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Mon. June 3rd , 2013
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"BEST OF THE WEEK " |
Posting Date |
Labels & Tags | TIPPING POINT or 2013 THESIS THEME |
HOTTEST TIPPING POINTS |
Theme Groupings |
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We post throughout the day as we do our Investment Research for: LONGWave - UnderTheLens - Macro Analytics |
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CORPORATE TAX - It Pays to have Friends in High Places |
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CHINA - Slowing moves to CONTRACTION CHINA'S MANUFACTURING SECTOR IS CONTRACTING 06-02-13 BI China's unofficial HSBC manufacturing PMI report is out and its disappointing. The headline number fell to 49.2 from 50.4 a month ago. This was worse than economists' expectation fo 49.6. A reading below 50 signals contraction. Here are the key points from Markit:
From HSBC's Hongbin Qu:
On Friday, we learned that China's official PMI report unexpectedly climbed to 50.8 from 50.6 in April. Economists were looking for a decline to 50.0. All of this comes on renewed fears that China is slowing down again. China's HSBC PMI report has a greater weight toward small and medium sized enterprises, which tend to be more sensitive to economic swings. |
06-03-13 | CHINA INDICATORS CYCLE GROWTH |
6 - China Hard Landing |
FUNDAMENTALS - Cash Flow and CAPEX Show Me The Money Flow: Global Free Cash Flow And Capital Spending Contract To 2010 Levels 06-02-13 Zero Hedge In a world in which glaringly misreporting factual news no longer generates much more than a shrug, the latest lie reported so often by the mainstream media and various 'expert' pundits it has almost become "the truth", is that that the key missing link to a global recovery - free cash flow, and its derivative, capital expenditures - are now once more rising. After all, corporations can not grow revenue (as confirmed by the most recent reported quarterly earnings) without investing in themselves, and they can't spend for maintenance or growth unless they generate Free Cash Flow: this is simple finance 101. So in order to put this pervasive lie to rest, we present the following chart showing free cash flow and Capex in the developed "G-4" region as a % of world GDP, which have now round-tripped back to 2010 levels, and ask a simple question: what growth? PS. Yes, it is the Fed's fault.
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06-03-13 | MACRO FUND-MENTALS CASHFLOW CAPEX
STUDY BRIEF
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ANALYTICS |
CENTRAL BANKERS - Simply Are Not Going to Tell You (Assuming they Know?) "Markets Under The Spell Of Monetary Easing" Bank Of International Settlements Finds... Same As "Then" 06-02-13 Zero Hedge Then....Ben Bernanke 7/1/2022, CNBC interview:
Ben Bernanke 10/20/05 – Testimony before the Joint Economic Committee, Congress
Ben Bernanke 3/28/07 – Testimony before the Joint Economic Committee, Congress
Ben Bernanke 5/17/07 – Remarks before the Federal Reserve Board of Chicago
Ben Bernanke 1/10/08 – Response to a Question after Speech in Washington, D.C.
Ben Bernanke 2/27/08 – Testimony before the Senate Banking Committee
Ben Bernanke 4/2/08 – New York Times article after the collapse of Bear Stearns
Ben Bernanke 6/10/08 – Remarks before a bankers’ conference in Chatham, Massachusetts
Ben Bernanke 7/16/08 – Testimony before House Financial Services Committee
Two months later: 9/24/08 – Response to a question after JEC testimony… during the TARP debate, two weeks before the Fed initiates its liquidity facility for commercial paper markets
* * * ... And NowEDITORS NOTE: The tone of the problems is now worse than above, more concern is being expressed, yet we are told everything is all right by those who didn't see the Financial Crisis coming (or would tell us then either) Jeremy Stein, February 7, 2021 speech "Overheating in Credit Markets: Origins, Measurement, and Policy Responses"
Minutes of May 1, 2021 FOMC Meeting
May 17, Record of Meeting of the Federal Advisory Council and the Board of Governors, unleased after FOIA requests were submitted
BIS Quarterly Review June 2013
Larry Fink, May 2013 CNBC interview: "It just doesn't matter"
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06-03-13 | MONETARY | CENTRAL BANKS |
CRONY CAPITALISM - It Pays to have Friends in High Places
THE pressure on tax-avoiders is mounting. In the latest episode Tim Cook, Apple’s boss, was called before a Senate subcommittee to explain why the tech giant had paid no tax on $74 billion of its profits over the past four years—though it has done nothing illegal. This comes at a time when America's corporate profits are at a record high, thanks to
Meanwhile corporation tax, which makes up 10% of the taxman’s total haul (down from about a third in the 1950s) has plummeted. An increase in businesses structuring themselves as partnerships and "S" corporations, which subject profits to individual rather than corporate income tax, is in part to blame. But tax havens are also culprits, as they lower their tax levels to lure in bigger firms. |
CRONY CAPITALISM
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MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - June 2nd - June 8th | |
RISK REVERSAL | 1 | ||
JAPAN - DEBT DEFLATION | 2 | ||
BOND BUBBLE | 3 | ||
EU BANKING CRISIS |
4 |
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SOVEREIGN DEBT CRISIS [Euope Crisis Tracker] | 5 | ||
CHINA BUBBLE | 6 | ||
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MACRO News Items of Importance - This Week | |||
GLOBAL MACRO REPORTS & ANALYSIS |
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US ECONOMIC REPORTS & ANALYSIS |
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CENTRAL BANKING MONETARY POLICIES, ACTIONS & ACTIVITIES | |||
Market Analytics | |||
TECHNICALS & MARKET ANALYTICS |
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COMMODITY CORNER - REAL ASSETS | |||
PRIVATE EQUITY -HARD ASSETS | |||
THESIS Themes | |||
2013 - STATISM |
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2012 - FINANCIAL REPRESSION |
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2011 - BEGGAR-THY-NEIGHBOR -- CURRENCY WARS |
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2010 - EXTEN D & PRETEND |
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THEMES | |||
CORPORATOCRACY - CRONY CAPITALSIM | |||
GLOBAL FINANCIAL IMBALANCE | |||
SOCIAL UNREST |
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CENTRAL PLANNING |
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STANDARD OF LIVING |
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CORRUPTION & MALFEASANCE | |||
NATURE OF WORK | |||
CATALYSTS - FEAR & GREED | |||
GENERAL INTEREST |
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Tipping Points Life Cycle - Explained
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