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JOHN RUBINO'SLATEST BOOK |
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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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"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
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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"
archives open |
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"PRESERVE & PROTE CT"
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Mon. June 2nd, 2014
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STRATEGIC MACRO INVESTMENT INSIGHTS
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What Are Tipping Poinits?
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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 |
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| 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 |
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| 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 |
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| 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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Read More - OUR RESEARCH - Articles Below
HOTTEST TIPPING POINTS |
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"BEST OF THE WEEK " |
Posting Date |
Labels & Tags | TIPPING POINT or THEME / THESIS or INVESTMENT INSIGHT |
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| THESIS & THEMES | � | � | � | ||||||||||||||||||||
STATISM - Collectivism � IS THERE A CONNECTION BETWEEN THESE TWO GRAPHS?
YES - Cloward Piven Is Working! |
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| MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - June 1st,2 014 - Jine 8th, 2014 | � | � | � | ||||||||||||||||||||
| RISK REVERSAL | � | � | 1 | ||||||||||||||||||||
| JAPAN - DEBT DEFLATION | � | � | 2 | ||||||||||||||||||||
| BOND BUBBLE | � | � | 3 | ||||||||||||||||||||
EU BANKING CRISIS |
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| SOVEREIGN DEBT CRISIS [Euope Crisis Tracker] | � | � | 5 | ||||||||||||||||||||
| CHINA BUBBLE | � | � | 6 | ||||||||||||||||||||
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| MACRO News Items of Importance - This Week | |||||||||||||||||||||||
GLOBAL MACRO REPORTS & ANALYSIS |
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US ECONOMIC REPORTS & ANALYSIS |
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| CENTRAL BANKING MONETARY POLICIES, ACTIONS & ACTIVITIES | � | � | � | ||||||||||||||||||||
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| TECHNICALS & MARKET | � |
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| COMMODITY CORNER - HARD ASSETS | � | PORTFOLIO | � | ||||||||||||||||||||
| COMMODITY CORNER - AGRI-COMPLEX | � | PORTFOLIO | � | ||||||||||||||||||||
| SECURITY-SURVEILANCE COMPLEX | � | PORTFOLIO | � | ||||||||||||||||||||
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| THESIS | |||||||||||||||||||||||
| 2014 - GLOBALIZATION TRAP | 2014 | ![]() |
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2013 2014 |
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2011 2012 2013 2014 |
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| FLOWS -FRIDAY FLOWS | � | THEME | |||||||||||||||||||||
| SHADOW BANKING -LIQUIDITY / CREDIT ENGINE | � | THEME | � | ||||||||||||||||||||
| CRACKUP BOOM - ASSET BUBBLE | � | THEME | � | ||||||||||||||||||||
| ECHO BOOM - PERIPHERAL PROBLEM | � | THEME | � | ||||||||||||||||||||
| PRODUCTIVITY PARADOX -NATURE OF WORK | � | THEME | � | ||||||||||||||||||||
| STANDARD OF LIVING -EMPLOYMENT CRISIS | � | THEME | � | ||||||||||||||||||||
| CORPORATOCRACY -CRONY CAPITALSIM | � | THEME | ![]() |
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CORRUPTION & MALFEASANCE -MORAL DECAY - DESPERATION, SHORTAGES. |
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| SOCIAL UNREST -INEQUALITY & A BROKEN SOCIAL CONTRACT | � | THEME | � | ||||||||||||||||||||
| SECURITY-SURVEILLANCE COMPLEX -STATISM | � | THEME | � | ||||||||||||||||||||
| GLOBAL FINANCIAL IMBALANCE - FRAGILITY, COMPLEXITY & INSTABILITY | � | THEME | � | ||||||||||||||||||||
| CENTRAL PLANINNG -SHIFTING ECONOMIC POWER | � | THEME | � | ||||||||||||||||||||
| CATALYSTS -FEAR & GREED | � | THEME | � | ||||||||||||||||||||
| GENERAL INTEREST | � |
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Tipping Points Life Cycle - Explained
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