FITCH WARNS OF POSSIBLE CUT TO US TRIPLE AAA RATING IF SHUTDOWN CONTINUES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 01-09-19 – Fitch via CNBC – “Fitch warns of possible cut to US triple-A rating if shutdown continues” YOUR MATASII SYNTHESIS TAKEAWAYS: “If this shutdown continues to March 1 and the […]
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TIPPING POINTS A [SITE INDEX — TIPPING POINTS – GLOBAL GOVERNANCE FAILURE] A PUBLIC SOURCED ARTICLE FOR MATASII READERS REFERENCE: (SUBSCRIBERS & PUBLIC ACCESS) MATASII RESEARCH ANALYSIS & SYNTHESIS WAS SOURCED FROM: SOURCE: 03-25-19 – – “Capitalism Saved Sweden” FAIR USE NOTICE This site contains copyrighted material the use of which has not always been specifically authorized […]
WE’RE MEASURING THE ECONOMY ALL WRONG!
WE’RE MEASURING THE ECONOMY ALL WRONG! The official statistics say that the financial crisis is behind us. It’s not. — SOURCE: 09-14-18 Bloomberg – “We’re Measuring the Economy All Wrong” Protestors hold signs behind Richard S. Fuld Jr., then chief executive of Lehman Brothers, in October 2008. Ten years later, you can see the lingering […]
“The Pendulum Swung Too Far” – Wall Street Slashes Retailers’ Profit Forecasts Despite Blockbuster Quarter
“The Pendulum Swung Too Far” – Wall Street Slashes Retailers’ Profit Forecasts Despite Blockbuster Quarter Posted:Mon, 10 Sep 2018 11:16:29 -0400 Somewhere out there, a cadre of dedicated contrarians convinced they’d found the next great distressed play were thrilled when brick-and-mortar retailers from JC Penney to Macy’s to the Home Depot posted Q2 earnings that soundly […]
TRUMP’S “BIG DEFICIT” ECONOMY WOULD FAIL WITHOUT FINANCIAL REPRESSION CONTINUING!
TRUMP’S “BIG DEFICIT” ECONOMY WOULD FAIL WITHOUT FINANCIAL REPRESSION CONTINUING! — SOURCE: TheInstitutionalRiskAnalyst.com, Chris Whalen – “Will Jay Powell Blink On Reducing The Fed Portfolio?” — Last week Federal Reserve Board Chairman Jerome Powell confirmed that the Federal Open Market Committee intends to keep raising short-term interest rates based upon the strength of the US economy. Powell gave […]
IN DEPTH – TRANSCRIPTION: THE DISAPPEARING STOCK FLOAT
IN DEPTH – TRANSCRIPTION: THE DISAPPEARING STOCK FLOAT COVER AGENDA SLIDE 5 – THE STOCK FLOAT The Float is the number of shares actually available for trading. Float is calculated by subtracting closely held shares — owned by insiders, employees, the company’s Employee Stock Ownership Plan or other major long-term shareholders — from the total shares outstanding. This can be […]
TRANSCRIPTION: IN DEPTH – 2018 TIPPING POINTS & THEMES
TRANSCRIPTION: IN DEPTH – 2018 TIPPING POINTS & THEMES SLIDE 5 Going into last year we were tracking close to 33 Tipping Points. We thought 33 to be high, but somewhat expected the overall number to fall off going into 2018, with fewer but those ones likely being more elevated. What we have identified however […]
TRANSCRIPTION: IN-DEPTH – THE PASSIVE ETF DYNAMO
TRANSCRIPTION: IN-DEPTH – THE PASSIVE ETF DYNAMO SLIDE 4 To understand the insanity we are presently witnessing, we need take a step back and consider just how institutional money like Pensions, Insurance Companies & Financial Intermediaries think. They like fixed income because it’s far less volatile and ostensibly less risky than equities, They hate […]
IN-DEPTH – TRANSCRIPTION: A CASCADING & COLLAPSING COLLATERAL CRISIS
IN-DEPTH – TRANSCRIPTION: A CASCADING & COLLAPSING COLLATERAL CRISIS SLIDE 4 SLIDE 5 I discussed this chart in the November LONGWave video regarding my speculative views on what may lie ahead for us financially, economically and politically. Because of time I was unable to elaborate in the video on why I specifically saw a collateral […]
IN-DEPTH – TRANSCRIPTION: IS CENTRAL BANK TIGHTENING REALISTIC?
IN-DEPTH – TRANSCRIPTION: IS CENTRAL BANK TIGHTENING REALISTIC? THE GREAT CONUNDRUM WHAT IS THE CONUNDRUM? The Federal Reserve has been very clear through its’ forward policy guidance that it will slowly increase the Fed Funds Rate. “Slow” however should more appropriately described here as at a “Glacier Pace”! Additionally the Fed plans to gradually […]