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THESIS

  • THESIS 2015: AMERICA’S RETIREMENT CRISIS – PART 2
    June 22, 2018
    THESIS 2015: AMERICA'S RETIREMENT CRISIS - PART 2 -- SOURCE: 06-22-18 Real Vision, Raoul Pal - "America's Retirement Crisis - Part 2" -- CONTENTS 1. A Crucial Turning Point 2. The Big Lie 3. A Recession is Coming 4. The Crisis Will Dwarf 2008 Today, we pull back the curtain on a big lie. In part
  • THESIS 2015: AMERICA’S RETIREMENT CRISIS – PART 1
    June 22, 2018
    THESIS 2015: AMERICA'S RETIREMENT CRISIS - PART 1 -- SOURCE: 06-21-18 Real Vision, Raoul Pal - "America's Retirement Crisis" -- CONTENTS 1. Ted Benna & The 401(k) 2. Wall Street's Greatest Gift 3. The Richest People In World History 4. A Rushing River Of Cash   Ted Benna was desperate. Sitting in his Philadelphia office
  • US MEDICARE INSOLVENT IN 2026, SOCIAL SECURITY IN 2034
    June 6, 2018
    US MEDICARE INSOLVENT IN 2026, SOCIAL SECURITY IN 2034 --SOURCE: 06-06-18 ZeroHedge - "Medicare Will Be Insolvent In 2026, Sooner Than Expected; Social Security To Follow In 2034" -- Medicare's trust fund has just eight more years of solvency until 2026, and Social Security will be exhausted in 2034, according to Thursday projections by the trustees for the government programs.
  • ALMOST 2/3 OF AMERICANS HAVE GIVEN UP ON POLITICAL PARTIES CITING CORRUPTION IN GOVERNMENT
    May 26, 2018
    ALMOST 2/3 OF AMERICANS HAVE GIVEN UP ON POLITICAL PARTIES CITING CORRUPTION IN GOVERNMENT Disillusioned by the promises of politicians and convinced that the entire political system is irreparably corrupt,  many Americans will be staying out of the voting booth for the 2018 elections. This isn’t new, however, as many refused to vote in 2016
  • CHINA ENGINEERING SOCIAL BEHAVIOR – TO IMPLEMENT “SOCIAL CREDIT SYSTEM” BY 2020
    April 3, 2018
    CHINA ENGINEERING SOCIAL BEHAVIOR - TO IMPLEMENT "SOCIAL CREDIT SYSTEM" BY 2020 -- SOURCE: 04-01-18 ABC - "China's Social Credit System seeks to assign citizens scores, engineer social behaviour" -- VIDEO: click to play:  Surveillance software identifies details about people and vehicles in Beijing.(Photo: Reuters/Thomas Peter) (The World) Chinese authorities claim they have banned more than 7
  • THESIS 2018: THE DEATH OF THE LIBERAL WORLD ORDER
    March 31, 2018
    THESIS 2018: THE DEATH OF THE LIBERAL WORLD ORDER -- SOURCE: 03-30-18 Authored Leonid Savin via Oriental Review - "The Death Of The Liberal World Order" -- A few days ago the president of the Council on Foreign Relations, Richard Haass, published an article, titled “Liberal World Order, R.I.P.” In it, he states that the
  • IS THE US ECONOMY REALLY GROWING?
    March 29, 2018
    IS THE US ECONOMY REALLY GROWING? -- SOURCE: 03-16-18 Peter Cook - "Is The U.S. Economy Really Growing?" --  “Peter Cook is the author of the ‘Is That True?’ series of articles, which help explain the many statements and theories circulating in the mainstream financial media often presented as “truths.” The motives and psychology of market
  • IS THE SUN SETTING ON “THE STATE”?
    March 29, 2018
    IS THE SUN SETTING ON "THE STATE"? -- SOURCE:  03-25-18  STRATFOR: WorldView, Corporations such as Facebook and others will continue to outdo the state in accruing massive amounts of personal data on individuals, particularly in the West. Massive firms could use such information as part of an effort to reshape people’s allegiances. As states perceive corporations
  • 74% Of Americans Believe The “Deep State” Is Running The Country
    March 29, 2018
    74% Of Americans Believe The "Deep State" Is Running The Country -- SOURCE: 03-19-18 ZeroHedge - "74% Of Americans Believe The "Deep State" Is Running The Country" -- For the past two years, the long-running narrative, at least that promulgated by the mainstream media which continues to "explain away" Hillary Clinton's loss to Donald Trump,
  • THESIS 2018: SIERRA LEONE HOLDS WORLD’S FIRST “FREE & FAIR” BLOCKCHAIN-BACKED ELECTION
    March 29, 2018
    THESIS 2018: SIERRA LEONE HOLDS WORLD'S FIRST "FREE & FAIR" BLOCKCHAIN-BACKED ELECTION --  SOURCE: 03-10-18 LINK -- In the world of blockchain technology, where even crypto skeptics like Jamie Dimon (who now regrets calling BTC a fraud) and Ray Dalio see a promising future, it was truly the best of times. Earlier this week, the town of South Burlington, Vermont became the
  • THESIS 2017: ILLUSION OF GROWTH – ANNUAL GDP MINUS ANNUAL DEFICIT
    February 18, 2018
    THESIS 2017: ILLUSION OF GROWTH - ANNUAL GDP MINUS ANNUAL DEFICIT The chart below shows the annual change in gross domestic product after subtracting the annual federal deficit spending essentially included as part of that GDP figure. -- SOURCE: 02-11-18 Econimica Chris Hamilton - "The Federal Reserve and Trump Intent on "Squeezing Blood from a
  • THE FED CHANGES THE RULES WHEN IT IS TRAPPED -> THE NEW “IOER” & “ENRICH-THY-NEIGHBOR” DECEPTION
    February 4, 2018
    THE FED CHANGES THE RULES WHEN IT IS TRAPPED -> THE NEW "IOER" & "ENRICH-THY-NEIGHBOR" DECEPTION --EXCERPTED FROM: 02-03-18 Chris Martenson via PeakProsperity.com - "It's Looking A Lot Like 2008 Now..." -- The warning signs in 2007 were abundant and, for most, completely obvious in hindsight.  I was writing about them extensively at the time and,
  • THE FED CHANGES THE RULES WHEN IT IS TRAPPED -> THE “MONEY MARKET SWEEP” EXAMPLE
    February 4, 2018
    THE FED CHANGES THE RULES WHEN IT IS TRAPPED -> THE "MONEY MARKET SWEEP" EXAMPLE MATASII: Chart Courtesy of Bill Bonner via InternationalMan.com, You will note that global debt was only $30 trillion in 1994. Now it is $230 trillion. That $200 trillion in extra credit is probably the whirlwind that sent equities spinning up
  • THESIS 2015 FIDUCIARY FAILURE: UK PENSIONS UNDERFUNDED BY $300B
    February 1, 2018
    THESIS 2015 FIDUCIARY FAILURE: UK PENSIONS UNDERFUNDED BY $300B -- SOURCE: 02-01-18 Yahoo Finance - UK -  "Two out of three UK pension schemes are in the red to the tune of £210bn" -- Two out of three pension funds are in the red – to the tune of a combined £210 billion, it has been revealed.
  • US TOWNS & CITIES IMPERILED BY PUBLIC UNIONS THROUGH STATE LABOR LAWS
    February 1, 2018
    US TOWNS & CITIES IMPERILED BY PUBLIC UNIONS THROUGH STATE LABOR LAWS -- SOURCE: 01-31-18 ZeroHedge - "Connecticut's Towns Are Crying For Help: But Will Hartford Listen?" -- As we've pointed out time and time again, the government of the state of Connecticut is sinking into debt at a time when rising interest rates and
  • WORLD’S APPROVAL OF US LEADERSHIP DROPS SIGNIFICANTLY
    January 29, 2018
    WORLD'S APPROVAL OF US LEADERSHIP DROPS
  • FRA Co-Founder Gordon T Long On “The New World Order In 2018”
    January 22, 2018
  • THESIS 2018: THE NEW WORLD ORDER
    January 13, 2018
    Gordon T. Long – The New New World Order from Financial Survival Network To Gordon T. Long it’s a simple matter, things are changing quickly and there’s a New New World Order emerging. With the rapid takeover of previously human based industry by artificial intelligence and robotics, how many of today’s workers will be needed
  • 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
  • THESIS 2015: FIDUCIARY FAILURE: FEDERAL / STATE / LOCAL PUBLIC PENSIONS NOW UNDERFUNDED BY $8.4 TRILLION
    December 23, 2017
    THESIS 2015: FIDUCIARY FAILURE: FEDERAL / STATE / LOCAL PUBLIC PENSIONS NOW UNDERFUNDED BY $8.4 TRILLION  -- SOURCE: 12-23-17 ZeroHedge - "Forget The Phony Pension Accounting, Here's How Much Your State Pension Is Really Underfunded" --  The phony assumptions that go into calculating public pension underfundings in the United States are a frequent topic for
  • AMERICANS HAVE NO SAVINGS BECAUSE OF TRUE INFLATION & OVER A DECADE OF STAGNANT WAGES
    December 22, 2017
    AMERICANS HAVE NO SAVINGS BECAUSE OF TRUE INFLATION & OVER A DECADE OF STAGNANT WAGES -- SOURCE: 12-22-17 MyBudget360 - "Americans have no savings and with very good reason:  housing, education, and health care have seen extraordinary inflation while wages are stagnant" -- It has now become a daily ritual in which story after story
  • WEAPONS OF ECONOMIC MISDIRECTION
    December 9, 2017
    WEAPONS OF ECONOMIC MISDIRECTION -- SOURCE: Originally published 07-27-14 by John Mauldin - "“Time to Put a New Economic Tool in the Box.” “Measurement theory shows that strong assumptions are required for certain statistics to provide meaningful information about reality. Measurement theory encourages people to think about the meaning of their data. It encourages critical
  • ILLUSION OF GROWTH: HOW ECONOMICS FAILED THE ECONOMY
    December 9, 2017
    ILLUSION OF GROWTH: HOW ECONOMICS FAILED THE ECONOMY The Difficult Art of Reckoning With the Human Good -- SOURCE: 11-04-17 Umair Haque via  Eudaimonics "How Economics Failed the Economy" -- When, in the 1930s, the great economist Simon Kuznets created GDP, he deliberately left two industries out of this then novel, revolutionary idea of a “national income”:
  • THE ILLUSION OF GROWTH: THE GOVERNMENT’S GAME OF “SMOKE & MIRRORS”
    December 3, 2017
    THE ILLUSION OF GROWTH: THE GOVERNMENT'S GAME OF  "SMOKE & MIRRORS" All financial assets are nothing more than CLAIMS on real wealth. They are not themselves actually wealth. It is critically important to understand this reality of "money".  The money we possess has 1- Use and 2- Utility because you can exchange it for something
  • GDP IS A BOGUS FINANCIAL CONCEPT WHEN DEBT DOMINATES
    October 20, 2017
    GDP IS A BOGUS FINANCIAL CONCEPT WHEN DEBT DOMINATES  -- SOURCE: 10-19-17 Charles Hugh Smith, OfTwoMinds blog - " GDP Is Bogus: Here's Why" --    The rot eating away at our society and economy is typically papered over with bogus statistics that "prove" everything's getting better every day in every way. The prime "proof" of rising prosperity
  • AN ARCHAIC GDP FORMULA HIDES THE FACT THE USA IS ALREADY IN A DEPRESSION!
    September 29, 2017
    AN ARCHAIC GDP FORMULA HIDES THE FACT THE USA IS ALREADY IN A DEPRESSION!  -- SOURCE: 09-28-17  Baker & Company Advisory Group,  - "We Are Already In Depression (If Borrowing Money Is Not Income)" -- The U.S. economy is not as solid as it appears. Statistical anomalies hide profound weakness. We examine actual GDP and
  • THE DANGEROUS DECLINE OF US HEGEMONY
    September 25, 2017
    THE DANGEROUS DECLINE OF US HEGEMONY -- SOURCE: 09-10-17 Authored by Daniel Lazare via ConsortiumNews.com,  "The Dangerous Decline Of U.S. Hegemony The bigger picture behind Official Washington’s hysteria over Russia, Syria and North Korea is the image of a decaying but dangerous American hegemon resisting the start of a new multipolar order...   President Donald Trump being
  • TRUMP’S UN ADDRESS: “THE LIKES OF WHICH HAVE NEVER BEEN HEARD FROM A US LEADER IN THE UN”
    September 19, 2017
    TRUMP'S UN ADDRESS: "THE LIKES OF WHICH HAVE NEVER BEEN HEARD FROM A US LEADER IN THE UN" In his first, 41-minute long appearance at this annual gathering of world leaders, the president took aim at: NORTH KOREA   "It’s time for North Korea to realize that de-nuclearization is its only acceptable future." Trump warned
  • US GDP GROWTH: CONTINUES TO DETERIORATE ON A LONG TERM BASIS
    August 25, 2017
    US GDP GROWTH: CONTINUES TO DETERIORATE ON A LONG TERM
  • THE END OF A GROWING GLOBAL CONSUMER BASE
    June 26, 2017
    THE END OF A GROWING GLOBAL CONSUMER BASE -- SOURCE; 06-26-17   Chris Hamilton via Econimica blog,  -- "The End Of A Growing Consumer Base... And The Beginning Of The Decline" -- In 1960, the core population (25-54yr/olds) of the OECD nations (US, Canada, Mexico, Chile, most the EU, UK, Turkey, Israel, Japan, S. Korea, Australia, NZ) was a
  • THE WORST MACRO CHART COMBINATION I HAVE SEEN IN A LONG TIME!
    June 26, 2017
    THE WORST MACRO CHART COMBINATION I HAVE SEEN IN A LONG TIME!
  • WEF: GLOBAL PENSION UNDER-FUNDING $400T IN NEXT 30 YEARS
    May 27, 2017
    WEF: GLOBAL PENSION UNDER-FUNDING $400T IN NEXT 30 YEARS  -- SOURCE: 05-26-17 World Economic Forum (via ZeroHedge) - "Global Pension Underfunding Will Grow To $400 Trillion Over Next 30 Years: World Economic Forum" -- Earlier this week we highlighted "Six Terrifying Graphs That Summarize America's Public Pension Crisis" which ranked state, county and city-level public
  • HOOVER INSTITUTION: SIX TERRIFYING CHARTS SUMMARIZING AMERICA’S $3.8T PUBLIC PENSION CRISIS
    May 27, 2017
    HOOVER INSTITUTION: SIX TERRIFYING CHARTS SUMMARIZING AMERICA'S $3.8T PUBLIC PENSION CRISIS -- SOURCE : 05-24-17 ZeroHedge - "Six Terrifying Graphs That Summarize America's Public Pension Crisis" -- A new report from the Hoover Institution written by Senior Fellow Joshua Rauh and entitled "Hidden Debt, Hidden Deficits: How Pension Promises Are Consuming State And Local Budgets,"
  • RETIREMENT CRISIS: FOR WOMEN “THIS IS OFF-THE-CHARTS SEVERE!”
    April 21, 2017
    RETIREMENT CRISIS: FOR WOMEN "THIS IS OFF-THE-CHARTS SEVERE!" KEY POINTS: An overall retirement savings deficit of between $6.8 and $14 trillion in the United States! According the National Institute on Retirement Security, the median household retirement account balance is a $3,000. For “near-retirement” households, that number only goes up to $12,000! Women over age 65
  • THESIS 2015 UPDATE: PUBLIC vs PRIVATE PENSION ASSUMPTIONS IS MINIMALLY A COMING $3.5T TAX PROBLEM
    April 18, 2017
    THESIS 2015 UPDATE: PUBLIC vs PRIVATE PENSION ASSUMPTIONS IS MINIMALLY A COMING $3.5T TAX PROBLEM -- SOURCE: 04-17-17 ZeroHedge - "After 'Modest' 250% S&P Returns, Corporate Pension Funding Levels Roughly Same As 2008" -- We spend a lot of time writing about public pensions because the aggregate underfunding levels, $3 - $5 trillion on the
  • THESIS 2015 UPDATE: PROPERTY TAXES TO POTENTIALY BECOME BIGGER THAN MORTGAGES FOR MANY
    April 18, 2017
    THESIS 2015 UPDATE: PROPERTY TAXES TO POTENTIALY BECOME BIGGER THAN MORTGAGES FOR MANY --SOURCE; 04-17-17  John Mauldin via MauldinEconomics.com - "Angst In America - Disappearing Pensions" -- “Companies are doing everything they can to get rid of pension plans, and they will succeed.” – Ben Stein “Lady Madonna, children at your feet Wonder how you manage
  • THESIS 2017: THERE’S NOT NEARLY ENOUGH GROWTH TO KEEP GROWING
    February 19, 2017
    THESIS 2017: THERE'S NOT NEARLY ENOUGH GROWTH TO KEEP GROWING Both our Energy Systems and our Financial Systems are examples of what happens when (what we should perhaps call the rate of ‘productivity’ rather than growth)  falls below a critical mass -  it becomes impossible to maintain, even keep alive, a society as complex as
  • How Would Our Founding Fathers Feel About Donald Trump?
    January 24, 2017
    How Would Our Founding Fathers Feel About Donald Trump? SOURCE: 01-23-17   Jim Quinn via The Burning Platform blog,  "Common Sense" Part 2 - Addressed To The Inhabitants Of 2017 America In Part One of this article I explored Thomas Paine’s critical role in the creation of our nation. His Common Sense pamphlets inspired the common people
  • Surging Debt Now Buying the Consumer Less
    January 17, 2017
    Surging Debt Now Buying the Consumer
  • DANIELLE DIMARTINO BOOTH: State Pensions Time Bomb Spells Disaster For The US
    December 20, 2016
    DANIELLE DIMARTINO BOOTH: State Pensions Time Bomb Spells Disaster For The US See my Interview with Danielle: INTERVIEW SOURCE:  12-17-16 RealVision TV Underfunded government pensions to the tune of $1.3 trillion, with a gap that just can’t be filled, is the ticking time bomb facing the US economy which faces dramatic cuts in public services
  • “A MOVEMENT”: ABOUT THOSE WHO PRODUCE VERSUS THOSE WHO CONSUME?
    November 12, 2016
    "A MOVEMENT": ABOUT THOSE WHO PRODUCE VERSUS THOSE WHO CONSUME? KEY POINTS It was about those who produce nothing believing themselves entitled, without appreciation, to the goods produced by others versus those who actually produce. It was about Agricultural  & Non-Urban America who felt not only ignored and forgotten, it felt rejected and despised by America’s political elite,
  • Investment Positioning for the Forced Political Shift towards Fighting Inequality
    October 18, 2016
    Investment Positioning for the  Forced Political Shift towards Fighting Inequality  SOURCE: 10-17-16 BoAML via ZeroHedge  -- The Case For Real Assets: Buy Humiliation Sell Hubris The price of 'real assets' (real estate, commodities, collectibles) relative to 'financial assets' (stocks & bonds) are at their lowest since 1926, and, as BofAML's Michael Hartnett suggests "buying humiliation and
  • US ECONOMY IS DEPENDENT ON BEING THE GLOBAL ARMS SUPPLIER: Global Conflict & Tension is Good For the US Economy
    August 13, 2016
    US ECONOMY IS DEPENDENT ON BEING THE GLOBAL ARMS SUPPLIER Global Conflict & Tension is Good For the US
  • THESIS 2013 UPDATE: LIBERTY & DECENTRALIZATION vs. AUTHORITARIANISM & CENTRALIZATION
    July 20, 2016
    GRAPHIC FROM GordonTLong.com THESIS 2013: "STATISM" NOTE: The following article is a great companion to our 2013 THESIS: "STATISM". After nearly four years, leading writers are finally beginning to recognized what we illustrated in our 2013 Thesis Paper and the graphic road-map above! America Is Being Divided And Conquered Into Oblivion SOURCE: 07-19-16  Mike Krieger via Liberty
  • The Militarization Of The US Goes Way Beyond Police Departments – What is the Government Really Preparing for?
    July 1, 2016
    The Militarization Of The US Goes Way Beyond Police Departments - What is the Government Really Preparing for? SOURCE:   Originally posted at TelesurTV.net, Nonmilitary federal agencies have spent almost US$1.5 billion on guns, ammunition, and military-style equipment. A new report by a taxpayer watchdog group reveals that the growing militarization in the United States goes
  • The Death Of The Virtuous Cycle
    June 2, 2016
    The Death Of The Virtuous Cycle Authored by Michael Lebowitz via 720Global.com, Despite many promises, there has been no sustainable economic recovery. The United States, and the developed world for that matter, have made repetitive attempts over the last 16 years to return economic growth to the pace of years long past. These nations are
  • Better Finance: Financial Repression Destroys Savings – European Savers Bailed In By ECB
    May 3, 2016
    PRESS RELEASE At the end of 2013, at the occasion of the publication of its yearly report on the real return of pension savings, Better Finance warned of the risk of a disastrous eradication of European savings across the board. Nearly two and a half years later and the warning goes unheeded, with the European

  • May 3, 2016
    The Kroll Bond Rating Agency just released a report Achieving Stability & Growth in Europe. They preface the report with this interesting comment: We just posted a comment on the situation in the EU, where financial repression is still increasing.  Big concern from my perspective is that negative rates and central bank market intervention seem to
2018 THESIS