Begin forwarded message:

> From: Bill Totten <[email protected]>
> Date: August 29, 2015 at 4:05:22 AM EDT
> To: Freshink <[email protected]>, Ugly New World 
> <[email protected]>, a-list <[email protected]>
> Subject: [a-list] What if the "Crash"...
> Reply-To: [email protected]
> 
> Is as Rigged as Everything Else?
> 
> by Charles Hugh Smith
> 
> Of Two Minds (August 25 2015)
> 
> Take your pick - here's three good reasons to engineer a "crash" that 
> benefits the few at the expense of the many.
> 
> There is an almost touching faith that markets are rigged when they loft 
> higher, but unrigged when they crash. Who's to say this crash isn't rigged? A 
> few things about this "crash" (eleven percent decline from all time highs now 
> qualifies as a "crash") don't pass the sniff test.
> 
> Exhibit 1: VIX volatility Index soars to "the world is ending" levels when 
> the S&P 500 drops a relatively modest eleven percent. The VIX above fifty is 
> historically associated with declines of twenty percent or more - double the 
> current drop.
> When the VIX spiked above fifty in 2008, the market ended up down 57%. Now 
> that's a crash.
> 
> http://www.oftwominds.com/photos2015/SPX8-25-15.gif
> 
> Exhibit 2: The VIX soared and the market cratered at the end of options 
> expiration week (OEX), maximizing pain for the majority of punters. Generally 
> speaking, OEX weeks are up. The exceptions are out of the blue lightning 
> bolts such as the collapse of a major investment bank.
> 
> Was a modest devaluation in China's yuan really that unexpected, given the 
> yuan's peg to the US dollar which has risen twenty percent in the past year? 
> Sorry, that doesn't pass the sniff test.
> 
> http://www.oftwominds.com/photos2015/vix8-25-15.png
> 
> Exhibit 3: When the VIX spiked above thirty in October 2014, signaling panic, 
> the Federal Reserve unleashed the Bullard Put, that is, the Fed's willingness 
> to unleash stimulus in the form of QE 4. Markets reversed sharply and the VIX 
> collapsed.
> 
> Now the VIX tops fifty and the Federal Reserve issues an absurd statement 
> that it doesn't respond to equity markets. Well then what was the Bullard Put 
> in October 2014? Mere coincidence? Sorry, that doesn't pass the sniff test.
> 
> Why would "somebody" engineer a mini-crash and send volatility to "the world 
> is ending" levels? There are a couple of possibilities.
> 
> 1. The Shock Doctrine. Naomi Klein's landmark study of how manufactured 
> crises are used to justify further consolidation of power, The Shock 
> Doctrine: The Rise of Disaster Capitalism (2007), provides a blueprint for 
> how financial crises set the stage for policies that extend the power of 
> central and private banks and various state-private sector players.
> 
> A soaring VIX and sudden crash certainly softens up the system for the next 
> policy squeeze.
> 
> 2. A "crash" engineered to set up a buying opportunity for insiders. When 
> easy gains get scarce, what better way to skim a quick ten percent than 
> engineer a "crash", scoop up shares dumped by panicked punters and 
> momo-following HFT bots spooked by "the world is ending" VIX spike, and then 
> reverse the "crash" with another round of happy talk?
> 
> 3. Settling conflicts within the Deep State. I have covered the Deep State 
> for years, in a variety of contexts - for example:
> 
> http://www.oftwominds.com/blogmar14/disunity-deep-state3-14.html
> 
> http://www.oftwominds.com/blogfeb14/dollar-deep-state2-14.html
> 
> http://www.oftwominds.com/blogmay15/surplus-repression5-15.html
> 
> Without going into details that deserve a separate essay, we can speculate 
> that key power centers with the Deep State have profoundly different views 
> about Imperial priorities.
> 
> One nexus of power engineers a trumped-up financial crisis (that is, a 
> convenient "crash") to force the hand of opposing power centers. As I have 
> speculated here before, the rising US dollar is anathema to Wall Street and 
> its apparatchiks, while a rising US dollar is the cat's meow to those with a 
> longer and more strategic view of dollar hegemony.
> 
> Take your pick - here's three good reasons to engineer a "crash" that 
> benefits the few at the expense of the many.
> 
> NOTE: Contributions/subscriptions are acknowledged in the order received. 
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> 
> Thank you, Charles B ($50), for your exceedingly generous contribution to 
> this site - I am greatly honored by your steadfast support and readership.
> 
> http://charleshughsmith.blogspot.jp/2015/08/what-if-crash-is-as-rigged-as.html
> 
> https://billtotten.wordpress.com/
> http://www.ashisuto.co.jp
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