Markets always test their admirers.

The feds borrow. The feds spend. And more and more of the real economy shifts away from real production.

The Occupy Wall Street movement is getting a fair amount of press.

Even the Fed is managing expectations downward. It says we'll have unemployment over 7 percent until after 2015.

The stock market indices started out with a bang as they gapped up sharply and ran up early on to near 2275 on the Nasdaq 100 and 1190 on the S&P 500.

But what if the real problem had less to do with how much stuff we have and more to do with what kind of stuff it is?

You take money from one group of people and you give it to another group. Corrupt, degenerate and ineffective, right? Wrong. It's actually worse.

Debt doesn't go away. Even if you succeed in managing it, you still have to take the debt and subtract it from someone’s balance sheet.

The feds are getting ready. They’re being egged-on by some of the world's leading economists.

What happens to a consumer economy when consumers don't have any money?