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Posted

Here's a quiz question for the economics/finance guys among you. when was the last time the US budget was in the black? No googling. This will have implications. Don't have to read the press. Downgrade- higher interest rates-higher mortgages-higher borrowing costs for the government-higher deficits-more cutbacks-eventually higher taxes despite the best efforts of the Tea Party. Sounds familiar here in Europe. Who was it that said- "Most people on earth can't afford to live like the Americans. Problem is, the Americans can't either." How apt.

Guest Gunner
Posted

1988. I think the Reagan Presidency was the last one.

Posted
1988. I think the Reagan Presidency was the last one.
No way.. they have been in debt for many decades now. Its just the debt had ballooned to unimaginable proportions in the last 2 decades.
Guest Gunner
Posted
No way.. they have been in debt for many decades now. Its just the debt had ballooned to unimaginable proportions in the last 2 decades.
I actually googled it out of curiosity now. It was 1957 (Dwight Eisenhower). That is truly incredible.
Posted

I know the US had a MASSIVE spending binge post world War 2 and there was the depression in the late 30s. How about 1920? (+/-) 10 years?

Posted

Sriram, Anotherhawkeye got the answer. Clinton it was, in the later half of his presidency. Then came Bush Jr, tax cuts and two wars, Gunner...Reagan, a fierce tax cutter, followed Carter, a tax hiker and ran up a massive deficit. Dow down 5.5%. Hold on tight folks. Don't sell. Time to buy.

Posted

^ Doc, I am sure you know this already, but there's a difference between having a budget surplus versus being not in debt. You can have a $10 bn budget surplus for this year and yet be in $10 tn dollar debt.

Guest Gunner
Posted
Sriram, Anotherhawkeye got the answer. Clinton it was, in the later half of his presidency. Then came Bush Jr, tax cuts and two wars, Gunner...Reagan, a fierce tax cutter, followed Carter, a tax hiker and ran up a massive deficit. Dow down 5.5%. Hold on tight folks. Don't sell. Time to buy.
http://www.geldpress.com/2008/07/us-budget-reporting-deception/ Interestingly this guy says 1957. He claims that the Clinton surpluses were hogwash. The most obvious and interesting trading call at the moment is a short CHF, however I would like to warn you that you need courage for this. I called the Long dollar in early 2008 and long gold in mid 2009. :--D
Posted
^ Doc, I am sure you know this already, but there's a difference between having a budget surplus versus being not in debt. You can have a $10 bn budget surplus for this year and yet be in $10 tn dollar debt.
Yup, the two are completely different. Clinton was the last guy to run a budget surplus.
Posted

Check this out Doc; inflation.gif These guys had a half a trillion dollar deficit (adjusted to today's inflation obviously) back in the 40s.

Posted

S&P made a 2 trillion dollar mistake in their calculations, yet announced that it made no difference in their final analysis to even warrant an extra day or two to reevaluate. The damage is done however and all of us have to pay the price for this irresponsible downgrade by the S&P. Look at Moody's analysis for a more accurate description of what the situation is:

Moody's Investors Service, which on August 2 confirmed the U.S. Aaa rating with a negative outlook, explained it did so because it is not "necessarily impossible" that U.S. lawmakers come up with additional deficit-reduction measures next year. Failure to do so by the end of 2013 would probably lead to a downgrade of U.S. ratings, Steven Hess, Moody's top analyst for the United States, told Reuters in an interview. A downgrade could also happen before that if the current plan to reduce the budget deficit turns out not to be "credible," he said.
Doc, contrary to what you may be implying in your OP, the Tea Party is one of the biggest reasons for this S&P downgrade. With them refusing to let moderate Republicans to work with Obama, the 4 trillion dollar deficit reduction plan which is what the S&P wanted, was never going to happen. The way to make money in this market in the near term is to find pullbacks to short, if you know what that means.
Posted

The worrying thing for those of us in the west, Sriram is that, we have been flattering ourselves that we are better off than we actually are. How does it feel to wake up one week and realise that your money, your house, your pension is worth a lot less than you thought they were worth? More worryingly for the middle aged among us, will our children be poorer than we were? It's a terrifying thought.

Posted

Yoda, yes I am well aware of the brinkmanship engaged in by the Tea Party. My reference was to their "best efforts" in minimising tax rises as opposed to cutbacks. Next time, they won't be so lucky.

Posted
The worrying thing for those of us in the west' date=' Sriram is that, we have been flattering ourselves that we are better off than we actually are. How does it feel to wake up one week and realise that your money, your house, your pension is worth a lot less than you thought they were worth? More worryingly for the middle aged among us, will our children be poorer than we were? It's a terrifying thought.[/quote'] I hear ya Doc, but if this makes you feel any better, you can draw solace from the fact that you (or your family) at least have assets in India. If all hell breaks loose in the West and the dollar/pound becomes worthless, you can at least move to another country and not have to drag along wheel-barrows worth of money to buy bread and milk. :--D. Can you imagine the plight of the folks who have ALL their assets in one country? They must be petrified by now. Having said that, I think this is just another temporary phase in the economic cycle. The brand that is called the United States is still very compelling. I sort of like to compare the economies to corporations. Microsoft may have gone through some tough quarters in the last few years from a profit perspective and their share may have slid down considerably, but as a brand, they still have HUGE value, which will ensure their long-term survival. I think its going to be the same for these Western Economies as well
Posted

^Oh, business is doing very well. In fact, they are flush with cash both in US & here in UK. It's the governments who are bankrupt, and as a result so are the large public sectors, including NHS, Medicare, etc. And India's no refuge, believe me. There isn't one.

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