The collision of global markets and social mood

Wednesday, February 2, 2011

Shoveling Out From Under The Snow

Expecting lighter volume this morning due to the snowstorms affecting much of the country. S&P futures have downside exposure to 1295 and 1290 after that.

I'm shoveling snow this morning and will likely stand aside until around noon. The CME might not be up to 100% until 11 am EST, right in the middle of my dead zone of 10:30-11:45 am each day when I do not make trades.

Came across this from The Pragmatic Capitalist:

"While we are seeing price increases in most commodities we are still seeing deflationary trends in labor rates, housing, auto, credit and consumer goods."

Notice that one side is purposefully being inflated while the other side, left to its own, is deflating. The key thing to realize, however, is that the net effect of both results in negative thus deflationary psychology.

Rising commodity prices cause people to spend less on housing, autos, goods, take on less credit, and hire fewer workers.

Furthermore, the riots in Tunisia and Egypt say more about the Fed indirectly than their own domestic issues, because they are caused primarily by the Fed's top export: QE induced inflation.

Fractional reserve banking is stupid.

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