Blogs of 11/18,21,28 totally validated on this news

The tid-bit of news, at the end of the following article, confirms the rock-solid predictions (garnered from our ONLY source on these things – Who is never wrong) made in our Blogs of 11/18 & 11/21/11.  In those Blogs, we identified the ‘players’ and the ‘field of play’ for the coming European Union of all monetary and fiscal authority in one body, which will be ultimately effected by the tried and true process of 'gradualism.' 

As we very clearly predicted in the 11/18 Blog, the world’s stock markets will then go ‘cheerily’ and ‘wildly crazy’ and all pundits, ‘talking heads’ and various assorted ‘economic authorities’ will be trotted out on MSM to give the “All Clear” to all the ‘Dupes.’ They will all then madly rush into the equity markets during the “Great Deception of 2012.”

They will do so primarily at the behest of their Brokers who are forever chasing the “tail of the dog.”  Of course, they will then be subsequently crushed (2013-14) in the massive selling by all “who can see” and then utterly drowned in the resurging “Kondratieff” Long-Wave Super Tsunami that will engulf ALL the worlds’ economies, as the true horror of the on-going ‘recession’ that is really a massively on-going ‘Depression’ becomes increasingly impossible to hide, and the burden of insufferably high interest rates on the absolutely Humongous Sovereign Debt Burdens begin to choke off capital in ALL the Western World.

Oh, But, Of course, none of this completely foreseeable madness will have been seen ahead of time by the economic experts who also failed to see the ‘Internet Bubble’ of 2000 nor did they see the RE “Bubble of 2002-06, nor could they have possibly seen the Credit-Crisis of 2007-08* because they (Like FED Chairman Bernanke) claimed that, “No one saw the Credit Crisis of 2007-08 ahead of time!”

So here, we have the foundations being laid for the “Surprise that should come as NO surprise” that we detailed in our Blog of 11/28.  Many, many companies will be fooled by the “Great Deception of 2012” and the then congruent predictions of massive leaps in the US GDP and rising RE prices (that will STILL BE ACTUALLY falling in 'inflation adjusted' terms) and they will then become trapped into inappropriate forward planning that will ultimately prove disastrous.

Will you and your company be one of those or will you be ready for these economic machinations?

Incidentally, Cameron’s refusal to join in agreements that would ultimately dilute the insularity and the sovereignty of the City of London holds great import and very few recognize the profound implications of his refusals on this matter.

Cameron Negotiates U.K.’s Isolation in EU

Bloomberg; By Gonzalo Vina and Rebecca Christie - Dec 9, 2011 8:05 AM ET

“…Cameron broke ranks with French President Nicolas Sarkozy and German Chancellor Angela Merkel after he failed to secure safeguards that would have stopped European Union plans to police financial services in London, Europe’s trading hub. …

… In an accord hailed by ECB President Mario Draghi, the leaders outlined a “fiscal compact” to prevent future debt runups, accelerated the start of a planned 500 billion-euro rescue fund and dropped bondholder loss-sharing provisions. ….

Merkel said EU states were familiar with the position taken by Cameron given that the U.K. has had a euro opt-out “from the very beginning.”

“With the text agreed yesterday, very simply we offered the opportunity to take part in the treaty in its entirety,” Merkel told reporters in Brussels today. “I really don’t believe David Cameron was ever with us at the table.” Leaders took the decision to press ahead because “we couldn’t accept weak compromises on the euro, rather we had to make hard rules.”

"Kondratieff" delivering a "New Normal"

The oncoming rush of the “Kondratieff” Long-Wave is now putting the squeeze on ALL retailers, as the DCBF (Debt Crazed Buying Fanatic) of the last few decades is slowly, but very assuredly, being converted into the CFSS (Conservative, Frugal, Sane Shopper) that we identified in the first two paragraphs of our Home Page.

   

Costco First-Quarter Profit Trails Estimates

Bloomberg; By Matt Townsend - Dec 8, 2011 10:16 AM ET

“Costco Wholesale Corp. (COST), the largest U.S. warehouse-club chain, said profit margins shrank in the first quarter amid rising costs.

Net income advanced 2.6 percent to $320 million, or 73 cents a share,…

Costco increased all membership fees by 10 percent last month, the first widespread boost since 2006, after rising costs of commodities narrowed profit margins.. . .”

The long-term detailed forecasts in our inaugural Market Review are born out by the following confirmation of a growing trend to “Down Shop.”   Namely, consumers will be forced to “Down Shop” in ALL retail categories.  Notice the following lingo-creep regarding McDonalds, which is here called a  “restaurant chain.”  Since when did this  ‘fast-food’ chain or ‘cheap food emporium’ chain or ‘hamburger shop’ chain attain the status of restaurant?

The following is absolute proof that the “Kondratieff” Long-Wave will force “Down Shopping” across all retail categories and at the same time it offers proof that the Polestar Communications’ RCPI will much higher than the Commerce Department’s CPI moving forward!

Stay Tuned to this one folks, because the RCPI will shock one and all, who have not been keeping tabs!

And following the article 'highlighting' the revenue surge of McDonald's is another one 'highlighting' the collapse of a real restaurant chain's revenue, which trends we are absolutely certain will continue into the future.     

McDonald’s November Store Sales Rise 7.4%

Bloomberg; By Leslie Patton - Dec 8, 2011 9:33 AM ET

 “McDonald’s Corp. (MCD), the world’s largest restaurant chain, said sales at stores open at least 13 months rose 7.4 percent globally last month, driven by demand in Japan and China.

Analysts forecasted a gain of 5 percent, the average of five estimates compiled by Bloomberg. Sales in Asia, Africa and the Middle East advanced 8.1 percent, the most since December last year, the Oak Brook, Illinois-based company said today in a statement. Analysts projected a gain of 5.9 percent.

…

Surging Costs

Sales in all regions topped estimates, helped by peppermint mochas and chicken McNuggets in the U.S. and promotions in Europe. Both U.S. and European sales rose 6.5 percent. Analysts were expecting growth of 5 percent and 4.3 percent respectively. …

McDonald’s, along with other restaurants, is facing surging ingredient costs and has raised menu prices this year. Commodity inflation will be as much as 5.5 percent in the U.S. and 3.5 percent in Europe during 2012, Bensen said last month. . . “

 Darden Falls After Cutting 2012 Forecasts

Bloomberg; By James Callan - Dec 6, 2011 8:00 AM ET

“Darden Restaurants Inc. (DRI), operator of the Red Lobster and LongHorn Steakhouse chains, declined in New York after cutting its full-year sales and profit growth forecasts.

Darden fell 8.7 percent to $43.61 at 7:49 a.m. The shares had gained 2.4 percent this year before today.

Full-year earnings per share growth from continuing operations will be 4 percent to 7 percent, down from a previous forecast of 12 percent to 15 percent, the Orlando, Florida-based company said today in a statement. …”

As we examined in great detail in our inaugural Market Review issue, the essence of the “Kondratieff” Long-Wave down turn is the paying off or the liquidating of the excess debts that were created in the Internet stock “Bubble” and in the Commercial and Residential RE “Bubble."

The economic pundits are quite fond of calling this process the ‘deleveraging’ of Balance Sheets.  Well, that is one not quite accurate description, because it fails to recognize that the entire process WILL BE FORCED by collapsing RE prices and exploding commodity prices - ultimately affecting all consumables. 

Furthermore, it fails to recognize that the game is now rigged. By that we mean to say that the ‘die is cast’ and the future continued collapse of ALL “Bubble” priced Commercial and Residential RE is a certainty.  And it also fails to recognize that the one still largely intact asset class – the stock market - has been artificially propped up by (perhaps the rumored PPT) but most assuredly by Goldman Sachs and JP Morgan and all the other major banks, who upon unloading their most worthless and questionable mortgages to the FED, immediately placed those released Dollars into the stock markets.  

In fact there is an almost perfect correlation between QE 1 and QE 2 and the "Now Stealth" QE 3 and the stock markets.  We covered these FED machinations to great extent in our inaugural Market Review. 

But when the prop under the markets is removed in the winter of 2012/13, then the resurging “Kondratieff” Long-Wave will continue the ‘deleveraging’ process until ALL Bad debts are either paid off or written off!

That is ALL Bad-Debts except those of the US Government, which will have to be renounced, resulting in the final Tsunami Wave of the “Kondratieff” Long-Wave Super Storm!  

Household Net Worth Falls $2.45 Trillion on Stocks, Housing

Bloomberg; By Timothy R. Homan - Dec 8, 2011 12:12 PM ET

“Household wealth in the U.S. fell from July through September for a second straight quarter as the European debt crisis depressed stocks and home values decreased.

Net worth for households and non-profit groups decreased by $2.45 trillion to $57.4 trillion, the Federal Reserve said today in its flow of funds report from Washington. Americans reduced debt in the third quarter, extending a string of declines dating back three years….

 “We’re kind of in the third inning of the consumer deleveraging at this point,” Guy LeBas, chief fixed-income strategist at Janney Montgomery Scott LLC in Philadelphia, said before the report. “Job growth suggests that we’ll see some pace of increases in consumer income.”

The value of household real estate decreased by $98.3 billion in the third quarter after dropping by $37 billion in the previous three months.

Owners’ equity as a share of total household real-estate holdings was little changed at 38.7 percent last quarter, today’s report showed.

Mortgages Outstanding

The volume of outstanding home mortgages was $9.93 trillion at the end of the second quarter, the lowest since the end of 2006, according to separate Federal Reserve data. That means U.S. mortgage debt, a driver of consumer spending during the real estate boom, may be about to enter its fourth year of decline as foreclosures wipe out home loans and housing purchases fall.

The value of financial assets, including stocks and pension fund holdings, held by American households decreased by $2.78 trillion in the third quarter, according to the flow of funds data.

…Total non-financial debt last quarter rose at a 4.3 percent annual pace, led by a 14.1 percent increase by the federal government and a 3.5 percent gain among businesses. State and local government borrowing was little changed.

Shocking Pundit Alert #1 *- Now if, as Mr. Guy LaBas asserts, we are in the 3^rd inning of a ‘deleveraging’ process that stated in roughly the summer of 2007, then with six more innings to go that means, by Mr. Guy LaBas’s playbook, that we have until roughly Christmas of 2019 to see a reestablishment of that famed ‘equilibrium’ in the economic marketplace!

Does that make you executives and principals of businesses in the Retail Space excitedly exuberant and giddily happy? 

And, now do you faintly grasp the nature of the gravity of the situation in this country that this Web Site has been created to expose.  And do you now understand the absolute necessity to immediately create viable means for your business to weather the coming storms?

If you do, then you should consider very carefully the wisdom of gaining another perspective on just what the future may hold for you and for you business in the very next few years.  One such alternative is in the package of services that we offer as our SMS (Survival Mode Strategies) to subscribers of our Market Review. 

* Shocking Pundit Alert (SPA) is a new category of insane prognostication absurdity that I decided to create upon reading this particular individual’s prognostications.

"Kondratieff" Long-Wave NOW Breaking over China

The inaugural issue of Polestar Communication’s Market Review covered quite extensively the effects of the “Kondratieff” Long–Wave on all markets, with added emphasis on the Chinese economy.  The following article provides very strong indications that our analysis was correct and that the outrageously insane fiscal commitments by the Chinese over the last 4 years, to truly insane levels of building of their infrastructure and their country-wide RE * speculation, WILL prove to be their undoing.

For those “who can see” and for those “who will listen” the coming explosion of the Chinese RE “Bubble” will be an almost exact replay of the US RE “Bubble" explosion in 2007-08.  BUT since ALL overbuilding in China is sponsored by the STATE, it is  the STATE that will suffer in China.  Namely, rather than individuals being ruined and bankrupted as we are still experiencing (and WILL for many years to come) here in the US, in China it will be the entire State that will be effected! The very surprising result of that unique phenomena will be the shocker in the currency markets that we dealt with in great detail in our Market Review.

Therefore, as the Chinese economy implodes over the next 3 to 4 years, the end-result will be a US Chinese confrontation in the world’s currency markets – that is NOW in play.

As readers of our Market Review will instantly recognize in the following article, the set-up is even NOW being set up, just as we predicted, maybe even a bit earlier than we expected.

China Sees Growing Challenges as Declining Demand Weakens Exports: Economy

Bloomberg; By Bloomberg News - Dec 7, 2011 4:13 AM ET

“China sees an increase in domestic costs and a slowdown in overseas demand putting “severe” pressure on its exports next year, a sign that policy makers may have little appetite to allow faster gains in the yuan. . . .

The yuan weakened last month by the most in more than a year, a shift that may stoke the ire of U.S. lawmakers and presidential candidates who see the Asian nation’s competitiveness as a damper on American job growth. China’s surging trade surplus since joining the World Trade Organization a decade ago has helped the country accumulate a record $3.2 trillion in foreign-exchange reserves and made it the U.S.’s largest overseas creditor.

“The room for yuan appreciation is very limited and the currency will have higher volatility,” said Dariusz Kowalczyk, a senior economist with Credit Agricole CIB in Hong Kong. “It seems China is moving to protect its exporters more aggressively, especially as the external environment deteriorates.” …”

* While the over building in the RE “Bubble” in the US was marked by empty subdivisions and some empty strip malls and some "see through" office and Condo towers in the major cities, the current RE “Bubble” in China is marked by ENTIRE EMPTY CITIES, some of which were built to accommodate 1,000,000 people!

Setting up the "Dupes" to set up the "Dopes" on crashed RE

I very clearly outlined in my seminal Blog of 11/28/11 the dismal future for "Bubble" Crashed Commercial and Residential RE.  And in that Blog, I  identified the coming very paltry rise of “Bubble” crashed RE in 'absolute' terms and NOT in 'inflation adjusted' terms, which Blog I do urge all readers to review.  Better yet, subscribe to Polestar’s Market Review for 2011, to understand the full ramifications for all businesses in the "NEW NORMAL" that is ordained because of these things.

Here is a brief excerpt from the Blog of 11/28:

“…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 incipient miraculous "Great Deception of 2012!”

The fantastical menagerie of horrors that we will be forced to watch on our “Funny Visions*” in the New Year is very nearly and neatly presaged by the totally sickening forecast for RE given by the boys at Goldman Sachs, that follows.

I say “sickening,” in specific regards to Goldman Sachs, because it was largely the team at Goldman Sachs that brought us the Crash of ALL Commercial and Residential RE and the Credit-Crisis of 2007-08.  That allegation is proven - ineluctably - by the wonderfully easy reading expose (3, I think) in the Rolling Stone by Matt Taibi about the “Giant Vampire Squid” that sucked the life out of America and said that they “were doing God’s work,” while they did it!

* "Funny Vision" (FV) is the much more appropriate appellation for  Tele Vision (TV), especially when one can read the truth regarding the events of the fall of 2008 that we watched unfold on our FV screens, while the former head of Goldman Sachs was selling the TARP  to the American public.  For the horrifying truth of those days, please read Matt Taibi's articles on this disgusting episode in the Rolling Stone. 

  

House Prices Are Finally Nearing A Bottom – But Don’t Look For A Rapid Recovery

Bloomberg; 12/6/11; By Henry Blodget | Daily Ticker – 16 hours ago

“Since the beginning of the house-price crash in 2007, analyst after analyst has predicted that "the bottom" in house prices is just around the corner - only to be wrong every time.

But now, finally, it looks as though house prices may actually be nearing a bottom.

Why?

Because, after falling nearly 35% from their 2007 peak, nationwide house prices are finally approaching "normal" levels on two key valuation measures: The "price-to-rent ratio," which measures house prices relative to what the houses might rent for, and the "price-to-income ratio," which measures house prices relative to average incomes.

Using the first ratio, economists at Goldman Sachs have concluded that national house prices will decline another 2.5% in 2012 and then bottom over the course of the following year.

…Importantly, after a price bubble similar to the one the U.S. just experienced, prices often don't stop at "average" levels on the way down. On the contrary, they often plunge straight through "fair value" and spend years below average levels. And that certainly could happen to house prices this time around.

But Goldman's economists believe house prices will level out in a year or two.  . . .

One of the reasons house prices are expected to bottom soon is that houses are currently more affordable than they have been in the past. But housing "affordability" is judged, in large part, on mortgage rates, and mortgage rates are currently near an all-time low. If and when the economy begins to recover in earnest, mortgage rates will likely rise, and, as they do, houses will become less affordable.

So it is likely that, even after they bottom, U.S. house prices will face headwinds for a long time.”

So, from this little bit of disgusting ‘tripe,’ on the MSM early morning of 12/6/11,  I will firmly and unabashedly predict that in the winter of 2012-13 Goldman Sachs WILL be leading the charge in telling all the “Dupes” to tell ALL of the “Dopes” to celebrate because their crashed “Bubble” priced Commercial and Residential RE is going back up.

BUT, I also firmly and unabashedly predict that they will very conveniently forget to mention to the “Dupes,” so that they don’t tell the “Dopes,” that the crashed RE is ONLY going up in ‘absolute’ terms and is still crashing in ‘inflation adjusted’ terms, which I assure one and all that it will be, as the resurging Long-Wave of the “Kondratieff” will be back in “Force” in 2013-14!

"New Normal" is HERE

On just one day the confirmation of the “New Normal” era - of constrictions, restrictions, limitations, loss and diminution of services and opportunities and of dropping and disappearing incomes that will contribute to a general sense of the reduced ‘general welfare and happiness,’ that had reigned supreme in these United States for the last 60 years - is made certain in today's very telling articles and news.  The "New Normal" is covered extensively in the inaugural issue of our Market Review and just briefly on our "New Normal" web page. 

We identify the “Great Divide” as a retail 'game changer' and 'choke point' for all retail businesses in America.  The "Great Divide" is first referenced in the “Prologue to the “Bond Bubble” on our home page; more detail is covered in the “New Normal” page; we cover it in very directly in our Blogs of November 17^th and  19th and much more extensively in our Market Review.   

Our proposal, that the "Great Divide" is now a permanent phenomenon in the United States and that it WILL grow much wider over successive years, is made all the more probable by the VERY positive news today from Dollar General.  All in one day they reported a huge increase in profits, a generous stock repurchase plan and plans for 600 new stores, while their peers are doing equally well in the "New Cheap Space" (NCS) retail environment and while very nearly all their mid-range and "Value" competitors are suffering eroding aggregate sales levels, all of which trends will continue and accelerate in the future!     

People are increasingly forced to ‘shop down.’

The following article, says it all:

Rich-Poor Divide Widens In Developed World

Bloomberg; By Mark Deen - Dec 5, 2011 5:00 AM ET

“The gap between rich and poor is widening across most developed economies as skilled workers reap more rewards and top executives and bankers benefit from a global job market, the Organization for Economic Cooperation and Development said.

The average income of the richest tenth of the population is now about nine times that of the poorest tenth, the Paris- based OECD said today in a report. The gap has increased about 10 percent since the mid 1980s.

Mexico, the U.S., Israel and the U.K. are among the countries with the biggest divide between rich and poor

 “The social contract is starting to unravel in many countries,” OECD Secretary-General Angel Gurria said in a statement. “This study dispels the assumptions that the benefits of economic growth will automatically trickle down to the disadvantaged and that the greater inequality fosters greater social mobility.”     

And here we have the proof that the erosion of services predicted on our “New Normal” page is now in full force.  It is no longer conjecture.  We will now witness a constant erosion of services that we are all accustomed to as a birthright of our being Americans.  The continual erosion of what was formally taken for granted will lead to greater dissatisfaction, angst and a sense of irritability that will gradually suffuse and infect all layers of society.

.

U.S. Postal Service Seeks to Slow Mail Delivery

Bloomberg; By Angela Greiling Keane - Dec 5, 2011 2:13 PM ET

“The U.S. Postal Service, which is trying to cut $20 billion in operating costs by 2015, is seeking to slow mail delivery to help save $2.1 billion a year. . . (asks to) relax delivery standards for first-class mail, which includes letters and bills…Ending next-day mail delivery would reduce the number of mail-processing plants the service needs, …

The Postal Service said in September it was considering loosening delivery standards and closing 252, or more than half, of its mail-processing plants. The agency said last month it predicts a $14.1 billion loss in 2012 as mail volume continues to drop.

…The service, which is seeking permission from Congress to fire workers, close post offices more easily and end Saturday mail delivery, has closed 26 mail processing plants since September and now has 461, Williams said.

That’s a 32 percent decrease from 2006 when the service had 673 mail processing facilities. …”

"Sheering of the Sheeple" HAS Begun

The ‘Sheering of the Sheeple’ has begun.  The small US investor is now being set up for the major losses that will ensue in the stock market after the “Great Deception of 2012" is completed in the winter of 2012/13,” which we covered in some detail in our Blogs of November 28, 2011 and of November 21, 2011. 

 

The FED Game of "DROPSY"                                                                                                                                   #1 FED drops interest rates for all savers to ZIP with AZIRP,     #2 Banks make Billions on their borrowed Trillions by paying no money to savers AND being paid on their Reserves, #3 savers first flee to US Treasuries (early 2009 to December 2011),    #4 THEN finally in great desperation and consternation and frustration savers are FORCED (and coerced by their Brokers) to buy dividend yielding stocks because they are “Going UP,"    #5 “Surprise” (see Blog 11/28) monetary/fiscal union of EU,    #6 GREAT CELEBRATION in all the world,    #7 Stock markets soar in all of 2012 yielding the “Great Deception of 2012,"    #8 Then realization sets in that huge increase in additional interest on sovereign debts to cover the whole mess can NOT possibly cover taxes from imploding world economies,   #9 interest rates begin move up in 2013 and stock markets crash,   #10 savers who became unwilling stock market players are wiped out, #11 The continuation of the Credit-Crisis 2007-08 continues with no more “magic Bullets!

The end!                                                                                                                                                    Stay Tuned. 

Is your company going to gear up now for the final and last surge in consumer buying next spring summer and fall - before #8-11 and ”THE END.”  Or are you going to hold back now (not seeing the “Great Deception of 2012,” ahead of time) and then gear up in late 2012 just before the final “Killer” wave of the “Kondratieff” Long-Wave hits us again in 2013 to 2014?

U.S. Stock Futures Advance as Italy Moves to Reduce Its Debt

Bloomberg; By Rita Nazareth - Dec 5, 2011 8:48 AM ET

Dec. 5 (Bloomberg) – “Tom DeMark, founder of Market Studies LLC and creator of indicators for identifying turning points in stocks, talks about the outlook for U.S. equities. DeMark Says the Standard & Poor's 500 Index may advance to between 1,330 and 1,345 this month before the rally reverses. …

…U.S. stock futures rose, after the biggest weekly rally since March 2009 for the Standard & Poor’s 500 Index, as Italian Prime Minister Mario Monti proposed budget cuts and leaders prepared to meet on Europe’s debt crisis.

. . .Dollar General Corp. advanced 1 percent after the dollar store chain raised its annual earnings forecast and said it will buy back as much as $500 million in shares. . . .

The benchmark gauge rallied 7.4 percent last week. (SPX) Dow Jones Industrial Average futures climbed 144 points, or 1.2 percent, to 12,144 today.

“It’s a week of Europe,” James Paulsen, who helps oversee about $333 billion as chief investment strategist at Minneapolis-based Wells Capital Management, said in a telephone interview. “There’s some expectation you could have surprisingly good news coming out of Europe, a bigger-than- expected approach to solving this thing. If the bids for European bonds don’t fade away, that might get people more excited about this.” ….

Merkel’s government won’t stand in the way of Bundesbank help to fight the crisis by means of loans channeled through the International Monetary Fund, a senior Merkel ally said.

"Dupes" now being 'duped' to set up the "Dopes"

 

This is a follow-up and further elucidation to our seminal Blogs of 11/21 & 11/28/11 on the subject of the 'coming attractions,' of which yesterday’s price action of almost 500 up on the DOW was just a little hint of what is to come in the “Great Deception of 2012.”  All businesses who wish to survive the onrushing debacle of the next surge of the “Kondratieff” Long-Wave after that, had better pay VERY close to this and subsequent updates, especially in light of Yesterday’s ‘Surprise:’

“Fed Dollar-Funding Cut Shows Limits of Action”

By Scott Lanman - Dec 1, 2011 6:33 AM ET

“…The Federal Reserve-led global effort to ease borrowing costs for financial firms shows both the central bank’s power to jolt markets -- and the limits of its ability to alleviate the European debt crisis. …

Yesterday’s move deals with the consequences of the crisis without addressing the causes, said John Ryding, chief economist at RDQ Economics LLC.

“You have to do something to stabilize the sovereign-debt situation,” Ryding, …said in a Bloomberg Television interview. That requires European Central Bank bond purchases that are “far beyond what they’ve been willing to do so far,” he said.

Stocks Rally

The Dow Jones Industrial Average rose 4.2 percent to 12,045.68 in the biggest gain since March 2009, boosted in part by reports on U.S. private employment, business activity and home-purchase contract signings that all exceeded forecasts. …”

It is quite obvious to those “who can see” and to those “who can hear” and to those “who have seen” these very Macro-economic machinations in ALL of the last several decades by the ‘controllers,’ that the ‘set-up’ of the ‘Dupes’ by the ‘controllers’ is now in play. 

And, after the ‘Dupes’ have been sufficiently ‘duped,’ then it will be their turn to ‘dupe’ the ‘Dopes’ who will be the ‘fall guys’ and absorb ALL loses of the ‘Banksters,’ thus freeing them to go make yet more ‘Bad-Bets’ on yet more ‘Bad-Debts’ and further perpetuate the devaluing of ALL fiat currencies.

So the following rehash from our Blog of 11/28 is necessary for a little background on these things:

“. . . 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 DCBF (See, 2nd paragraph of Home Page for explanation of DCBF) type consumer-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 subscribers to our yearly review and forecast or those reading this Blog) hits in the spring of 2012!

Yesterdays’ move on the DOW is just a little precursor of what is in store for the world’s markets when the “Great Deception of 2012” is fully played out next year.

Stay tuned, folks.

This story has just begun and promises to be VERY exciting for ALL!