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Jeff Reeves

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The Only Thing That Will Save the Economy in 2012

Posted: 12/30/11 01:22 PM ET

There is only one thing that will save the economy: your job and your 401k in 2012.

We have to have confidence.

I know, I know. You think I'm as batty as Julie Andrews -- spinning up that dirt road to the von Trapp manor with guitar in hand, singing, "I have confidence in me!"

Maybe it is a little crazy. But it's true. Even the cold, hard facts of this complex global economy make this same emotional plea. Confidence -- or a lack there-of -- is paramount.

Fact: December will mark the eighth straight month of net withdrawals from U.S. mutual funds. Investors don't have confidence so they are taking their money and running.

Fact: The European Central Bank continues to set records as continental banks park their cash there. Why? Because euro zone banks don't have confidence they will get paid back if they loan to anyone but the massive central bank. Just as the phrase "crisis of confidence" characterized the U.S. credit freeze after Lehman Brothers went bankrupt in 2008, it has become shorthand for in the debt crisis of Europe, too.

Fact: For the third-quarter, The Conference Board's measure of chief executive confidence declined again to bottom out at a two-year low. That stat is about as quantifiable as uncertainty can get.

Heck, on the most basic level it is confidence that moves the market. Sears Holdings saw a 25 percent decline in the stock this week because news of store closings made people doubt the long-term hopes of the company. When stocks go up, it's when the reverse is true -- that investors are secure in the company's future.

In finance, confidence is key.

So what can we do in a world like this? After all, it's hard to see how one American can swim against the dark tide of uncertainty that seems to be sweeping in from all corners.

Simple: Don't let your fears and doubts cripple you in the year ahead. Have confidence in your own financial endeavors in 2012. Even if you're scared.

If you want to start a business, start a business. Who cares if people tell you "this isn't the environment for a start-up." Is it ever really a good time to take out a second mortgage, forgo corporate-sponsored health insurance and work 60-hour weeks because there's nobody else to help? True entrepreneurs are risk takers and optimists. They have to be.

If you want to spend money, spend money. I can't tell you how many people have told me that it was a "bad idea" to take a vacation even if they had the money and time this year. Seriously? Someone please shoot me if I ever decide it's a bad idea play on the beach with my daughters and a good idea to sit in a cubicle for eight hours, hoarding cash out of fear.

If you want to quit your job, quit your job. Numerous studies show that employee dissatisfaction is at an all time low -- largely because people think they don't have options. Everyone has their breaking point, so make sure you reach that breaking point with your employer before it starts affecting your personal relationships and overall happiness. There are always good opportunities for good employees.

All this is easier said than done, I know. But if you don't believe that ultimately things are going to be OK or that there are options... then frankly, what the hell is the point?

Sure, there is the possibility of chaos in Europe and a "hard landing" in China. There is political and economic bedlam at home and abroad. But if you want to live your life based on Doomsday scenarios, go build a bunker with canned goods and gold bullion instead of reading this blog post.

Yes, we have big problems -- both macro-economically and micro-economically in our personal household budgets. But unless we have the confidence and courage to face these issues and get on with our lives, we are doomed to the status quo.

So if you're looking for a New Year's Resolution, buck up and sing along with me and Julie:

...with each step I am more certain
Everything will turn out fine
I have confidence the world can all be mine
They'll have to agree I have confidence in me.

Here's to 2012.

Jeff Reeves is editor of InvestorPlace.com. Write him at jreeves@investorplace.com.

 

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10:33 AM on 01/03/2012
"If you want to spend money, spend money." Easier said than done for the 14 million unemployed Americans.
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AlanBannacheck
President of the Deep Thoughts Association (DTA)
07:00 PM on 01/02/2012
The only thing that will save us in 2012 is if oil prices retreat to under fifty dollars a barrell, otherwise expect the zigzags of last year with a smaller return then last year.
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05:03 PM on 01/02/2012
401K? That sounds like a nice thing to have.
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gerald4
licensed mechanical and electrical engineer
04:59 PM on 01/02/2012
Jobs created by US individual citizens, US businesses and US corporations as a result of Corporate and/or Federal Government financed R&D today will mostly be created in foreign countries to take advantage of the "FREE TRADE AGREEMENT" laws (actually ratification of treaties by congressional actions) that were created by the elected Democrat and Republican members of the US Congress that US citizens elected in the last 20 years that removed the import taxes on imported products to allow, encourage, and ECONOMICALLY REQUIRE the use of less expensive foreign labor, less expensive foreign electricity and less expensive foreign country environmental compliance costs, in order to give the US CONSUMER THE ABSOLUTELY LOWEST POSSIBLE PRICE FOR EACH PRODUCT, without the private US manufacturing company going bankrupt.

Business men including myself are greedy, but without these greedy individuals, businesses and corporations starting businesses and providing and/or risking their own wealth to create jobs for US citizens in order to (try to) create wealth for themselves, most US citizens would be unemployed and have to live off of the land or be beggars in the streets.

Who else other than greedy individuals, businesses and corporations HAVE EVER HIRED any US citizens, except for some tax supported government bureaucracy?
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marymeade2
I prefer liberty over tyranny
05:33 PM on 01/02/2012
Very good post gerald4! faved/already fanned.
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AlanBannacheck
President of the Deep Thoughts Association (DTA)
07:02 PM on 01/02/2012
Nothing wrong with living off the land. Hell give each unemployed person an acre of land to farm and maybe some of the hunger will be subdued.
11:48 AM on 01/03/2012
Didn't we try that before? 40 acres and a mule? Maybe we need to do that again, you need more than one acre however, to create a family farm, even if it's just to sustain the family. And farming lessons, you just don't put a seed in the ground and watch it grow. And a place to live there's that too, people are not squirrels.
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ClintBMD
Now where did I leave that Micro-bio again?
12:50 PM on 01/02/2012
Confidence is a key. It is not the key, nor is it key.

Confidence or the lack of it will precipitate market fluctuations up and down - that is a given. But we are undergoing a structural collapse that is being driven by a wholesale transfer of wealth upward on the one hand, and a transfer of wealth-creation (manufacturing jobs - not McDonald's burger flipping) out of the country.

If we don't address those two issues FIRST, then promoting confidence becomes tantamount to selling snake oil.

I was utterly astonished when I read this article.
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Vavavoom
Yeah,.. yeah... vroom ... vroom, Next please.
04:15 PM on 01/02/2012
Agreed.
Seems to me Jeff Reeves is just a tad out of touch with reality.
Much like most of those twads in congress and senate seats.
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gerald4
licensed mechanical and electrical engineer
12:20 PM on 01/02/2012
Mr. Reeves:

Confidence is just more "Psycho-Babble" and will not do anything to re-create jobs and/or economic activity in the US economy.

The US International Trade Deficit must be corrected by any means possible (Re-Industrialize) in order to generate more NATIONAL WEALTH and stop the flow of title to US located assets (privately owned businesses, factories, casinos, hotels, farms, land, ports, refineries, forests, ports, breweries, distilleries, and other NATIONAL WEALTH) that are leaving the USA to pay for the things that we import from foreign manufacturers, and also to pay for increasing government expenses, such as stimulus for infrastructure expenses.

The Trade Deficit is the basic structural economic foundation problem that will destroy the US economic miracle because title to US located assets are also leaving the USA to pay for the things that we import and consume in addition to paying for our increasing US government expenses.

Brazil, Russia, India, China, (BRIC) nations, plus Pakistan, South Korea, and the other industrialized countries of the world that have a positive net foreign trade balance are NET CREATORS of NATIONAL WEALTH (and the associated manufacturing jobs) for their nations.

The de-industrialized USA (and the European nations) with a negative net trade balance are NET CONSUMERS (DESTROYERS) of their own existing NATIONAL WEALTH (and the associated manufacturing jobs) in the USA, who live “high on the hog” by continuously borrowing wealth from the industrialized countries.
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gerald4
licensed mechanical and electrical engineer
12:38 PM on 01/02/2012
PRIVATELY HELD WEALTH is made, created, and/or acquired mainly (maybe only) when the members of a family (or the citizen businessmen of a nation, city-state, island, tribe, etc.) perform one or more of the following tasks:

1. plant, grow and/or harvest something of commercial value from the earth;

2. extract something of commercial value from the earth;

3. manufacture something of commercial value that is consumable

4. construct a building that is permanently useful for rental income;

5. provide professional services (medical, legal, dental, engineering, architecture, land surveying, technology, accounting, etc.);

6. collect payment for patent and copyright uses;

and then trade, sell, lease or rent these items and/or services to parties outside of their family, in return for a net transfer of gold, currency or commodities from other parties outside of their family into their own family.

The members of that family (tribe, state, nation) can then reflect their real NATIONAL WEALTH and financial security with the net positive accumulation of privately owned grain, gold, cattle, jewels, land, buildings, hotels, casinos, factories, commodities and/or other marketable products that are then available to be used for economic security for reserve use in times of emergency, to raise the standard of living for the members of that family, and also accumulate redeemable products and/or commodities plus title to locally in-country located assets as redeemable value for any printed currency that they might care to issue.
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johnnymainstreet
01:29 PM on 01/02/2012
I would like to add #7. Wealth is sometimes created when it is stolen (i.e Wall Street, TBF Banks)
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William1950
everything I say could be wrong.
10:48 AM on 01/02/2012
economic confidence seems to equal debt.. go borrow something... big banks in order to make profit have to extend debt, with the kicker that they really have nothing to loan unless they own obligations.. the economy is not considered healthy unless debt is growing and the middle class is working it's collective behinds off to pay the obligations with J O B S ... is this the best system we can imagine that ensures work and innovation?
It seems the task is to provide stable living conditions for EVERYBODY and to ensure that people still have an incentive to get things done... without the desperation and necessary poverty on the bottom rung of our economic ladder.. does freedom always imply winners and losers?
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guveqzero
Inventor and Innovator
08:04 AM on 01/02/2012
Confidence in a corrupt financial system is unlikely. We have structural problems that must be addressed before businesses can prosper without destroying the lives of people.
11:56 AM on 01/03/2012
Yes. In fact the world is losing confidence, getting together to create new currencies that will replace the dollar, Japan and CHina most recently, Russia and Germany also. Who could have confidence in a country run by such corrupt, inept losers? Or an illusory economy, based on self-delusion, ponzi schemes and most importantly a refusal to admit that it has collapsed. Look, our self-serving government gave our manufacturing and our economy away to China so they could profit on Chinese real estate and cheap labor, the latest bubble, failing to anticipate what that would do to many American working people, or not caring. That's where we are. All this hooha is nothing but rearranging the deck chairs on the Titanic.
07:56 AM on 01/02/2012
The moderate republicans and democrates and independents need to take back the Country from the minority of radical conservatives that lack the ability to either lead or govern - but do have the ability to disrupt, obstruct, filibuster and block anything that will allow the Country to survive and thrive. Putting them in office was a tremendous error on the part of mostly tp conservatives with their only objective to make a statement about Obama instead of voting for America. Then the SCOTUS decision on Citizens United simply made it worse. How can a group that is supposed to be unbiased in the interpretation of the Constitution, be so totally biased and just plain ignorant about the Constitution? And here we are.........

My vote fo the 2 things necessary to set the stage for this Country to start moving forward again.
Realist2011
beware false profits....
12:12 AM on 01/02/2012
You are quite batty. Probably more than poor Julie could have ever portrayed. You see, you want us, the screwed over American taxpayers to feel confident, while the "screw-ers", Wall Street, the banks, the corporations hoarding cash rather than putting it to work, well they continue to hose Europe with their demands for high interest rates on the bonds they buy, move jobs overseas, refuse to pay a meaningful amount of taxes, you know, all those little things that irritate us.

How about THEY have confidence first, and let those bond prices drop to 2 or 3%, and see if Europe can pull out of this. But you don't ask that. They're the "market", and for some reason we think we need them. We don't. Not anymore. They are the collective "problem" and they have no desire to be part of the solution.

So I'll make you a deal. As soon as they start acting like adults and put their collective butts on the line like the rest of us have been forced to do, I'll reconsider this "confidence" thing you're talking about. Other than that, I don't think I'll buy into your "embrace lunacy" campaign. Sorry.
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paid trawler
reply to me for a half penny
05:48 PM on 01/01/2012
how about corporations and billionaires start paying their fair share of taxes? i know it's a novel idea.
Spanky231
Partisanship is overrated
11:12 AM on 01/02/2012
Even if they did pay more in taxes it wouldn't make much of a difference in the financial hole we are in. The entire system needs to be re-worked.
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tmm77625
The winner is the one who stops first
05:20 PM on 01/02/2012
Define fair share. Please be specific.
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mhh310351
Roosevelt Democrat
05:04 PM on 01/01/2012
"The Only Thing That Will Save the Economy in 2012"

We need to face the facts both here in the U.S. & in Europeans that both BANKS TO BIG TO FAIL & Unrestricted Free Trade may have been a Dream for Wall Street Traders and other Traders across the planet but have been a disaster for National Treasuries and the 99%er's!

1st STEP! We in the U.S. need to reinstate the Glass-Steagall Act! http://www.ehow.com/about_5413083_history-bank-deregulation.html

2nd we need to create a new trading economy. I find it ridiculous the lip service European nations are paying to MAN-MADE-CLIMATE CHANGE.

Is it not obvious that the new engine driving MAN-MADE-CLIMATE CHANGE is unrestricted free trade?

The new economy would place an environmental tariff on imports and taxes on domestic manufactured products. This environmental tax would be based on manufacturing practices, transportation, sustainability, and proper disposal.

This would create the GREEN ECONOMY. It would give an advantage to local manufacturing.

This unrestricted free trade in both manufacturing and banking will destroy us all!
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04:11 PM on 01/01/2012
This speech was made countless times by the Hoover Administration. The issue has absolutely nothing to do with confidence. In fact if the President were to pursue a program of full employment, speculative money would be pulled form the market and invested in local enterprises and people working for the good of themselves and the nation. The present deregulated stock market is a casino fixed by the owners and insiders. It harms rather than enhances business and commerce.
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Littleguylobby
Truth, Justice, and the American Way
03:34 PM on 01/01/2012
Yeah, go out and spend money you don't really have, buy more Chinese junk on credit, invest in mutual funds. Don't think so. Won't get fooled again.
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Stewart Goss
Evil requires the sanction of the victim -Ayn Rand
01:20 PM on 01/01/2012
Hoarding cash? Not that many have the luxury of doing so. Furthermore keeping a lot of cash in hand right now is a very wise move. It was reckless spending (funny how you encourage spending just like Bush did) that got us into this mess.

There will definitely be a severe crash this year or next and it will be a lot worse than 2008. The people who are saving are the wise ones who will be better prepared for the hard times to come.

Imagine a parent telling his kid "spend freely, have confidence and the economy will restore itself". Dream on.