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Gold is Wealth Hiding in Oil

Archive for August 9th, 2009

The Sting versus The Scam - Update 1

Posted by Ivo Cerckel on 9th August 2009

Update 1 adds insider trading

“The Sting”  - Mr. Johnston’s Letter to his Sons
15 July 1997
http://www.bibliotecapleyades.net/sociopolitica/esp_sociopol_fed08.htm
SNIP
This is about “The Sting”. This is about the sting that will smash the Great Bull Market. This is about the sting that will derail the gravy train. The sting is already in place and its trigger has already been pulled. The sting merely has to unfold. The public suspects nothing. UNSNIP

“The Royal Scam” by Anonymous Correspondent
August 2009
http://www.oftwominds.com/blogaug09/KaPoom2CHS.htm
SNIP
Are we at the end? These massive insolvable problems: where can they lead? The inattentive political class, too selfish to care. The corrupt and venal insiders, what can they do?
+
So when you’re reading the news about how randomly careless and stupid everybody was, just remember the Argentine plan: all the right people win, all the wrong people lose, and the good people never knew what hit them. The Royal Scam.
UNSNIP

The Scam says that the good people will be wiped out.

The Sting says that those in the know (of FreeGold) will win.

“Insider trading”, you know?

Ivo Cerckel
honestmoney@maktoob.com
http://twitter.com/ivocerckel/

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Balcerowicz versus Geithner

Posted by Ivo Cerckel on 9th August 2009

World needs cuts to exit economic crisis: reformer
By Mary Sibierski
WARSAW, Aug 09, 2009 (AFP)
http://www.eubusiness.com/news-eu/1249787821.4
http://www.zawya.com/Story.cfm/sidANA20090809T030510ZROQ38/
SNIP
Governments need to stop their spending sprees and slash public expenditure to end the economic crisis, says Leszek Balcerowicz, the pioneer of post-communist Poland’s resilient market economy.
And the responsibility for limiting future crises lies squarely with policy-makers and the voters who elect them, says the former finance minister and central banker widely praised — and reviled — for his fiscal discipline.
“There is a widespread interpretation which ascribes the reasons for the current crisis to the free market,” Balcerowicz told AFP in a recent interview.
“I think that is generally wrong.”
UNSNIP

CONTRAST THIS TO THIS LUNATIC:

Congress needs to raise debt limit, says Geithner
Reuters  on Sunday, August 09, 2009
http://www.business24-7.ae/Articles/2009/8/Pages/08082009/08092009_80238d316e20448ebe939ccd2e744319.aspx
SNIP
US Treasury Secretary Timothy Geithner formally requested that Congress raise the $12.1 trillion (Dh44trn) statutory debt limit, saying that it could be breached as early as mid-October.
“It is critically important that Congress act before the limit is reached so that citizens and investors here and around the world can remain confident that the United States will always meet its obligations,” Geithner said in a letter to Senate Majority Leader Harry Reid. UNSNIP

Ivo Cerckel
honestmoney@maktoob.com
http://twitter.com/ivocerckel/

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Saudi banks are illiquid

Posted by Ivo Cerckel on 9th August 2009

Saudi Arabia has demonstrated a “reasonable” level of liquidity, with a loan-to-deposit ratio of 88 percent as of the end of December 2008, says Khalil Hanware today in the Arab News newspaper (1)

The virtue of “matching maturities” – matching one year loans to one year deposits and so on
– is a lesson taught in basic college finance classes.

And it is simple common sense.

But unfortunately, Saudi banks don’t do business that way.

But a bank with mismatched maturities is however bank an illiquid bank. (2)

Like all the planet’s banks, Saudi banks don’t match maturities and are thus illiquid,
i.e.,
they should be liquidated because they are fraudulent.

Ivo Cerckel
honestmoney@maktoob.com
http://twitter.com/ivocerckel/

NOTES

(1)
Deposits with Saudi banks rise to SR916 billion
Khalil Hanware | Arab News
Sunday 9 August 2009 (18 Sha`ban 1430)
JEDDAH
http://www.arabnews.com/?page=6§ion=0&article=125293&d=9&m=8&y=2009

(2)
Harry Browne, “The Economic Time Bomb”, New York, St Martin’s Press, 1989, p. 10
Many banks have a smaller net worth than you do.
If they tried to pay of all their depositors, they would have little money left/

Browne, pp. 49 – 50
A bank earns its living by taking money in from depositors, and lending the money to its customers
or investing it.
The bank’s gross profit is the difference between the interest it earns and the interest it
pays.

A bank’s assets are its cash holdings, its outstanding loans (the money owed to it by borrowers
and its investments.)
its main liabilities are its outstanding deposits - money it owes to its depositors.

Because banks generally can earn a greater return on loans than on investment,
it will lend out as much of its money as it dares.
a bank may tie up nearly all of its assets in loans – if it’s confident that only a few of its
depositors will want to withdraw their money on any day or in any short period.
A bank fails when it doesn’t have enough cash available to pay the depositors who want to
withdraw their money – even if the bank’s assets are worth enough money to pay everyone
eventually

Browne, p. 50
§ MATCHING MATURITIES

for a bank, LIQUIDITY is the key
the availability of enough cash (or assets that can be converted to cash immediately) to honour
all withdrawal requests

To be liquid, a bank doesn’t need to have all its money in the vault.
But it does need to arrange its loans and investments to allow for the promises that the bank has
made to its depositors.

Browne, p. 51
§ IN PRACTICE
The virtue of “matching maturities” – matching one year loans to one year deposits and so on
– is a lesson taught in basic college finance classes.
And it is simple common sense.

But unfortunately, American banks don’t do business that way
- this is done in order to increase banks’ profit margins

But a bank with MISMATCHED MATURITIES is an ILLIQUID bank.

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