of 11/22) in the U.S. and reports that European officials are rallying around some form of political cohesion to solve the debt crisis.” (And here we are given a very brief glimpse of 'the 'Talking Heads' talking points in the 'Coming Attractions' in the New Year and are made a witness to the now visibly incipient (BUT it will then be labled 'miraculous') "Great Deception of 2012" that no economist will see ahead of time!)
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