Friday, August 20, 2010
The reality is we are going somewhere New - it is not deterministic it is evolution
Think of the two sides of life dreamd aspirations the master plan and 2 how you finance that plan
Think of germany think of the soviet union is that what they intended....it happen because the two worlds could not co-exist. Two sides to every story and reality is usually somewhere inbetween...
Champagne taste and a beer pocketbook etc etc. the ying and the yang complexity and chaos order out of chaos.
Where we go depends on the fork in the road right now as PIMCO says they are to focused on cyclical recovery that cannot happen we nee structrual change the odds change as decisions are made.
The right brain is ok as long as the Left(money) is OK if not there is financial dissonance that's how Obama came to power change occurs during periods of financial dissonance and so do markets move these things don't matter til they matter.....brenda and eddie....nobody cares if they believe things will work they way out yhat is what markets are supposed to do.....but when they cash stops there is a reset....a restructuring and that to is part of the mechanism
Think of germany think of the soviet union is that what they intended....it happen because the two worlds could not co-exist. Two sides to every story and reality is usually somewhere inbetween...
Champagne taste and a beer pocketbook etc etc. the ying and the yang complexity and chaos order out of chaos.
Where we go depends on the fork in the road right now as PIMCO says they are to focused on cyclical recovery that cannot happen we nee structrual change the odds change as decisions are made.
The right brain is ok as long as the Left(money) is OK if not there is financial dissonance that's how Obama came to power change occurs during periods of financial dissonance and so do markets move these things don't matter til they matter.....brenda and eddie....nobody cares if they believe things will work they way out yhat is what markets are supposed to do.....but when they cash stops there is a reset....a restructuring and that to is part of the mechanism
Wednesday, August 18, 2010
Financial Times Saturday 14, 2010
Delfation: Just how big a risk is it?
"if the mindset in washington doesn't move fro a cyclical to a more structural approach to grapple with fundamental problems, The probability of deflation increases"
Mohamed El-Erian
"if the mindset in washington doesn't move fro a cyclical to a more structural approach to grapple with fundamental problems, The probability of deflation increases"
Mohamed El-Erian
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