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PUBLIC EDITION

2017 THESIS

2017 THESIS

NOW AVAILABLE 2017 Thesis Illusion of Growth
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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!

NOW AVAILABLE

NOW AVAILABLE

2017 Thesis Illusion of Growth
Learn More!

FEATURE ARTICLES & KEY FOCUSES

RECENT VIDEO

  • WHY THE STATUS QUO IS UNDER INCREASING ATTACK BY ‘POPULIST PEOPLE POWER’

    WHY THE STATUS QUO IS UNDER INCREASING ATTACK BY ‘POPULIST PEOPLE POWER’

    WHY THE STATUS QUO IS UNDER INCREASING ATTACK BY ‘POPULIST PEOPLE POWER’ PROTECTING THE STATUS QUO IS FAILING We need to fully appreciate yet another example of what the mainstream media doesn’t yet get!  The “People” increasingly don’t see the system working for them anymore and have as consequence become much more willing to try […]

MATASII WEBSITE HIGHLIGHTS

MATASII WEBSITE QUICK OVERVIEW

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MACRO CHARTS

MACRO CHARTS

MACRO CHARTS highlight significant information and market dynamics.
TIPPING POINTS

TIPPING POINTS

From Gordon's process of Abstraction & Synthesis, Global Macro Research is organized in to categories or TIPPING POINTS, which are ranked within Risk Levels. From these Gordon is able to connect the dots and formulate his Thesis, Themes, MATA and other conclusions. Below are recent TIPPING POINTS - see what Gordon is reading and considering significant. Check back often as these are updated regularly.
SYNTHESIS

SYNTHESIS & FOCUS

SYNTHESIS & FOCUS

THEMES & THESIS

  • THESIS 2017: THERE’S NOT NEARLY ENOUGH GROWTH TO KEEP GROWING

    THESIS 2017: THERE’S NOT NEARLY ENOUGH GROWTH TO KEEP GROWING

    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


IDEAS: Investment & Trading Ideas 

  • ANF Abercrombie & Fitch OUTCOME & PERFORMANCE

    ANF Abercrombie & Fitch OUTCOME & PERFORMANCE

    In May 2016 we posted ANF with some potential technical opportunities to consider.  The left hand chart is the daily at that time; the right hand chart shows the current market as of March 21st, 2017.   “X” marks the same location on both charts to help with orientation.  From X we see a wiggle […]

  • FOMC MEETING: NAILED THE BOND YIELD MOVEMENT!

    FOMC MEETING: NAILED THE BOND YIELD MOVEMENT!

    FOMC MEETING: NAILED THE BOND YIELD MOVEMENT! Everything rose in reaction to the interest rate news except the U.S. Dollar. The reaction we saw in the markets to this news may be like a Chess player thinking four moves ahead.   Bonds rose sharply on the news, in other words, long-term interest rates fell. If […]

  • JCP IDEA OUTCOME, HPTZ Method & Market Roadmap

    JCP IDEA OUTCOME, HPTZ Method & Market Roadmap

    Our original post and ideas can be seen on the left hand chart (JCP daily), posted May 11th, 2016.  The right hand chart is the current daily JCP (March 14th, 2016). The long term macro bias for this has been negative, and overall the market is now down  25% ($8 – $6).  It could have […]