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The coming currency devaluation
Gold-Eagle.com ^ | Oct 10, 2003 | Cliff Droke

Posted on 10/09/2003 10:49:33 PM PDT by Starwind

After repeated warnings from currency analysts and market advisors (including yours truly) that the U.S. currency system is on the verge of becoming a blocked, two-tier system we now have confirmation that the country is one step closer to realizing this. When fully implemented, the new U.S. dollar will mean a "banana republic" type currency and across-the-board devaluation.

According to a CNN/Money news wire report of Oct. 7, the new U.S. $20 bills will be released this week at banks across the country. Meanwhile, the Fed and its Bureau of Engraving and Printing (BEP) will hold a nationwide series of publicity events as part of a $33 million campaign to let the world know of the new bills and to acclimate the public to their strange new appearance.

The new $20s are peach-toned with the presence of blue ink, making it the first time in almost 100 years that a mass-circulation U.S. note has prominently contained a color besides green and black. They also contain an embedded vertical plastic strip and color-shifting ink, whose appearance changes from copper to green as the bill is tilted against the light. Below is what the front of the new $20 bill looks like (from the BEP website).

So what is the significance of this change of color in the U.S. $20 note? Well according to the Feds it is designed as a deterrent to stop counterfeiters. But accordingly to currency analyst Lawrence Patterson, who authored the 1994 monograph titled "Currency Recall", which accurately forecast the new multi-colored notes, the new colored money is part of a two-tiered currency system that will have drastic implications for investors and non-investors alike here in the U.S.

Patterson calls the new notes "crayola currency" and claims they will circulate domestically while the normal green currency that we've grown accustomed to will circulate offshore all over the globe. According to commentator Terry Savage, "Two-thirds of the U.S. paper currency is circulating in foreign countries." With the coming two-tiered currency system, foreigners will continue to be allowed to use the greenback while U.S. citizens will be stuck with the "crayola currency" which cannot be exchanged.

Patterson forecasts the coming use of foreign exchange controls for the U.S. dollar domestically, which would prohibit Americans from transferring capital to any other world currency. Again, this is discussed in Patterson's now-classic monograph "Currency Recall" (which I've read and highly recommend to students of currency policy and investors seeking to retain the value of their investments).

Patterson states, "I want every one...to think carefully about this...because we are coming very, very close to the end of the freely convertible domestic dollar. They cut in value could be as much as 50%...I believe those holding gold bullion bars offshore and bullion coins domestically will be very surprised to find that special regulations will prohibit them from profiting."

He further maintains that coin dealers are under a strict Treasury regulation and must report your sales of some coins but not others. The rule is as follows: Coins with a premium above 15% do not have to be reported. In addition to the 1099 report, filed by the coin dealer, you have to declare any capital gains as well."

He continues, "The existence of this rule, I believe, indicates an intent to outlaw the ownership of bullion coins altogether! However, the rule will not remain at 15% necessarily and could be changed to a higher percentage, which is unknown at this time. Obviously, you do not want to own any investment coins with a premium of 15% or less and better stay at the 25% or 30% level to be safe." Patterson points out that complications for the government would clearly arise should numismatic collectibles be forcibly confiscated since the bullion coins' value can be determined by the London gold fix, but not so for collectibles. "The price of the collectible coin may or may not be easily determined as numismatic valuables are routinely auctioned off at prices of not only tens of thousands of dollars, but hundreds of thousands of dollars per item," he observes. "It is difficult to imagine just how this would all be sorted out by the bureaucracy to come up with a calculation of compensation that would relate to the market value." He advises staying in the "safe zone" and exchanging bullion coins not needed for emergencies (such as food or gasoline shortages, et al) for numismatic coins with higher premiums.

Obviously, the introduction of the new peach-colored $20 bill is a test on the American public to see how they respond to the drastic new changes. The CNN/Money article states that the BEP has launched a multi-million dollar promotional campaign aimed at gaining public acceptance of the new currency. For example, the twenties are being featured on game shows, including "Wheel of Fortune" and "Jeopardy," sporting events, like ESPN's college football telecasts. The bills are also part of some consumer product tie-ins, according to CNN/Money, and pictures of the bills will be on the side of bags of Pepperidge Farm Goldfish. If the government succeeds in getting the American public to accept the bills, the other remaining denominations will obviously follow and plans will proceed for the blocked domestic dollar.


TOPICS: Business/Economy
KEYWORDS: bullion; currecny; currency; gold; goldbuggery; mineshaft; pleasebuysomegold; silver; tinfoil; tinfoilhatalert; turass
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To: Starwind
I think this article is bogus, and it's not the first time I've seen a bogus article by Droke. He had one touting gold miner Silverado right before it went down the toilet.

In a sense, the US had a dual currency system from 1944 to 1971. Internationally, the dollar was convertible to gold at $35/oz, but not domestically (since it was illegal to own gold other than numismatics and jewelry from 1933-1974).

Patterson states, "I want every one...to think carefully about this...because we are coming very, very close to the end of the freely convertible domestic dollar. They cut in value could be as much as 50%...

What does this mean, really? Cut against what? You can't devalue with a pen stroke like FDR did in 1934 when the dollar was convertible.

End of the freely convertible dollar? In today's global economy, it's inconceivable. How would transnational corporations function? How would people travel? How would people with foreign real estate pay their bills?

61 posted on 10/10/2003 7:25:31 AM PDT by Soren
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To: Motherbear
WELL DUH!
62 posted on 10/10/2003 7:35:19 AM PDT by ARA
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To: Alter Kaker
Existing bills will be legal for use in America for ever. I do not understand concern.

It's hard to understand the ramblings of a paranoid person. It's a form of mild mental illness in most cases.

63 posted on 10/10/2003 7:42:04 AM PDT by Protagoras (Putting government in charge of morality is like putting pedophiles in charge of children.)
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To: Soren
Very much appreciate your calm feedback, and clearly you read through the thread before posting.

End of the freely convertible dollar? In today's global economy, it's inconceivable. How would transnational corporations function? How would people travel? How would people with foreign real estate pay their bills?

If in fact a dual currency were re-instated, I assume the international dollars would be treated as a foreign sovereign currency complete with exchange rates for personal and business transactions, and currency exchanges (at banks and customs at the US border) for travelers with cash. Transactions would proceed as if you were paying for something denominated in a foreign currency.

The new wrinkle would be the reporting requirements of where the old greenbacks came from when converting to new 'peachbacks', much as is done today if you bring in/out more than $10K. Domestically, they would have to outlaw old-design greenabcks as no longer being legal tender domestically (forcing one the bank to exchange bills - and report where you got the greenbacks). This point of outlawing what was legal tender (raised only by one poster) seems fraught with problems and the biggest obstacle unaddressed by the article.

Technologically, it seems quite feasible.

The motivation (ostensibly to thwart money laundering by 'filtering' the exchange/flow of new and old currency domestically while not 'inflciting' that new currency on international populations whose confidence and use of dollars we wish to retain) seems plausible.

The 'unintended' consequences of two values for US currency to the detriment of domestic bill holders seems plausible.

But your point about Droke's credibility is noted.

64 posted on 10/10/2003 7:50:39 AM PDT by Starwind (The Gospel of Jesus Christ is the only true good news)
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To: Starwind; Fledermaus
If that is true (the point being questioned in this thread) the two currencies would circulate in different economies (domestic and international) and could conceivably be assigned different values by their respective markets. That mechansim - two different markets, not different years, - could devalue the domestic currency.

Actually, if there were any devaluation, it would devaluate the old currency that is now circulating overseas as that currency would be riskier to hold.

Consider the case of the "Hawaii Dollar":

This U.S. currency, with "Hawaii" printed on it, was issued during World War II for circulation in Hawaii. If the Japanese had ever captured the Hawaiian Islands, the U.S. Government could have immediately declared all "Hawaii dollars" to be worthless.

The old U.S. currency circulating overseas has now become the 2003 version of "Hawaii Dollars".

By demonitizing the old currency after a period when it can be exchanged only at banks, the U.S. Government can, at any time of it's choosing, convert the narco-traffiker's and terrorist's cash reserves of billions of U.S. dollars into souveniers that would be bought and sold in the "Obsolete Currency" category on eBay.

65 posted on 10/10/2003 7:52:33 AM PDT by Polybius
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To: Starwind
You left off the "TIN FOIL HAT ALERT"!
66 posted on 10/10/2003 7:55:54 AM PDT by Lonesome in Massachussets (Uday and Qusay and Idi-ay are ead-day)
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To: Polybius
By demonitizing the old currency after a period when it can be exchanged only at banks, the U.S. Government can, at any time of it's choosing, convert the narco-traffiker's and terrorist's cash reserves of billions of U.S. dollars into souveniers...

What is money? It cannot breath life into the now-dead dreams of childhood. It cannot heal a broken heart nor repair the shattered portals of a broken home. I speak, of course, of Confederate money. - Joel Chandler Harris

67 posted on 10/10/2003 8:00:03 AM PDT by Lonesome in Massachussets (Uday and Qusay and Idi-ay are ead-day)
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To: Lonesome in Massachussets
What is money? It cannot breath life into the now-dead dreams of childhood. It cannot heal a broken heart nor repair the shattered portals of a broken home. I speak, of course, of Confederate money. - Joel Chandler Harris

Actually, the Confederate money I bought in 1985 is worth quite a bit more now than the U.S. greenbacks I bought them with. :-)

68 posted on 10/10/2003 8:09:26 AM PDT by Polybius
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To: Lonesome in Massachussets
It cannot breath life into the now-dead dreams of childhood. It cannot heal a broken heart nor repair the shattered portals of a broken home.

Ya gotta know where to shop!

69 posted on 10/10/2003 8:11:36 AM PDT by Starwind (The Gospel of Jesus Christ is the only true good news)
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To: GOPJ; Alter Kaker
Are there two quarter systems?

Yes, actually, except that the good quarters were driven out of circulation by the new quarters back in '65.

The same principle will operate on paper money if the article's premise is true.

The 'sky' is not falling - everything is just 'business as ususl' when it comes to politicians and printing presses.

70 posted on 10/10/2003 8:12:28 AM PDT by headsonpikes (Spirit of '76 bttt!)
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To: GOPJ
I was referring to "paranoia" and not to the misguided implications of the article.
71 posted on 10/10/2003 8:22:49 AM PDT by verity (Tinfoil is your friend :~))
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To: Starwind; Phaedrus; All
Some notes on dual currency> Argentina went to dual currency to try to keep small dollar investors solvent. Also Europe is going through a dual currency phase now to phase out national monies and convert all transactions to Euros.

On May 21, IMF Managing Director Horst Köhler said he
welcomed Argentina's efforts for a debt swap it claimed would support medium-term financing sustainability. Eleven days later,Minister Cavallo engineered a swap that obliged Argentine banks to exchange relatively good, liquid government bonds fornew longer-dated, illiquid paper. The central bank was obliged to inject liquidity into the banking system (a feature which is not
present in orthodox currency board systems), which greatly
expanded the monetary base and reduced dollar reserve backing of the currency below 100 per cent for the first time.

Soon after, on June 15, Minister Cavallo announced a dual
exchange-rate regime: one for imports and another for most
exports. When markets worried again about devaluation, interest rates spiked and capital flowed out of Argentina. A week later, IMF Director of External Relations Thomas Dawson told a press conference that the IMF continued to support Argentina's efforts.

By September 7 last year, three events had occurred, with the IMF's approval, which seriously compromised the credibility of the convertibility system. Predictably, this did not stop the IMF from augmenting Argentina's stand-by credit to $21.57 billion. IMF First Deputy Managing Director Anne Krueger appeared utterly oblivious in a press release, saying: "The [new Argentine] program aims at restoring the credibility of the fiscal position and
the convertibility regime."

At the end of November, Mr. Cavallo further undermined the
convertibility system by requiring banks to exchange treasury bills for illiquid new ones. As a result, banks could not meet demands for deposit withdrawals, so he instituted restrictions on deposit withdrawals and transfers of funds abroad. A week later Thomas Dawson informed us "there is no Fund staff view on the
subject."

Dissatisfaction with these measures led to rioting and a revolving- door political crisis, producing five presidents in two weeks. Eduardo Duhalde became Argentina's fifth president on January 1, 2002, and ended convertibility five days later. He broke the monetary contract and created a new exchange-rate regime which stole about 40 per cent of the value of the peso—similarto FDR's breaking our domestic gold standard contract and devaluation.

This ended the legal right of people to convert pesos into dollars,amounting to outright theft of the central bank's foreign reserves. Duhalde's administration proceeded to violate contracts with foreign companies, steal the dollar deposits of Argentines, and wreak havoc on the banking system. Since Argentina's devaluation, all eyes have been on the IMF to come to Argentina's aid. And the Duhalde administration is already penciling in a bailout package to support its budget.
http://www.enterstageright.com/archive/articles/0302/0302argentina.txt

72 posted on 10/10/2003 8:30:13 AM PDT by hedgetrimmer
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To: hedgetrimmer
Dual currency systems never work because they create huge black markets and lawlessness in general.
73 posted on 10/10/2003 8:45:59 AM PDT by Phaedrus
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To: nopardons
Relax, my post wasn't directed to you personally.
How much you are worth and where it is dosen't interest me in the slightest. Lighten up Francis.
74 posted on 10/10/2003 9:02:07 AM PDT by calljack (Sometimes your worst nightmare is just a start.)
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To: Fledermaus
or when we stopped silver certificates.
75 posted on 10/10/2003 9:22:02 AM PDT by wardaddy (The Lizard King it was.....)
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To: Starwind
If in fact a dual currency were re-instated, I assume the international dollars would be treated as a foreign sovereign currency complete with exchange rates for personal and business transactions

Some questions to think about:

Would the exchange rate between the two be fixed or float? If fixed, would each float against other currencies? Seems like there would be problems unless the domestic currency was convertible only into greenbacks, and then greenbacks could be exchanged into foreign currency at exchange rates that float.

Would the US maintain 2 money supplies: domestic and greenback? Beyond money supply management, the simple wearing out of paper bills would force new issuance.

How would transition work? Seems like a lot of people would dump the peachbacks if devaluation relative to greenbacks was expected.

Is the purpose of all this to maintain the dollar's global role, while plundering the savings of US residents to inflate away debt?

76 posted on 10/10/2003 9:31:27 AM PDT by Soren
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To: Starwind
"color-shifting ink, whose appearance changes from copper to green as the bill is tilted against the light"

That ought to fascinate my 2-year old.
77 posted on 10/10/2003 9:32:37 AM PDT by Tauzero (Avoid loose hair styles. When government offices burn, long hair sometimes catches on fire.)
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To: Starwind
"embedded vertical plastic strip"

What's that for?

78 posted on 10/10/2003 9:33:39 AM PDT by Tauzero (Avoid loose hair styles. When government offices burn, long hair sometimes catches on fire.)
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To: Alter Kaker
"Existing bills will be legal for use in America for ever."

Historically that is not true. Try using a 1928 gold certificate or a Federal Reserve Bank Note. Currency can be invalidated or declared illegal at the whim of the government. Remember FDR and gold during the Great Depression?
79 posted on 10/10/2003 9:38:24 AM PDT by Beck_isright (I'm Archie Bunker. Get my paper. Get my slippers. And shut up you hippy dope smoking piece of scum.)
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To: Soren; Tauzero
Tauzero: "embedded vertical plastic strip" What's that for?

Speculating: Optical or holographic scanning, possibly encoded with the serial number and anti-counterfeit measures. It may aid in tracking a bill's history, at least which banks it's been cleared through and maybe who deposited/exchanged them.

As to Soren's points (in the following 'peachbacks' are the new currency to be circulated only domestically, 'greenbacks' are the old currency to be circulated only internationally):

Would the exchange rate between the two be fixed or float? If fixed, would each float against other currencies? Seems like there would be problems unless the domestic currency was convertible only into greenbacks, and then greenbacks could be exchanged into foreign currency at exchange rates that float.

Don't know. Save for your last question, I would assume both peachbacks and greenbacks might float against other currencies and each other at rates set by the market. I would further assume peachbacks are convertible to greenbacks only at US borders or currency exchanges for people leaving the US, and convertible back to peachbacks for people entering the US. I assume this would be enforced by treating peachbacks internationally as counterfeit money when discovered by banks or authorities and treat greenbacks likewise as counterfeit domestically (this is where the greenback legal tender issues arise). Merchants would readily recognise either currency and refuse to accept the disallowed currency in transactions, knowing their banks will confiscate them in merchant deposits. However a black market could operate.

The exception would be anyone could walk into a bank or currency exchange and voluntarily exchange disallowed currency for allowed currency with accompanying form explaining where the disallowed currency originated. Presumably this would be routine for amounts below say $10K and more scrutiny applied for larger amounts. If the identity of the holder or the serial numbers on the bills tripped an alert, the cash police descend upon the hapless tourist.

Would the US maintain 2 money supplies: domestic and greenback? Beyond money supply management, the simple wearing out of paper bills would force new issuance.

Yes I would assume so. The existing mechanisms for recognizing worn out greenbacks would remain in force as well as be applied to the peachbacks. Exchange would simply be in accord with what is the 'allowed' currency based on domestic or international location. The treasury would retain responsibility for printing both currencies and dispensing new bills to (and collecting old bills from) banks domestic and international as they do now.

Money supply management could be more focused and adjusted differently for domestic and international supply targets, as the Fed felt inclined in pursuit of its policies. Which given two separate money supplies, could now have diverging policies each customized for a particular goal.

How would transition work? Seems like a lot of people would dump the peachbacks if devaluation relative to greenbacks was expected.

Don't know. Peachbacks would be difficult to dump assuming they'd be the only game in town (domestically) and the envisioned enforcement measures. But I could imagine two black markets forming depending on relative valuations.

Is the purpose of all this to maintain the dollar's global role, while plundering the savings of US residents to inflate away debt?

That, in my opinion, is the real question.

Assuming there are no technical nor operational barriers to having this dual currency and black markets are not a significant factor in setting floating exchange rates, it would seem plausible peachbacks could be used to contain or partition some of the effects of the Fed's inflationary policies (but not entirely) while retain at least the appearance of the greenbacks being the favored reserve currency internationally, and thus helping to avoid/minimize the effects of devalued greenback denominated bonds.

Any thoughts as to the feasibility, practicality, plausibility of this last point (your question)? Maybe in light of this last question, the peachback/greenback exchange rate should be fixed, relative to each other and the greenback floats as it does now? I dunno? But given the mindset of the Fed & Treasury these days, the above seems like something they'd want if they thought they could make it fly.

80 posted on 10/10/2003 4:43:34 PM PDT by Starwind (The Gospel of Jesus Christ is the only true good news)
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