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 […]
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). […]
FSN ROUND TABLE PODCAST PLAY PODCAST
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
