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Mon Nov. 25th , 2013 |
SEE VIDEO: The New Depression & The Corruption of Capitalism W/ Richard Duncan What Are Tipping Poinits? |
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"BEST OF THE WEEK " |
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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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VALUATIONS They Will Eventually Be Shown to Have Been a Monetary Policy Induced Bubble |
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VALUATIONS - Will Eventually Be Shown to Have Been a Monetary Policy Induced Bubble Why The Fed Can't See A Bubble In Equity Valuations 11-24-13 John Hussman via ZH In 'An Open Letter To The FOMC' John Hussman lays out in detail the true state of the world that asset-gatherers and Fed members alike seem blinded to. The intent of his letter is not to criticize, but hopefully to increase the mindfulness of the FOMC as to historical evidence, the strength of various financial and economic relationships, and the potentially grave consequences of further extreme and experimental monetary policy. Crucially, as we have heard numerous times in the last few weeks, the Fed sees no bubble, and so, a courtesy to both the investing public and the gamblers at the Fed, Hussman explains the reason that the Fed does not see an “obvious” stock market bubble (to use a word regularly used by Governor Bullard, as if to imply that misvaluations cannot exist unless they smack their observers with a two-by-four). Excerpted from John Hussman's "Open Letter To The FOMC",
And of course this speculative behavior ends with only one feature - bubble risk...
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11-25-13 | VALUATIONS | ANALYTICS |
VALUATIONS - EBIT is Where You Look - Not the Manipulated NBT |
11-25-13 | VALUATIONS | ANALYTICS |
MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - November 24th - November 30th |
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 - HARD ASSETS | PORTFOLIO | ||
COMMODITY CORNER - AGRI-COMPLEX | PORTFOLIO | ||
SECURITY-SURVEILANCE COMPLEX | PORTFOLIO | ||
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 - EXTEND & PRETEND |
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NATURE OF WORK -PRODUCTIVITY PARADOX | |||
GLOBAL FINANCIAL IMBALANCE - FRAGILITY & INSTABILITY | |||
CENTRAL PLANINNG -SHIFTING ECONOMIC POWER | |||
SECURITY-SURVEILLANCE COMPLEX -STATISM | |||
STANDARD OF LIVING -GLOBAL RE-ALIGNMENT | |||
CORPORATOCRACY -CRONY CAPITALSIM | |||
CORRUPTION & MALFEASANCE -MORAL DECAY - DESPERATION, SHORTAGES.. |
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SOCIAL UNREST -INEQUALITY & BROKEN SOCIAL CONTRACT | |||
CATALYSTS -FEAR & GREED | |||
GENERAL INTEREST |
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Tipping Points Life Cycle - Explained
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