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Like most people who end up with their own blog, I have become overwhelmed with the job of managing information. I subscribe to numerous feeds and literally swim as hard as I can just to stay up to date. Many people I know have asked about where I source my news and commentary and it becomes an awkward, unwieldy experience trying to encapsulate a cogent reply. So this blog is my attempt to point people to a single place where information I follow flows. My blog list is very extensive and I have tried to whittle it down substantially. I am also on the prowl for more blogs, therefore all recommendations will be highly valued! I have daily feed straight to this site some of my favorite content. Daily review of Mish Shedlock, Nathan Martin, Jim Sinclair, GATA, and Martin Armstrong are essential IMO and will be posted here. Also, I endeavor to provide weekly Technical Analysis of Gold, Silver, US Dollar, and select markets. I hope to provide some with an exposure to technical analysis, and at the same time hone my own skills. Also, I will be adding commentary to the daily feeds from other sources. In time, this will be the primary focus of my blog as frequent visitors will channel feeds appearing here directly to their own sites and will come here for either analysis or commentary. I hope you find some utility here and it serves you well out there in the Matrix!

Thursday, May 27, 2010

Here's one to listen to instead of Tokyo Rose

Jim Sinclair at JSMineset was calling for $1200 gold and higher a decade ago.  Many laughed at a "hopeless" gold bug.  They are not laughing anymore.  It is one thing to be right and quite another to be right after fully documenting the mechanism that facilitates your call.  Sinclair warned that it was proliferation of global OTC derivatives that would seal the fate of all  fiat currency and their issuers.  He was right.

It is time to turn out the lights, the party's over.  The mother of all debt bombs has exploded and gone supernova.  At the heart of the supernova is a black hole a friend of mine named "Quadzilla." Quadzilla is sucking up every last cent of stored wealth and productivity on this planet.  Quadzilla is the global OTC market and has a "notional" value in excess of $1,400,000,000,000 USD.  That is 1.4 quadrillion dollars, and is 23 times the entire global GDP.  This notional value is considered real or potentially real by market participants.  Of course, an OTC derivative exists as a notional value until it is triggered to perform, then it becomes a real value, much like a life insurance policy.  As long as none of these derivative contracts are forced to perform, solvency can be maintained.  When they are triggered to perform, notional value seeks to become real value and the losing party must deliver that value to the winning counter party.  When the loser cannot pay, his counter party must account for the default and it immediately puts his balance sheet under stress, which then effects other parties that rely upon his solvency, etc, etc.  Quadzilla is a doomsday weapon of total financial devastation.  It has been detonated, and detonated on purpose.

Heed Sinclair's words, change is coming and a different world will emerge.  


Litigation Killing What Derivatives Aren’t

Dear CIGAs,
Whatever OTC derivatives do not do to the investment banks, litigation will. Litigation is both civil and criminal. No civil suit based on derivatives can ever go to judgement by jury because it will be a stone cold loser. Even a bench trial would present significant risk to the defendant.

OTC derivatives are the basic problem about which nothing has been done and nothing will be done. That secures the final end which is gold as the only standard, measure and storehouse of value functioning as a medium exchange. By definition that is what money is.

Gold is the only money that can be trusted as debt is being added to debt in a ridiculous plan to cure a problem.
The fiat system is cooked, and there is simply no good paper currency.

The face of this world is about to change. Sir Richard Russell is correct.

Please protect yourselves because you must. I can point you in the right direction. It is you must take action.

Lehman Sues JPMorgan to Recover Billions of Dollars (Update1) By Linda Sandler and David McLaughlin
May 26 (Bloomberg) — Lehman Brothers Holdings Inc. sued JPMorgan Chase & Co. to recover tens of billions of dollars in “lost value,” accusing the bank of precipitating its downfall and preventing it from winding down in an orderly fashion.
JPMorgan, which was Lehman’s main short-term lender before its September 2008 bankruptcy, helped cause the failure by demanding more collateral as credit markets tightened during the financial crisis, Lehman said in a complaint filed today in U.S. Bankruptcy Court in New York.
The lawsuit follows a report by Lehman examiner Anton Valukas, who said in March that Lehman might have grounds for suing JPMorgan and other banks.
“On the brink of LBHI’s bankruptcy, JPMorgan leveraged its life and death power as the brokerage firm’s primary clearing bank to force LBHI into a series of one-sided agreements and to siphon billions of dollars in critically needed assets,” Lehman said in the complaint.
Lehman didn’t specify in the complaint an amount for the losses it is claiming as a result of JPMorgan’s actions.
“The lawsuit is ill conceived and the costly litigation will cause a further drain on the limited resources available to the Lehman bankruptcy estate,” Joe Evangelisti, a JPMorgan spokesman said.
More…

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