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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

NEW SERIES RELEASE

DOW 20,000? Part I

Lance Roberts

DOW 20,000? Part II

Charles Hugh Smith

DOW 20,000? Part III

John Rubino

DOW 20,000? Part IV

Bert Dohman & Ty Andros

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HELD OVER

MONETARY MALPRACTICE

MONETARY MALPRACTICE: Deceptions, Distortions and Delusions

MONETARY MALPRACTICE: Moral Malady

MONETARY MALPRACTICE: Dysfunctional Markets

HELD OVER

Currency Wars

Euro Experiment

Sultans of Swap

Extend & Pretend

Preserve & Protect

Innovation

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"PRESERVE & PROTE

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PRESERVE & PROTECT:  The Jaws of Death

 

 

RECAP

 

Weekend Feb. 16th, 2014

MACRO ANALYTIC

(Read Abstracts)

MACRO WATCH: FLOWS &

the Liquidity Gauge

Richard Duncan

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

 

         
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Today's Tipping Points Page
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 | 2013 THEMES |
 

"BEST OF THE WEEK "

 

Posting Date

Labels & Tags TIPPING POINT or 2013 THESIS THEME

1. U.S. January manufacturing output fell 0.8%, biggest drop since 2009
2.  Retail sales fell 0.4%, v flat expectations. December’s #’s revised down to -0.1%, from 0.2%.
3. U.S. industrial production fell 0.3% in January, economists were expecting a 0.3% rise.
4. Initial claims jump to 339k vs 330k expected.
5. Mortgage apps still not responding to rates down from recent highs. Purchase apps fell 5% w/o/w after dropping 3.8% last week  — nearing lowest levels since December 2012.
6. December JOLTS data = 3.99mm openings, down from 4.03mm in November.

MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - February 9th - February 16th      
JAPAN - DEBT DEFLATION     2
02-15-14

JAPAN

CoN

2 - Japan Debt Deflation Spiral
02-10-14

MACRO

EU MONETARY

4- EU Banking Crisis
02-10-14

MACRO

EU MONETARY

4- EU Banking Crisis
02-10-14

MACRO

EU MONETARY

4- EU Banking Crisis
SOVEREIGN DEBT CRISIS [Euope Crisis Tracker]     5
CHINA BUBBLE     6
01-15-14

MACRO GROWTH

CoN

6 - China Hard Landing
02-12-14 CHINA 6 - China Hard Landing
02-12-14 CHINA 6 - China Hard Landing
02-12-14 CHINA 6 - China Hard Landing
TO TOP
MACRO News Items of Importance - This Week

GLOBAL MACRO REPORTS & ANALYSIS

     
01-15-14

MACRO GROWTH

CoN

GLOBAL MACRO
01-15-14

MACRO-OUTLOOK

RoN

MACRO ECONOMICS

US ECONOMIC REPORTS & ANALYSIS

     

A RECESSION AHEAD - UNLESS LIQUDITY RATES INCREASED

Its pretty clear whats ahead if we look around the world!

(See Global Charts Below)

01-15-14 US-INDICATORS-GROWTH
US ECONOMICS

A Sure Sign that an Economic Top is In,

This Weekend's Barron's Front Cover

   
US ECONOMICS
01-15-14

US INDICATORS GROWTH

CoN

US ECONOMICS
02-13-14

US-CATALYST

EMPLOYMENT

US ECONOMICS

REAL DISPOSABLE INCOME NOW CONTRACTING

02-13-14

US-CATALYST-DI

Real Disposable

Income

US ECONOMICS
CENTRAL BANKING MONETARY POLICIES, ACTIONS & ACTIVITIES      

MONEY VELOCITY STILL A MAJOR

DEFLATIONARY PROBLEM

02-10-14 US MONETARY
CENTRAL BANKS
     
THESIS Themes
2014 - GLOBALIZATION TRAP 2014

2013 - STATISM

2013-1H

2013-2H

   

 

STATISM

 

2012 - FINANCIAL REPRESSION

2012

2013

2014

01-15-14 THESIS

 

FINANCIAL REPRESSSION

 

02-10-14 THESIS

 

GLOBAL- ZATION

TRAP

 

2011 - BEGGAR-THY-NEIGHBOR -- CURRENCY WARS

2011

2012

2013

2014

2010 - EXTEND & PRETEND

   
THEMES
FLOWS -FRIDAY FLOWS   THEME
02-14-14  

FLOWS

 

SHADOW BANKING -LIQUIDITY / CREDIT ENGINE   THEME  
CRACKUP BOOM - ASSET BUBBLE   THEME  
ECHO BOOM - PERIPHERAL PROBLEM   THEME  
01-14-14  
ECHO BOOM
PRODUCTIVITY PARADOX -NATURE OF WORK   THEME  
STANDARD OF LIVING -EMPLOYMENT CRISIS   THEME  
CORPORATOCRACY -CRONY CAPITALSIM   THEME

CORRUPTION & MALFEASANCE -MORAL DECAY - DESPERATION, SHORTAGES.

  THEME
02-11-14  

 

MALFEASANTS & CORRUPTION

 

SOCIAL UNREST -INEQUALITY & A BROKEN SOCIAL CONTRACT   THEME  

INEQUALITY

02-11-14  
SOCIAL UNREST
02-11-14

US PUBLIC POLICY

 

THEME

SOCIAL UNREST & INEQUALITY

SOCIAL UNREST
TO TOP

Tipping Points Life Cycle - Explained
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