|
JOHN RUBINO'SLATEST BOOK |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
"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 
|
"DOW 20,000 "
Lance Roberts Charles Hugh Smith John Rubino Bert Dohman & Ty Andros
|
HELD OVER
Currency Wars
Euro Experiment
Sultans of Swap
Extend & Pretend
Preserve & Protect
Innovation
Showings Below
"Currency Wars "
|
"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 |
Mon. Aug. 17th, 2015
Follow Our Updates
onTWITTER
https://twitter.com/GordonTLong
AND FOR EVEN MORE TWITTER COVERAGE
ANNUAL THESIS PAPERS
FREE (With Password)
THESIS 2010-Extended & Pretend
THESIS 2011-Currency Wars
THESIS 2012-Financial Repression
THESIS 2013-Statism
THESIS 2014-Globalization Trap
THESIS 2015-Fiduciary Failure
NEWS DEVELOPMENT UPDATES:
FINANCIAL REPRESSION
FIDUCIARY FAILURE
WHAT WE ARE RESEARCHING
2015 THEMES
SUB-PRIME ECONOMY
PENSION POVERITY
WAR ON CASH
ECHO BOOM
PRODUCTIVITY PARADOX
FLOWS - LIQUIDITY, CREDIT & DEBT
GLOBAL GOVERNANCE
- COMING NWO
WHAT WE ARE WATCHING
(A) Active, (C) Closed
MATA
Q3 '15- Chinese Market Crash
(A)
Q3 '15-
GMTP
Q3 '15- Greek Negotiations
(A)
Q3 '15- Puerto Rico Bond Default
MMC
OUR STRATEGIC INVESTMENT INSIGHTS (SII)
NEGATIVE-US RETAIL
NEGATIVE-ENERGY SECTOR
NEGATIVE-YEN
NEGATIVE-EURYEN
NEGATIVE-MONOLINES
POSITIVE-US DOLLAR
ARCHIVES
| AUGUST | ||||||
| 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 | |||||
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 |
| 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 |
| 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 |
| 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 |
Reading the right books?
No Time?
We have analyzed & included
these in our latest research papers Macro videos!
OUR MACRO ANALYTIC
CO-HOSTS
John Rubino's Just Released Book
Charles Hugh Smith's Latest Books
Our Macro Watch Partner
Richard Duncan Latest Books
MACRO ANALYTIC
GUESTS
F William Engdahl
OTHERS OF NOTE
Book Review- Five Thumbs Up
for Steve Greenhut's Plunder!
TODAY'S TIPPING POINTS
|
Have your own site? Offer free content to your visitors with TRIGGER$ Public Edition!
Sell TRIGGER$ from your site and grow a monthly recurring income!
Contact [email protected] for more information - (free ad space for participating affiliates).
HOTTEST TIPPING POINTS |
Theme Groupings |
||||||||||
We post throughout the day as we do our Investment Research for: LONGWave - UnderTheLens - Macro
|
|||||||||||
|
MOST CRITICAL TIPPING POINT ARTICLES TODAY
|
|
||||||||||
|
CHECK OUT OUR PAGE DEDICATED TO FINANCIAL REPRESSION The Financial Repression AuthorityTM
|
|||||||||||
| THESIS & THEMES | |||||||||||
FINANCIAL REPRESSION - XX The Unseen Consequences of Zero Interest Rate Policy Incrementum's Ronald-Peter Stöferle explains how central banks with a zero interest rate policy (ZIRP) in place are creating unintenddd consequences & associated adverse risks to investors & retirees .. it's financial repression .. "With artificial stimulus like ZIRP, we only end up with a situation in which governments, financial institutions, entrepreneurs, and consumers who should actually be declared insolvent all remain on artificial life support." .. with the unintended consequences being: 1. Conservative investors by nature come under increasing pressure with respect to their investments & take on excessive risks in light of the prospect that interest rates will remain low in the long term. This leads to capital misallocation & the emergence of bubbles. 2. The sweet poison of low interest rates leads to massive asset price inflation (stocks, bonds, works of art, real estate). 3. Structurally too low interest rates in industrialized nations due to carry trades lead to the emergence of asset price bubbles & contagion effects in emerging markets. 4. Changes in human behavior patterns occur, due to continually declining purchasing power. 5. As a result of the structurally too low level of interest rates, a 'culture of instant gratification' is created, which is among other things characterized by the fact that consumption is financed with credit instead of savings. 6. The medium of exchange and unit of account function of money increases in importance, while its role as a store of value declines. 7. Incentives for fiscal discipline decline. 8. Zombie banks are created: Low interest rates prevent the healthy process of creative destruction. 9. Banks are enabled to roll over potentially non-performing loans practically indefinitely & can thus lower their write-off requirements. 9. Newly created money is neither uniformly nor simultaneously distributed amongst the population
The Unintended Consequences of Financial Repression: "The Impossibility of Meeting Return Targets" Greenwich Associates conducted a study on German institutions .. some quotes from the study: “The low interest rate environment makes it impossible to meet return targets. We have not yet found a solution.” — German Public Pension Fund. “Low interest rates are a problem. As a reaction, we have globalized our investments and invested in higher risk asset classes.” — German Foundation “Primary challenge is the low interest rates. The only chance to avoid this is to do things you didn’t do before.” — German Insurer. For many institutions in Germany, “doing things they didn’t do before” means investing significant amounts of assets in something other than domestic & government bonds.
|
08-17-15 | ||||||||||
| MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - August 16th, 2015 - August 22nd, 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 |
6 |
||||||||||
| TO TOP | |||||||||||
| MACRO News Items of Importance - This Week | |||||||||||
GLOBAL MACRO REPORTS & ANALYSIS |
|||||||||||
US ECONOMIC REPORTS & ANALYSIS |
|||||||||||
| CENTRAL BANKING MONETARY POLICIES, ACTIONS & ACTIVITIES | |||||||||||
| Market | |||||||||||
| TECHNICALS & MARKET |
|
||||||||||
| COMMODITY CORNER - AGRI-COMPLEX | PORTFOLIO | ||||||||||
| SECURITY-SURVEILANCE COMPLEX | PORTFOLIO | ||||||||||
| THESIS - Mondays Posts on Financial Repression & Posts on Thursday as Key Updates Occur | |||||||||||
| 2015 - FIDUCIARY FAILURE | 2015 | THESIS 2015 |  |
||||||||
| 2015 - FIDUCIARY FAILURE | 2015 | THESIS 2015 | |
||||||||
| 2014 - GLOBALIZATION TRAP | 2014 |  |
|||||||||
 |
|||||||||||
|
2013 2014 |
 |
||||||||||
2011 2012 2013 2014 |
 |
||||||||||
| THEMES - Normally a Thursday Themes Post & a Friday Flows Post | |||||||||||
I - POLITICAL |
|||||||||||
| CENTRAL PLANNING - SHIFTING ECONOMIC POWER - STATISM | THEME | ||||||||||
- - CORRUPTION & MALFEASANCE - MORAL DECAY - DESPERATION, SHORTAGES. |
THEME |  |
|||||||||
| - - SECURITY-SURVEILLANCE COMPLEX - STATISM | M | THEME | |||||||||
| - - CATALYSTS - FEAR (POLITICALLY) & GREED (FINANCIALLY) | G | THEME | |||||||||
II-ECONOMIC |
|||||||||||
| GLOBAL RISK | |||||||||||
| - 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 |
|||||||||
| - - - STANDARD OF LIVING - EMPLOYMENT CRISIS, SUB-PRIME ECONOMY | US | THEME | MACRO w/ CHS |
||||||||
III-FINANCIAL |
|||||||||||
| FLOWS -FRIDAY FLOWS | MATA RISK ON-OFF |
THEME |  |
||||||||
| CRACKUP BOOM - ASSET BUBBLE | THEME | ||||||||||
| SHADOW BANKING - LIQUIDITY / CREDIT ENGINE | M | THEME | |||||||||
| GENERAL INTEREST |
|
||||||||||
| STRATEGIC INVESTMENT INSIGHTS - Weekend Coverage | |||||||||||
|
SII | ||||||||||
|
SII | ||||||||||
|
SII | ||||||||||
|
SII | ||||||||||
| TO TOP | |||||||||||
Read More - OUR RESEARCH - Articles Below
Tipping Points Life Cycle - Explained
Click on image to enlarge
TO TOP
 |
YOUR SOURCE FOR THE LATEST THINKING & RESEARCH
|
TO TOP
