PALOOKAVILLE FINANCIAL
capitulation day
+175...
AND THE NEXT 'FLATION WILL BE
lex : ..."Anyway, what might trigger a rise in inflation? That is the biggest stumbling block for worry-worts. The unwinding of the credit boom of the past 10 years will require higher savings, weak consumption and low investment, probably well into the next decade. That ensures demand will remain weak, and with it inflation too...."FT
AND
BUT ALSO
EXPORT I MANUFACTURE I MANUFACTURE I EXPORT
...here in palookaville we have always been told...
...our economy is f**ked bescause we have too small...
...a manufacturing base...
...we do not export enough...
...but look around the world and what do you see...
...world exports falling off a cliff...
...the great manufacturing economies...
...collapsing with them...
IF ONLY
...christopher fildes...
...spoke of the 'if only' brigade...
...if only the BOE were independent...
...if only we exported more...
...if only we manufactured more...
...if only we had a strong currency...
...if only the banks would lend more...
...if only we could re-start the boom...
...if only people did not talk the economy down...
...if only we could stop the short sellers...
WELL
IF ONLY
THE POLITIX WOULD STOP FIDDLING
...like taking power from the BOE and giving it to the FSA...
...like robbing the pension funds...
...like robbing the savers...
...scrapping PEPs...
...increasing tax complexity...
...creating a client state...
...busting the economy...
...increasing the national debt...
...busting final salary pension schemes...
...while MPs have voted themselves...
...bigger salaries and better pension entitlements...
...THERE IS A DISCLAIMER AT THE TOP O THE PAGE...
...THIS AINT ADVICE AN WE AINT IN BUSINESS...
...WE JUS SUCKERS LAK YOU...
...PISSIN INNA WIND...
capitulation day
+175...
AND THE NEXT 'FLATION WILL BE
lex : ..."Anyway, what might trigger a rise in inflation? That is the biggest stumbling block for worry-worts. The unwinding of the credit boom of the past 10 years will require higher savings, weak consumption and low investment, probably well into the next decade. That ensures demand will remain weak, and with it inflation too...."FT
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'Sell every asset except gilts'
Conventional assets – even gold – are no good as hedges against the inevitable deflation, says one asset manager.
Inflation will kill the gilt rally in the end
The announcement by the monetary authorities in the UK that a policy of quantatitive easing (QE) would be implemented was greeted with euphoria by the gilt market.
BUT ALSO
...here in palookaville we have always been told...
...our economy is f**ked bescause we have too small...
...a manufacturing base...
...we do not export enough...
...but look around the world and what do you see...
...world exports falling off a cliff...
...the great manufacturing economies...
...collapsing with them...
IF ONLY
...christopher fildes...
...spoke of the 'if only' brigade...
...if only the BOE were independent...
...if only we exported more...
...if only we manufactured more...
...if only we had a strong currency...
...if only the banks would lend more...
...if only we could re-start the boom...
...if only people did not talk the economy down...
...if only we could stop the short sellers...
WELL
IF ONLY
THE POLITIX WOULD STOP FIDDLING
...like taking power from the BOE and giving it to the FSA...
...like robbing the pension funds...
...like robbing the savers...
...scrapping PEPs...
...increasing tax complexity...
...creating a client state...
...busting the economy...
...increasing the national debt...
...busting final salary pension schemes...
...while MPs have voted themselves...
...bigger salaries and better pension entitlements...
NB chart is uk based and funds reflect the effect of currency movements
charts from equitable life are used as an illustration of sector performance comparisons only
and not as a commentary on their investment performance. no opinion is offered here either for or against equitable life as a pension company...
...they just happen to have these charts...
...which i find very helpful...
...when comparing sector fund performance...
and not as a commentary on their investment performance. no opinion is offered here either for or against equitable life as a pension company...
...they just happen to have these charts...
...which i find very helpful...
...when comparing sector fund performance...
...THERE IS A DISCLAIMER AT THE TOP O THE PAGE...
...THIS AINT ADVICE AN WE AINT IN BUSINESS...
...WE JUS SUCKERS LAK YOU...
...PISSIN INNA WIND...
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