Non ci sono mezze misure - gz
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By: GZ on Martedì 19 Luglio 2005 22:56
La borsa italiana, tedesca e francese sono alla decima settimana consecutiva di rialzo, sono rimbalzate dal fondo del 2003 del +100% circa e toccano ora il massimo degli ultimi tre anni e mezzo
La borsa americana tocca il massimo degli ultimi 4 anni come S&P 500 e come indici a media capitalizzazione sfonda i massimi assoluti per la terza volta nell'ultimo anno
Fiat da 4.65 euro di tre mesi sfiora i 7 euro oggi (grazie al fatto forse che la sua quota di mercato continua a calare ?...)
Nel frattempo Warren Buffett ribadisce due giorni fa che non vede quasi nessun titolo da comprare e mantiene circa 40 miliardi di dollari fermi in liquidità
Ieri uno dei maggiori gestori di hedge fund di tutti i tempi, Julian Robertson del famoso fondo "Tiger" (chiuso tre anni fa) prediceva una ^catastrofe con milioni di persone senza casa e il collasso finanziario globale#http://andongkim.com/articles/2005/06/JRobertsonglobalcollapse.htm^
"...There will be "total collapse of public infrastructure. Total collapse of medical care systems. All public pension plans, Social Security will collapse. All corporate pension plans will collapse..."
Sembra che ci non ci siano mezze misure nelle divergenze di opinioni ora
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....Where does it end?", Insana asked Robertson. "Utter global collapse," he answered. But not just economic collapse ... collapse of epic proportions. Collapse and disintegration of all infrastructure, including government. Inflation will run into the double and triple digits. "Food production will fall. People will be carrying around U.S. dollars in wheelbarrows like Germany," he said.
There will be "total collapse of public infrastructure. Total collapse of medical care systems. All public pension plans, Social Security will collapse. All corporate pension plans will collapse."
"The American consumer is effectively now supporting the rest of the planet," he continued. "Consumption rates in all other nations are falling, have fallen to the point that the tax revenues to governments, that the business and industries those nation states are providing is now a net negative number relative to total debt service and public cost, that this exists in virtually every nation state on the planet now."
And for much of this "doom", interestingly, he blames the Bush-Cheney "regime".
"They have now consolidated power and money on the planet to the maximum extent possible. The planet's net liquidity, that is its, net free cash flow. Is now a negative number. The planet is not simply sinking into a sea of red ink; it is already sunk. The people just don't realize it yet," he said.
According to Robertson, "the Bush-Cheney regime is preparing the nation for transition from democracy into dictatorship because a dictatorship will be necessary to control, in 5 years time, food and water riots." He said "the federal government, that part of Patriot II Act, the internal exile, that the government is going to have to build now huge detention compounds on federal lands, probably in the West where the land is available, to potentially house 50 million or more citizens that will be in financial ruin."
In 10 years time, whoever is left will be effectively starting again, he said.
"More importantly, and I'm trying to think how we imply this or how we express this to the people, what extraordinary times we are living in and how the destruction of the planet has been engineered by the Bushonian Cabal from 1980 to 1992, and then from 2001 to present, which has effectively destroyed the economic liquidity of the planet," he said.
Robertson ended the interview by saying that he hopes he is not alive to see this.
"The lucky ones are the ones who are my age now," he said
