Category: Commodities

Fifty Shades of Nay; Rate Hike Reluctance

Fed Chair’s signals translate into a predominant geopolitical consideration offered as reason for her rate hike reluctance.

Jobs, Stammering Lips & Tongues

Thus, who should receive credit for a stellar December 5th Jobs Report is a no brain-er. Its credit goes …in my book to OPEC. I wonder if OPEC members had the foresight to short oil before tipping their poker hand’s and production intentions.

Where are Principled Sextant, the Astrolabe, the Compass All?

Sadly, as is, the course in Washington today, the President, Congress and Ben Benanke have all but charted (intentionally …or otherwise) one which has taken America to sail into heretofore, uncharted waters …now sailing away (dead reckoning …as it were) without the guide and principled aids of navigation’s more reliable, well-founded, forms of reliant checks and prudent navigational measures.

Unstable waters? Questionably one trifle which begs for a measure of compare? For without measure, these are likely anything but calm waters.

The Rate of the Wait; The Cost of the Lost

The magnitude of the money required to service the interest costs generated by the public debt is stopping for no one.

With respect to its costs; the rate to wait has benefited no one save the administration which has not missed a beat in every opportunity to turn a blind eye on housing …while jabbing the financial sector in the eye with a sharp stick.

Once upon a time, not too long ago …I lived in Hungary at a time in which the rate of inflation was running at 33%. As high as that may have been …it was a promising time. People were full of hope and looking towards a brighter future. And as bleak as 79 % effective tax rates were, optimism was running rampant.

Unlike what we have here in the U.S.A. today, there and then …the velocity in the Hungarian market could only be characterized as torrential. Money was moving at an amazing spead. Opportunity was in the air.

However, here …overall broad spectrum inflation has not raised its ugly head here …now, primarily because velocity is anemically low …and whatever inflation currently exists has been rather limited to commodities in a low demand …low growth environment.

Recovery; It’s A Gas …Part 3

Should consumers despair that they …as of yet, still do not have the luxury to chose a commercially viable alternative at the pump?
Or should Americans take heart and stand up and celebrate the huge opportunity to make a call for a tremendous change …one which really would …should and will make a world wide world of difference for the betterment of consumers everywhere?
The choice is a no-brainer.
As such, for now …America (largely) has made no such choice to either stand nor make the call for such an alternative bridge fuel …in mass.
And, such as has been the case to date …this (non-call …at it were) has long stood to produce an advantage whose single most dominant luxury is being enjoyed (…like no other position can afford) …by one single segment …of an industry group …one which is comprised by a handful of rather lucky dominant oil exporters.

Recovery; It’s A Gas …Part 2

After all, without choice …America; She is an enslaved patient …force-feeding a system holding her as a slave to forces which are out of the dwindling subset of institutions which once served Her once dominant enablement’s …those which once upon a time added to …rather than detracted from Her self sovereign ability to control Her own destiny.
I would not call that service befitting the better interests of Americans …at this time.
I know nothing …indeed!
However, I do know one thing all the more; I wouldn’t mind having a better opportunity to make the choice to install a cheap …economical filling station in my home.
Now that …I know would be a total gas!!!
Wouldn’t it?
Well, maybe not for those who have put on and invested their bets in going long in calls …on CRUDE.
Talk about being made the cow’s tail …?
How now brown cow?
How now …is anything but CRUDE.
As a matter of fact …it just may just the gas America is looking for …the solution which the man behind the curtain does not want you to see.

Recovery; It’s A Gas

In the wake of the sell in May and walk away market mentality, Consumer Confidence is becoming increasingly …overshadowed and punctuated by the tenuous reality that America is facing a real and present threat which endangers Her sovereign interests …a risk in regards to the consequences of Her single-dimensional dependency upon a one-sided energy’s policy platform.

Organizers vs. Agitators

In time, what’s the big deal if the net affect of giving up a measly tax credit or two offers big oil the opportunity to reap a harvest …allowing them to play an even greater (dominant) role in developing bridge fuel technologies after a cogress which is fiscally addicted to a Fed’s accomodative weak dollar (deficit- driven) fiscal irresponsibility.

As a politician, any one can survive …as long as one can maintain a

chameleon

-like populist stance.

But, in reality; a well known man once said;

“You may fool all the people some of the time, you can even fool some of the people all of the time, but you cannot fool all of the people all the time.”

So, seriously; don’t be agitated, and for goodness sakes don’t be aggrevated.

For there are and have been many …who for years, it can be seen …have been pretty good at knowing how to peddle snake oil.

So, don’t be taken in unaware …by the very sensual and emotional nature of all their promises’ appeals and charms.

So, be sharp as a two edged sword, because you will need the truth to deal with whatever may be in each chamelions’ reptilian repitoir …populist non-sense not withstanding.

Care for some nice shinny rubby red apples, deary?

Don’t fall into a pit.

Become organized and plan to vote come 2012.

Above all, don’t confuse a community agitator with a community organizer.

Bottom line; don’t be fooled by a chameleon.

Chameleons crawl on their bellies like a snake …or any other reptile.

And while they pretend to speak for all …they speak for no one but themselves.

O Joshua!

The Demise of QE-2

The Demise of QE-2

Oh, Really?

Speculation and QE-2 Go together like a horse and buggy.

Or was that …like a 1.64 Trillion Dollar deficit and a rather conflicted Federal Reserve?

Or was that like a 3.7 Trillion Dollar Budget and a rather conflicted Congress?

In view of the administration’s disdain for the express will of the people such as became manifest and more than abundantly clear last November…the question remains as to whether or not QE-2 is to go …or stay and become supplanted by what may become QE-3 is anybody’s question …or is it?

Unlike what would otherwise be like a deep black secret …the demise of QE-2 is anything but …beyond top-secret.

Instead, whether QE-2 is to stay or go …is something which Federal Reserve Chairman Ben Bernanke is not surprisingly …now, more than less …obligated to disclose openly to the likes of Congress …namely, to satisfy the likes of a more than entitled curiosity …the itchy ears …of the likes of those of Senator Ron Pall not withstanding.

Re.: Monetary and Fiscal Responsibility;

And while bad habits are easily learned and obtained; they are not so easily worked free from …in reversing their affects’ impacts.

These take prayer and fasting.

Take a rather strange lesson from an otherwise foreign focus and vision …one generated in mixing an atmosphere of strong necessity with one of equally strong discipline and regimented resolve.

That’s why the Germans have been rather more successful in adopting …with their engrained mind-set of discipline …a more prudent and reasonable rationale in their approach to borrowing limits …capping their annual budget deficits and public debt to correspond to certain guidelines which pertain to strict percentage-based guidelines of their economy’s actual performance …foregoing the urge to bet on the come …as it were …as hope seems to have become warped here in America.

This more responsible sort of balanced approach to fiscal due diligence and disciplined oversight of the budget processes returns a service to the people of Germany which kind of reminds me of the purpose which the President’s Pay Czar was intended to serve …

…Namely that of accountability …in light of an emphasis which was supposed to be centered about openness and clarity.