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"Extend & Pretend" Read the Series...

"SULTANS OF SWAP"
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ACT I
Sultans of Swap: Smoking Guns!

 

"EURO EXPERIMENT"
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EURO EXPERIMENT: German Steel or Schmucks?

"UR all PIGS from HELL

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Current Thesis Advisory:
"EXTEND & PRETEND"

PDF, 62 pages
Published November 2009


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"INNOVATION"
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INNOVATION: America has a Structural Problem!

 

"PRESERVE & PROTECT"
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PRESERVE & PROTECT:  The Jaws of Death

 

ARCHIVES

STRATEGIC MACRO INVESTMENT INSIGHTS

2016 THESIS:

CRISIS OF TRUST in an ERA OF UNCERTAINTY

NOW AVAILABLE FREE to Trial Subscribers

200 Pages


What Are Tipping Poinits?
Understanding Abstraction & Synthesis
Global-Macro in Images:  Understanding the Conclusions

Reading the right books?
No Time?

We have analyzed & included
these in our latest research papers!


Accepting Pre-orders

Book Review- Five Thumbs Up
for Steve Greenhut's Plunder!

 

2016 ARCHIVES
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JANUARY   FEBRUARY   MARCH
S M T W T F S   S M T W T F S   S M T W T F S
          1 2     1 2 3 4 5 6       1 2 3 4 5
3 4 5 6 7 8 9   7 8 9 10 11 12 13   6 7 8 9 10 11 12
10 11 12 13 14 15 16   14 15 16 17 18 19 20   13 14 15 16 17 18 19
17 18 19 20 21 22 23   21 22 23 24 25 26 27   20 21 22 23 24 25 26
24 25 26 27 28 29 30   28 29             27 28 29 30 31    
31                                            
APRIL   MAY   JUNE
S M T W T F S   S M T W T F S   S M T W T F S
          1 2   1 2 3 4 5 6 7         1 2 3 4
3 4 5 6 7 8 9   8 9 10 11 12 13 14   5 6 7 8 9 10 11
10 11 12 13 14 15 16   15 16 17 18 19 20 21   12 13 14 15 16 17 18
17 18 19 20 21 22 23   22 23 24 25 26 27 28   19 20 21 22 23 24 25
24 25 26 27 28 29 30   29 30 31           26 27 28 29 30    
JULY   AUGUST   SEPTEMBER
S M T W T F S   S M T W T F S   S M T W T F S
                                             
                                             
                                             
                                             
                                             
OCTOBER   NOVEMBER   DECEMBER
S M T W T F S   S M T W T F S   S M T W T F S
                                             
                                             
                                             
                                             
                                             
2015 ARCHIVES
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JANUARY   FEBRUARY   MARCH
S M T W T F S   S M T W T F S   S M T W T F S
        1 2 3   1 2 3 4 5 6 7   1 2 3 4 5 6 7
4 5 6 7 8 9 10   8 9 10 11 12 13 14   8 9 10 11 12 13 14
11 12 13 14 15 16 17   15 16 17 18 19 20 21   15 16 17 18 19 20 21
18 19 20 21 22 23 24   22 23 24 25 26 27 28   22 23 24 25 26 27 28
25 26 27 28 29 30 31                   29 30

31

       
APRIL   MAY   JUNE
S M T W T F S   S M T W T F S   S M T W T F S
      1 2 3 4             1 2     1 2 3 4 5 6
5 6 7 8 9 10 11   3 4 5 6 7 8 9   7 8 9 10 11 12 13
12 13 14 15 16 17 18   10 11 12 13 14 15 16   14 15 16 17 18 19 20
19 20 21 22 23 24 25   17 18 19 20 21 22 23   21 22 23 24 25 26 27
26 27 28 29 30       24 25 26 27 28 29 30   28 29 30        
                31                            
JULY   AUGUST   SEPTEMBER
S M T W T F S   S M T W T F S   S M T W T F S
      1 2 3 4               1       1 2 3 4 5
5 6 7 8 9 10 11   2 3 4 5 6 7 8   6 7 8 9 10 11 12
12 13 14 15 16 17 18   9 10 11 12 13 14 15   13 14 15 16 17 18 19
19 20 21 22 23 24 25   16 17 18 19 20 21 22   20 21 22 23 24 25 26
26 27 28 29 30 31     23 24 25 26 27 28 29   27 28 29 30      
                30 31                          
OCTOBER   NOVEMBER   DECEMBER
S M T W T F S   S M T W T F S   S M T W T F S
        1 2 3   1 2 3 4 5 6 7       1 2 3 4 5
4 5 6 7 8 9 10   8 9 10 11 12 13 14   6 7 8 9 10 11 12
11 12 13 14 15 16 17   15 16 17 18 19 20 21   13 14 15 16 17 18 19
18 19 20 21 22 23 24   22 23 24 25 26 27 28   20 21 22 23 24 25 26
25 26 27 28 29 30 31   29 30             27 28 29 30 31    

 

2014 ARCHIVES
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JANUARY   FEBRUARY   MARCH
S M T W T F S   S M T W T F S   S M T W T F S
      1 2 3 4               1               1
5 6 7 8 9 10 11   2 3 4 5 6 7 8   2 3 4 5 6 7 8
12 13 14 15 16 17 18   9 10 11 12 13 14 15   9 10 11 12 13 14 15
19 20 21 22 23 24 25   16 17 18 19 20 21 22   16 17 18 19 20 21 22
26 27 28 29 30 31     23 24 25 26 27 28     23 24 25 26 27 28 29
                                30 31          
APRIL   MAY   JUNE
S M T W T F S   S M T W T F S   S M T W T F S
    1 2 3 4 5           1 2 3   1 2 3 4 5 6 7
6 7 8 9 10 11 12   4 5 6 7 8 9 10   8 9 10 11 12 13 14
13 14 15 16 17 18 19   11 12 13 14 15 16 17   15 16 17 18 19 20 21
20 21 22 23 24 25 26   18 19 20 21 22 23 24   22 23 24 25 26 27 28
27 28 29 30         25 26 27 28 29 30 31   29 30          
JULY   AUGUST   SEPTEMBER
S M T W T F S   S M T W T F S   S M T W T F S
    1 2 3 4 5             1 2     1 2 3 4 5 6
6 7 8 9 10 11 12   3 4 5 6 7 8 9   7 8 9 10 11 12 13
13 14 15 16 17 18 19   10 11 12 13 14 15 16   14 15 16 17 18 19 20
20 21 22 23 24 25 26   17 18 19 20 21 22 23   21 22 23 24 25 26 27
27 28 29 30 31       24 25 26 27 28 29 30   28 29 30        
                31                            
OCTOBER   NOVEMBER   DECEMBER
S M T W T F S   S M T W T F S   S M T W T F S
      1 2 3 4               1     1 2 3 4 5 6
5 6 7 8 9 10 11   2 3 4 5 6 7 8   7 8 9 10 11 12 13
12 13 14 15 16 17 18   9 10 11 12 13 14 15   14 15 16 17 18 19 20
19 20 21 22 23 24 25   16 17 18 19 20 21 22   21 22 23 24 25 26 27
26 27 28 29 30 31     23 24 25 26 27 28 29   28 29 30 31      
                30                            

 

 

2013 ARCHIVES
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JANUARY   FEBRUARY   MARCH
S M T W T F S   S M T W T F S   S M T W T F S
    1 2 3 4 5             1 2             1 2
6 7 8 9 10 11 12   3 4 5 6 7 8 9   3 4 5 6 7 8 9
13 14 15 16 17 18 19   10 11 12 13 14 15 16   10 11 12 13 14 15 16
20 21 22 23 24 25 26   17 18 19 20 21 22 23   17 18 19 20 21 22 23
27 28 29 30 31       24 25 26 27 28       24 25 26 27 28 29 30
                                31            
APRIL   MAY   JUNE
S M T W T F S   S M T W T F S   S M T W T F S
  1 2 3 4 5 6         1 2 3 4               1
7 8 9 10 11 12 13   5 6 7 8 9 10 11   2 3 4 5 6 7 8
14 15 16 17 18 19 20   12 13 14 15 16 17 18   9 10 11 12 13 14 15
21 22 23 24 25 26 27   19 20 21 22 23 24 25   16 17 18 19 20 21 22
28 29 30           26 27 28 29 30 31     23 24 25 26 27 28 29
                                30            
JULY   AUGUST   SEPTEMBER
S M T W T F S   S M T W T F S   S M T W T F S
  1 2 3 4 5 6           1 2 3   1 2 3 4 5 6 7
7 8 9 10 11 12 13   4 5 6 7 8 9 10   8 9 10 11 12 13 14
14 15 16 17 18 19 20   11 12 13 14 15 16 17   15 16 17 18 19 20 21
21 22 23 24 25 26 27   18 19 20 21 22 23 24   22 23 24 25 26 27 28
28 29 30 31         25 26 27 28 29 30 31   29 30          
OCTOBER   NOVEMBER   DECEMBER
S M T W T F S   S M T W T F S   S M T W T F S
    1 2 3 4 5             1 2   1 2 3 4 5 6 7
6 7 8 9 10 11 12   3 4 5 6 7 8 9   8 9 10 11 12 13 14
13 14 15 16 17 18 19   10 11 12 13 14 15 16   15 16 17 18 19 20 21
20 21 22 23 24 25 26   17 18 19 20 21 22 23   22 23 24 25 26 27 28
27 28 29 30 31       24 25 26 27 28 29 30   29 30 31        
2012 ARCHIVES
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JANUARY   FEBRUARY   MARCH
S M T W T F S   S M T W T F S   S M T W T F S
1 2 3 4 5 6 7         1 2 3 4           1 2 3
8 9 10 11 12 13 14   5 6 7 8 9 10 11   4 5 6 7 8 9 10
15 16 17 18 19 20 21   12 13 14 15 16 17 18   11 12 13 14 15 16 17
22 23 24 25 26 27 28   19 20 21 22 23 24 25   18 19 20 21 22 23 24
29 30 31           26 27 28 29         25 26 27 28 29 30 31
APRIL   MAY   JUNE
S M T W T F S   S M T W T F S   S M T W T F S
1 2 3 4 5 6 7       1 2 3 4 5             1 2
8 9 10 11 12 13 14   6 7 8 9 10 11 12   3 4 5 6 7 8 9
15 16 17 18 19 20 21   13 14 15 16 17 18 19   10 11 12 13 14 15 16
22 23 24 25 26 27 28   20 21 22 23 24 25 26   17 18 19 20 21 22 23
29 30             27 28 29 30 31       24 25 26 27 28 29 30
                                             
JULY   AUGUST   SEPTEMBER
S M T W T F S   S M T W T F S   S M T W T F S
1 2 3 4 5 6 7         1 2 3 4               1
8 9 10 11 12 13 14   5 6 7 8 9 10 11   2 3 4 5 6 7 8
15 16 17 18 19 20 21   12 13 14 15 16 17 18   9 10 11 12 13 14 15
22 23 24 25 26 27 28   19 20 21 22 23 24 25   16 17 18 19 20 21 22
29 30 31           26 27 28 29 30 31     23 24 25 26 27 28 29
                                30            
OCTOBER   NOVEMBER   DECEMBER
S M T W T F S   S M T W T F S   S M T W T F S
  1 2 3 4 5 6           1 2 3               1
7 8 9 10 11 12 13   4 5 6 7 8 9 10   2 3 4 5 6 7 8
14 15 16 17 18 19 20   11 12 13 14 15 16 17   9 10 11 12 13 14 15
21 22 23 24 25 26 27   18 19 20 21 22 23 24   16 17 18 19 20 21 22
28 29 30 31         25 26 27 28 29 30     23 24 25 26 27 28 29
                                30 31          
2011 ARCHIVES
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JANUARY   FEBRUARY   MARCH
S M T W T F S   S M T W T F S   S M T W T F S
            1       1 2 3 4 5       1 2 3 4 5
2 3 4 5 6 7 8   6 7 8 9 10 11 12   6 7 8 9 10 11 12
9 10 11 12 13 14 15   13 14 15 16 17 18 19   13 14 15 16 17 18 19
16 17 18 19 20 21 22   20 21 22 23 24 25 26   20 21 22 23 24 25 26
23 24 25 26 27 28 29   27 28             27 28 29 30 31  
30 31                                          
APRIL   MAY   JUNE
S M T W T F S   S M T W T F S   S M T W T F S
          1 2   1 2 3 4 5 6 7         1 2 3 4
3 4 5 6 7 8 9   8 9 10 11 12 13 14   5 6 7 8 9 10 11
10 11 12 13 14 15 16   15 16 17 18 19 20 21   12 13 14 15 16 17 18
17 18 19 20 21 22 23   22 23 24 25 26 27 28   19 20 21 22 23 24 25
24 25 26 27 28 29 30   29 30 31           26 27 28 29 30    
                                             
JULY   AUGUST   SEPTEMBER
S M T W T F S   S M T W T F S   S M T W T F S
          1 2     1 2 3 4 5 6           1 2 3
3 4 5 6 7 8 9   7 8 9 10 11 12 13   4 5 6 7 8 9 10
10 11 12 13 14 15 16   14 15 16 17 18 19 20   11 12 13 14 15 16 17
17 18 19 20 21 22 23   21 22 23 24 25 26 27   18 19 20 21 22 23 24
24 25 26 27 28 29 30   28 29 30 31         25 26 27 28 29 30  
31                                            
OCTOBER   NOVEMBER   DECEMBER
S M T W T F S   S M T W T F S   S M T W T F S
            1       1 2 3 4 5           1 2 3
2 3 4 5 6 7 8   6 7 8 9 10 11 12   4 5 6 7 8 9 10
9 10 11 12 13 14 15   13 14 15 16 17 18 19   11 12 13 14 15 16 17
16 17 18 19 20 21 22   20 21 22 23 24 25 26   18 19 20 21 22 23 24
23 24 25 26 27 28 29   27 28 29 30         25 26 27 28 29 30 31
30 31                                          
2010 ARCHIVES
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APRIL   MAY   JUNE
S M T W T F S   S M T W T F S   S M T W T F S
            1       1 2 3 4 5       1 2 3 4 5
2 3 4 5 6 7 8   6 7 8 9 10 11 12   6 7 8 9 10 11 12
9 10 11 12 13 14 15   13 14 15 16 17 18 19   13 14 15 16 17 18 19
16 17 18 19 20 21 22   20 21 22 23 24 25 26   20 21 22 23 24 25 26
23 24 25 26 27 28 29   27 28             27 28 29 30      
30 31                                          
JULY   AUGUST   SEPTEMBER
S M T W T F S   S M T W T F S   S M T W T F S
        1 2 3   1 2 3 4 5 6 7         1 2 3 4
4 5 6 7 8 9 10   8 9 10 11 12 13 14   5 6 7 8 9 10 11
11 12 13 14 15 16 17   15 16 17 18 19 20 21   12 13 14 15 16 17 18
18 19 20 21 22 23 24   22 23 24 25 26 27 28   19 20 21 22 23 24 25
25 26 27 28 29 30 31   29 30 31           26 27 28 29 30 31  
                                             
OCTOBER   NOVEMBER   DECEMBER
S M T W T F S   S M T W T F S   S M T W T F S
          1 2     1 2 3 4 5 6         1 2 3 4
3 4 5 6 7 8 9   7 8 9 10 11 12 13   5 6 7 8 9 10 11
10 11 12 13 14 15 16   14 15 16 17 18 19 20   12 13 14 15 16 17 18
17 18 19 20 21 22 23   21 22 23 24 25 26 27   19 20 21 22 23 24 25
24 25 26 27 28 29 30   28 29 30 31         26 27 28 29 30 31  
31                                            
   
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