DEFLATION IS ALL AROUND US

LBO's ARE SINKING MOODY's REPORT LINK

It isn't a matter of timing that you should be preparing for a deflationary BUST. If not for manipulated data that even there will be revised downward, $trillions spent to stimulate resulted in a resounding THUD, almost ALL of the reported 3.5% US GDP came from gov stimulus, when removed all those affected ground to a HALT.

The US $ even with all the ranting and negativity has not made a new low for awhile, it may, should be basing for a STRONG move up. As GOLD and DOW made new highs, under the covers, SILVER HUI, CRB index, RUT, Mid caps, DJU, Banking index and more refused to confirm.

DELL used to be one of the business stallwarts for the tech age, landed with a THUD last nigh and missed I am sure lowered estimates, it's a crock of poo businesses are doing anything resembling ramping up spending.

Our GOV is ambling in to control all facets of economy, Banking, Auto's, Insurance, HealthCare,Housing/Mortgages, executive pay....and who knows what else.....our FREE MKT system is corrupt and non existant.

GSE'S are the only one's lending, maybe 10% of funding coming from private sources.

Loans outstanding going all the way back to 1940 (where chart begins) never saw these loans CONTRACT as they are now, once started this new era of COnsumer conservatism , savings, and paying down debt will be impossible to derail....K WINTER HAS BEGUN.

Credit card companies and banks have become more restrictive in lending standards, HOW IS A CONTRACTION OF CREDIT BULLISH?????!!!!!

"THEY" will NOT be successful in their attempts to INFLATE debt away, BANKS sit like ZOMBIES not lending but have become trading desks moving the markets higher, with little SMALL investor participation....it is a Wall Street circle jerk...that ends badly.

$500 M BONE GS throws out to small business is insult to our intelligence and a joke! How about $500 B and we'll talk.

This HealthCare debate is nauseating, and so is any assinine carbon CAP and TRADE that has who else Goldman Sachs sitting right in front of the feeding trough. We can ILL afford to be taking on $Trillions more of UNFUNDED liabilities at a time our economy is imploding.

$3 TRILLION in CRE loans need to be dealt with coming do to be renewed....or defaulted.

13 wk Treasuries returning .05% doesn't sound like INFLATION. 10 YR return of 3.3% doesn't sound like INFLATION. SOUND MONEY GOLD is where the herd has ran and it may be topping.

If anyone can find a job after 6 months of looking find their pay cut at the KNEES, and many needing 2 jobs just to pay mortgage. REAL UNEMPLOYMENT RATE CLOSER to 18%

Banks are not lending, COnsumers are not borrowing, this is a V SHAPED RECOVERY???????

BANKS are hiding their losses behind a gov sanctioned change in accounting standards where the MARKET VALUE of the krap paper is not represented on their books.....peek a frickin boo.

A fantasy game of US $ trade circle jerkal and CHINESE force feeding on US treasuries is keeping long term int rates unusually low.

LOWEST MORTGAGE RATES IN HISTORY and we saw a 10.4% DROP in new home construction, if FED FUNDS RATES AT 0% is NOT helping in economic recovery what is it doing????? FUELING A FANTASY STOCK RALLY.

WHAT will put an end to this madness that also has the American people on the hook for any and all losses from almost anything?

How is a 40% loss of DOLLAR value since 2001 a good thing? THE DOW in GOLD TERMS has NOT had a rally from MArch, it is ALL AN ILLUSION.

FED POLICY has helped to get us here. SHOULD THEY POLICE the Banking system???? How well have they done? HEY....they are banks!!!!????? THE FOX IN HENHOUSE!!!

And lastly what worries me is the TREMENDOUS FLIGHT TO BONDS OF ALL KINDS including Municipal as a safe haven.....will this turn out like flight to one end of the ship TITANIC? WE ARE NOW ENTERRING PHASE IMHO of PRESERVATION....not hunting for yield....please BE CAREFUL!

D