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  • April 25, 2019

    SOUTH KOREAN ECONOMY: THE GLOBAL TRADE REVENUE REALITY

    04-25-19-TP-SHRINKING REVENUE-South Korean Economy 0 The Global Trade Revenue Reality-1
    SOUTH KOREAN ECONOMY: THE GLOBAL TRADE REVENUE REALITY Korean Exports are now Down 8.2% One of the most-followed bellwethers for global growth just flashed another death-knell warning. Economy Unexpectedly Plunges Most In A Decade, South Korea’s gross domestic product unexpectedly shrank in Q1, dropping 0.3% QoQ (against expectations of a 0.3% rise). This is the biggest contraction in a decade as […]
  • April 24, 2019

    IN-DEPTH: TRANSCRIPTION – THE YEAR OF THE “RIGHT SHOULDER”?

    04-10-19-LONGWave - APRIL - The Year of the Righ Shoulder - F1 Cover-1
    IN-DEPTH: TRANSCRIPTION - THE YEAR OF THE "RIGHT SHOULDER"? COVER AGENDA SLIDE 5 - INTRA-MARKET SIGNALS I would like to begin this session with a discussion regarding the Intra-Market signals  and what prompted us in Q4 2018 to call 2019 as likely the year of the "Right Shoulder"! Let's start with the currency market and specifically […]
  • April 23, 2019

    RIGHT SHOULDER? DOUBLE TOP? OR EXPANDED FLAT?

    04-23-19-MATA-PIVOTS-ELIOTT WAVE-Expanded Flat-1
    RIGHT SHOULDER? DOUBLE TOP? OR EXPANDED FLAT? We are watching to see if the current rally breaks a possible "double top" and creates the possibility of an Expanded Flat. "(A)" and "(B)" have been 'Corrective" so there is a strong possibility of this since "(C)" in an Expanded Flat is 'Impulsive' ( ie 5 count). […]
  • April 22, 2019

    FSN ROUND TABLE PODCAST

    04-22-19-FSN - Round Table-3
    FSN ROUND TABLE PODCAST PLAY PODCAST  
  • April 22, 2019

    AMERICANS FLEEING UNAFFORDABLE & DYSFUNCTIONAL US CITIES

    04-22-19-Forced Migration in America-F1 Cover-1b
    AMERICANS FLEEING UNAFFORDABLE & DYSFUNCTIONAL US CITIES Charles Hugh Smith authored the following to accompany our research and video :"MACRO ANALYTICS - 04 18 19 - Forced Migration in America". America's Forced Financial Flight: Fleeing Unaffordable and Dysfunctional Cities April 22, 2019 The forced flight from unaffordable and dysfunctional urban regions is as yet a […]
  • April 22, 2019

    CHINA’S MANIPULATED DATA WILL NOT SAVE THE MACRO OUTLOOK

    04-22-19-TP-CHINA HARD LANDING -China's Manipulated Economic Data-1
    CHINA'S MANIPULATED DATA WILL NOT SAVE THE MACRO OUTLOOK Ambrose Evans-Pritchard wrote in the UK telegraph an article entitled "Hold the champagne, China is not recovering and cannot rescue the West again" I have extracted IMHO the salient points which fundamentally points out the global impact of clearly manipulated economic data. This along with other […]
  • April 21, 2019

    THE KONDRATIEFF ‘WINTER’ SIGNALS THE END OF THE DEBT SUPER-CYCLE

    04-21-19-MATA-PATTERNS- Waht the Kondratiff Winter is Signalling-1
    THE KONDRATIEFF 'WINTER' SIGNALS THE END OF THE DEBT SUPER-CYCLE The international economy operates in pulses christened Kondratiev waves after Nicolai Kondratiev (1892-1938), the Russian economist and statistician who first identified them. These K-waves consist of an expansionary upswing lasting normally 15-20 years, followed by a downswing of similar length. We are now in such a […]
  • April 20, 2019

    THESIS 2018 – A NEW WORLD ORDER: BRZEZINSKI’S WARNING

    04-120-19-THESIS 2018 - NEW WORLD ORDER - Brzezink'is Warning-1
    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 explosive growth and where a revitalized […]
  • April 20, 2019

    THE EUROZONE SLOWDOWN IS MORE PROBLEMATIC THAN THE GLOBAL ONE

    04-20-19-MACRO-MACRO-GEO-ECONOMICS-The Eurozone Slowdown is More Problematic-1
    THE EUROZONE SLOWDOWN IS MORE PROBLEMATIC THAN THE GLOBAL ONE The problem of the Eurozone is threefold: Demographic, High state- and fiscal-interventionism, and Lack of technological leadership. If we add the political risk of some governments who want to penalize high productivity sectors while subsidizing those of low productivity, we have an economic challenge that […]
  • April 19, 2019

    RICKARDS: DOLLAR DOMINANCE UNDER MULTIPLE CONVERGING THREATS

    04-19-19-THESIS 2019 - DE-DOLLARIZATION - Dollar Dominance Under Multiple Convergence Threats-1
    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: RUSSIA is providing other nations a model to achieve creating […]
  • April 19, 2019

    MATASII CYCLE POSITIONING LEADS BoAMS FUNDS MANAGER SURVEY

    04-19-19-SII - UTILITIES-CONSUMER STAPLES - HEALTHCARE - New MATASII Sector Additions-1
    MATASII CYCLE POSITIONING LEADS BoAMS FUNDS MANAGER SURVEY In December 2018 MATASII added three new sectors to the MATASII SII Watch List. This was based on our Cycle Positioning Methodology. Two of the three have seen the selected securities move through LONG Triggers and have achieved early gains of +5%. We see below that Fund […]
  • April 19, 2019
  • April 19, 2019

    MARKET RISK SEEN IN BREADTH, SMALL CAPS & MONEY SUPPLY GROWTH

    04-19-19-MATA-PATTERN-- Mounting Market Risk Seen in Breadth - Small Caps - Slowing Money Supply Growth-1
    MARKET RISK SEEN IN BREADTH, SMALL CAPS & MONEY SUPPLY GROWTH The charts are showing larger and growing Bearish Divergences between the major stock averages and their 10-day average Advance / Decline Line Indicators and their Demand Power measures. These are getting pretty significant. The larger and longer they go on, the deeper and longer […]
  • April 18, 2019

    HEALTHCARE FINDS 100 DMA SUPPORT – IS FANG & NOSH NEXT?

    04-19-19-SII - HEALTHCARE - Healthcare Finds 100 DMA Support-1
    HEALTHCARE FINDS 100 DMA SUPPORT - IS FANG & NOSH NEXT? As Bloomberg notes, valuations are a notoriously poor tool for market timing, and forward earnings estimates could prove to be too low, so this alone shouldn't necessarily serve as a sell signal. However, notice the divergence in fortunes between tech and health care that's […]
  • April 18, 2019

    BOJ NOW TOP 10 SHAREHOLDER IN 50% OF NIKKEI

    04-18-19-MACRO - MACRO-MONETARY - BOJ Effectively Nationalizing Entire Market-1
    BOJ NOW TOP 10 SHAREHOLDER IN 50% OF NIKKEI Japan's central bank is quietly nationalizing its entire market. The BOJ has gone from being a Top 10 holder in 40% Japanese stocks last March, to 50% just one year later. The Bank of Japan Is Now A Top-10 Shareholder In 50% Of All Japanese Companies. […]

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