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JOHN RUBINO'SLATEST BOOK |
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"Currency Wars "
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"SULTANS OF SWAP" archives open ACT II ACT III ALSO Sultans of Swap: Fearing the Gearing! Sultans of Swap: BP Potentially More Devistating than Lehman! |
"EURO EXPERIMENT"
archives open EURO EXPERIMENT : ECB's LTRO Won't Stop Collateral Contagion!
EURO EXPERIMENT: |
"INNOVATION"
archives open |
"PRESERVE & PROTE CT"
archives open |

Tue. Jan. 28th, 2014
MACRO WATCH Q1 2014
NOW AVAILABLE - SUBSCRIBE
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| JANUARY | ||||||
| S | M | T | W | T | F | S |
| 1 | 2 | 3 | 4 | |||
| 5 | 6 | 7 | 8 | 9 | 10 | 11 |
| 12 | 13 | 14 | 15 | 16 | 17 | 18 |
| 19 | 20 | 21 | 22 | 23 | 24 | 25 |
| 26 | 27 | 28 | 29 | 30 | 31 | |
| Complete Archives |
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KEY TO TIPPING POINTS |
| 1 - Risk Reversal |
| 2 - Japan Debt Deflation Spiral |
| 3- Bond Bubble |
| 4- EU Banking Crisis |
| 5- Sovereign Debt Crisis |
| 6 - China Hard Landing |
| 7 - Chronic Unemployment |
| 8 - Geo-Political Event |
| 9 - Global Governance Failure |
| 10 - Chronic Global Fiscal ImBalances |
| 11 - Shrinking Revenue Growth Rate |
| 12 - Iran Nuclear Threat |
| 13 - Growing Social Unrest |
| 14 - US Banking Crisis II |
| 15 - Residential Real Estate - Phase II |
| 16 - Commercial Real Estate |
| 17 - Credit Contraction II |
| 18- State & Local Government |
| 19 - US Stock Market Valuations |
| 20 - Slowing Retail & Consumer Sales |
| 21 - China - Japan Regional Conflict |
| 22 - Public Sentiment & Confidence |
| 23 - US Reserve Currency |
| 24 - Central & Eastern Europe |
| 25 - Oil Price Pressures |
| 26 - Rising Inflation Pressures & Interest Pressures |
| 27 - Food Price Pressures |
| 28 - Global Output Gap |
| 29 - Corruption |
| 30 - Pension - Entitlement Crisis |
| 31 - Corporate Bankruptcies |
| 32- Finance & Insurance Balance Sheet Write-Offs |
| 33 - Resource Shortage |
| 34 - US Reserve Currency |
| 35- Government Backstop Insurance |
| 36 - US Dollar Weakness |
| 37 - Cyber Attack or Complexity Failure |
| 38 - Terrorist Event |
| 39 - Financial Crisis Programs Expiration |
| 40 - Natural Physical Disaster |
| 41 - Pandemic / Epidemic |
Reading the right books?
No Time?
We have analyzed & included
these in our latest research papers!
![]()
Book Review- Five Thumbs Up
for Steve Greenhut's
Plunder!
TODAY'S TIPPING POINTS 
| THIS WEEKS TIPPING POINTS | MACRO NEWS | MARKET | 2013 THEMES |
CHINA
A CLASSIC DOWNWARD "CONTINUATION" PATTERN
"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 |
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DON'T BE CONCERNED - YET! TEXT BOOK LOG-PERIODIC CYCLE ENDs - Right on Schedule
NOW WATCH FOR THE SMALL "M' TOP - Before DR (Real Deflation) Begins FROM OUR DECEMBER CALL OF JANUARY 14th - High was January 15th
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01-28-14 | PATTERNS | |
| MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - January 26th - February 1st | |||
| 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 | ||
| TO TOP | |||
| MACRO News Items of Importance - This Week | |||
GLOBAL MACRO REPORTS & ANALYSIS |
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01-27-04 | EU GREECE | MACRO |
US ECONOMIC REPORTS & ANALYSIS |
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| CENTRAL BANKING MONETARY POLICIES, ACTIONS & ACTIVITIES | |||
| Market | |||
| TECHNICALS & MARKET |
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| COMMODITY CORNER - HARD ASSETS | PORTFOLIO | ||
| COMMODITY CORNER - AGRI-COMPLEX | PORTFOLIO | ||
| SECURITY-SURVEILANCE COMPLEX | PORTFOLIO | ||
| THESIS Themes | |||
| 2014 - GLOBALIZATION TRAP | |||
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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| THEMES | |||
| FLOWS -FRIDAY FLOWS | |||
| SHADOW BANKING -LIQUIDITY / CREDIT ENGINE | |||
| CRACKUP BOOM - ASSET BUBBLE | |||
| ECHO BOOM - PERIPHERAL PROBLEM | |||
| PRODUCTIVITY PARADOX -NATURE OF WORK | |||
| SECURITY-SURVEILLANCE COMPLEX -STATISM | |||
| GLOBAL FINANCIAL IMBALANCE - FRAGILITY, COMPLEXITY & INSTABILITY | |||
| CENTRAL PLANINNG -SHIFTING ECONOMIC POWER | |||
| STANDARD OF LIVING -EMPLOYMENT CRISIS | |||
Youth, Unemployed and Discouraged Leaving Spain Early Signs of What Lies Ahead?
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01-27-14 | EU - SPAIN | STANDARD OF LVING |
| CORPORATOCRACY -CRONY CAPITALSIM | |||
CORRUPTION & MALFEASANCE -MORAL DECAY - DESPERATION, SHORTAGES.. |
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| SOCIAL UNREST -INEQUALITY & A BROKEN SOCIAL CONTRACT | |||
| CATALYSTS -FEAR & GREED | |||
| GENERAL INTEREST |
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| TO TOP | |||
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Tipping Points Life Cycle - Explained
Click on image to enlarge
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