tag:blogger.com,1999:blog-1220149908661001505.comments2023-03-31T03:32:02.770-04:00Uncommon Insight & WisdomCesar Garciahttp://www.blogger.com/profile/09081487214783677239noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-1220149908661001505.post-76676110585945191462010-08-27T19:04:46.270-04:002010-08-27T19:04:46.270-04:00scary but needs to be stated. well said Cesar.scary but needs to be stated. well said Cesar.Alejandro Rosalesnoreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-24287418296723965552010-03-26T19:17:21.710-04:002010-03-26T19:17:21.710-04:00As usual, Alejandro, you are absolutely right. I ...As usual, Alejandro, you are absolutely right. I agree there are always market indicators that warn people of the economic difficulties ahead. This week, for instance, marked another historic moment in that 10-year swap rates fell below 10-year Treasury yield. I believe it also occurred for the the 7-year term bucket. <br /><br />Be on the lookout for my comments on this event. I think it's huge.Cesar Garciahttps://www.blogger.com/profile/09081487214783677239noreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-12906977021761643302010-03-25T23:51:59.002-04:002010-03-25T23:51:59.002-04:00Thank you for posting this Cesar. People need to u...Thank you for posting this Cesar. People need to understand that "dark matter" doesn't last forever. We can't continue to function as a state and country if irresponsible governments continue to waste money, run current account deficits, fiscal deficits, raise taxes and increase regulations while nationalizing industries.<br /><br />The past year and couple months of the Obama Administration has brought nationalizations, failed stimulus programs, easy money, increased entitlement spending and no resolution to the trillions in unfunded liabilities facing us. The day of reckoning is near.<br /><br />Markets, being the leading indicator in many cases, are demonstrating their uneasiness in lending money to a government who spends like a drunken sailor.<br /><br />Keep up the good work. Un abrazoarosaleshttps://www.blogger.com/profile/14729889862261678616noreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-88383225610752134222010-02-03T23:08:56.456-05:002010-02-03T23:08:56.456-05:00:):)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-11325322436647049482010-01-09T12:53:04.376-05:002010-01-09T12:53:04.376-05:00Indeed, Alejandro, I am an optimist. I do believe...Indeed, Alejandro, I am an optimist. I do believe with all my heart things can change. I am merely exposing the wrongs in our society, so as to know what needs to change. To paraphrase what Einstein once said: you can expect different results doing the same thing. Well, this is where we are when it comes to economics and politics. <br /><br />See my next post on Bill Gross. My views are against the grain, but not unique by any stretch of the imagination.Cesar Garciahttps://www.blogger.com/profile/09081487214783677239noreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-15372173093345728162010-01-08T13:10:13.926-05:002010-01-08T13:10:13.926-05:00your insight and comments on political economy and...your insight and comments on political economy and finance continue to be a refreshing break from the general "consensus" portrayed by the media. <br /><br />I strongly believe that the return to basic economic principles will be a rocky road but also inevitable. As the government pushes to expand its influence and control on the US, financial markets and global economy, the US taxpayer will ultimately receive the bill and be appalled. <br /><br />The day of reckoning can perhaps be avoided with a day of economic and financial reconciliation of (based upon the common sense concepts of Austrian and orthodox economics):<br /><br />- living by our means<br />- there is no such thing as a free lunch<br />- the role of government is not to be an agent of social change<br />- individual responsibility and liberty are much more urgent than bailouts, stimulus packages and continued debt<br />- sound money and stable growing markets<br /><br />I've always admired your thinking Cesar, but in the past year as I've familiarized myself with Austrian economics and built upon basic economic concepts, I've come to believe in your vision and insight for the future. I believe that although many of your writings are alarming and not pleasant, that you are, ultimately, an optimist. The situation can, and must be changed.arosaleshttps://www.blogger.com/profile/14729889862261678616noreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-28113988722302554582009-12-12T18:26:56.452-05:002009-12-12T18:26:56.452-05:00great observations...saludosgreat observations...saludosarosaleshttps://www.blogger.com/profile/14729889862261678616noreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-1887074665154677382009-08-03T13:59:32.505-04:002009-08-03T13:59:32.505-04:00Nomad, thanks for your comment and my apologies fo...Nomad, thanks for your comment and my apologies for the late response. I have argued that price deflation cannot occur in a fiat monetary system. Upward or downward moves of 2% can at best be described as statistical noise. Sustained price declines, in the absence of productivity boost, are nonexistent in post-WWII US.Cesar Garciahttps://www.blogger.com/profile/09081487214783677239noreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-52786853426467754012009-07-21T14:57:00.336-04:002009-07-21T14:57:00.336-04:00Perhaps because Japan's overall economy was ma...Perhaps because Japan's overall economy was manufacturing based, with little to offer in the service industry, the U.S's huge service sector will minimize the deflation impact that Japan suffered. <br /><br />Any thoughts on that?Nomadhttps://www.blogger.com/profile/01343515842852619828noreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-9845491108466995612009-06-05T10:30:35.877-04:002009-06-05T10:30:35.877-04:00The Holy Grail to Investing.
Developed multiple ...The Holy Grail to Investing. <br /><br />Developed multiple arbitrages for the financial markets. Arbitrages that produce just a few percent a year, to arbitrages that produce over 30 percent a year. <br /><br />In 2001 i started developing, as of now, a dozen arbitrages. I lock in an X percentage, and Y time later, i close out the arbitrage. Over 30%/yr. <br /><br />Risk-Free Investing is not only possible, but in abundance. Just that people are told and taught that it is impossible. No risk has been in front of all, but not seen. <br /><br />The market is unlimited. <br /><br />The Ultimate business solution that can be offered. <br /><br />Say one can guarantee a return on investment of 40% a year, then a business could offer their product or service for free. <br /><br />Lets say i had a solar company, and that company offers Alternative energy to both private and business sector's, then we end up with an interesting business solution. <br /><br />Well, if i have a cost of $10,000 to install a solar system on a building, and able to sell the install for $20,000, i have $10,000 to invest(40% a year). The purchaser then finances the install over a period of time. I just keep investing the profit till the end of the payment schedule. Thus, the buyer never makes a payment, and gets the product at no cost.<br /><br />Thomas Adair <br />thomasadair@hotmail.comthomas adairhttps://www.blogger.com/profile/12774701662100648695noreply@blogger.comtag:blogger.com,1999:blog-1220149908661001505.post-29289798105081189682009-04-25T22:26:00.000-04:002009-04-25T22:26:00.000-04:00Tu blog es lo maximo brother, me alegro por vos! a...Tu blog es lo maximo brother, me alegro por vos! abrazo fuerte, alejandroarosaleshttps://www.blogger.com/profile/14729889862261678616noreply@blogger.com