Comentario de Gail Tverberg en su blog:
I think we are very close to the edge. The question is whether the powers that be can hold the problems off for a little while longer (months or a year or two), with perhaps QE4, or checks directly to the population, or some novel approach.
I see one of the weak points being banks, and their vulnerability to derivatives problems and debt default problems. We are likely to see more debt default problems in the next six months. Derivatives can have problems whenever there are huge swings in financial variables. Bankruptcies and defaults can trigger derivatives problems as well. Some of the derivates have been moved out of banks, but not all of them.
Another weak point is international trade, which already seems to be shrinking.
Another weak point is oil exporters. I read this morning that Iraq plans to cut off its investment in new production, starting in January. I am sure that there are other oil exporters getting to the same point. There are also the problems of keeping populations pacified, if an oil exporting country needs to cut its budget. Syria and Egypt are both former oil exporters, with huge budget problems. When these people want to leave, this creates a huge international refugee problem. I read one account that suggested that some of the immigrants today are from Egypt, rather than Syria.
---------- Post added 18-sep-2015 at 22:12 ----------
Otro comentario escondido de Gail Tverberg:
We don’t know anything 100% for certain, other than what it is like right now. I don’t think anyone should do anything rash.
There seems to be a distinct possibility that the world economic situation will turn downward in the next year. We can’t know exactly how this will work out–we haven’t been through it before, in this form. The most likely scenario would seem to involve banking and international trade disruptions, leading to a loss of jobs, energy products, and spare parts. Electricity will disappear in the same timeframe as oil, but not necessarily as soon as a year–it could take quite a while longer. This kind of thing is hard to prepare for, although some people will choose to try to prepare. If you choose to prepare, you need to understand what you are likely up against.
There is widespread belief in the “energy prices will just go higher, and if we use less of it, we will be fine” scenario. I think this view is not correct. This is not the way an integrated system can be expected to work. In fact, oil and commodity prices in general are low now. It is hard to see where all the funding would come for the expected big turn-around in prices. This is the scenario that allows for a not too difficult transition to a more agricultural-based world.