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Saturday, May 23, 2015

Enorrste's Calculations & Analysis Of The 50K Note

Enorrste on the 50,000 notes:  {Emailed To Dinar Recaps}

I did some calculations based upon the chart that has been presented in several threads showing the breakdown of the Iraqi currency.

This analysis is somewhat technical in that it has a lot of numbers, but it shows, in summary, that the stated goal of the CBI can be reached easily, on the one hand, and that it will not take more than the removal of ½ of the 25000 dinar notes, on the other. 

It also shows, based on my analysis, that the CBI number of 4 billion pieces of paper in circulation is incorrect.

Based upon the chart shown in this thread I have come up with the following:
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 The total money supply is about 41.5 trillion dinars. The chart is in terms of dinar VALUE.

61% of the value is in 25000 dinar notes

17% of the value is in 10000 dinar notes

17% of the value is in 5000 dinar notes

2% of the value is in 1000 dinar notes

1% of the value is in 500 dinar notes

1% of the value is in 250 dinar notes

1% of the value is in 50 dinar notes (or was)

The distribution in terms of paper, then, would be as follows, assuming that there are 4 billion pieces of paper in circulation:

2.44 billion 25000 dinar notes

680 million 10000 dinar notes

680 million 5000 dinar notes

80 million 1000 dinar notes

40 million 500 dinar notes

40 million 250 dinar notes

40 million 50 dinar notes

Total: 4 billion notes

However, when you go from the number of notes back to the value of the notes, the totals do not match up.

2.44 billion X 25000 = 61 trillion dinars

680 million X 10000 = 6.6 trillion dinars

680 million X 5000 = 3.3 trillion dinars

80 million X 1000 = 80 billion dinars

40 million X 500 dinars = 20 billion dinars

40 million X 250 dinars = 10 billion dinars

40 million X 50 dinars = 2 billion dinars

Total: 71.012 trillion dinars in VALUE (not equal to 41.5 trillion)

Something is therefore fishy with this chart.

However, if the relative percentages of notes is correct (they do add up to 41.5 trillion dinars on the chart, roughly the total money supply at this time), then we can obtain a rough number of NOTES relative to each other by going backwards.

We know from the CBI that the total money supply number is accurate. We must, then, assume that the total number of bills in circulation is not 4 billion, which would be worth 71 trillion dinars given the breakout above, but instead must be lower than that.

To calculate THAT number we must go back to the actual money supply of 41.5 trillion dinars and recalculate the number of bills in circulation based on THAT number instead of on 71 trillion dinars. Doing that we have the following:

1.426 billion 25000 dinar notes worth 35.65 trillion dinars

397.5 million 10000 dinar notes worth 3.975 trillion dinars

397.5 million 5000 dinar notes worth 1.9875 trillion dinars

235,720 of the 1000 dinar notes worth 235,720,000 dinars

233,800 of the 500 dinar notes worth 116,900,000 dinars

233,800 of the 250 dinar notes worth 58,450,000 dinars

233,800 of the 50 dinar notes worth 11,690,000 dinars

Totals: 2.222 billion notes worth 41.6 trillion dinars (there is a minor rounding error).

If this is correct, then there aren't as many notes in circulation as we thought. However, we can determine the relative percentages of notes from this easily:

64.2% is in 25000 notes

17.8% is in 10000 notes

17.8% is in 5000 notes

.2% is in all of the other notes combined

While this is all essentially just mental gymnastics I believe it shows that the solution that the CBI has come up with in replacing the 25000 notes with 50000 and 100000 dinar notes makes a lot of sense because it would reduce the paper considerably. Not all 25000 dinar notes would go away, obviously.

Let's suppose that ½ of them were converted and that of that portion the 50000 and 100000 notes were split evenly in terms of VALUE (or, in other words, half as many 100000 notes as there are 50000 notes). Then the paper in circulation would be something like this:

.089 billion 100000 notes worth 8.9 trillion dinars

.178 billion 50000 notes worth 8.9 trillion dinars

.713 billion 25000 notes worth 17.8 trillion dinars

397.5 million 10000 notes worth 3.8 trillion dinars

397.5 million 5000 notes worth 1.9 trillion dinars

About 900,000 of all smaller notes worth about 250 billion dinars

Total VALUE: 41.5 trillion dinars (the money supply)

Total Notes in Circulation: about 1.776 billion notes, or a reduction of about 20% of the overall currency. (This is consistent with the stated CBI goal of reducing the paper to 1.8 billion pieces, but starts at a much lower number of 2.2 billion pieces of paper).

If more 25000 dinar notes are converted to the larger notes then the percentage reduction would increase accordingly. I am being conservative because I know how important our $20 bill is in our own economy, so I doubt seriously if more than ½ of the 25000 dinar notes would be exchanged.

Given this analysis, it appears to me that the CBI is incorrect in the number of notes in circulation but that it will be easily able to meet its goal of 1.8 billion notes in circulation with the introduction of the larger 50k and 100k notes.

Only 20% of all of the notes in circulation currently, all of them 25000 dinar notes (1/2 of them), would need to be exchanged to meet the goal.

At the end of the process, which could be accomplished in less than 90 days, in my view, the Iraqi currency would mirror the American currency closely in terms of note VALUES, but be off by a factor of 1000 in terms of actual note numbers.

This would position Iraq well for moving to the float and the increase in the value of the dinar over the next period of time, whatever it takes. In other words, their 1000, 5000, 10000, 25000, 50000, and 10000 notes would mirror our $1, $5, $10, $20, $50, and $100 notes, although the VALUES would be a little less in each case initially.
The population of Iraq is about 35 million people, of which 38% are under the age of 14 years.

This means that the adult population is about 25.6 mllion people. If you assume that there are 2.2 billion pieces of money in circulation right now and dole that out to 25.6 million people, then the average adult Iraqi would have about 87 bills in his wallet at one time. A reduction of 20% would lower that to 60 bills in the wallet for the average Iraqi which is still a lot.

Of course there is only "one" average Iraqi (the median person) with everyone else either above or below him. Since the country is poor and skewed in terms of income it is likely, then, that the wealthy people, who may be only 20% of the economy, would be holding well over 100 bills in their wallets at any one time. This is the problem as presented by Saleh and others.

If instead there are 4 billion pieces of money out there (although I don't see how there could be unless the percentages are different), then my numbers here would nearly double and the wealthier Iraqi would be carrying up to 300 bills at a time.

Saleh stated that the issue was one of convenience and safety. The example in the article was that when buying a large ticket item a person might have to bring up to 3 bags of currency to make the purchase. Of course, introducing the 50k and 100k notes would only reduce that to 1 bag, still a cumbersome deal.


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