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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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KEY TO TIPPING POINTS |
| 1- Bond Bubble |
| 2 - Risk Reversal |
| 3 - Geo-Political Event |
| 4 - China Hard Landing |
| 5 - Japan Debt Deflation Spiral |
| 6- EU Banking Crisis |
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| 7- Sovereign Debt Crisis |
| 8 - Shrinking Revenue Growth Rate |
| 9 - Chronic Unemployment |
| 10 - US Stock Market Valuations |
| 11 - Global Governance Failure |
| 12 - Chronic Global Fiscal ImBalances |
| 13 - Growing Social Unrest |
| 14 - Residential Real Estate - Phase II |
| 15 - Commercial Real Estate |
| 16 - Credit Contraction II |
| 17- State & Local Government |
| 18 - Slowing Retail & Consumer Sales |
| 19 - US Reserve Currency |
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| 20 - US Dollar Weakness |
| 21 - Financial Crisis Programs Expiration |
| 22 - US Banking Crisis II |
| 23 - China - Japan Regional Conflict |
| 24 - Corruption |
| 25 - Public Sentiment & Confidence |
| 26 - Food Price Pressures |
| 27 - Global Output Gap |
| 28 - Pension - Entitlement Crisis |
| 29 - Central & Eastern Europe |
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| 30 - Terrorist Event |
| 31 - Pandemic / Epidemic | 32 - Rising Inflation Pressures & Interest Pressures |
| 33 - Resource Shortage |
| 34 - Cyber Attack or Complexity Failure |
| 35 - Corporate Bankruptcies |
| 36 - Iran Nuclear Threat |
| 37- Finance & Insurance Balance Sheet Write-Offs |
| 38- Government Backstop Insurance |
| 39 - Oil Price Pressures |
| 40 - Natural Physical Disaster |
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TODAY'S TIPPING POINTS
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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 | � | � | � | ||||||||
JOHN BROWNE�is the Senior Market Strategist for Euro Pacific Capital, Inc. Mr. Brown is a distinguished former member of Britain's Parliament who served on the Treasury Select Committee, as Chairman of the Conservative Small Business Committee, and as a close associate of then-Prime Minister Margaret Thatcher. Among his many notable assignments, John served as a principal advisor to Mrs. Thatcher's government on issues related to the Soviet Union, and was the first to convince Thatcher of the growing stature of then Agriculture Minister Mikhail Gorbachev. As a partial result of Brown's advocacy, Thatcher famously pronounced that Gorbachev was a man the West "could do business with." A graduate of the Royal Military Academy Sandhurst, Britain's version of West Point and retired British army major, John served as a pilot, parachutist, and communications specialist in the elite Grenadiers of the Royal Guard. In addition to careers in British politics and the military, John has a significant background, spanning some 37 years, in finance and business. After graduating from the Harvard Business School, John joined the New York firm of Morgan Stanley & Co as an investment banker. He has also worked with such firms as Barclays Bank and Citigroup. During his career he has served on the boards of numerous banks and international corporations, with a special interest in venture capital. He is a frequent guest on CNBC's Kudlow & Co. and a former contributing editor and columnist of NewsMax Media's Financial Intelligence Report and Moneynews.com. He holds FINRA series 7 & 63 licenses. OPEN ACCESS JOHN BROWNE TALKS FINANCIAL REPRESSION Published 04-27-15
40 Minutes FINANCIAL REPRESSION "It is the financial repression of the ordinary individual in America. It is happenig through three main avenues or arteries.
"I don't believe the central bank is necessarily evil, just unbelievably Irresponsible! LIQUIDITY TRAP "I think we are now seeing a situation which you could call a liquidity trap. There is so much money around that if they start to raise interest rates they are going to discourage people even more from spending. Ordinary individuals have low wages (wages have been flat for six years at least) yet taxes are going up (the number of taxes) as well as charges (licenses and fees)" "They are pushing on a string. It isn't liquidity that matters but wages and income!" "How does the Fed create income without just giving us cash in the post (mail) by just sending us checks? BY DESIGN "I'm afraid I believe at the very top it is devious! If I connect all the dots together I cannot feel it is by accident - it by design. I think the president wants to distribute American wealth around America, but even worse is to distribute American wealth around the world. Its kiling the economy and its kiliing America." "It means (eventually) everyone is going to look towards the government for solutions - that is when totalitarian governments come in (to existence)" "The only solution is single term politicians - Turkey's don't vote for an early Thanksgiving!" " �
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| MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - April 26th, 2015 - May. 2nd, 2015 | � | � | � | ||||||||
| BOND BUBBLE | � | � | 1 | ||||||||
| RISK REVERSAL - WOULD BE MARKED BY: Slowing Momentum, Weakening Earnings, Falling Estimates | � | � | 2 | ||||||||
| GEO-POLITICAL EVENT | � | � | 3 | ||||||||
| CHINA BUBBLE | � | � | 4 | ||||||||
| JAPAN - DEBT DEFLATION | � | � | 5 | ||||||||
EU BANKING CRISIS |
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GLOBAL MACRO REPORTS & ANALYSIS |
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US ECONOMIC REPORTS & ANALYSIS |
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| CENTRAL PLANNING - SHIFTING ECONOMIC POWER - STATISM | G | THEME | � | ||||||||
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- - CORRUPTION & MALFEASANCE - MORAL DECAY - DESPERATION, SHORTAGES. |
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| - - SECURITY-SURVEILLANCE COMPLEX - STATISM | M | THEME | � | ||||||||
| - - CATALYSTS - FEAR (POLITICALLY) & GREED (FINANCIALLY) | G | THEME | � | ||||||||
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| - GLOBAL FINANCIAL IMBALANCE - FRAGILITY, COMPLEXITY & INSTABILITY | G | THEME | � | ||||||||
| - - SOCIAL UNREST - INEQUALITY & A BROKEN SOCIAL CONTRACT | US | THEME | � | ||||||||
| - - ECHO BOOM - PERIPHERAL PROBLEM | M | THEME | � | ||||||||
| - -GLOBAL GROWTH & JOBS CRISIS | � | � | � | ||||||||
| - - - PRODUCTIVITY PARADOX - NATURE OF WORK | � | THEME | MACRO w/ CHS |
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| - - - STANDARD OF LIVING - EMPLOYMENT CRISIS, SUB-PRIME ECONOMY | US | THEME | MACRO w/ CHS |
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| CRACKUP BOOM - ASSET BUBBLE | � | THEME | � | ||||||||
| SHADOW BANKING - LIQUIDITY / CREDIT ENGINE | M | THEME | � | ||||||||
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