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Pimco likens US to 'Ponzi' scheme
The Telegraph ^ | 10/27/2010 | Philip Aldrick

Posted on 10/28/2010 3:32:34 PM PDT by bruinbirdman

US authorities are operating a "brazen" Ponzi scheme in government debt by buying trillions of dollars of bonds to stimulate the economy, according to Bill Gross, managing director of Pimco, the world's biggest bond house.

In a bid to restart the stalling recovery, the US Federal Reserve is next week expected to unveil a second round of quantitative easing (QE) of as much as $500bn, on top of the $1.2 trillion already completed.

In typically robust comments, Mr Gross said the Fed had run out of other options but warned that more QE would in the long-term mean "picking the creditor's pocket via inflation and negative real interest rates".

"[Cheque] writing in the trillions is not a bondholder's friend; it is in fact inflationary, and, if truth be told, somewhat of a Ponzi scheme," he wrote on his investment outlook, arguing that creditors have always expected to be paid out of future growth.

"Now, with growth in doubt, it seems the Fed has taken Ponzi one step further," he said. "The Fed has joined the party itself. Has there ever been a Ponzi scheme so brazen? There has not."

More QE is a huge gamble, he said, but necessary because the US is "in a 'liquidity trap', where interest rates or QE may not stimulate borrowing or lending because consumer demand is just not there."

Mr Gross is best-known in the UK for saying gilts were "resting on a bed of nitroglycerine" as a result of the nation's high debt levels. Pimco has since

(Excerpt) Read more at telegraph.co.uk ...


TOPICS: Business/Economy; Crime/Corruption; Government; News/Current Events
KEYWORDS:

1 posted on 10/28/2010 3:32:36 PM PDT by bruinbirdman
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To: bruinbirdman

Madoff is in jail while the Kenyan Communist usurper and his “Treasury Secretary” exercise the same criminal schema under color of law.


2 posted on 10/28/2010 3:35:00 PM PDT by Westbrook (Having children does not divide your love, it multiplies it.)
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To: bruinbirdman

This guy’s just now getting around to noticing?


3 posted on 10/28/2010 3:35:28 PM PDT by Psycho_Bunny (Hail To The Fail-In-Chief)
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To: bruinbirdman

They are going to massively debase our currency, just like rotting empires did in the past.

Some keystrokes and our money is worth less compared to other nations’. Price of goods goes up.

Savers see the value of their savings cut.

Debtors are rewarded with easier to pay debts in dollar terms.

The Fed is essentially “printing” lots of Dollars. Other nations may do the same to their currencies, to avoid becoming uncompetitive in global commerce.

The best way to be allocated may be to own “things”, real assets, such as precious metals and commodities and the companies that own them (reserves in the ground).


4 posted on 10/28/2010 3:41:20 PM PDT by LowTaxesEqualsProsperity
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To: Psycho_Bunny
This guy’s just now getting around to noticing?

I know what you mean, but Pimco and Gross do an outstanding job for the investors whose money they manage.

5 posted on 10/28/2010 3:45:22 PM PDT by Loyal Buckeye
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To: Psycho_Bunny

Paging Captain Obvious


6 posted on 10/28/2010 3:57:23 PM PDT by griswold3 (Nov 2 is not just an election, it's a restraining order)
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To: bruinbirdman
Bill Gross better hire someone to start his car every morning.

He's sticking his tongue out at the Earth Masters.


Frowning takes 68 muscles.
Smiling takes 6.
Pulling this trigger takes 2.
I'm lazy.

7 posted on 10/28/2010 4:28:54 PM PDT by The Comedian (Let's see who can punch the softest. You go first.)
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To: LowTaxesEqualsProsperity

This is why I was more than happy to pull as much equity out of my house as they’d loan me and borrow for 30 yrs below 5% fixed interest.


8 posted on 10/28/2010 4:32:44 PM PDT by nascarnation
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To: LowTaxesEqualsProsperity

Debtors are rewarded with easier to pay debts in dollar terms.

So for example if you own 100k and your income does not change how does that help you pay outstanding 100k in dollar terms ?


9 posted on 10/28/2010 5:06:25 PM PDT by Flavius
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To: Flavius
So for example if you own 100k and your income does not change how does that help you pay outstanding 100k in dollar terms ?

You certainly wouldn't have any incentive to pay it off early even if you would manage to keep some spare cash on hand.

10 posted on 10/28/2010 6:49:04 PM PDT by EVO X
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To: EVO X

PIMCO’s founder Gross is a big supporter of 0, he has said so on CNBC on several occasions.


11 posted on 10/28/2010 7:26:39 PM PDT by balls
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To: EVO X

PIMCO’s founder Gross is a big supporter of 0, he has said so on CNBC on several occasions.


12 posted on 10/28/2010 7:27:14 PM PDT by balls
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To: All

Let's not forget this joker.

13 posted on 10/29/2010 3:34:21 AM PDT by Liz (Nov 2 will be one more stitch in Obama's political shroud.)
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To: bruinbirdman

The canadian dollar is currently 1:1 with the US DOllar. Time to invest.


14 posted on 10/29/2010 3:38:36 AM PDT by x_plus_one (Democrats Delenda Est)
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To: bruinbirdman

I think that low interest rates may be counterproductive. Most analysis is based on the point of view of the borrower and little is said about the investor. Low interest rates facing those looking to retirement require them to save more and spend less. The bond market is a bubble waiting to burst. And when the bond market starts to tank the stock market will start to look over valued inasmuch as the stock market uses discounting principles to arrive at fair valuations.


15 posted on 10/29/2010 3:57:18 AM PDT by monocle
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To: Loyal Buckeye

Yeah, Iknow what you mean. Gross Pimpco did a great job of whining until he got a fat direct federal bailout and hundreds of millions more in indirect help. Pimpco is deep in the trough. But aren’t they all?


16 posted on 10/29/2010 12:02:09 PM PDT by Freedom_Is_Not_Free (I am having the best Depression, ever!)
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