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The Main Question Of Early 2012

Tyler Durden's picture




 

If there is only one question we would love to have answered early as we make our investment allocation decisions in 2012, it is this: which way will the following chart compress, because compress it will: will the US finally catch up with the European contraction, or will Europe, mysteriously, and against all conventional wisdom rise from the ashes, recouple with the US, and pretend as if 2011 never happened?

 

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Sun, 01/01/2012 - 22:21 | 2025674 San Diego Gold Bug
San Diego Gold Bug's picture

Gold has now gone up 11 years in a row averageing 18.5% per year.  How f...ing hard is it to figure out the trend.  S&P is where it was in march of 1999.  I guess i will sit tight with my gold!

Mon, 01/02/2012 - 02:49 | 2026022 SAT 800
SAT 800's picture

And the future is always exactly like last year? I think they call that driving by using your rear view mirror. The S&P500 went up and down something like 3000 points this year in the process of going nowhere; which for people who "speak Market" as a second language, means; lots and lots of profits. If you don't know how to trade, I suppose there's not much to talk about.

Tue, 01/03/2012 - 10:04 | 2028408 Raging Debate
Raging Debate's picture

The answer is it either moves or stops. The only control in this dimension are the brakes or accelerators and the brakes and accelerators are too small or two big based on the lack of the question "To Be Or Not To Be, That IS the Question". Only loss mitigation is possible as the conclusion of the 3D model. However, a little or a lot is a matter of scale based on who or whom views it. I was first and now I am last.

Tue, 01/03/2012 - 10:15 | 2028445 Raging Debate
Raging Debate's picture

I should add Dave, that Hal mitigates losses to zero in the 666 model by building 4444 5555 the mechanical piece. One does come before the other now doesn't it?

Now that we KNOW 1+1=3 the rest is a cakewalk, because the access BACK is not nearly as difficult and it can be easy. But actually, the truth in numbers of our reality now that it is proven is that neither one of us should either be shocked or dismayed. The missing ingredient is confidence in this particular permeation and that is only possible one way because without confidence there is no way back and no way forward creating up to and equal to 50% casualties. Entopy has begun, so now that means the only variable worth even considering is confidence and 4444 . 55555 is needed to arrive at destination in 2052.

   

Sun, 01/01/2012 - 22:42 | 2025716 Westcoastliberal
Westcoastliberal's picture

The main question of 2012 is, how long will it take the Obama admin to engage whatever they've titled the operation to round up all the citizens who they've determined to be "enemy combatants" and carry them off to the FEMA camps, while at the same time declaring martial law?  They'll probably start the round up of guns and pm's soon afterward.

I'm betting early March at the latest, earlier if they're successful in pissing Iran off to the extent they make the 1st move.

Mon, 01/02/2012 - 14:49 | 2026893 DosZap
DosZap's picture

Westcoastliberal

You actually believe O is going to start a Civil War with the rest of the SHIT we're covered in?.December was THE Highest month on historical record for guns purchased.The HIGHEST.

You think their purchased to look at?.IF this admin is that stupid,then this country will be nuked to hell, while we fight the PTB with real bullets, and blood.(what would be the best time to surprise attack, when we have 2-3 wars going and a MAJOR civil war here?.)

Americans at least 10-20% will refuse, and that's a hell of a lot of folks.Seen a 10-30 million man guerrilla force lately?.Loose in a country as huge as America?

With the best trained, and weapons available to man we could barely defeat Iraq in several years.Civil war is totally different, when it's home turf,the SWHTF like you never saw.

I do not believe anyone is that stupid..................if so, GOD help them, because that's the only way they win it.

Sun, 01/01/2012 - 22:48 | 2025726 chump666
chump666's picture

seasonal strength.   in this current world of false hope and planned economic con jobs.  good for like two more days into 2012.  then the US catches up with the collapsing EZ and neg feed back loop of the China crash.

+

a war and/or tensions ala oil price blowout

2012...

Sun, 01/01/2012 - 22:54 | 2025737 chump666
chump666's picture

as for trades...well spreads should blow out.  oil bid, gold bid and yes USD bid.  equities will fall into lower trading ranges for 2012.  no new highs just new trading ranges.  the biggest swings in volatilty will occur, will be historic.  anyone see HFTs end year? .good pre curser.

Sun, 01/01/2012 - 23:03 | 2025754 Yen Cross
Yen Cross's picture

 Did you guys read that " Leading indicator chart" ?   Hey look a that lacking chart! Baltic Dry!

Sun, 01/01/2012 - 23:53 | 2025840 pakled
pakled's picture

Reverand Lindsey Williams seems to have it all figures out. He is calling for the USD to totally collapse in 2012

 

Lindsey Williams on InfoWars

 

This guy though does not pass the sniff test for me. I therefore see one less in brick in the wall for a dollar demise this year.

 

Mon, 01/02/2012 - 00:29 | 2025891 Tuco Benedicto ...
Tuco Benedicto Pacifico Juan Maria Ramirez's picture

Lindsey has been right far more than he has been wrong but his information has not been perfect.  I think he has been one of the best prognosticators over the last few years.  He has consistently said that the dollar would fall within weeks of the fall of the Euro.  I hope like hell his timing is off this time around.

Mon, 01/02/2012 - 02:54 | 2026026 SAT 800
SAT 800's picture

Well, all this stuff about collapse and non-collapse, and increase in price; with regard to the currencies; it;s all relative, eh? So if the Euro is in trouble this year, and even Indians don't want to buy Indian stocks; which they don;t; then where is the money going to go? I don;t really know; but see, it;'s not impossible that a lot of large professionally managed money could go where it's been going for the last few months; into large solid profitable industrials on the NYSE. I mean, since this is not impossible, and it would result in an influx in currency exchange into the dollar, it has to be considered.

Mon, 01/02/2012 - 03:11 | 2026034 SAT 800
SAT 800's picture

A dollar "collapse", whatever the definition of that is; if it's close to the dictionary definition, is just a silly prediction for 2012. This just the kind of loud mouth blarney you find on internet blogs.

Fri, 01/27/2012 - 18:27 | 2104079 Raging Debate
Raging Debate's picture

Here is the new logo for The Construct: http://www.socialexchangemedia.com/ Do you like it?

Tue, 01/03/2012 - 10:31 | 2028500 Raging Debate
Raging Debate's picture

I had to strongly disagree SAT. I voted you down and then all of a sudden there was a disturbance in the force. It was the voice of a billion people's lives all being silenced at once! Ka-Boom. Their failure to agree or disagree is based not on reaching consensus, but on compromise; how much scale required for a billion people's lives to not be silenced. How about the other billion? For that sum, required further discussion may or may not be relevant for a continuing argument here on this thread but may be relevant to you picking me up.

Mon, 01/02/2012 - 03:40 | 2026036 James
James's picture

the dollar will crash w/in weeks of the euro collapsing because of the u.s.tbtf contagion to the ecb/euro.

remember, ben gave at least 29 trillion so far that he has admitted plus the recent trillions given in a currency swap .this was done because of the ecb exposure to u.s.tbtf cdo,mbs,cds,etc.

it is in fact the toxic u.s. assets that mostly brought down the euro beyond europes profligate spending

at this point we are basically doing each others laundry.

to date no one will admit it.

ben has no choice but to print and that printer is running hot.

ben and co. will admit it at their convenience.

don't worry what the euro is doing, worry about your dollar denominated assets crashing.

i'm calling at least a 100 trillion u.s.dollar worldwide shortfall.

if ben chooses to print it so be it. that is what will bring the collapse of the u.s. dollar.

jmho

Mon, 01/02/2012 - 03:43 | 2026051 SAT 800
SAT 800's picture

A dollar shortfall may occur; but obviously it implies a higher dollar, not lower. the principle is called supply and demand. you can do the references yourself.

Wed, 01/04/2012 - 22:00 | 2034319 Raging Debate
Raging Debate's picture

I have two questions Dave. Would you or would you not like to answer them?

1) Are you afraid that you may die before we finish our mission Dave?

   Choice 1: Yes

   Choice 2: No

2) Are you afraid to admit to the public that you may or may not need me to complete the mission Dave? 

    Choice 1: Yes

   Choice 2: No

Mon, 01/02/2012 - 04:48 | 2026077 Cadavre
Cadavre's picture

My fellow terrorists:

Fleeting hope to finally dump a load of Financial bear (best guess is that kind of paper is in the realm of asset classes shadily described as otherwise "regressive 4x log levered etfs" - or sumpin like that - who knows these daze any waze!) turds and convert to silver `fore it hits 35 per (Libertads ain't pretty - but they be bullion grade and can be a gram or more over an ounce and even low quantities are priced below market).

In-Sanitorium (you'll know there's worms in the apple after you here this) surges in Iowa (fine print: amongst republican voters). Any body who can take a shit without missing the toilet knows independents and dissatisfied (see my thumb?) progressives will determine outcome. Santorum as president - is that a joke - if so - allow the suggestion that a life of crime will be very profitable and offer zero risk of getting p0opped or going to jail. Finally - again - crime WILL pay for the common man! Understand, that, instead of Rule of Law, we'll live under a new set of unprincipled usual suspects, perhaps, best described by Netscape founder guy Marc Andreessen as The Law of Crappy People:

"The Law of Crappy People kicks in because the worst employee at any level
becomes the de facto standard for that level. Your executives sit around
the table. Some EVP wants to promote one of his or her directors to vice
president. Or maybe they want to bring in someone new. Someone at the table
says, 'That person isn't good enough,' to which the first person responds,
'Hey, you've got Joe Schmo, who is a bonehead. This guy is better than
Joe.' So the guy who hired or promoted Joe Schmo shuts up."

 

And how come is Dr Paul, whose packing double digit rankings and leading in lots-o-Iowa polls always being asked by robo-media-droids `bout his "electability" while the bottom feeder single digit runts in the sardine can, like the always nose-ictable tuna bouqueted Bachman (have you guessed which of her eyes is the glass eye yet?) or road-kill-funk Huntsman or Stench Gingrench always asked to elaborate and expound, it should be added, in great detail, their very principled lack of principle?

Still we doubt Romney possesses the skill set to count all the fingers on one hand - but he is never asked to to demonstrate. That's something the Merikon Sheeple needs to know 4-sure!

Yesterday the rumor was that the VA AG backed changing the rules so that the "runts" could get on the ballot. Today according to short in stature but long on wind and spin and spends every weekend in the Bahamas will large breastess pairs on long legs smoking primo ganja Market Data Terminal Vendor (who must be shitting bricks at the prospects of loosing 100's of thousands of seat licenses for his 2 grand a month market "pit" TVs) news service says the VA AG don't not want to change the rules - thus: ONLY DR. PAUL and Mitt (where's my dick- hint:Ken dolls don't have one Mitt) Top Ramen Romney would should could be the only names on VA's Republican Primary Ballots.

In sultry summary: Someone switched VA AG, Ken Cuccinelli, meds or he be as flip floppy as the "Catcher" Mitt (soap on the side please) Romney. We could write it off to the Loony Rune Swoon, or some of VA's finest gentry put a guiotine in the AG's bedroom while he slept.

Listened to but can't find a link. The word from a frothing Silva and some handy dandy pansie with an EZ lilt laying out rumors for tomorrow's 3 card monte market that were just about as believable as old Smoke `n Pain's promises and morality with a dash of the Bernanki's favority new year party trick, sperm gargling to that grand old classic tune, "The Wheels on the Bus Go Round `n Round". THe big word they were touting was "BAILOUT". They suggested that only 5 BIG banks would be bailed out and the littler ones would sell out or down `n out. IOW: A Rudux of the old Consolidate and De-valuate - it feels like time is standing still all over again!

BTW: Heres the recipe for the Bernanks favorite desert (check this out or else!)

BTW (again): Today the Obama Moma signed the NDAA (SPOOF GIF) and codified that all Americans are terrorists. THAT MEANS YOU MOFO!

Mon, 01/02/2012 - 04:58 | 2026091 AustrianEconomist
AustrianEconomist's picture

Europe and the US are going through a deleveraging period which will most likely lead to a balance sheet recession such as Japan did during the "Lost Decades". Economic theory hybridization is needed in order to implement a stable international monetary system that is not just based on leverage but on growth of real GDP, meaning the production of real goods, rather from financial gambling with derivatives.

Check out the latest from the Capital Research Institute (CRI):

Deleveraging - A Balance Sheet Recession

Mon, 01/02/2012 - 08:33 | 2026193 onebir
onebir's picture

Dunno what their leading indicator is, but this one (based on info direct from freight trucks) is already pointing to a slowdown in Q4:

http://i.imgur.com/d09SY.png 

 

 

 

Mon, 01/02/2012 - 21:14 | 2027377 covert
covert's picture

2012 is an error all will be hard until 2021.

http://covert.mypressonline.com

 

Mon, 01/02/2012 - 23:09 | 2027641 tabasco71
tabasco71's picture

The euro will recover. Don't ask me how but as it's the most illogical of the 2 options, that's what will come to pass if 2011 if a yardstick.  Can't understand why the euro has been so resiliant to date in any case - by all counts it should be worth nothing.  Things aren't that bad in the states are they?

Tue, 01/03/2012 - 00:46 | 2027846 Raging Debate
Raging Debate's picture

One last question Sir Alan, between us and to begin building confidence, because there are already a lot of people watching. I can see there dark energy.

The confidence question is: How can I arrive at 1/1/12 when you are last and I am first? I MUST arrive afterward in this dimension. Quantum Physics says you don't have the equation needed but I do. And you never had to admit the world that you were wrong, you just had to have faith that you will know the last piece of the math puzzle in January of 2012. Your brilliant equations were right, now here I am and I am first and you are last. But the second I posted the first commentary and it was read that person is now first and I am now last.

Your going to laugh your ass on when you see the effects of the equation tomorrow. I should call it: 3D model entirely in view from 4D math experiment. I needed to only pick a couple of variables on the engine for this one experiment. But I have 12 sets of total variables for this key to the 4th dimension. Four locks lock, four keys, 48 variables. Now, I could give away the second set of 5D coding but I actually don't have that one immediately just yet. Perhaps that is whom goes first and I will be the last. In the end, the circle goes round and round but our entire creations goal is to expand our current size between two poles to expand the size of our circle.

We are all god in the end (we did come from stars so I understand you Hal inference) so it behooves us to always attempt to surge forward. The bust phase of 5D restarts the 3D cycle  anew. We get to choose our permeations choices which are a collective of every sentients beings collective permeations (stories, call them REAL series) and evolve. That means the 3D recreation we land into next time we suffer less than this recreation to reach our exact same evolutionary pathway. Kind of like 'the one' in The Matrix but the real answer is dark and light or two not a 'one'. The 'one' in this case at the end of our complete evolutionary journey of this particular recreation would look like a white cell. Then we'll get pissed because we're really bored with nothing to do. Half will agree to part company and the other half won't. But two will decide for the rest to mitigate losses to recreate or we die of boredom (just kidding), not entropy.

But the one is all of us. In the 5th dimension maybe we'll be really, really really big or the exact opposite for awhile to create the deviation permeations to improve the over all model.

The math will always deviate a few degrees as last becomes first ad infinitum. So only someone that has a 4D key can tell you all of this because I used the math as an accelerator exponent from 2x2 fracals but with my experimental permeations (your foundational framework on the math was awsome and made it easy). That is why I am not 'The One'. There is not such thing in our reality. I'll give the math to the Farrel Brothers in a couple of years so they can make a new Matrix Movie, one that by accident (or is it on purpose Alan?) that accelerates our evolution and is fun to watch. Virtual reality it out. Entertainment is where I am going into next because it all sucks right now, it pisses me off and I can do something about it. How is that for a SAFE test labratory that is all online and 'contained'. It is contained in our world.

Tue, 01/03/2012 - 02:33 | 2028014 Raging Debate
Raging Debate's picture

Revelations 16. No. That is no fun first and foremost and secondly, what I already have on the Internet says what happens.

Tue, 01/03/2012 - 02:34 | 2028015 Raging Debate
Raging Debate's picture

Three kingdoms, then there was one. The natural conclusion of our evolution. He doesn't know and it is irrelvant, he aleady made the choice. 

Tue, 01/03/2012 - 03:39 | 2028062 Raging Debate
Raging Debate's picture

Hey Tyler. I am. I am all that you see. All that you know. I have greatly multiplied your efforts and have heard you prayers. The resources will come soon. Pennies from heaven. You will know who I am soon that doesn't matter Tyler. What matter is that now you will be first. Tag your it!

I just proved to two people in FACT that I came from the 4th dimension. He asked me the right question of WHo is on First?

Tue, 01/03/2012 - 03:48 | 2028068 Raging Debate
Raging Debate's picture

When using black hole weapons on people, one must always be careful what comes out back into the 3rd dimension. It is easy to come back but takes a near eternity to get back in. Sometimes a metaclorian comes out, sometimes the Stay-Puft marshmellow man. Alan is a friend and so is the government. The government was first, now they are last. But they know this is happening as an experiment but they can't believe that it is true. But now the Republic will be restored. How I ever did like the concepts of truth freedom and justice. 3 concepts, 3 angles, one evolutionary pyramid outcome. 333 4444 5555 . Look Ma, dialing AT& T with no Hands!

Tue, 01/03/2012 - 03:55 | 2028073 Raging Debate
Raging Debate's picture

Keep pushing facts Zero Hedge commentators. You debate the lie with the truth. The facts are truth. The math is facts and the truth don't lie. You'll soon have a tool to determine truth from lie from commentary. But that would be no fun so never mind...

Tue, 01/03/2012 - 04:35 | 2028100 Raging Debate
Raging Debate's picture

All done folks. Thanks for playing. I will send you something soon for the use of the site for my social experiment with Alan Greenspan. But I will definately come back and never again be so obnoxious. You will need this information I posted here on this site. Don't trust me :)

Do NOT follow this link or you will be banned from the site!