THE GAME PLAN

Meatpuddle *(poster from another board)

Chateau Mouton Rothschild Online


This is THE story. Forget about the stock market, that is meaningless and easy to control (for now). Large FCB (foreign central bank) purchases of agencies and treasuries have kept rates artificially low for a LONG TIME and have led to added "slosh", some of which undoubtedly winds up in the stock market. Here's the downside: As the US economy slows and the dollar falls, the perpetual dollar-recyclers (Arabs and Asians) are having a hard time pegging their currencies with the reduced net inflows so they must print to make up the difference. This printing (not in USD but in foreign currencies) is leading to a crack-up-boom in the commodity complex and is leading to food riots, hoarding, civil unrest, etc. in those countries and a small amount of this even in the US.Now some may be asking, "why would the recyclers continue this when they are stoking hyperinflation in their own currencies?" and this is a good question that I can sum up with a simple phrase: Godfather Protection Racket. So our fleet is stationed in the gulf to provide "protection" to those oil-producing nations that still want to maintain USD pegs and give support to fictitious capital and US bond bubbles. For those that choose not to support the GSE’s and bond bubble, well they might not get our protection and then who can say what bad things might happen to them? So basically they have no choice but to make large blank-check purchases. In order to facilitate this recycling, oil especially must be very high in price. This (somewhat) offsets the reduced demand and gives the Arabs some cash to recycle back into treasuries and GSE debt, but not enough without printing.The above helps explain a lot of the continuing "strength" in the oil markets. The Arabs NEED oil to be very high, and so do the US pigmen. These interest are aligned, albeit at the end of a gun barrel for the Arabs. The end-game is afoot related to all of this and that is basically a gutting of the GSE's by the pigmen. They will drive all of the FCB's into GSE debt (and the FCB have been on an absolute ****ing buying binge recently) and then collapse the GSE's with a feigned liquidity "crises" where they give the FCB's 10 cents on the dollar for the assets in a huge looting operation. This will be similar to the BSC looting operation where certain IB's (with a Fed backstop) will devour the carcass of the GSE's and then the IB's will hold the mountain foreclosures and BINGO the banking insolvency problem is resolved.Gen has said repeatedly that constant trashing of treasury and Fed balance sheets could lead to a TLT collapse, and this is correct. I just wanted to point out that a lot of this trashing is being done on purpose to orchestrate the final looting end-game scenario. Shuffle all of the crap onto the GSE balance sheets and then gut them by engineering a crises and then cherry picking the best stuff. Think BSC or CFC, etc. except on a very large scale.Have you ever asked yourself why the conforming ratios and capital reserve requirements and everything else at the GSE's have been falling into the bilge category? Well now you know the answer. The GSE's are being set up on purpose to implode.
----------"Choose! Choose the form of the Destructor!' The choice is made!" - Gozer"the idea that you're "entitled" to a 5 or 6 percent 30 year mortgage is horse****, and so is the housing prices that it has created." - Genesis