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JOHN RUBINO'SLATEST BOOK |
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"MELT-UP MONITOR " Meltup Monitor: FLOWS - The Currency Cartel Carry Cycle - 09 Dec 2013 Meltup Monitor: FLOWS - Liquidity, Credit & Debt - 04 Dec 2013 Meltup Monitor: Euro Pressure Going Critical - 28- Nov 2013 Meltup Monitor: A Regression-to-the-Exponential Mean Required - 25 Nov 2013
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"DOW 20,000 " Lance Roberts Charles Hugh Smith John Rubino Bert Dohman & Ty Andros � |
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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! |
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2014 THESIS: GLOBALIZATION TRAP
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185 Pages
What Are Tipping Poinits?
Understanding Abstraction & Synthesis
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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 |
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| 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 |
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| 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 |
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Read More - OUR RESEARCH - Articles Below
HOTTEST TIPPING POINTS |
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We post throughout the day as we do our Investment Research for: LONGWave - UnderTheLens - Macro |
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"BEST OF THE WEEK " |
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Labels & Tags | TIPPING POINT or THEME / THESIS or INVESTMENT INSIGHT |
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FINANCIAL STRESS - Increasing Despite Increases in Net Worth
ITS ABOUT GETTING A REAL JOB -If You Are:
ITS ABOUT GETTING A REAL JOB -Finding Work That Pays Enough to Support a Family Is Nearly Impossible
ITS ABOUT BENEFITS - Removing the Safety Net
ITS ABOUT KEEPING A JOB - Part Time Nation ITS ABOUT HAVING A REAL JOB - Part Time Nation Structural job change in America. Employers not investing in employees and Low Paying Part-Time dominating. Last month's numbers were particularly vivid. The economy added 28,500 temporary-help services jobs, representing 15% of all job gains in March. The number of temp jobs has risen almost 10% in the past year, the greatest increase of any of the 150 categories tracked by the Labor Department.
� WHERE THE JOBS ARE -> GOVERNMENT, HEALTHCARE OR TEACHING The number of people employed in manufacturing and construction jobs are still 12% and 20% below the pre-recession highs, respectively. However, the mining and logging industry now employs 21% more workers than it did before the recession, while the education and health industry employs 13% more people, and the business services industry employs 5% more people. � |
04-07-14 | US CATALYST EMPLOYMENT |
7 - Chronic Unemployment | ||||||||||||||
| MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - March 30th - April 6th, 2014 | � | � | � | ||||||||||||||
| RISK REVERSAL | � | � | 1 | ||||||||||||||
| JAPAN - DEBT DEFLATION | � | � | 2 | ||||||||||||||
| BOND BUBBLE | � | � | 3 | ||||||||||||||
EU BANKING CRISIS |
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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 | � | � | � | ||||||||||||||
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| Market | |||||||||||||||||
| TECHNICALS & MARKET | � |
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| COMMODITY CORNER - HARD ASSETS | � | PORTFOLIO | � | ||||||||||||||
| COMMODITY CORNER - AGRI-COMPLEX | � | PORTFOLIO | � | ||||||||||||||
| SECURITY-SURVEILANCE COMPLEX | � | PORTFOLIO | � | ||||||||||||||
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| THESIS | |||||||||||||||||
| 2014 - GLOBALIZATION TRAP | 2014 | ![]() |
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2013 2014 |
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2011 2012 2013 2014 |
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| THEMES | |||||||||||||||||
| FLOWS -FRIDAY FLOWS | � | THEME | |||||||||||||||
| SHADOW BANKING -LIQUIDITY / CREDIT ENGINE | � | THEME | � | ||||||||||||||
| CRACKUP BOOM - ASSET BUBBLE | � | THEME | � | ||||||||||||||
| ECHO BOOM - PERIPHERAL PROBLEM | � | THEME | � | ||||||||||||||
| PRODUCTIVITY PARADOX -NATURE OF WORK | � | THEME | � | ||||||||||||||
| STANDARD OF LIVING -EMPLOYMENT CRISIS | � | THEME | � | ||||||||||||||
| CORPORATOCRACY -CRONY CAPITALSIM | � | THEME | ![]() |
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CORRUPTION & MALFEASANCE -MORAL DECAY - DESPERATION, SHORTAGES. |
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| SOCIAL UNREST -INEQUALITY & A BROKEN SOCIAL CONTRACT | � | THEME | � | ||||||||||||||
| SECURITY-SURVEILLANCE COMPLEX -STATISM | � | THEME | � | ||||||||||||||
| GLOBAL FINANCIAL IMBALANCE - FRAGILITY, COMPLEXITY & INSTABILITY | � | THEME | � | ||||||||||||||
| CENTRAL PLANINNG -SHIFTING ECONOMIC POWER | � | THEME | � | ||||||||||||||
| CATALYSTS -FEAR & GREED | � | THEME | � | ||||||||||||||
| GENERAL INTEREST | � |
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Tipping Points Life Cycle - Explained
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