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[#] Wed Mar 20 2013 15:41:03 EDT from LoanShark

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[#] Mon Mar 25 2013 12:31:30 EDT from LoanShark

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[#] Tue Mar 26 2013 23:08:42 EDT from IGnatius T Foobar

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Gotta wonder whether the Eurozone is long-term sustainable at all. The economies that comprise it are just too volatile.

[#] Wed Mar 27 2013 07:53:28 EDT from dothebart

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no, cyprus has not left the eurozone.

one has to know, that very much like the icelandic banks cypris' banks offered dear interest rates; and that the money stored on these banks was 8 times the BIP (on iceland it was 10 times)

afaik the current solutions is that every account over 100keuro is reduced by 10%, and one of the two banks are shutdown afterwards.

now the russians are screaming bank robbery - much like some of the british and dutch citizens did, when icelands banks told them they wouldn't get back _ANY_ money.

The dutch and the british goverment way then took the bill to pay those citizens, and tried to get the money back via an international financial court - they lost this battle recently.

we will see how this works out.



[#] Wed Mar 27 2013 14:47:34 EDT from LoanShark

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afaik the current solutions is that every account over 100keuro is
reduced by 10%, and one of the two banks are shutdown afterwards.

Actually much, much more than 10% in the case of the worst bank.

[#] Wed Mar 27 2013 15:06:33 EDT from LoanShark

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Mar 27 2013 7:53am from dothebart
no, cyprus has not left the eurozone.

Did you read the article? Here's another one:

http://coppolacomment.blogspot.co.uk/2013/03/the-broken-euro.html

These capital controls are most likely to be (a) very repressive towards the ordinary Cypriot, and (b) in practical terms, very difficult to unwind, as long as Cyprus remains *nominally* in the Eurozone..

The point was that Cyprus is already off the Euro IN A SENSE: a Euro in Cyprus, or in a Cyprus bank, does not have the same value as a Euro anywhere else in the world, as long as capital controls remain in place.

It's a very important sense. Imagine if you couldn't leave Cyprus to find a better job elsewhere, because the ATM will only give you 100EUR/day of *your* money, wire transfers are banned, and you are banned from taking a suitcase full of cash with you on the plane. Kinda sucks, no?


It's not even clear that the controls are fully legal. The comparison to Iceland is apt; their "temporary" controls have been in place for years.



It's possible for Cyprus to be off the Euro in another de facto sense: a secondary market may develop to exchange Cypriot deposits for non-Cypriot deposits, a de-facto floating exchange rate. This has happened before, so it's not outside the realm of plausibility.

[#] Thu Mar 28 2013 10:54:15 EDT from LoanShark

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http://www.freeenterprise.com/energy-environment/bill-gates-goes-nuclear-argues-reactors-are-proven-technology

Bill Gates argues that nuclear is the only economic power option to also mitigate climate risks

[#] Thu Mar 28 2013 11:09:27 EDT from LoanShark

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More details of Cyprus' capital controls:

http://www.reuters.com/article/2013/03/28/us-eurozone-cyprus-controls-idUSBRE92R05S20130328

What's not clear is - how do you buy a house, especially if it's out of the country? How do you pay your rent, especially if it's out of the country?

Why the *fuck* are they so worried about a run on supposedly insured deposits, when the uninsured are already completely frozen? Other than that they destroyed their credibility by threatening to tax insured deposits, so now the trust is gone. Idiocy.

[#] Thu Mar 28 2013 23:29:39 EDT from LoanShark

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Berkeley Economist Brad DeLong writes, [1]:

"...The US bond market agrees with me. Since 1975, the nominal annual
premium on the 30-year Treasury bill has averaged 2.2%: in other words,
over its lifespan, the 30-year nominal T-bill yields are 2.2 percentage
points more than the expected average of future short-term nominal
T-bill rates. The current 30-year T-bill yields 3.2% annually, which
means that, unless the marginal bond buyer today is unusually averse to
holding 30-year Treasuries, she anticipates that short-term nominal
T-bill rates will average 1% per year over the next generation."

DeLong surely knows better than this. After all, he was the same guy who
wrote [2]:

"And I mus tsay [sic] that I do find it difficult to believe that the
breakeven 10-year inflation number of 2.46%/year is an expected-value
market forecast rather than a reflection of the fact that the marginal

players in the TIPS market on the buy side are willing to pay heavily to
lay nominal risk off while the marginal players on the sell side require
a substantial premium to take nominal risk on."

and wrote elsewhere [3], in a complicated argument that implies that the
shape of the assumed underlying probability distribution can completely
change the interpretation of the market inflation breakeven expectation:

"THE SPREAD BETWEEN THE 30-YEAR TREASURY BOND RATE AND THE 30-YEAR TIPS
RATE IS NOW 2.22%/YEAR

Suppose that we assume the two states of the world are permanent
liquidity trap, with inflation at 1%/year indefinitely, and inflationary
blowout with inflation at 10%/year starting ten years from now.

Then the 30-year-TIPS breakeven probability--the chance that we will get
an inflationary blowout starting ten years from now that would make the
expected returns from investing
in TIPS and nominal bonds equal--is
0.094."

#zOMGafilthyKEYNESIANhasCONTRADICTEDhimself

[1]
http://www.project-syndicate.org/commentary/the-great-depression-redux-by-j--bradford-delong

[2]
http://delong.typepad.com/sdj/2012/01/if-you-think-that-the-equilibrium-real-ten-year-treasury-rate-is-25year.html

[3]
http://delong.typepad.com/sdj/2012/06/the-spread-between-the-30-year-treasury-bond-rate-and-the-30-year-tips-rate-is-now-222year.html

[#] Fri Mar 29 2013 12:21:01 EDT from LoanShark

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http://www.google.com/search?btnI=I%27m+Feeling+Lucky&ie=UTF-8&oe=UTF-8&q=Greek+Bets+Sank+Top+Lenders

Cypriot banks bet big on Greek bonds... but passed Europe's bank stress tests

Because when your regulatory system's credibility is in tatters, you can always flog depositors.

[#] Wed Apr 10 2013 22:46:28 EDT from LoanShark

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Another author hammers home the point that with cross-border capital controls in place, Cyprus is
already /de facto/ off the Euro:

"The means [of circumventing capital controls] are not hard to find. Cypriots planning a holiday abroad
with friends abroad planning a holiday in Cyprus could make mutually advantageous and effectively
untraceable currency swaps ... The ad-hoc, pair-wise matching of buyers and sellers of onshore euros and
eurodenominated instruments will, if the controls remain in place, rapidly evolve into a still informal
and unofficial, but much more organised and efficient ‘curb market’, involving specialized market makers
and intermediaries...."

[all at a non-unitary exchange rate]

http://ftalphaville.ft.com/2013/04/10/1455252/of-political-power-and-dual-currencies-in-cyprus/

[#] Sun Apr 14 2013 20:44:16 EDT from IGnatius T Foobar

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Bill Gates argues that nuclear is the only economic power option to
also mitigate climate risks


Let's see ... +100 for promoting nuclear power, -10 for promoting a type of nuclear power in which he has invested, -1000 for believing there is a climate crisis, and -1000000 for being Bill Gates.

Better fire up those nuke plants. When my electric bill goes down I'll award more points.

[#] Wed May 22 2013 08:50:30 EDT from wizard of aahz

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complexity. Also, it was a bad idea to come out of the trees in the
first place.

<laughing>

Thank you Mr. Adams

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