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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 
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THESIS 2010-Extended & Pretend
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THESIS 2015-Fiduciary Failure
NEWS DEVELOPMENT UPDATES:
FINANCIAL REPRESSION
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2015 THEMES
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ECHO BOOM
PRODUCTIVITY PARADOX
FLOWS - LIQUIDITY, CREDIT & DEBT
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- COMING NWO
WHAT WE ARE WATCHING
(A) Active, (C) Closed
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GMTP
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MMC
OUR STRATEGIC INVESTMENT INSIGHTS (SII)
NEGATIVE-US RETAIL
NEGATIVE-ENERGY SECTOR
NEGATIVE-YEN
NEGATIVE-EURYEN
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POSITIVE-US DOLLAR
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ARCHIVES�
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| 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 |
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| 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 |
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| 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 |
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| 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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MOST CRITICAL TIPPING POINT ARTICLES TODAY � |
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| CREDIT CONTRACTION | � | � | 16 - Credit Contraction II |
� GLENCORE TIMELINE�
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| MOST CRITICAL TIPPING POINT ARTICLES THIS WEEK - Oct 4th, 2015 - Oct 10th, 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 |
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| TO TOP | |||
| 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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| Market | |||
| TECHNICALS & MARKET | � |
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| COMMODITY CORNER - AGRI-COMPLEX | � | PORTFOLIO | � |
| SECURITY-SURVEILANCE COMPLEX | � | PORTFOLIO | � |
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| THESIS - Mondays Posts on Financial Repression & Posts on Thursday as Key Updates Occur | |||
| 2015 - FIDUCIARY FAILURE | 2015 | THESIS 2015 |  |
| 2014 - GLOBALIZATION TRAP | 2014 |  |
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2013 2014 |
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FINANCIAL REPRESSION PAUL CRAIG ROBERTS PhD Talks About the Alarming Decline In Western Democracy FRA’s Gordon T Long talks financial repression and the decline in democracy with Paul Craig Roberts. Paul is the chairman of the institute for political economy, he was also the former assistant secretary of the US treasury for economic policy in the Reagan administration. “As far as I can tell not only has democracy departed the western world but also compassion empathy for others, morality integrity respect for truth justice fairness self-respect western civilization has become a hollow shell there is nothing left but greed and coercion and the threat of coercion”. He believes this outcome is based on the behavior and statements of the government and the public’s acceptance of it. Part of the reason the public doesn’t care, is due to a lack of information as about 90% of the American media is owned by 6 large mega corporations that manipulate the news. “The story that is told by the American media is Washington’s propaganda line and of course whatever the corporation’s propaganda line is and there is no challenge to either”. On the republican debates, Paul questions the aggressive stands that most of the candidates seemed to have towards foreign policy. He states that this stand will simply create distrust among nuclear wielding powers. “Every American president since John F Kennedy worked with the soviet leadership to diffuse the nuclear issue”. He says that this shift in culture across the candidates is a combination of both campaign finance and a shift in culture. “There’s no such thing as a free market in the United States, it requires many producers none of which can affect price…….look at the banks, the banks are so concentrated that they are too big to fail. How do you have capitalism if a failed enterprise doesn’t close down instead it is bailed out by the people or by the Federal Reserve printing money to buy its worthless portfolio. This not capitalism, there’s no capitalism here, this is an oligarchy!” “What has the government said that’s true? Think of anything, can you think of anything they’ve said that’s true? We know that the unemployment rate they’re reporting is false, inflation rate is false, and the gross domestic product is false. We know all of this, we know that Saddam Hussein did not have weapons of mass destruction, he did not have Al Qaeda connections, that Assad of Syria did not use chemical weapons. We know Russia did not invade Ukraine but they say this over and over and over. I can’t think of one thing that the government or corporate world has said in 20 years that’s true”. � � � |
10-05-15 | THESIS | |
2011 2012 2013 2014 |
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| THEMES - Normally a Thursday Themes Post & a Friday Flows Post | |||
I - POLITICAL |
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| CENTRAL PLANNING - SHIFTING ECONOMIC POWER - STATISM | � | THEME | � |
- - CORRUPTION & MALFEASANCE - MORAL DECAY - DESPERATION, SHORTAGES. |
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| - - SECURITY-SURVEILLANCE COMPLEX - STATISM | M | THEME | � |
| - - CATALYSTS - FEAR (POLITICALLY) & GREED (FINANCIALLY) | G | THEME | � |
II-ECONOMIC |
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| 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 |
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| FLOWS -FRIDAY FLOWS | MATA RISK ON-OFF |
THEME |  |
| CRACKUP BOOM - ASSET BUBBLE | � | THEME | � |
| SHADOW BANKING - LIQUIDITY / CREDIT ENGINE | M | THEME | � |
| GENERAL INTEREST | � |
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| STRATEGIC INVESTMENT INSIGHTS - Weekend Coverage | |||
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