Economic recovery.

[BrilloPad]

Economic recovery is not yet secure, says George Osborne - Telegraph

Businesses are “not investing enough” and “not exporting enough” and the nation risks becoming too reliant on the City of London, the Chancellor will say.

Banks are too busy lending money for mortgages. Businesses cannot compete against overseas goods when they have way too much red tape to go through.

[petergriffin]

Like I said before the poor have too much money.

I am sure that Goerge will find some other bubble to inflate before the gen el.

[doodab]

Businesses are “not investing enough” and “not exporting enough” and the nation risks becoming too reliant on the City of London, the Chancellor will say.

Does he not realise that as chancellor it's his job to create policy that encourages business to invest more and export more?

[minestrone]

I was reading this this morning..

Warning: Stocks Will Collapse by 50% in 2014

Although I thought of Churchill toiling away at some simple pricing code when I read this bit...

"The Crash Alert System was actually programmed by one of the individuals who coded nuclear missile flight patterns during the Cold War so that it could be as close to 100% accurate as possible. "

[bobspud]

The trouble is businesses are locked in a death grip of having to care about what investors think.

We need a new paradigm where investors get told to STFU and vote with their feet or buy more stock. Once companies are more satisfied about being able to invest in their own growth instead of paying dividends we will be in a better place.

[edison]

Economic recovery is not yet secure, says George Osborne - Telegraph

Businesses are “not investing enough” and “not exporting enough” and the nation risks becoming too reliant on the City of London, the Chancellor will say.

Banks are too busy lending money for mortgages. Businesses cannot compete against overseas goods when they have way too much red tape to go through.

The trouble is large companies have been hoarding cash for the last 5-6 years. The FTSE 100 have approaching £200bn in cash. Large American corporations (excluding financials) have approaching $2 TRILLION cash. If they're not going to spend it now, when are they? Is there still some financial apocalypse to come? Apple alone has $150bn which may never get spent as it's all offshore.

Quarterly or 6 monthly reporting creates a short term share price orientated view which doesn't help. Maybe the Keynesian way is the solution and we spend billions on infrastructure and housing (the UK could do with it) but look at the problems China is having now after an infrastructure and property bubble.

The only solution seems to be to have another world war for 4-5 years to stimulate demand.

[petergriffin]

There are two possible scenario:

1) China insists in subsidizing their shadow banking system through financial repression, Chines government defaults, they can't buy US bonds, US goes belly up, the whole world goes belly up.

2) China stops subsidizing their shadow banking system, convert their gold in cash, US goes belly up, the Yuan becomes the world reserve currency.

It's a matter of few years, if not months, before China will pursue option 2. Be ready.

[Ticktock]

2) ... convert their gold in cash ...
It's a matter of few years, if not months, before China will pursue option 2. Be ready.

So, you're saying buy shares in Cash4Gold now?

[BrilloPad]

The trouble is large companies have been hoarding cash for the last 5-6 years. The FTSE 100 have approaching £200bn in cash. Large American corporations (excluding financials) have approaching $2 TRILLION cash. If they're not going to spend it now, when are they? Is there still some financial apocalypse to come? Apple alone has $150bn which may never get spent as it's all offshore.

Quarterly or 6 monthly reporting creates a short term share price orientated view which doesn't help. Maybe the Keynesian way is the solution and we spend billions on infrastructure and housing (the UK could do with it) but look at the problems China is having now after an infrastructure and property bubble.

The only solution seems to be to have another world war for 4-5 years to stimulate demand.

Big companies are hoarding. Small companies are going to the wall.

[BrilloPad]

Like I said before the poor have too much money.

I am sure that Goerge will find some other bubble to inflate before the gen el.

Do you mean in absolute or relative terms?

The gap between rich and poor has never been wider. And its getting bigger.