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Extend & Pretend

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PRESERVE & PROTECT:  The Jaws of Death

 

 

 

 

Tue. July 9th , 2013

MACRO ANALYTICS

THE COMING CHINA CRISIS

SPECIAL GUEST : BERT DOHMEN

Author & Publisher of the Wellington Letter

50 Minutes with 46 Slides

 

What Are Tipping Poinits?
Understanding Abstraction & Synthesis
Global-Macro in Images:  Understanding the Conclusions

 

         
ARCHIVES 
JULY
S M T W T F S
30 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      
  
Complete Archives
 

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
| THIS WEEKS TIPPING POINTS | MACRO NEWS | MARKET ANALYTICS | 2013 THEMES |

"BEST OF THE WEEK "

Posting Date

Labels & Tags TIPPING POINT or 2013 THESIS THEME
HOTTEST TIPPING POINTS
   
Theme Groupings

MOST CRITICAL TIPPING POINT ARTICLES TODAY

     

We post throughout the day as we do our Investment Research for:

LONGWave - UnderTheLens - Macro Analytics

     

 

Net Unrealized Bond Gains / Losses

 

 
07-09-13

US-ANALYTICS

PATTERNS

 

DRIVERS

3- Bond Bubble
07-09-13


US FISCAL

 

US ECONOMY
07-09-13

EARNINGS

SECTORS

 

A07

 

ANALYTICS
07-09-13

THEMES

 

CATALYST

EMPLOY- MENT

 

STANDARD OF LIVING
   

 

STATISM

 

 

 

MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - July 7th - July 13th      
RISK REVERSAL     1
JAPAN - DEBT DEFLATION     2
BOND BUBBLE     3

EU BANKING CRISIS

   

4

SOVEREIGN DEBT CRISIS [Euope Crisis Tracker]     5
CHINA BUBBLE     6
TO TOP
MACRO News Items of Importance - This Week

GLOBAL MACRO REPORTS & ANALYSIS

     

US ECONOMIC REPORTS & ANALYSIS

     
CENTRAL BANKING MONETARY POLICIES, ACTIONS & ACTIVITIES      
07-08-13

PATTERNS

 

US MONETARY

CENTRAL BANKS
07-08-13

PATTERNS

 

DRIVERS

CENTRAL BANKS
     
Market Analytics
TECHNICALS & MARKET ANALYTICS

 

   
07-08-13

EARNIINGS

Q2

ANALYTICS
07-08-13 EARNINGS
ANALYTICS
07-08-13

RISK

CANARIES

ANALYTICS
COMMODITY CORNER - HARD ASSETS   PORTFOLIO  
PRIVATE EQUITY - REAL ASSETS   PORTFOLIO  
AGRI-COMPLEX   PORTFOLIO  
SECURITY-SURVEILANCE COMPLEX   PORTFOLIO  
     
THESIS Themes

2013 - STATISM

     

2012 - FINANCIAL REPRESSION

     

2011 - BEGGAR-THY-NEIGHBOR -- CURRENCY WARS

     

2010 - EXTEN D & PRETEND

     
THEMES
CORPORATOCRACY - CRONY CAPITALSIM      
GLOBAL FINANCIAL IMBALANCE      

SOCIAL UNREST

     

CENTRAL PLANNING

     

STANDARD OF LIVING

     
CORRUPTION & MALFEASANCE      
NATURE OF WORK      
CATALYSTS - FEAR & GREED      
GENERAL INTEREST

 

   
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Tipping Points Life Cycle - Explained
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