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  • Gordon T Long Interview – Wall Street for Main Street
    January 22, 2018
  • THESIS 2016: CRISIS OF TRUST – DEEPENING CYNICISM TOWARDS OUR POLITICIANS CONTINUES TO WORSEN
    January 3, 2018
    THESIS 2016: CRISIS OF TRUST DEEPENING CYNICISM TOWARDS OUR POLITICIANS CONTINUES TO WORSEN -- SOURCE: 01-02-18 Michael Kreiger - "Welcome to 2018 – We Are All Connected" -- Over the course of 2017, I spent a lot of time detailing where we stand as a species and where I think we’re going. To summarize, I
  • PLANNED MONETARY POLICY APPEARS TO CANCEL OUT ENACTED FISCAL POLICY
    December 22, 2017
    PLANNED MONETARY POLICY APPEARS TO CANCEL OUT ENACTED FISCAL POLICY -- SOURCE: 12-22-17 EconomicPrism - "Why Monetary Policy Will Cancel Out Fiscal Policy" -- Good cheer has arrived at precisely the perfect moment.  You can really see it.  Record stock prices, stout economic growth, - and a GOP tax reform bill to boot.  Has there
  • THE ETF VORTEX – COULD IMPLODE THE GLOBAL BOND MARKET
    December 21, 2017
    THE ETF VORTEX - COULD IMPLODE THE GLOBAL BOND MARKET -- SOURCE: 09-25-17 MarketViews - "The ETF Vortex" --  On the surface, ETFs are one of the most sensible investment choices that an investor can make, aren’t they? In an era in which active managers have been serial under-performers, surely ETFs which track the chosen
  • IMF WARNS: EM DEBT NEAR POTENTIAL TIPPING POINT DUE TO SIZE OF LOOMING ROLLOVERS
    December 21, 2017
    IMF WARNS: EM DEBT NEAR POTENTIAL TIPPING POINT DUE TO SIZE OF LOOMING ROLLOVERS Tighter policy to sap funding pool for emerging nations Half of total external debt stock of EM issuers due by 2022  -- SOURCE: 12-19-17 Bloomberg - "IMF Warns One of Most Crowded Bond Trades Near Tipping Point" -- It’s one of
  • THE BAKED-IN FY 2019 “TAX DERAILMENT”!
    December 20, 2017
    THE BAKED-IN FY 2019 "TAX DERAILMENT"!  -- SOURCE: 12-20-17 Contra Corner, David Stockman - "The Coming Fiscal Derailment - Stockman Explains Why FY 2019 Will Sink The Casino" -- Since last November 8th the Russell 2000 has risen by 30% and the net Federal debt has expanded by an astounding $1.0 trillion dollars. In a rational world operating with honest financial markets those
  • CHINA SIGNALS IT IS FORCED TO GIVE UP ON ITS DELEVERAGING PLEDGE
    December 20, 2017
    CHINA SIGNALS IT IS FORCED TO GIVE UP ON ITS DELEVERAGING PLEDGE  -- SOURCE: 12-19-17 ZeroHedge - "In Dramatic Reversal, China Gives Up On Deleveraging Pledge" -- Last week, when looking at the latest Chinese credit data, we made two troubling observations: first, China's economic growth was slowing across a number of key data points despite
  • ECB HOLDINGS: STEINHOFF LIQUIDITY COLLAPSES AS LENDERS PULL CREDIT LINES
    December 19, 2017
    ECB HOLDINGS: STEINHOFF LIQUIDITY COLLAPSES AS LENDERS PULL CREDIT LINES  -- SOURCE: 12-19-17 ZeroHedge - "ECB Trapped: Steinhoff Liquidity Collapses As Lenders Pull Credit Lines" -- When yesterday we discussed the latest troubles facing embattled retailer Steinhoff, whose bonds are owned by none other than the ECB, we said that while the company's bonds mature in 2025,
  • SOCGEN: “EVERY BIT OF GOOD NEWS – INCLUDING TAX REFORM – IS NOW PRICED IN!”
    December 18, 2017
    SOCGEN: "EVERY BIT OF GOOD NEWS - INCLUDING TAX REFORM - IS NOW PRICED IN!"  -- SOURCE: 12-18-17 SocGen via ZH -  "SocGen: "Every Bit Of Good News - Including Tax Reform - Is Now Priced In" -- The global stock market is just a few days from entering the history books, largely thanks to
  • OUTPUT GAP IS SCREAMING THE END OF THE BUSINESS CYCLE
    December 18, 2017
    OUTPUT GAP IS SCREAMING THE END OF THE BUSINESS CYCLE  -- SOURCE: 12-17-17 TimeMoney.com -  "The Output Gap Is Screaming For The End Of The Business Cycle" -- Output Gap Explained The output gap is the difference between actual and potential economic output and is used by economists to understand the health of the economy.
  • GOV’T “SPENDING” BEING RE-CLASSIFIED AS “INVESTMENT” – $3.2T OF GOV’T DEBT GROWTH IN LAST 3 YRS
    December 17, 2017
    GOV'T "SPENDING" BEING RE-CLASSIFIED AS "INVESTMENT" - $3.2T OF GOV'T DEBT GROWTH IN LAST 3 YRS Interview Conducted by the Financial Repression Authority 12-15-17 -  "The Round Table Insight: Dr. Lacy Hunt On The Unintended Consequences Of Federal Reserve Policies" FRA: Hi welcome to FRA’s Roundtable Insight .. Today we have Dr. Lacy Hunt. He’s
  • US TAX CHANGES & FED RATE HIKES POTENTIALLY IGNITES CHINESE CAPITAL OUTFLOWS
    December 11, 2017
    US TAX CHANGES & FED RATE HIKES POTENTIALLY IGNITES CHINESE CAPITAL OUTFLOWS SUMMARY China needs capital inflows &  A Yuan that doesn't become an impediment to capital investment by weakening, China requires higher yield rates than US to attract capital inflows, China is expecting a slowdown in both property and infrastructure investments while, debt continues to
  • RUMBLINGS BOJ MAY CUT ETF BUYING BY A THIRD IN 2018
    December 11, 2017
    RUMBLINGS BOJ MAY CUT ETF BUYING BY A THIRD IN 2018  -- SOURCE: 12-10-17 ZeroHedge - "After $150 Billion Buying Binge, 'Tokyo Whale' Seen Paring Back ETF Purchases In 2018" -- A few months ago, we noted that the Bank of Japan had decided to throw every textbook out of the window and crank their plunge-protection to
  • DEUTSCHE BANK: TRUMP RALLY’S GDP INVESTMENT GROWTH LOOKS TO STALL IN 2018-2020
    December 11, 2017
    DEUTSCHE BANK: TRUMP RALLY'S GDP INVESTMENT GROWTH LOOKS TO STALL IN 2018-2020 Even without a major risk materializing, the GDP rebound of 2017 is unlikely to
  • TAX CUT AT WRONG TIME IN BUSINESS CYCLE – LIKELY TO TRIGGER A RECESSION!
    December 5, 2017
    TAX CUT AT WRONG TIME IN BUSINESS CYCLE - LIKELY TO TRIGGER A RECESSION! -- SOURCE: 12-05-17  Connecting the Dots by Patrick Watson via Mauldin Economics -- NOTE: A Significant part of Watson's article was source from the Washington Post article: "GOP tax-cut proponents promise 3-4% growth. This economic milestone shows that’s nearly impossible" -
  • INCONVENIENT TRUTH: CORPORATE TAX CUTS ARE HISTORICALLY POSITIVELY CORRELATED – RATES GO DOWN, GDP GOES DOWN!
    December 4, 2017
    INCONVENIENT TRUTH CORPORATE TAX CUTS ARE HISTORICALLY POSITIVELY CORRELATED - RATES GO DOWN, GDP GOES DOWN! -- SOURCE; 11-29-17 Michael Lebowitz - "Corporate Tax Cuts – The “Seen” & “Unseen” -- Since Donald Trump was elected President, the S&P 500 has rallied over 21% or nearly 500 points. In our opinion, a good portion of
  • EUROPE IS BOOMING, EXCEPT IT’S NOT!
    November 24, 2017
    EUROPE IS BOOMING, EXCEPT IT'S NOT!  -- SOURCE : 11-08-17 Jeffrey Snider, Alhambra Investment Partners,  "Europe Is Booming, Except It's Not" --  European GDP rose 0.6% quarter-over-quarter in Q3 2017, the eighteenth consecutive increase for the Continental (EA 19) economy. That latter result is being heralded as some sort of achievement, though the 0.6% is also to a
  • GERMANY’S POLITICAL IMPASSE WILL STYMIE FURTHER EUROPEAN CHANGE
    November 24, 2017
    GERMANY'S POLITICAL IMPASSE WILL STYMIE FURTHER EUROPEAN CHANGE Prospects for overhauling the EU and its currency, already slim, become even more remote  -- SOURCE: 11-23-17  WSJ - "Prospects for overhauling the EU and its currency, already slim, become even more remote" -- German Chancellor Angela Merkel, center right, along with officials from other political parties
  • 7 INDEPENDENCE MOVEMENTS THAT COULD DESTROY THE EU
    November 23, 2017
      7 INDEPENDENCE MOVEMENTS THAT COULD DESTROY THE EU  -- SOURCE: 10-05-17  Alex Christoforou, TheDuran.com  - "7 Independence Movements That Could Destroy The EU" -- Catalonia continues to press on with its independence movement, much to the dismay of Spain and the European Union. Catalonia is not the only region in the EU demanding more autonomy or
  • BROAD EUROPEAN MARKET TOPPING PATTERNS
    November 23, 2017
    BROAD EUROPEAN MARKET TOPPING PATTERNS A long slow topping PROCESS. This will likely lead to a protracted, drawn-out  correction, consolidation
  • ARAB LEAGUE HOLDS EMERGENCY SESSION: “IRAN & ‘TERRORIST’ HEZBOLLAH MUST BE STOPPED!”
    November 21, 2017
    ARAB LEAGUE HOLDS EMERGENCY SESSION: "IRAN & 'TERRORIST' HEZBOLLAH MUST BE STOPPED!"  -- SOURCE: 11-19-17 ZeroHedge - "Arab League Holds Emergency Session: Iran And "Terrorist" Hezbollah Must Be Stopped" -- Saudi Arabia's foreign minister, in opening remarks to the Arab League today, declared that the kingdom “will not hesitate to defend its national security to
  • LEBANON: THE NEXT FRONT IN THE GREAT GAS WAR
    November 21, 2017
    LEBANON: THE NEXT FRONT IN THE GREAT GAS WAR  -- SOURCE: 11-08-17 Golem XIV's blog,  - "Lebanon - The Next Front In The Great Gas War" --  The Great Gas War has already two distinct fronts: The now relatively quiet Northern Front in Ukraine and The Southern Front in Syria in which the Western empire has
  • MIDEAST TURMOIL: FOLLOW THE OIL, FOLLOW THE MONEY
    November 21, 2017
    MIDEAST TURMOIL: FOLLOW THE OIL, FOLLOW THE MONEY KEY TAKEAWAYS Time is running out for Saudi Arabia's free-spending royalty and state - and for all the other free-spending oil exporters, As a global recession looms ever closer, every oil exporter edges closer to the event horizon of financial, social, and political disorder and upheaval. Venezuela
  • JAPAN: ABE’S SUPER MAJORITY, RECORD EARNINGS & RELENTLESS BOJ BUYING
    November 20, 2017
    JAPAN: ABE'S SUPER MAJORITY, RECORD EARNINGS & RELENTLESS BOJ BUYING THE MATASII TAKEAWAY Further stimulus for Japan, Governor Kuroda is now more likely to serve another term at the BoJ (and therefore), A weaker JPY. With an aging population and trillions of dollars worth of pension promises about to come due, Japan's central planners have
  • JAPAN REACHES POWERFUL 1000 TRILLION YEN ($8.8T) IN FOREIGN ASSETS
    November 19, 2017
    JAPAN REACHES POWERFUL 1000 TRILLION YEN ($8.8T) IN FOREIGN ASSETS MATASII COMMENTS It is important to realize that the US Stock Market has been tracking the JPYUSD during major moves. The reason is because of the $8.8T size of Japanese foreign investable funds. During a potential financial crisis we can expect the YEN to rise.
  • BIG BANG BOMBSHELL: CHINA OPENS ITS FINANCIAL SECTOR TO FOREIGN OWNERSHIP CONTROL
    November 19, 2017
    BIG BANG BOMBSHELL: CHINA OPENS ITS FINANCIAL SECTOR TO FOREIGN OWNERSHIP CONTROL WHAT MATASII READERS NEED TO UNDERSTAND: China is now desperate for foreign Investment Capital Is this really a foreign bailout masked as investment? The Chinese Congress is over and it knows a slowdown is at hand which exposes under capitalized Chinese banks, Medium
  • CHARTING THE BIGGEST CHINESE RISKS TO WATCH
    November 19, 2017
    CHARTING THE BIGGEST CHINESE RISKS TO WATCH  -- SOURCE: 11-15-17 ZeroHedge - "The Complete Idiot's Guide To The Biggest Risks In China" -- With both commodities and Chinese stocks suffering sharp overnight drops, it is hardly surprising that today trading desks have quietly been sending out boxes full of xanax their best under-25 clients (those
  • CHINESE CONGRESS RECAP, VISION & ROADMAP
    November 19, 2017
    CHINESE CONGRESS RECAP, VISION & ROADMAP WHAT MATASII READERS NEED TO KNOW: GLOBAL LEADERSHIP: Xi has clearly understood that global leadership implies being a top provider, mostly to the global South, of connectivity, infrastructure financing, comprehensive technical assistance, construction hardware and myriad other trappings of “modernization”.All the milestones for China in the immediate future have
  • THE BIG REVERSAL
    November 5, 2017
    THE BIG REVERSAL After three and half decades the global economy has now entered a three and half year period of slow  rotational change which will likely be seen  in future years as the "Great Reversal". DEBT + DEMOGRAPHICS + DISRUPTION  =  DEFLATION We are leaving an era which as witnessed unprecedented  global debt growth, 
  • MONEY FLOWS TO WHERE IT IS TREATED BEST!
    November 4, 2017
    MONEY FLOWS TO WHERE IT IS TREATED BEST!