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How China's Rehypothecated "Ghost" Steel Just Vaporized, And What This Means For The World Economy
Zero Hedge ^ | 9-17-2012 | Tyler Durden

Posted on 09/18/2012 5:22:42 PM PDT by grey_whiskers

One of the key stories of 2011 was the revelation, courtesy of MF Global, that no asset in the financial system is "as is", and instead is merely a copy of a copy of a copy- rehypothecated up to an infinite number of times (if domiciled in the UK) for one simple reason: there are not enough money-good, credible assets in existence, even if there are more than enough 'secured' liabilities that claim said assets as collateral. And while the status quo is marching on, the Ponzi is rising, and new liabilities are created, all is well; however, the second the system experiences a violent deleveraging and the liabilities have to be matched to their respective assets as they are unwound, all hell breaks loose once the reality sets in that each asset has been diluted exponentially.

(Excerpt) Read more at zerohedge.com ...


TOPICS: Business/Economy; Conspiracy; Government; Politics
KEYWORDS: bubble; china; fraud; rehypothecation
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Read the whole thing.

1) If China has fake collateral to go along with their fake cities, what will this mean for their Communist central committee?

2) Does this affect other commodities in China?

3) What about the mining concerns in places like Australia which have an export economy of raw goods TO China?

4) Does this have anything to do with Xi Jinping or with Gu Kailai / Bo Xilai (murder of British bag man)? (Longer term, of course -- the party royalty may have known of the vapor-collateral and been trying to move money to safe havens).

5) See also Ann Barnhardt on rehypothecation.

6) What does this have to do with increasing tensions between China and Japan?

7) Oh yes. What if China implodes and stops buying our bonds?

Cheers!

1 posted on 09/18/2012 5:22:49 PM PDT by grey_whiskers
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To: grey_whiskers; neverdem; SunkenCiv; Cindy; LucyT; decimon; freedumb2003; ...
Not an article of mine, but *deeply* disturbing / alarming.


2 posted on 09/18/2012 5:25:33 PM PDT by grey_whiskers (The opinions are solely those of the author and are subject to change without notice.)
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To: grey_whiskers

What do you know? Chinese corporations are run by crooks just like ours. How do you say Corzine in chinese?


3 posted on 09/18/2012 5:31:15 PM PDT by freedomfiter2 (Brutal acts of commission and yawning acts of omission both strengthen the hand of the devil.)
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To: freedomfiter2

beddy big cheating mahn


4 posted on 09/18/2012 5:33:40 PM PDT by knarf (I say things that are true ... I have no proof ... but they're true)
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To: freedomfiter2

... but they are prepared to go to war to mask the frauds and unify the people to mask the reality.

Makes me think of our useless leader in the White hut, sideshow obama and what he is going to pull for a october surprise.


5 posted on 09/18/2012 5:37:12 PM PDT by himno hero (hadnuff)
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To: grey_whiskers

I think the “stolen” syrup in Canada was a similar situation. Lots of money was at stake and the commodity never existed. It and the Chinese steel pale in comparison to the nonexistent $16 trillion the feds loaned to foreign and domestic banks.

http://www.scribd.com/doc/60553686/GAO-Fed-Investigation#outer_page_144

We’re in deep doo doo boys and girls and the only way out is through a total collapse. Personally it couldn’t come too soon. The longer we wait the worse it will be.


6 posted on 09/18/2012 5:46:54 PM PDT by cripplecreek (What does it profit a man if he gains the whole world but loses his soul?)
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To: grey_whiskers; neverdem; SunkenCiv; Cindy; LucyT; decimon; freedumb2003
The Moo Goo Gai Pan has been predicted to hit the ventilator blades within 5 for sure, say several well known Domesday Guys.

The financial wizards of the Celestial Kingdom have done pretty much all they can do to manipulate the world from within their tightly disciplined ... and completely corrupt ... economic system. If we can't keep up the loan payments ...not to mention the Wal-Mart/Target/Sears/Ace/Harbor Freight Imports with their 1200%+ markups* ...they are just SOL. Boo-Frickin'-Who, except we're going to suffer with them for a while. All bets are off if we let them run OPEC, or steal "OUR" oil from Brazil, Cuba, and Venezuela.

The awful truth, IMNSVHO: even IF we send the Marxist Maricón Mombasa MF packing, it will take brave and good men tried and true to turn this mess around in 5-8 years at minimum, with that 47+ percent who think Kid Kenya is Our Saviour always ready to backstab effective, i.e. Cheap, government that takes any perceived "entitlement" off their already loaded table.

Pal of mine just bought a pair of running shoes in a Shanghai shoe store for the equivalent of $2.50. Same exact EXACT pair in Target" $39.99 ... reduced on sale from $59.99! That ain't right, what with millions of Americans out of work and factories closed tight. Newsflash, Wong. We can make sneakers right here in Maine.

7 posted on 09/18/2012 6:10:07 PM PDT by Kenny Bunk (Obama = Allende.)
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To: grey_whiskers
For us in Rio Linda:

Rehypothecation is a practice that occurs principally in the financial markets, where a bank or other broker-dealer reuses the collateral pledged by its clients as collateral for its own borrowing.

8 posted on 09/18/2012 6:14:56 PM PDT by Calusa (The pump don't work cause the vandals took the handles. Quoth Bob Dylan.)
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To: grey_whiskers; MestaMachine; KC_Lion; Myrddin; Godzilla; Domestic Church; Rushmore Rocks; Oorang; ..
*

Article.

Also check out # 1 through # 6.

Thanks, grey_whiskers.

9 posted on 09/18/2012 6:19:45 PM PDT by LucyT
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To: Kenny Bunk; grey_whiskers

Thanks.


10 posted on 09/18/2012 6:21:06 PM PDT by SunkenCiv (https://secure.freerepublic.com/donate/)
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To: grey_whiskers
1) If China has fake collateral to go along with their fake cities, what will this mean for their Communist central committee?

They will have to move to Monterey Park.

11 posted on 09/18/2012 6:23:22 PM PDT by Mike Darancette (Take two Aspirin and call me in November - Obama for Hindmost.)
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To: grey_whiskers

Much of their vaunted economic growth and growth rates were FICTION


12 posted on 09/18/2012 6:24:38 PM PDT by GeronL (The Right to Life came before the Right to Pursue Happiness)
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To: cripplecreek
We’re in deep doo doo boys and girls and the only way out is through a total collapse. Personally it couldn’t come too soon. The longer we wait the worse it will be.

And a reelected Obama is just the man to get 'er done.

13 posted on 09/18/2012 6:28:07 PM PDT by Mike Darancette (Take two Aspirin and call me in November - Obama for Hindmost.)
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To: Kenny Bunk
We can make sneakers right here in Maine.

For $2.50 a pair?

14 posted on 09/18/2012 6:28:23 PM PDT by GeronL (The Right to Life came before the Right to Pursue Happiness)
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To: Mike Darancette

It simply means China goes back to the bamboo curtain


15 posted on 09/18/2012 6:29:05 PM PDT by GeronL (The Right to Life came before the Right to Pursue Happiness)
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To: grey_whiskers

Everyone is worried about China. What repo company would they use to get back their stuff from us? And who will buy their goods if we don’t? We’re the largest consumer market in the world.


16 posted on 09/18/2012 6:31:09 PM PDT by 2ndDivisionVet (You cannot invade the mainland United States. There would be a rifle behind every blade of grass.)
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To: grey_whiskers

I like zh poster Ralph Spoilsport’s comment yesterday, “Sum ting wong?”

Thanks for posting. Very, very interesting. I read it and the comments yesterday at zh. Thanks to all of the great posters at zh.

“Everything about socialism is sham and affectation.” - Bastiat 1801-1850


17 posted on 09/18/2012 6:50:02 PM PDT by PGalt
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To: GeronL
It simply means China goes back to the bamboo curtain

If the rich ones do not leave with their profits they will be eaten.

18 posted on 09/18/2012 7:03:17 PM PDT by Mike Darancette (Take two Aspirin and call me in November - Obama for Hindmost.)
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To: grey_whiskers

Thanks for the ping. Will try to force my brain into submission and understand this.


19 posted on 09/18/2012 7:08:46 PM PDT by little jeremiah (Courage is not simply one of the virtues, but the form of every virtue at the testing point. CSLewis)
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To: GeronL

Well of course. The whole system of continually inflating currency is based on the idea that you can outgrow the inflation and beat the consequences. Of course, that’s a fantasy and could never continue forever. So, rather than face the music, they just came up with another con game to make it look like constant growth was not only a possibility, but a reality. That way, even though their original con was collapsing, they could keep it from being revealed a little while longer while they continued to rob us blind.


20 posted on 09/18/2012 7:21:24 PM PDT by Boogieman
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