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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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| 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 |
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 |
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TODAY'S TIPPING POINTS
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Read More - OUR RESEARCH - Articles Below
HOTTEST TIPPING POINTS |
Theme Groupings |
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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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MOST CRITICAL TIPPING POINT ARTICLES TODAY
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CHECK OUT OUR PAGE DEDICATED TO FINANCIAL REPRESSION The Financial Repression AuthorityTM
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| THESIS & THEMES | ||||||||||
FIRST FATCA - Next GATCA "This a modern day "Doomsday" Book, the same as William the Conqueror Implemented in 1066 after conquering England. He needed to know where the wealth was so he could tax it" "This is Not Really About Tax There are Easier Ways to Solve Tax Tracking - Its about a Common Reporting Standard. Its about the ability to track Capital" "FATCA is a decoy for the Common Reporting Standard" "There is an incredibly aggressive urgency of implementation - an unprecedentedly quick agreement between 57 governments"
Why? Either to Tax it , Expropriation it or Control Its Free Movement
"Era of Banking Secrecy is Over!" "A Complete Misunderstanding by Banks" NEW ACRONYMS IN THE ERA OF FINANCIAL REPRESSION
THE ROAD AHEAD: FATCA, IGAS AND THE CRS The costs of FATCA Compliance will be USD 1 to 2 trillion worldwide. The bulk of these costs will be incurred in the customer outreach required to obtain the required documentation. There will also be considerable customer backlash to FATCA and the documentation it requires. In the age of social media this matters, if this sounds like hyperbole please have a look at this URL At a most basic level FATCA, the IGAs and the CRS are about making tax part of standard KYC/AML procedures and then reporting, for tax purposes, to those jurisdictions, in which the account holder has tax residence or citizenship.
EVERYTHING YOU NEED TO KNOW ABOUT GATCA / FATCA
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02-23-15 | THESIS | ||||||||
GRAHAM SUMMERS on Financial Repression "QE was never meant to create jobs or generate economic growth… it was a desperate ploy by Central Banks to put a floor under the bond market so rates wouldn’t rise. ... It’s also why Central Banks have kept interest rates at zero or even negative. They cannot afford to have rates rise. In the US, every 1% increase in interest rates means between $150-$175 billion more in interest payments on our debt per year. As Dylan Grice from Societe General notes: when you include unfunded liabolities, this problem is endemic throughout the Western world and has been for years.
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02-23-15 | THESIS | ||||||||
| MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - Feb. 22nd, 2015 - Feb. 28th, 2015 | ||||||||||
| 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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| TECHNICALS & MARKET |
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| STUDIES - MACRO pdf - THE 'MORAL HAZARD RISK' OF CENTRAL BANK INTERVENTION | ||||||||||
| COMMODITY CORNER - AGRI-COMPLEX | PORTFOLIO | |||||||||
| SECURITY-SURVEILANCE COMPLEX | PORTFOLIO | |||||||||
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| 2014 - GLOBALIZATION TRAP | 2014 |  |
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| FLOWS -FRIDAY FLOWS | THEME |  |
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| 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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