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 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  
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| "DOW 20,000 "  Lance Roberts Charles Hugh Smith John Rubino Bert Dohman & Ty Andros � | 
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HELD OVER
Currency Wars
Euro Experiment
Sultans of Swap
Extend & Pretend
Preserve & Protect
Innovation
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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! | 
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| "EURO EXPERIMENT" 
 archives open  EURO EXPERIMENT :� ECB's LTRO Won't Stop Collateral Contagion! 
 EURO EXPERIMENT:  | 
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| "INNOVATION"  
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| "PRESERVE & PROTE CT" 
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| � | � | � | � | � | 
| JANUARY | ||||||
| S | M | T | W | T | F | S | 
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| 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 | 
| 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 | 
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| 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 � | � | � | � | 
| 2013 2014 | |||
| � 2016 Outlook – James Turk, Alasdair Macleod, John Butler;Financial Repression Is IntensifyingDiscussion on the year ahead .. negative interest rates potential for the U.S.$ – unintended consequences .. the risks of capital controls .. malinvestments from ZIRP & massive money printing .. the importance of investment in real assets as stores of value .. how financial repression is intensifying �..�48 minutes � � | |||
| TIPPING POINTS, STUDIES, THESIS, THEMES & SII COVERAGE THIS WEEK PREVIOUSLY POSTED - (BELOW) � | |||
| MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - Jan 10th, 2016 - Jan 16th, 2016 | � | � | � | 
| TIPPING POINTS - This Week - Normally a Tuesday Focus | |||
| 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 - WEDNESDAY STUDIES | |||
| STUDIES - MACRO pdf | � | � | � | 
| TECHNICALS & MARKET | � | � | � | 
| � | |||
| COMMODITY CORNER - AGRI-COMPLEX | � | � | � | 
| � | � | � | |
| THESIS - Mondays Posts on Financial Repression & Posts on Thursday as Key Updates Occur | |||
| 
 | 2016 | THESIS 2016 |  | 
| 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 
 MACRO MAP - EVOLVING ERA OF CENTRAL PLANNING � | G | THEME | � | 
| - - CRISIS OF TRUST - Era of Uncertainty | G | THEME | � | 
| CORRUPTION & MALFEASANCE - MORAL DECAY - DESPERATION - RESENTMENT. | US | THEME PAGE |  | 
| - - SECURITY-SURVEILLANCE COMPLEX - STATISM | G | 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 | MA w/ CHS | 
| � | 01-08-16 | THEME | MA w/ CHS | 
| - - - STANDARD OF LIVING - EMPLOYMENT CRISIS, SUB-PRIME ECONOMY | US | THEME | MA w/ CHS  | 
| III-FINANCIAL | � | � | � | 
| FLOWS - Liqudity, Credit & Debt 
 
 � | MATA RISK ON-OFF | THEME | |
| � | |||
| CRACKUP BOOM - ASSET BUBBLE | 12-31-15 | THEME | � | 
| SHADOW BANKING - LIQUIDITY / CREDIT ENGINE | M | THEME | � | 
| GENERAL INTEREST | � | � | � | 
| STRATEGIC INVESTMENT INSIGHTS - Weekend Coverage | |||
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| � � � | � | SII | |
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| � � � | � | SII | |
| � � � | � | SII | |
| TO TOP | |||
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