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deanlebaron

  1. report; absentee ballots of US citizens abroad have a question: do you intend to stay abroad or return to the States. Result: fewer voters.
  2. China's strategy is shifting from finding its role in the world to securing its role internally...domestic policy trumps intl.
  3. Until there is a crisis event i don't think anything happens...meanwhile all moves are delays. Ultimately there will be a new intl monetary
  4. Surprising how little intl monetary comment is online while turbulent events are taken place..
  5. Mismatch; economy is global; politics is local. Can't solve the one by the other.
  6. Financial participants and regulators do not understand huge intl derivatives mkts..yet they have access to the fed discount window...you.
  7. Next time you think about US postal deficits offer to help others and the PO to dispose of subsidized junk mail.
  8. Gold resumes its traditional haven role. There will be a story to be learned on why it has been on vacation for the past several weeks.
  9. trading w/fed$ or deposits is a clear no-no but may only be illegal in lack of disclosure. Illustrates flaw of reg. by political money flow
  10. Street (not Wall) favors Volcher. Elite tries to kill it with money.
  11. The US defense procurement program works to produce jobs and deficits in equal measure.
  12. @jarrodwilcox agreed but thought it more likely to get action to remove something from govt by congress than add an improved G-S. A cynic.;
  13. @ideaforecasting yes, I do mean reinstate G-S. I thought if might be easier to repeal the repeal than write new legislation which is tough
  14. simple important essential quick fix; repeal Glass–Steagall repeal.
  15. privately printed important book on early emerging mkt days by David Gill, formerly IFC & Batterrmarch...Tales of a Financial Frontiersman
  16. interesting anniversary is not OBL raid but privileged charter flight in US picking up his family and Saudi royals. Ties responsibility.
  17. stk mkt acts like a professional trapeze on the hi-wire w/o a safety net.
  18. America's problems grow in complexity and seriousness. its ability to solve them culturally and politically weakens. Crisis anyone?
  19. increasingly clear that the US is in such a muddle that the only way out is a crisis and bold, probably autocratic, solution.
  20. Fiscal matters are more complex than ying-yang, spend-save, tight-loose. They are a complex soup that can be chilled or boiled.