Er....................anyone seen EJ ?

[Mega]

Not heard from him since before Xmas..........

Mike

[pianodoctor]

Re: Er....................anyone seen EJ ?

Yes, in the paid subscriber section, contributing valuable analysis and insight. Regularly.

[jiimbergin]

Re: Er....................anyone seen EJ ?

Yes, in the paid subscriber section, contributing valuable analysis and insight. Regularly.

+1

[davidstvz]

Re: Er....................anyone seen EJ ?

He said he was going to post predictions for 2012 on the last day of the year.... I was waiting to resubscribe until the next article goes up. I'm having trouble deciding how long of a subscription to get. With the scaling discounts plus predicted inflation, the 2 years looks like a great deal! But I could be dead by then, or the Internet could be SOPA'd. What to do...

[doom&gloom]

Re: Er....................anyone seen EJ ?

He said he was going to post predictions for 2012 on the last day of the year.... I was waiting to resubscribe until the next article goes up. I'm having trouble deciding how long of a subscription to get. With the scaling discounts plus predicted inflation, the 2 years looks like a great deal! But I could be dead by then, or the Internet could be SOPA'd. What to do...

don't forget you could be indefinitely detained along the way...

[Iron Zeppelin]

Re: Er....................anyone seen EJ ?

I'm a subscriber and I haven't seen him but I only use the "New posts" button and the homepage rss feed.

[jiimbergin]

Re: Er....................anyone seen EJ ?

He said he was going to post predictions for 2012 on the last day of the year.... I was waiting to resubscribe until the next article goes up. I'm having trouble deciding how long of a subscription to get. With the scaling discounts plus predicted inflation, the 2 years looks like a great deal! But I could be dead by then, or the Internet could be SOPA'd. What to do...

You are missing some good comments on the paid section.

[jpatter666]

Re: Er....................anyone seen EJ ?

I'm a subscriber and I haven't seen him but I only use the "New posts" button and the homepage rss feed.

Yeah, you miss a lot that way. My top request is a "Subscribe to user" ability, but not seeing that coming anytime soon. In the meantime, find an EJ post, click on the name and select "View Forum Posts". That lets you see if he's posted anything recently and you can view those comments.

[jiimbergin]

Re: Er....................anyone seen EJ ?

I'm a subscriber and I haven't seen him but I only use the "New posts" button and the homepage rss feed.

I only use the new posts button also, but I must look at it more often than you do. He has made a number of posts in the past week.

[raja]

Re: Er....................anyone seen EJ ?

How will iTulip get new subscribers if EJ does post on the public forum?

[jiimbergin]

Re: Er....................anyone seen EJ ?

How will iTulip get new subscribers if EJ does post on the public forum?

I agree. Except he does sometimes post on the "public" part of his commentaries.

[dbarberic]

Re: Er....................anyone seen EJ ?

Yeah, you miss a lot that way. My top request is a "Subscribe to user" ability, but not seeing that coming anytime soon. In the meantime, find an EJ post, click on the name and select "View Forum Posts". That lets you see if he's posted anything recently and you can view those comments.

Hmmm... this is good to know. I'm a subscriber and I've noticed that sometimes I will find excellents posts months to late. I always use the "New Posts" button and that is probably why.

[davidstvz]

Re: Er....................anyone seen EJ ?

...only Since December 29th! I'm young and my only investments are cash and gold, so I can probably live without his economic advice for a little while longer!

[jk]

Re: Er....................anyone seen EJ ?

Not heard from him since before Xmas..........

Mike

maybe he's just not that into you.

[EJ]

Re: Er....................anyone seen EJ ?

I agree. Except he does sometimes post on the "public" part of his commentaries.

While boiling the ocean once again to complete the latest, I'm also trying to be responsive to posts on past articles and on the Ask EJ forum. As a result, the completed articles are taking longer but they include more material that addresses questions related to articles that subscribers have read elsewhere. For example, a question in Ask EJ about a future collapse in oil prices led to our oil analysis that, once extended, will appear in the new article.

"The herd is blind."
- Old Chinese Proverb

The primary processes of change that we will track on iTulip in 2012 are:

1. Debt Deflation following a peak in total debt issuance in 2007
2. Peak Cheap Oil and Global Power Re-balancing following a historical oil price bottom in 2001
3. Dollar Decommissioning and Monetary System Regime Change
4. Euro Crisis Escalation/Deescalation toward a smaller federalized euro zone
5. China's Great Wall of Money tending toward a national crisis of unique scope and character

These will interact with each other in unpredictable ways, but tending to amplify each other.

The resulting global political and economic crisis will reach an apex over the next decade then subside as a new, stable form of global economic and political organization falls into place.

The greatest opportunities will appear when fear and uncertainty are highest, at the Apex of Crisis.

Mission: To characterize the Apex, identify its approach, and bet the opposite way from the herd.

Examples:

1. The world bet against the US in 1981 when on Oct. 26 a non-callable 30-Year US Treasury Bond paid 15.21%. Bond market participants extrapolated double digit inflation off into a 30 time horizon. Anyone who understood that real regime change was underway in the US -- toward more open markets and more responsible monetary policy -- and bet the other way earned 15.21% interest on a risk-free bond until October of last year!

2. I saw a similar market error in 2001 when gold investors extrapolated 20 yeas of falling gold prices out into the infinite future. I identified the opposite kind of regime change from the one we had in the early 1980s, away from open markets and toward less responsible monetary policy. The result: continuously rising gold prices.

The big wins are identified when we are not caught up in the emotion of the times and current events but are instead quietly and diligently searching massive errors that markets make from time to time.