WELCOME to the Public Edition of MATASII.com !
MACRO research, articles and other content from our subscribers side of the site can be found below. Specific Public Edition content is also created to highlight current research.
UPDATED REGULARLY, these can provide a source for your market information, research, and due diligence. Of course subscribers are getting a lot more!
FEATURE ARTICLES & KEY FOCUSES
WITCH’S BREW: Sentiment UP, Complacency UP – but Uncertainty Also UP (Not DOWN?) When did the distortion start occurring in the markets when increasing UNCERTAINTY can come with an increase in COMPLACENCY and SENTIMENT? The short answer is: When Wall Street and its media maven lap dogs began controlling the public narrative. I place our newly minted Twitter […]
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THEMES & THESIS
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 […]
SII: STRATEGIC INVESTMENT INSIGHTS – 2017 SII OVERVIEW
SII MARKET VIEWS: WHAT WE ARE EXPECTING
MATASII Strategic Investment Insights analysis concludes that there are two equal weight market scenarios currently unfolding.
One reflects the markets resetting as a result of the ending of the Debt Super Cycle and the resulting potential of a Deflationary Depression.
The other reflects the present policy path and therefore likely response to unfolding economic growth dilemma that trapped policy setters are presently signaling. It leads to Hyperinflation (a currency event) and a Minsky Melt-Up!
The MACRO ANALYTICS section on MATASII is presently focused on tracking and researching both potential scenario outcomes on a daily basis to assist you with your portfolio strategy.
SII: Public Posts
The larger pattern on the weekly chart has a potential double bottom; and the current lift from the beginning of 2016 could be a 3rd or C wave. IF this is the case, we would expect the current lift to be similar to the first (2012-2014), potentially taking the market up around $36.00. The daily […]