GDP GENERATING CAPACITY OF GLOBAL DEBT IS DIMINISHING RAPIDLY May 21, 2019 GDP GENERATING CAPACITY OF GLOBAL DEBT IS DIMINISHING RAPIDLY Here is a summary of Dr Lacy Hunt's work on the Diminishing Return of the GDP Generating Capacity of Global Debt. The Production Function is dependent upon technology and the three factors of production: Land, Labor and Capital.
GOVERNMENT SPENDING & SLOWING SAVINGS ARE STRANGLING CAPITALISM May 20, 2019 GOVERNMENT SPENDING & SLOWING SAVINGS ARE STRANGLING CAPITALISM This is one of those charts that gets to the root problem! Bottom line: We simply have an insufficiency of savings and there is no political will to change it! EXPLANATION: The green line shows the national savings rate. It is
DE-DOLLARIZATION: CANADA SHOCKINGLY DUMPS $12.5B IN US TREASURIES? May 14, 2019 DE-DOLLARIZATION: CANADA SHOCKINGLY DUMPS $12.5B IN US TREASURIES? The biggest seller of Treasuries in March was shockingly Canada! Canada dumped $12.5 billion, the biggest drop since July 2011. [SITE INDEX -- TIPPING POINTS - DE-DOLLARIZATION] A PUBLIC SOURCED ARTICLE FOR MATASII
THE COMING ‘BLACK SWAN’ IS ACCELERATING DE-DOLLARIZATION April 30, 2019 THE COMING 'BLACK SWAN' IS ACCELERATING DE-DOLLARIZATION We have built markets bubbles based on false assumptions that have consequences. Accelerating De-Dollarization will soon be the "grim reaper" of reality! The coming Black Swan is De-Dollarization! FALSE ASSUMPTIONS The 1999 repeal of the
THESIS 2015: FIDUCIARY FAILURE – RESEARCH UPDATE April 29, 2019 THESIS 2015: FIDUCIARY FAILURE - RESEARCH UPDATE There is a “crisis” brewing in America which will affect more Americans than the subprime crisis in 2008. What is it? It’s the pension and retirement crisis. According to a recent report from the National Retirement Planning Week the
THESIS 2018 – A NEW WORLD ORDER: BRZEZINSKI’S WARNING April 20, 2019 THESIS 2018 - A NEW WORLD ORDER: BRZEZINSKI'S WARNING Mike Whitney at The Unz Review writes: The liberal world order, which lasted from the end of World War 2 until today, is rapidly collapsing. The center of gravity is shifting from west to east where China and India are experiencing
RICKARDS: DOLLAR DOMINANCE UNDER MULTIPLE CONVERGING THREATS April 19, 2019 RICKARDS: DOLLAR DOMINANCE UNDER MULTIPLE CONVERGING THREATS Well respected Macro expert James Rickards (I have interviewed on a number of occasions) recently penned an article that supports many of the points we outlined in this years THESIS 2019: DE-DOLLARIZATION. The key points he makes are:
WHY RUSSIA IS BUYING GOLD & DUMPING US$ AT FASTEST PACE IN DECADES March 31, 2019 WHY RUSSIA IS BUYING GOLD & DUMPING US$ AT FASTEST PACE IN DECADES The dollar’s share of global central-bank reserves slumped to the lowest level since 2013 while holdings of the Chinese yuan rose for the fifth quarter in the past six In April and May, Russia's central bank liquidated $81