bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Nov 22, 2013 8:20:13 GMT -5
What more can I say withM2 growth =5.6% WITH GDP2% GROWTH = 25% EFFICIENT!!! Money as INDEPENDENT VECTOR THE MMXI INDICATED A 6-9 MONTH LAG , SO M2 SHOULD BE IN FULL GEAR WITH THE 12 MONTH SERIOUS. FOR INFLATION: M3 LEADS INFLATION BY 12 TO 18MONTHS ( USE CENTER POINT 15 MONTHS)... WITH M3 GROWTH NOW OF 9% FROM 9-2013 INFLATION SHOULD RETURN TO 2.25% BY JAN 2015!! YUCK!!! WELL JAPAN CENTRAL BANK WOULD LOVE THIS NUMBER AS WELL AS BEN B.
WITH MAJOR BANKS EQUITY GROWTH OF 6% OR MORE FOR MAJOR BANKS LIKE C ,BAC OR JPM WE SHOULD SEE MORE LONG TERM LENDING ( INCREASE IN BANK EARNING ASSETS)WITH THESE M3 (JUMBO CD'S) LIABILITIES. THE HIGHER THE STEEPNESS OF THE YIELD CURVE THE MORE THE BANKS CAN MAKE. Add Federal Back Texas Farmer's Bank or Bank of North Dakota we should see more large long term projects that create better long term jobs. ALL ABOUT TAKING RISK THAT CREATE JOBS. Just a thought, BiMetalAuPt
|
|
usaone
Senior Member
Joined: Dec 21, 2010 9:10:23 GMT -5
Posts: 3,429
|
Post by usaone on Nov 24, 2013 15:08:44 GMT -5
3 handle on the 10 year coming up. 3.5% GDP in 2014 I think Bruce.
|
|
bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Dec 17, 2013 17:10:01 GMT -5
Now we see the problem... from MMXV-alpha.. QE3 just dos not model as you think...QE3 removes money power from the banks..BIS III increase in Tear1 capital is part of the problem but...
|
|
bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Dec 17, 2013 18:36:56 GMT -5
m1 lag 0.4243149785 m1 lag 2 0.4027882729 soma lag 1 0.4999966176 Pearson correlation 0.5276862374
The correlation of M1 to SOMA is only..0.5277 M1 is 1 Trillion Less then SOMA!!!!! IE QE3 just is not working AS YOUR MODEL PROJECTED..Sorry Ben B. Your model sucks per MMXV-ALPHA...M2 IS RULED BY SAVINGS AND LAST NUMBER WAS 4.8% GROWTH!! M2 has a better correlation.....Pearson correlation of 0.8917994452
Just one more thought, BiMetalAuPt 09/09/13......... 2471....... $3,442,157,144.60....9.18 2472.3 $3,454,330,232.90 9.25 2558.6 $3,466,367,719.30 10.2 2691.2 $3,476,180,719.30 10.9 2514.6 $3,529,425,613.30 10.16 2551.8 $3,552,676,242.00 10.23 2640.6 $3,556,940,654.10 10.3 2710.3 $3,564,721,548.30 11.6 2664.3 $3,617,037,430.10 11.13 ...................2516.6 $3,629,502,025.20 11.2 11/18/13.... 2563.9...... $3,648,147,464.10...... 11.27 11/25/13..... 2658.7..... $3,654,305,396.50 ......12.4 12/02/13..... 2746.4..... $3,712,206,482.90...... 12.11 m 1 date.......m1............SOMA..........................SOMA date!!
|
|
bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Dec 27, 2013 19:26:59 GMT -5
3 handle on the 10 year coming up. 3.5% GDP in 2014 I think Bruce. USA-WON, Yes we did....http://finance.yahoo.com/q/bc?s=%5ETNX+Basic+Chart&t=1y CBOE Interest Rate 10-Year T-No (^TNX) -Chicago Options Follow 3.01 Up 0.02(0.54%) 2:59PM EST You WON!! BiMetalAuPt
|
|
bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Dec 30, 2013 18:53:40 GMT -5
And it is getting better...Look at M3 and DJIA....from 2009 through 2013!! Just a thought , BiMetalAuPt correlation 12 months 3 ahead djia 0.5021414049838 correlation m3 to djia 0.53698789610364 correlationm1 to djia 0.67336950901849 correlation m2 to djia 0.61421082552573 corrlation M1 to DJTM 0.55896014397364 correlationm2 to djtm 0.50738955712457 corellation m3 to djtm 0.36298169142228 correlationnon m2 m3 to djtm 0.09026347400287 correlation none-m2-m3 to DJIA 0.3988947217288 2000 - 2010 M1 to gold 0.94753258291004 djia to m3 2009 to 2013 94.39835725%average m3 14865.704 average djia 12775.854 average djia/m3 85.941802689% djia/m3 2013 only 97.756392791%
|
|
bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Feb 5, 2014 6:57:23 GMT -5
3 handle on the 10 year coming up. 3.5% GDP in 2014 I think Bruce. USA WON, but Percent change at seasonally adjusted annual rates..... M1............. M2 3 Months from Sept. 2013 TO Dec. 2013 ........................ 9.5.............. 5.8 6 Months from June 2013 TO Dec. 2013.......................... 9.4.............. 6.0 12 Months from Dec. 2012 TO Dec. 2013......................... 8.2.............. 5.3... WOW M1...3 month up 9.5%.. using FRSFB model Target M1 = Inflation target + GDP growth... at two percent inflation means 9.5% M1 = 2% inflation+ 7.5% GDP Growth... Where is all that money.......SOMA =US Treasury Bills (T-Bills) US Treasury Notes and Bonds (Notes/Bonds)....... 2,137,214,636.1 US Treasury Inflation-Protected Securities (TIPS)* 92,614,973.8 Federal Agency Securities**.............................. 54,911,000.0 Agency Mortgage-Backed Securities***.......... 1,532,223,677.6 Total SOMA Holdings.......................................... 3,816,964,287.5 Change From Prior Week....................... 4,551,704.5 *Does not reflect inflation compensation of 13,346,261.7 **Fannie Mae, Freddie Mac and Federal Home Loan Bank ***Guaranteed by Fannie Mae, Freddie Mac, and Ginnie Mae. Current face value of the securities, which is the remaining principal balance of the securities. B ut M1 is less...M1 Dec 2013 was 2,717.6 .... So why did the PIIGS and RATS get the $1.1 Trillion Dollars..Must be money spent on carry trade...Lend it to the boys in Texas and we will give you Energy independents or die trying...Like my Canadian Night crawlers..Catch a fish or die trying..Got the hook? Just a thought, BiMetalAuPt
|
|
bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Feb 24, 2014 4:23:43 GMT -5
M1up 10.2% for 13 weeks....We should see a lot more action with GDP and INFLATION THEN WE HAVE SEEN. BANKS NEED MORE CAPITAL TO MAKE BIS III BUT HAVE CUT LENDING AS THIS IS CLASSIFED RISK ASSET AND WILL NEED ABOUT 10% TEAR1 CAPITAL FOR US BANKS.
WE HAVE A DISINFLATIONAL TREND IN THE EU PUSHED WITH WEAK EU M3!!!EU Banks need capital esp if they have a US Bank.. Will Need 15% risk compensation asset for US banking houses with US asset over $50 BILLION. We see vast loan reduction with these houses already. Who does G20 think it is fooling! We see problem each day with the BIS III capital needs. Money multiplier are down. V2 for USA down from 2.3 for 2008 to 1.1 for q4 2013. Just a thought, Bruce Percent change at seasonally adjusted annual rates Thirteen weeks ending February 10, 2014 from thirteen weeks ending: ..............................................................M1....................M2 Nov. 11, 2013 (13 weeks previous)............10.2 .................5.3 Aug. 12, 2013 (26 weeks previous)..............9.5................. 5.9 Feb. 11, 2013 (52 weeks previous)..............8.7.................. 5.6 M1= 2,625.2 M2 = 11,074.3 M3 = 16,878.58 up 6.7% y/y
|
|
usaone
Senior Member
Joined: Dec 21, 2010 9:10:23 GMT -5
Posts: 3,429
|
Post by usaone on Feb 24, 2014 11:00:36 GMT -5
Agreed Bruce..............GDP 3.5% for 2014..........and some inflation.......The Fed is getting what it wants.
|
|
bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Mar 3, 2014 6:30:53 GMT -5
M3=16880.47 UP 6.7% YEAR OVER YEAR..
RETURN ON DJTM = 1.72% ( OR 1.68% FOR SCHB)
TOTAL RETURN 8.42% ( SUGGESTED RETURN)
GDP GROWTH WEAK DUE TO V2 DECLINE...3.5% SHOULD BE DO ABLE. ALSO M1 IS UP MORE THEN GDP+INFLATION. WHY? OBAMACARE NOT SO AFFORDABLE. Kash is King!!
Just a thought, Bruce
|
|
bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Mar 13, 2014 16:46:26 GMT -5
M1 IS GOING WILD . THEN WE HAVE 18.3% INCREASE IN THREE MONTH . V1 HAS TAKEN TO THE WOOD SHEAD. THE OLD MODEL AT THE SFFRB WAS TARGET M1 GROWTH = GDP GROWTH + INFLATION.
COLD BUT WILD: WE SEE THIS AS THE FEDERAL RESERVE BANK BACKING THE BANK OPEN SEASONAL WINDOW. EXPLAINING THAT WILL BE A JOB FOR FLOW5.
Bruce
Percent change at seasonally adjusted annual rates
..................................................................M1...................M2 3 Months from Nov. 2013 TO Feb. 2014...........18.3.................7.5 6 Months from Aug. 2013 TO Feb. 2014............13.4.............. ..6.6 12 Months from Feb. 2013 TO Feb. 2014...........10.4................6.3
|
|
bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
|
Post by bimetalaupt on Aug 4, 2015 6:00:15 GMT -5
CHARLOTTE, N.C., Aug. 3, 2015 /PRNewswire/ -- Duke Energy President and CEO Lynn Good today issued the following statement regarding finalization of the Clean Power Plan (CPP), a major new federal regulation which sets carbon dioxide emission limits for existing power plants in each state. The plan requires that states develop individual compliance plans to meet the new goals
Plant development relates to M2.. From DUK
This ambitious plan seeks to build on the substantial progress Duke Energy and other utilities have made to reduce our environmental footprint. Even without federal regulations, our company has reduced carbon dioxide emissions from our power plants by 22 percent since 2005.
"As we continue to move to a lower carbon future, we will also continue to work constructively with states to identify customer solutions that preserve the reliability and affordability that our communities expect. As we continue to modernize our system, energy diversity will be important – nuclear, natural gas, state-of-the-art coal, hydro, renewables, energy efficiency and energy storage."
Additional background In addition to Duke Energy's carbon dioxide reductions of 22 percent since 2005, sulfur dioxide and nitrogen oxides are down 86 and 65 percent, respectively. •The company retired 40 older coal units across the Carolinas and the Midwest since 2011, replacing those plants with state-of-the-art, highly efficient coal and natural gas facilities, investing more than $9 billion to lower emissions. •Since 1999, Duke Energy invested more than $7 billion in environmental control equipment on its remaining coal units. •In addition, the company is working to extend the use of nuclear plants, which provide zero-carbon energy. •As of the end of 2014, the company owned or had under contract more than 3,000 MW of wind, solar and biomass.
Duke Energy Duke Energy is the largest electric power holding company in the United States. Its regulated utility operations serve approximately 7.3 million electric customers located in six states in the Southeast and Midwest. Its commercial power and international energy business segments own and operate diverse power generation assets in North America and Latin America, including a growing portfolio of renewable energy assets in the United States.
Headquartered in Charlotte, N.C., Duke Energy is a Fortune 250 company traded on the New York Stock Exchange under the symbol DUK. More information about the company is available at duke-energy.com.
Follow Duke Energy on Twitter, LinkedIn and Facebook.
Media Contact: Paige Sheehan 24-Hour: 800.559.3853
Logo- photos.prnewswire.com/prnh/20130322/CL81938LOGO
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/duke-energy-ceo-lynn-good-comme
|
|
Aman A.K.A. Ahamburger
Senior Associate
Viva La Revolucion!
Joined: Dec 20, 2010 22:22:04 GMT -5
Posts: 12,758
|
Post by Aman A.K.A. Ahamburger on Aug 5, 2015 0:20:22 GMT -5
Wow! DUK energy alone has invested $9 billion dollars. Many others have done the same. There have been records amount of capital flowing into frac and wells up until fall of last year. There has been more investment flowing into manufacturing recently than at any point over the last 30 years.. It's almost like there is like 10 trillion dollars sitting there waiting to be used by the owner for investments or something..
|
|