1) With government’s financial engineering  of our economy – taxes, subsidies, prohibitions, regulations, and money printing – a depression becomes unavoidable and useful.  It becomes unavoidable because it can only be postponed by ever more ambitious exercises in government tinkering -  raising taxes, borrowing money, printing  more new dollars, imposing regulations that reach even further.  A depression becomes useful because it’s needed to wash out the wasteful patterns of production and consumption that the government policies have encouraged.

2) The theme of 2010 will be a weaker dollar and higher interest rates.  2009 was the worst year for the 30 year Treasury bond in almost 20 years.  A big sign of things to come in 2010 and beyond. The “Armageddon Trade” will remain as a major investment theme.  The root of this coming catastrophe, and of the $50 trillion wealth transfer, is our paper currency system. Fiat, or “false currencies” are now a global norm, and once the first major currency begins to implode, the speed of the domino effect will catch most by surprise (at least those that rely on the MSM (main stream media) for their investment decisions.  There is no guarantee that this will happen in 2010, it will happen sooner than later.