Current State of Affairs | 13 August 2015 | Observations for your own assessment, what is YOUR Call?

Observations for your own assessment, what is YOUR Call?


The hangman's noose tightens on the dollar. Look at unfolding events as this is YOUR World right now.


One World of Nations
Current State of Affairs
13 August 2015


No Fed rate increase in September now because it will trigger collapse.

China is following their plan and it should not be a surprise. It is the way they are planning the removal of the Hegemony Masters. The Economic Chess Masters at war. America's greed and indifference was always the key to economic war.

Asset backed credit lending will first start in London not long from now, as Britain re aligns strongly with Asia. 67% of all Foreign Exchange passes through London, so when they move, the world follows. US Dollar backed credit is passé, in the long run. The liquidity between banks will now suffer more as credit assessments of Losses need to be made, and therefore the ability to settle on a timely basis needs re assessment.

A guess is that these moves have caused over $1 trillion in losses so far, yet to be absorbed by whom and at what price?

Ever more Black Holes are appearing in America's Fiscal Balances as the bogus books leak losses.

All markets and commodities will trade down putting even more pressure on Balance Sheets of borrowers and their lenders. Those starved of liquidity will be stressed evermore, offering in desperation more of their remaining last jewels to a shrinking liquidity pool.

China has also tightened currency movement outside of their country. Smart move. This will kill the hot money flow into Real Estate within a month or two, or sooner if the funds are not out already. Global Luxury Property and Esoteric assets will feel it soon.

Carry trade in various currencies should be snapped into action to avoid taking losses. While the Index trading funds will be debased and reeling, assess your own risks fast. Soon the Algorithm crowd will be shocked as stops are being implemented with issues none had planned for or provisioned for. Always we have warned of this. The question is who stands for the liquidity now needed and how? The frequency crowd in Bonds will be wondering if they should come back from extended Silly Season holidays, or ponder a new career.

Dow should have a day or two of indigestion putting pressure on the Wall Street crowd. Other markets will re adjust accordingly.

U.S. Political leadership is on permanent holiday and is clueless to the unfolding world around them.

Bankers will have more trouble sleeping.

Phantom values on all asset classes are being reconsidered quickly.

Otherwise a typical pleasant summer's day in August.

Not a good time to be a Thinking Person, while all around us are naive fools. Who wants to be corralled?

Clearly, we get ever close to the Abyss. But cocooned in the sea of Disneyland, who tends the Sheeple?

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