thesis 2013-statism
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7/29/2019 THESIS 2013-STATISM
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2013 Statism Restricted & ConfidentialCopyright 2013 Gordon T. Long All Rights Reserved general@GordonTLong.com
STATISMThe Great "Huxley-Orwell" TransitionRelease 1.0 Version-01-14-13
Through the Process of Abstraction the 2013 Thesis outlines how the Global Macro is presently on
a well defined path towards a global Fiat Currency Failure and the emergence of a New World
Order. 2013 will be highlighted by social unrest during a period of heightened conflict and tension.As economic growth declines and chronic unemployment becomes even more broad based on the
world stage, Macro Prudential Policies of Financial Repression will accelerate. Increasing
centralized planning and control by sovereign government will further push advanced societies
towards collectism and statism.
Gordon T Long
1/14/2013
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2013 Thesis: Statism Restricted & ConfidentialCopyright 2013 Gordon T. Long All Rights Reserved general@GordonTLong.com
STATISMThe Great "Huxley-Orwell" Transition
2013 THESIS............................................................................................................................................................................................... 5
INTRODUCTION .............................................................................................................................................................................................. 5
2013 ABSTRACTION.............................................................................................................................................................................................................. 5
OVERVIEW............................................................................................................................................................................................................................ 11
SITUATIONAL ANALYSIS.................................................................................................................................................................................................... 15Re-Learning the Lessons of History ................................................................................................................................. 15Currency Cartel & Counterfeiting "Risk Free" ................................................................................................................... 21Shadow Banking Control.................................................................................................................................................. 32
COREPROBLEM........................................................................................................................................................................................... 41
FIAT CURRENCY & UNSOUND MONEY.......................................................................................................................................................................... 43GLOBALIZATION: LEVERAGE, HYPOTHECATION, REHYPOTHECATION & REPOS............................................................................................ 50POLICY: MONETARY MALPRACTICE.............................................................................................................................................................................. 55POLICY: FISCAL POLICY & ACCOUNTABILITY............................................................................................................................................................. 57POLICY: PUBLIC POLICY & THE GLOBAL ...................................................................................................................................................................... 61GOVERNANCE FAILURE.................................................................................................................................................................................................... 63FAILED POLICY RESULT: CRISIS OF TRUST................................................................................................................................................................ 69
MONETARYMALPRACTICE ................................................................................................................................................................ ....... 70
THE FED & UNSOUND MONEY......................................................................................................................................................................................... 70MORAL MALADY.................................................................................................................................................................................................................. 72MORAL HAZARD, UNINTENDED CONSEQUENCES & DYSFUNCTIONAL MARKETS........................................................................................... 78
DECEPTIONS, DISTORTIONS & DELUSIONS................................................................................................................................................................ 86
Misrepresented Inflation ................................................................................................................................................... 88False Growth ................................................................................................................................................................... 90Mispricing & Malinvestment ............................................................................................................................................. 91Lessons of Argentina's "Estancias" .................................................................................................................................. 96Fiat Money, Collective Corruption & Control Fraud........................................................................................................... 98
ROADMAP....................................................................................................................................................................................................... 99
DEVELOPING THE ROADMAP.......................................................................................................................................................................................... 99Evolving Stages ............................................................................................................................................................. 101Driver$ - Visible & Invisible ............................................................................................................................................ 102
GLOBALIZATION & IMBALANCES.................................................................................................................................................................................. 103Imbalances .................................................................................................................................................................... 103Hurdles to Competing - The Price of Legacy Structures and Commitments ................................................................... 105
Complexity & Fragility .................................................................................................................................................... 106
CENTRAL PLANNING ........................................................................................................................................................................................................ 118Authoritarian Control ........ ....... ........ ....... ....... ........ ....... ........ ....... ........ ....... ........ ....... ....... ........ ....... ........ ....... ........ ....... . 119Life Cycle of Central Planning ........................................................................................................................................ 124
CRONY CAPITALISM......................................................................................................................................................................................................... 127
Global Control & Influence ............................................................................................................................................. 131The Real Control - 40 Years of Personal Observations .................................................................................................. 133Anglo-American Mercantilism...... ....... ........ ....... ....... ........ ....... ........ ....... ........ ....... ........ ....... ........ ....... ........ ....... ....... ..... 134Stateless Entities ........................................................................................................................................................... 139
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Global Brands - Regulatory Capture .............................................................................................................................. 140Lobbying - A "Distinctive Competence" .......................................................................................................................... 142
Competitive Barriers - Monopolies ............................................................................................................................ 142Competitive Advantage - Regulatory Arbitrage ......................................................................................................... 144Government Contracting ........................................................................................................................................... 149
Corporatocracy's Biggest Concern ................................................................................................................................. 156
Power of Information................................................................................................................................................. 156Democratic Corruption ................................................................................................................................................... 157Political Insider Trading ............................................................................................................................................ 157
FINANCIAL REPRESSION................................................................................................................................................................................................ 159
Simplifying the Complexity ............................................................................................................................................. 160Liquidation of Government Debt ..................................................................................................................................... 161The Lost Decade ........................................................................................................................................................... 162
The "Dentist" - A Classic Example ............................................................................................................................ 162The "Government" - How they did ............................................................................................................................. 163Slick Trick - "Watch His Hands, Not the Pea" ............................................................................................................ 164Falling Rates - A Well Crafted & Managed Process .................................................................................................. 165
Understanding Financial Repression .............................................................................................................................. 166Definition .................................................................................................................................................................. 166Goal of Financial Repression .................................................................................................................................... 167Evolution & Methodology .......................................................................................................................................... 167Features & Attributes ................................................................................................................................................ 167
Tools - Application & Sequence ..................................................................................................................................... 168
REDUCED STANDARDS OF LIVING............................................................................................................................................................................... 177The American Dream Has become for Many - The American Nightmare ....................................................................... 177Visually Understanding Just How Bad It Is (Using 1980 CPI Methodology) .................................................................... 178Doomed Middle Class .................................................................................................................................................... 179
How Long Before this Explodes? .............................................................................................................................. 184
SOCIAL UNREST................................................................................................................................................................................................................ 185Arab Spring > EU Summer - American Autumn > World Winter ....... ........ ....... ........ ....... ........ ....... ........ ....... ....... ..... 187Growth > Jobs > Disposable Income ........................................................................................................................ 187Disparity, Unfairness & Corruption ............................................................................................................................ 192
STATISM ....................................................................................................................................................................................................... 196
A FRAMEWORK OF UNDERSTANDING ........................................................................................................................................................................ 196
The "Huxley - Orwell" Transition .................................................................................................................................... 196
Collectivism ................................................................................................................................................................... 201
Shifting Sentiment to Collectivism & Central Planning .................................................................................................... 204
DYSTOPIA............................................................................................................................................................................................................................ 206
SITUATIONAL ANALYSIS.............................................................................................................................................................................................. 207The Underpinnings of the Road to Statism ..................................................................................................................... 208From 'Trust in" Government to "Obedience to" Government ....... ....... ........ ....... ........ ....... ........ ....... ........ ....... ........ ....... .. 216
SITUATIONAL ASSESSMENT...................................................................................................................................................................................... 228Positioning Where We Are ............................................................................................................................................. 228
Blinded By Mistaken & Manipulated Beliefs ................................................................................................................... 230Self Censorship of the Media ......................................................................................................................................... 235Our Enemy the "State" ................................................................................................................................................... 236The Politics of Obedience .............................................................................................................................................. 237The Nature of the State .................................................................................................................................................. 238The Security-Surveillance Complex - A Political Tool for Coercion, Extortion & Control.................................................. 239Modern Propaganda - Movies ....................................................................................................................................... 241Modern Propaganda - Video Games ............................................................................................................................. 244
CATALYSTS......................................................................................................................................................................................................................... 247
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A FAILURE OF POLITICAL LEADERSHIP.................................................................................................................................................................. 247
UNCERTAINTY & PUBLIC INSECURITY.................................................................................................................................................................... 249Lack of Confidence in Government ................................................................................................................................ 250
CRISIS OF TRUST.......................................................................................................................................................................................................... 251
AN UNGOVERNABLE DEMOCRACY.......................................................................................................................................................................... 252Crisis of Trust................................................................................................................................................................. 252Broken Social Contract .................................................................................................................................................. 252Breakdown in Civic Responsibility .................................................................................................................................. 252Austerity versus Entitlement ........ ....... ........ ....... ....... ........ ....... ........ ....... ........ ....... ........ ....... ........ ....... ........ ....... ....... ..... 252Values and Incentives .................................................................................................................................................... 252
CONSTITUTIONAL PRESSURES.................................................................................................................................................................................... 255Rule of Law Being Corrupted & Called Into Question ..................................................................................................... 256Bill of Rights Under Attack ............................................................................................................................................. 267Insidious Removal of Protective "Walls" of Civil Liberties ....... ........ ....... ........ ....... ........ ....... ........ ....... ........ ....... ........ .... 270
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2013 Thesis: Statism Restricted & ConfidentialCopyright 2013 Gordon T. Long All Rights Reserved general@GordonTLong.com
2013 THESIS
INTRODUCTION
2013 ABSTRACTION
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2013 Thesis: Statism Restricted & ConfidentialCopyright 2013 Gordon T. Long All Rights Reserved general@GordonTLong.com
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