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Comments on the FOMC Minutes

Big Al
May 21, 2014

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Discussion
45 Comments
    CFS
    May 21, 2014 21:49 AM

    You were right the first time, O Big One…..with the Freudian slip.
    I believe the real result of the FOMC will be full unemployment as they succeed in destroying the dollar.

      CFS
      May 21, 2014 21:51 PM

      A little editing O Big One ……de-Freudian slipped!

    May 21, 2014 21:09 PM

    Plosser warns on the ticking time bomb………”.EXCESS RESERVES”………I mentioned this last week and nobody responded.

      May 21, 2014 21:11 PM

      Anybody, listen to McAlvany last week , when he covered this issue……..?

        May 21, 2014 21:20 PM

        THE NEW FED GAME……….IS FRFAPRF…..”fixed rate full allotment overnite repurchase facility”…………..(mcalvany)

        CFS
        May 21, 2014 21:30 PM

        I usually post the link every Wednesday.

          May 21, 2014 21:46 PM

          CFS……did you hear anyone last week discuss the above?

            CFS
            May 21, 2014 21:59 PM

            Not here. Just on Mcalvany and I think Mark Levin mentioned it on Thursday in his radio program. I typically have at least 2 podcasts/radio programs on in background as I read and focus in and out of programs as topics interest me. (Drove my ex-wife crazy)

            May 21, 2014 21:28 PM

            thanks …..CFS…….always appreciate your input…………jerry

        May 21, 2014 21:32 PM

        No but this week’s McA is interesting speaking with Mike Gallagher although after 58 mins the session ends without touching on gold as promised.

          May 21, 2014 21:38 PM

          thanks Andrew……for the input

            May 21, 2014 21:41 PM

            I did ask BIG OWL. if he listened to………….but, he is busy flying around the North woods with his driver, No. 3 driver, he gave up on the No. 1 wood,,,,lack of control somebody said……

    Gil
    May 21, 2014 21:16 PM

    Interesting commentary. You entire analysis presupposes that the “FED” is all knowing, all seeing, all powerful implying that it can do whatever it wants. What has not been said is that the FED may be losing control here and now. I have been watching the DJW (the Dow of world stocks) and it is now showing a DOJI on the monthly charts. It is also unable to go above 320. Add to that the DOW/HUI ratio and strap a Coppock curve on it monthly chart and you have a very different picture. I am not nearly as sophisticated as you guys, but using these ratios in the last 3 years has served me very well. The point here is that it looks like the conventional stocks are headed much lower dead ahead. The DJW is choking and so is the ratio.

      CFS
      May 21, 2014 21:27 PM

      I think, Gill, you have been misled in the true purpose of the Fed.
      The only true purpose of the Fed is to make money for some bankers and provide money for the Government spending and over-spending.
      The Fed has no allegiance to tax-payers or the country.

        Gil
        May 21, 2014 21:42 PM

        I was commenting on the above Chris Temple interview- I seems that there is a view that the fed can do anything. I am simply pointing out that the FED is losing control and it may be imminent as seen in its inability to go above 320 on the DJW. If the DJW does not exceed 320 it is impossible for the DOW to do so was my only point.

        What the guys on this commentary have overlooked is that we are at the tipping point and the markets are basically faltering and starting a huge decline.

          May 21, 2014 21:06 PM

          Gil has apparently not listened to any number of other comments of mine on this very program — not to mention read numerous items publicly available on my web site — wherein I have often discussed the risk that the Fed will loose control of all the Frankenstein monsters it has created.
          Further, even today I thought I made quite clear that the Fed is being disingenuous, needs be, to keep enough people generally — and “Frankenstein monsters” (i.e., hedge funds, other directional traders and the like) specifically doing its bidding. Once everyone — or enough people — decide to peek behind the curtain and realize it’s all a flim-flam, then perhaps even all its money printing and the rest won’t save it.
          Far from overlooking it, more often than not my own comments are based on the realization that the fractional reserve system is in its end game…and the bag of tricks is near empty. I suggest, Gil, that you get better informed about, at least, what Yours truly thinks. It’s not hard to find out.

            Gil
            May 21, 2014 21:50 PM

            You are thin skinned. I am simply saying that in this interview everyone involved is saying that yes maybe kind of perhaps but not quite with all kinds of weasel clauses that at some point the FED will lose control.

            I on the other hand am suggesting that it is happening here and now and that the big down has started. If you guys don’t make it in the punditry business, you have a great career as lawyers. You always have an out for everything.

        Gil
        May 21, 2014 21:48 PM

        I don’t know how long you have been in this game, but do you remember when Bernanke would speak say 3 or 4 years ago? Gold would get trashed hundreds of dollars. Now all they can muster is $2.50 down. Are you kidding? This is all they have? This is to me a dead giveaway that the FED has lost it. All they can do on a day when the FED speaks is 2 bucks down. That is a show of great weakness.

          May 21, 2014 21:38 PM

          Thanks Chris and Gill – you Gill may be a novice as am I. But it’s a no-brainer – the Fed WILL go down.

          CFS
          May 21, 2014 21:56 PM

          It is not over today until 6 p.m. There’s still time for gold to rise more!

          May 21, 2014 21:44 PM

          Great point, Gil!

    May 21, 2014 21:16 PM
      May 21, 2014 21:59 PM

      European election AL the same will by dear noting change !

    CFS
    May 21, 2014 21:21 PM

    OFF TOPIC: but I really had to bring forward another of the Devil’s lies.
    (Courtesy of ZeroHedge)

    The teleprompter is still hot from all the Obama spit unleashed in his latest sincerely passionate denial that his administration knew anything, anything at all, about what is merely the latest scandal to rock the president, this time surrounding the Veterans Affairs fiasco, and already a brand new scandal is taking shape, this one Obama however will not be able to sweep as easily under the rug. The LA Times reports that the “Obama administration has quietly adjusted key provisions of its signature healthcare law to potentially make billions of additional taxpayer dollars available to the insurance industry if companies providing coverage through the Affordable Care Act lose money.” In other words, yet another taxpayer funded bailout.

    More on this stunner from LA Times:

    The move was buried in hundreds of pages of new regulations issued late last week. It comes as part of an intensive administration effort to hold down premium increases for next year, a top priority for the White House as the rates will be announced ahead of this fall’s congressional elections.

    Administration officials for months have denied charges by opponents that they plan a “bailout” for insurance companies providing coverage under the healthcare law.

      May 21, 2014 21:06 PM

      I think its interesting that its coming up in the LA Times. I thought they were in Obama’s camp all the way.

    CFS
    May 21, 2014 21:27 PM
    May 21, 2014 21:00 PM

    Thanks, Chris… The Cubs World Series analogy is perfect! But just in case, I’ll go with any Field Box Seat in sections 104 through 111. Hint: These would be the best seats to catch foul balls at Wrigley during a World Series. I know, I know–Never gonna happen 🙂

      May 21, 2014 21:48 PM

      May not happen, but still the best dogs that have been dragged through the garden and beer in the world on a hot day!

        May 21, 2014 21:17 PM

        I concur, Al. The “Red Hots” rule at Wrigley.

        The baseball (and beers) on the other hand are assuredly ICE COLD!

          May 21, 2014 21:15 PM

          Great for the beer Chips and not so great for the team!

            May 22, 2014 22:42 AM

            Actually, the game to watch at Wrigley is the sideshow. Maybe it can be used as a metaphor; Restore Wrigley Field — Restore America. I donno, that might be a stretch, but Baseball just like a lot of things in America today are striking out, hanging their heads and dejectedly shuffling back to the dugout. Dare I say America has become the “Lovable Losers”, heh.

            http://sports.yahoo.com/news/cubs-proceed-wrigley-plan-risk-061008208–mlb.html

            May 22, 2014 22:47 PM

            Now that, Mr. Rankin, is something that few will admit. I am in the camp of the few to an extent.

    May 21, 2014 21:00 PM

    “Do not show the full picture!!!!!!!!!”
    Numbers lie.
    My Police Chief Father once told me “numbers lie.”
    The example he gave me was crime statistics.
    He calculated the numbers of armed robberies by counting the number of wallets/purses stolen from the robbery of a tavern.
    He was encouraged by some to count the robbery of the tavern as 1 crime.
    He would laugh and say the DA needs something to work with not a low/improving crime rate.
    BTW my father was Police Chief of Binghamton NY a town with which Chris is familiar.

      May 21, 2014 21:39 PM

      Very familiar!

    bb
    May 21, 2014 21:21 PM

    I think its interesting Rogers was saying about a month ago he was investing in the Russian markets. Here we are talking about a topping American market while the Russian has been steadily climbing.
    That’s why hes a billionaire I guess, he goes to the right parties.

    CFS
    May 21, 2014 21:31 PM

    I need education.

    Sometime recently (?) the formula for the VIX index was changed.

    Does anyone know how or why?

    Current Vix index $VIX
    Old Vix Index %VXO
    on most charting services

    CFS
    May 21, 2014 21:14 PM

    UKIP’s representative in full voice…..and getting fined for his utterances:
    https://www.youtube.com/watch?v=HhGNoZfvRoA

    CFS
    May 21, 2014 21:23 PM

    Changes in GLD inventory:
    Today -3,3 tonnes
    5/20 -1.79 tonnes
    5/19 no change

    CFS
    May 21, 2014 21:29 PM

    Schiff’s explanation of Belgian US treasuries purchase:
    http://www.schiffradio.com/b/The-Belgian-Connection/-383600028093290326.html

    May 21, 2014 21:00 PM

    Guess what, which country did gold flow to after WW1 and 2, now if the US economy was so strong why does gold now flow to the far east?

      May 21, 2014 21:13 PM

      Because they are smarter!

    May 21, 2014 21:20 PM

    Good one DT,
    Some time the answers as the nose on our faces!

    May 21, 2014 21:21 PM

    ….is as plain as…….