National governments are demanding a larger portion of global savings. Government welfare transfer schemes and bailouts have to be funded from borrowing (unless from money printing), which also makes capital harder for private companies to get. Corporate cash flows will revert to the mean in the absence of huge infusions of credit to finance the growth of the balance sheet.
August 10th, 2009 | Dan Denning | 13 comments | Continued Our DR Global Editions: 
Sunday, March 14th, 2010
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The Markets
All Ordinaries 4831.50 +6.00
S&p/asx 200 4818.10 +3.90
Sse Composite Ind 3013.41 -37.87
Gold Mar 10 1101.50 -6.50
Crude Oil Apr 10 81.24 -1.01
Nikkei 225 10751.26 +86.31
DJIA 10624.69 +12.85
S&P 500 1149.99 -0.25
Ftse 100 5625.65 +8.39
2010-03-12 01:35 Most Comments
- Majority of Australians Believe House Prices Will Rise in Next Twelve Months (292)
- A Date for an Aussie House Price Collapse (251)
- Australian Housing More Unaffordable in 2010 (199)
- Australian House Prices Are Severely and Seriously Unaffordable (184)
- Tell Us What Questions You Want Answered in the DR (173)
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Comment by Anon on 14 March 2010:
If you think this is advice seek a medical professional immediately.
This is not advice ...
Stillgotshoeson | 14Mar10 | More -
Market wont go to 3,000. But watch ppl get slaughtered on the next correction. Returns have been too easy and ...
Anon | 14Mar10 | More -
I agree with shoes here.
I have since early 08 avoided being directly bearish AUD until recently. UUCP calls ...
Ross | 14Mar10 | More -
Comment by Greg Atkinson on 14 March 2010:
"Personally I don't see the market getting down near 3000 again.
But I ...
Stillgotshoeson | 14Mar10 | More -
An article on ZeroHedge this morning makes me think a outright devaluation is more likely than not.
Here's a newspaper headline ...
Justin | 14Mar10 | More -
Personally I don't see the market getting down near 3000 again. The ASX All Ords/ASX 200 are already trading at ...
Greg Atkinson | 14Mar10 | More -
i agree with cameron. where's the money ? like 'money' as in profits and, you know, cash income ?
it's all ...
baal | 14Mar10 | More -
Comment by Biker Pete on 11 March 2010:
We're in a very similar position, Jim. Our current mood is to sell ...
Stillgotshoeson | 14Mar10 | More -
The theory of a shortage in housing s the same theory that saw religion evolve. A select few find a ...
What shortage | 14Mar10 | More -
Biker Pete clearly has an ego the size of a dead man's prostate.
He feeds so much information into the ether ...
Joe | 14Mar10 | More
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Comment by Anon on 14 March 2010:
If you think this is advice seek a medical professional immediately.
This is not advice ...
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