For a concise, readable summary of iTulip concepts developed over the past 16 years and a vision of a challenging next decade and how to navigate it, read Eric Janszen's book "Post Catastrophe Economy".
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Re: The Post-Market Economy - Part I: Chaos on Planet ZIRP - Eric Janszen
• Stock market crash, right on schedule. Time to Short? • Is the Yellen Fed doing a Roy Young?
• China's Great Wall of Money crumbles. Who will be America's IMF this time?
• Why do they call them Emerging Markets? Because it's hard to get your money out in an Emergency.
• Gold says, "I'm not dead yet!"
What? You thought it could go on forever? The asset bubbles and re-bubbles and re-re-bubbles?
How many times...
Two trends will be with us for the next 20 years:
Inexorable Trend #1: Peak Cheap Credit
Inexorable Trend #2: Peak Cheap Oil
Within these two long term trends, the latest diversions
• Late gold investors on board since 2008 exit market as the USD again becomes GAGFO as Europe, Japan, and China falter
• Credit Bubble temporarily reflated • Stock market temporarily levitated
...
Election as Forcing Function - Part I: On Track for a Bond Market Panic
Railway behind Walden Pond, Concord, Massachusetts, August 2012
• No QE3 but the Fed throws Bill Gross a bone
• The world's largest public housing project
• When is a bond not a bond? When it's money.
• Who just bought a pile of gold?
CI: Hope you enjoyed your summer. EJ: I did, thanks. Hope did too and took my advice from June to rest up. I'm expecting...