Seeking Neutron

It is funny how one discussion with D about Mr O and his economic policy lead to someone writing about the same thing the next day. I wonder if our skype conversation is tapped.

http://www.minyanville.com/articles/deflation-japan-lost-decade-keynesian-bernanke-spending-minyanville/index/a/25229/from/yahoo

I can't put it such eloquent words nor do I read enough economic books to reference these authors mentioned in the article. But I can say that my thought of the impact of the "stimulus" plan is from just a simple connection of cause and effect. Understanding the multiple degree of separation with the "player" of economy along with the social dynamic of people with their basic need for comfort (safety). At lot of what I've said are mentioned in the article. But what I did not put together is how deflation of an economy. I wonder if the collapse of the banks is just a deflation of the economy. A clean house like or even just the true evaluation of true wealth of people. I wonder what the Keynesian theorist are wondering now. I am not to favor one economic theory versus the other. I just think it is a chemical mixture, that both can be false and both can be true. Like the positive or negative electrons. It works on when you infuse both the negative and positive. Otherwise too much on one side lead that element to break down.

But what is the solution? Well it will take a lot. But the first step right now is to fix the indicators that we are using to report the wrong information to people. Yet we continue to use it to drive our decisions. I am talking about the out dated economic indicators that we use. Since many adopted in 1930's a lot has change. The core economic drivers of the US and the world are very different today versus 10 or even 50 years ago. Not to mention also the social economic behavior of people. Indicators is just a way to show how people will behave to money. So in my opinion how we behave with money changed a long time ago. So for example the methodology which is use to capture inflation, ever wonder what gets' factor into that number and what doesn't? Imagine if it did factor food and energy. Although I know those are high fluctuations, but wouldn't it paint a more accurate picture of what is rising or falling. Imagine if these reports gets a face lift. The impact (negative and positive) will cause mutual funds, banks, government, and you can continue to name to change their "WORK". This chain reaction will have high impact on what we are really dealing with and maybe we can start focus on the real problems. So that "WORK" is monsterous. These are what returns the fund actually produce, interest rate policies, monetary supplies, adjustment to social security, and the list just continue on and on. Larger than most people could understand it or be able to recognize until it gets worked into the economy, but having correct numbers scare the crap out of the government, banks, and the most wealthy. Oh well I can only hope. The truth the matter is, there are a lot of people who benefit from not having the right measures. So we will see. I wonder if this thought I have just written down will emerge someday in political and economic discussion. But for now, another article (mean) to justify my past conclusion (end).

World Teachings

It is nice to see that some people are realizing what I've been blogging about for a long time. For awhile I thought I was the only one noticing what was around me. I just wonder when people will finally see what O is and is not. The sad thing is that the needed overhaul is spreading across the world because we've done so well in selling the wrong. Oh well I doubt much will change, but I can still hope. Maybe it is not about the audacity of hope and change, but about the deliverance of integrity and what is rightful.

http://articles.moneycentral.msn.com/Investing/Extra/wall-street-run-amok-blame-harvard.aspx?GT1=33002

With that said, I don't know too much about the guy, but John Mack from Morgan is winning my respect. Quote from him: “Stand up for what you believe in. Do what you think is right. Be prepared to suffer the consequences. But don’t be pushed around when you know in your heart of hearts it’s the wrong thing to do.”

http://postcards.blogs.fortune.cnn.com/2009/10/23/morgan-stanleys-mack-speaks-about-survival/?source=yahoo_quote

Afternoon Thought

"Man skids into midlife and loses his soul. Man goes looking for soul. After a lot of instructive hardship and adventure — taking place entirely in his head — he finds it again". (by Carl Jung)

I wonder how many people loose themselves through the course of their life and yet were able able to reclaim it? Even if they find their soul again, is it ever the same? I wonder how many people loose their soul again and again, but finally realize it was never lost.

In the course of over 3 decades of my life and close approaching the 4th decade, I have pleasure to encounter people at many walks of life. Some I kept contact with for years, other I know for a brief period of time and others I get cliff notes version of things that happened to them every couple of years. I am so intrigue by how people equate the unexpected lost or short coming of their life with the lost of their soul while what they earn or the blessing they receive as how they find themselves again. They don't all say how their soul was changed, but in essences all the conversation, blogs, email, postcard, and tweets are just that. My soul did something.

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On another note, I wonder if Biden is the new Bush? He gets an ***ism tagged with his name and luckly he's only the vice president.

http://www.slate.com/id/2228872/?GT1=38001

Salemanship

I feel a sense of anxiety when I experience conflicting worlds. One is the information or knowledge of what I feel within me about the world today and the other is the external world that surrounds me which fill with other people's opinions and suppose educated information.

The first few paragraph of this article is an example of why I am not on the O bandwagon. In my opinion, we are praising an educated use car sales man. You see when you make a sale, you play on the emotion of the person (the target). Avoid any situation about substance because although noble, will never make you the top sales man. This is sales 101.


You see, it is never about the substance or detail of the topic when it comes to Mr. O. It is always about how the situation is hurting someone and who is demanding this. What make this an "Educated" sale is because it is well planned and executed. The foresight is amazing. Carefully crafted and orchestrated not by himself, but viral like implementation, by a larger degree of separation. To put it simply, set up a victim, create an environment of anxiety and urgency, set up a target (a goat), and the delivery is not a solution (because solution get tested) but phases. Never say it is complete, because there got to be a villain and avoid any postmortem unless it support the cause. No conclusion, no commitment, no checking the facts. It is not about reaching an end, but more on a continue movement or flow. This is modern Roman politics at its best. It take a intelligent man who is well read to put this together. It then bring up the question of just because you know, does that mean you do what is right? Like the Romans, which are highly educated people, practiced these ideologies, of hierarchy (how many czar do O have?), class inequities (bailout, trade tariff, tax plan, other O plan), elite power (TBD), iron-fisted policies (government involvement in finance and business), and the politics of harsh vengeance and elitist authoritarianism are being retooled in today's administration. I commend O for the craftsmanship, because truthfully if anyone want to get ahead in the corporation today (get a raise, higher position, etc...) he or she will need to follow what was practiced by the commander of this land. The societies criteria for respectability been lazy. We grant it by, majority vote, level of education, how he talks, what does he look like, or even career or salary status. But what is missing is the action to examine the substance of the person and to judge equally not base on the color of the skill or one's own self serving ideology.


http://articles.moneycentral.msn.com/Investing/CompanyFocus/why-the-meltdown-could-happen-again.aspx?page=1

"Or perhaps not only the seasons but everything else, social history included, moves in cycles. Not, however, that earlier times were better than ours in every way-- our own epoch too has produced moral and intellectual achievements for our descendants to copy. And such honourable rivalry with the past is a fine thing."--Tacitus, "The Annals of Imperial Rome", ca. A.D. 100

Pain

It is sad to see how media choose to be bias versus bipartisan. I wonder why certain news get so little attention while other just continue to get coverage over and over again.

http://finance.yahoo.com/news/Feds-steps-to-aid-banking-apf-1128818940.html?x=0

http://www.politico.com/news/stories/0909/27110.html

http://articles.moneycentral.msn.com/Investing/Extra/is-stock-market-still-a-chumps-game.aspx

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Man I feel old. Can it be that this is the year where I have to hang up all the activities that I love to do? I finally reach a complete understanding why athletes retire at certain age. I notice I surpass most of people my age when it comes to activities they do on a regular basis. But acceptance of moving into that phase in my life, to be honest, makes me a bit depressed. There is a rhythm of the mind and the body when it comes to how they work together and as time goes by that synchronization slowly erodes. Sad to see that that this could happen to me. Does this mean I have to take up golf?

Oracle

Message to myself: I observed the market, the news and the documentary on the ascent of money and decided to refine my hypothesis. Base on my observation both of history and as of today, I am reaffirming that the world is shifting unfavorably for the US. So what is the basis of my opinion? Well for one, a welfare state or likeness of it, is forming in many places. This fear of risk and the reaction for government involvement will move toward that type of welfare. Involvement by the government will be accepted because it plays on people's fear. We see this taking shape in many areas including finance, technology, medicine, to name a few. Inflation and slow growth will come. This will happen after we exhausted cutting expenses from the income statement and use up all creative accounting tools. It is not good or bad, but more so an economic shift. That definition of shift, to make it simple, will evolve into how the world would be a lot smaller place for everyone. I believe the elite (I don't have a word to describe it yet) or better yet those who will benefit from this shift will have to be the one who is willing to be mobile. I believe in the future we should not be surprised if most of the wealthy American citizens are not located in the US. Instead they bridge their life between US, Asia, Europe and South America. What is interesting about this is that assets are spread all over the place, and a financial management of this will create a necessity and an industry that manage the assets of these people. Neighbors and friends are not by one town or by one state but by countries. Again, this is only for those of the privilege and elite. Some will have the ability to take advantage of this, some will choose not to do so, and some will be left behind. Social issue will become more urgent things to deal with in the US. But that analysis will take a whole new blog to describe. But what we learn about the global world while we were in school, is happening right now and it's taking place by operating outside of your world (US). So how will I balance the drop in the US $, the decrease in salary, increase gap between the rich and poor, and the issue of green environment? Those circumstance will be something I have to confront sooner than later. I think it is interesting to live through history and to me it define how we live life that is given to us. Part of the gift that life has to offer involve navigation. I believe at the end of this journey, before you see that white light, will be a quick film of how you navigated through this shift and the people who you share this shift with.

O you are my only hope

Not sure how long this link will stay active. But at least people are starting to recognize the pitfall of what is consider "change" by the new administration. What concerns me is that the author's prediction is so far into the future (2012), which to me mean there are still some leg in the stocks to go up for a bit or possible side way cup and handle formation for the market. But what I feel is the most disturbing, is people ignoring who got us here and who did what to prolong it, the one who got away with doing wrong, the one who let them get away, and the question of who has the answers and courage to make it right. When does a finance person learn that they came from economics and not the other way around?

http://articles.moneycentral.msn.com/Investing/Extra/New-bull-new-bubble-new-meltdown.aspx?page=1