What is the inherent value of any metal if you are stuck in the desert with
no water?

 

REH

 

From: [email protected]
[mailto:[email protected]] On Behalf Of Keith Hudson
Sent: Monday, July 12, 2010 2:24 AM
To: RE-DESIGNING WORK, INCOME DISTRIBUTION, EDUCATION
Subject: Re: [Futurework] Krugman's Insanity, And The Hard Mathematical
Truth

 

At 22:12 11/07/2010 -0700, Sanwichman wrote:



I agree that deficit spending, as it has evolved, is like a Ponzi
scheme. What does denninger mean though, by "real GDP". Usually that
term is reserved for nominal GDP deflated by something like the
consumer price index. Since there hasn't been much in inflation over
the past three years where does the graph get its "-10%" shrinkage
rate for real GDP? Is he making up his own private deflater? Doing so
would be acceptable, if and only if he presents a rationale for his
alternative calculation. Otherwise he is presenting a misleading
graph.


I agree. I'd like to know where his figure comes from. However, "-10%" seems
to me to be much nearer reality than the official figures. There are so many
negative items in GDP that, as a measure of "progress", it is pure fiction.




I suspect that Denninger may be using something like the gold price as
a deflater.


However, I doubt this. The price of gold has gone up so much in the last few
years that such an attempt would produce nonsense. Besides, what would be
the 'market value' baseline? It hasn't had a market value for about a
century now because Western governments ever since have tried every trick in
the book to de-monetize gold and reduce it to jewellery uses only. (That is,
until the last year or so -- see below.)




 While that argument may have merit, smuggling it in under
the pretense of "real GDP" is disingenuous. On the other hand, if he
were to make such a deflater explicit, he might be dismissed as a
"gold bug". Well, too bad. The onus is on the hard money folks to deal
with the prejudices of the great unwashed masses. Marxists don't get a
free pass with their labor theory of value so why should hard money
advocates be given an exemption from the prejudice of popular
delusion?


Try buying gold coins to see whether the masses are still prejudiced! You'll
have to wait weeks for delivery. Mints in several countries (including the
US) are doing overtime to supply demand. And, besides that, even Western
central banks are now rumoured to be buying gold instead of trashing its
reputation and trying to hold its price down. Even their officials are now
as smart as the masses in questioning the future value of paper currencies,
particularly the EMU euro and the US dollar.

Keith







On 7/9/10, Steve Kurtz <[email protected]> wrote:
> Mike G will be tempted to call this a Conservative rant. Ad hominem
> doesn't refute his argument.
>
> Steve
>
>
http://market-ticker.denninger.net/archives/2489-Krugmans-Insanity,-And-The-
Hard-Mathematical-Truth.html
>
> _______________________________________________
> Futurework mailing list
> [email protected]
> https://lists.uwaterloo.ca/mailman/listinfo/futurework
>


-- 
Sandwichman
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Keith Hudson, Saltford, England 

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