tag:blogger.com,1999:blog-6616959642391988608.post1454972144376519860..comments2024-03-18T13:22:06.536-07:00Comments on Calafia Beach Pundit: QE2 RIPScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6616959642391988608.post-13905407307745954982011-06-23T18:31:22.579-07:002011-06-23T18:31:22.579-07:00OK, things look good. All your charts agree.
B...OK, things look good. All your charts agree. <br /><br />But then why is everyone still so scared? And what happens when all those excess reserves enter the system? At some point with the economy improving, those 'excess' reserves will no longer be needed as excess and will enter the system with a multiplier effect. Would M2 really double? What happens then?<br /><br />Oh, maybe Jeffhttps://www.blogger.com/profile/04068805988034886750noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-61263734052177605672011-06-23T13:17:37.515-07:002011-06-23T13:17:37.515-07:00Inflate or die!Inflate or die!TradingStrategyLetter - Weekly Summaryhttps://www.blogger.com/profile/06430136667577107255noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-47883039867930080772011-06-22T19:48:43.656-07:002011-06-22T19:48:43.656-07:00That is correct, and the data comes from the Feder...That is correct, and the data comes from the Federal Reserve. See a chart here:<br /><br />http://scottgrannis.blogspot.com/2011/06/household-balance-sheets-continue-to.htmlScott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-91145993456541058252011-06-22T18:11:41.421-07:002011-06-22T18:11:41.421-07:00Could you please confirm statistic that households...Could you please confirm statistic that households' net worth has risen by $9 TRILLION over past 2 years.OzWarrenhttps://www.blogger.com/profile/04049806911285821814noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-75068798356985464132011-06-22T15:43:18.794-07:002011-06-22T15:43:18.794-07:00Some suggest QE2 actually went to foreign banks to...Some suggest QE2 actually went to foreign banks to shore up their balance sheets hence the lack of monetary growth in the US.<br /><br />It is foolish to think the amount and diversity of governmental action around the globe will not have major ramifications down the road...Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-88624664163713248642011-06-22T15:28:34.683-07:002011-06-22T15:28:34.683-07:00That's anybody's guess, of course. But I n...That's anybody's guess, of course. But I note that there has been a whole lot of speculation in this regard. If this is a serious risk, it is not going to come as a surprise to the market. Risk-averse people and institutions have had plenty of time to protect themselves against a Greek contagion effect. Meanwhile, assume a radical 50% haircut on PIGS debt as a result of a default, and theScott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-79578996916645027072011-06-22T15:16:18.427-07:002011-06-22T15:16:18.427-07:00Scott -
What do you think the odds are that a Gre...Scott -<br /><br />What do you think the odds are that a Greek default spreads to other debt ridden countries such as Ireland, Portugal, Spain, Italy? Could we see a domino effect?pufferhttps://www.blogger.com/profile/02594945926620839004noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-59101382361709470382011-06-22T15:02:53.333-07:002011-06-22T15:02:53.333-07:00I like to read this...but. Every time I read a &q...I like to read this...but. Every time I read a "business is good" story, it is related to the trade-enhancing exchange rate of the US dollar.<br /><br />Dr. Perry today as a story that Brazilians are boosting Miami real estate, armed with reals. <br /><br />With QE2 gone, will the dollar appreciate? <br /><br />Manufacturing and exports are one of the few strong points in the US Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com