The Road Ahead


Euroopean Separatists

I am receiving tons of emails from amazed readers who are congratulating me on our model that forecast a rise in third party activity from Europe to Asia. This rise is becoming obvious everywhere around the globe as a new era of anti-establishment. I showed this chart of the number of European separatist movements back at our 2012 Berlin conference. What you have to understand is that this is BY NO MEANS my personal revelation or opinion. No person can simply spout out such forecasts on an “I think” perspective. Sure, someone can say that and then claim they are brilliant, but even a broken clock is correct twice a day.

Real forecasting can only be accomplished globally. It requires imputing everything that moves and then, and only then, can you walk away with an understanding of how, why, and when. This forecast was made in 1985. The timing remains the same for each wave. We projected 2015.75 as the peak in government globally and that the 2016 election would be an anti-establishment rise. This was not by luck. Such things unfold because people are complacent and politicians are thieves. The politicians in a republic ALWAYS become corrupt and sell themselves to the highest bidder. Hillary is the poster child for this corruption that is just in your face. She takes money from country leaders who oppress women, yet she claims to stand for women’s rights. She stands with whoever pays the most.

Road Ahead

By the 2018 election, we will probably see a wholesale overthrow of Congress, especially if they elect Hillary. Just as Obama was a great disappointment since so many people thought being black he would stand for something, they will become disenchanted with Hillary if they rig the election. Hillary, if she wins, may be impeached for everything she has done. It just keeps coming out with one revelation after the next. As the economy turns down, the people will turn against her.

The excuses are endless for the British vote to leave. They said it was austerity, immigration, fall in real earnings, social inequality, loss of domestic manufacturing jobs and fishing rights to over-regulation. The explanations have been endless. The biggest political question of our day is right before our eyes, yet the mainstream media is so much a part of the political corruption that they cannot see the truth anymore no less the trend.

Why are so many electorates around the developed world shifting away from politics as we have known it to anti-establishment movements? Only our model has forecast this shift with the timing correct. This is the explanation behind not just BREXIT, but Marine Le Pen in France and Donald Trump in the United States. The road ahead is dark and the night is full of terrors. There is hopefully a light at the end if we understand why this trend is even developing. It would be nice, just for once, to take a step forward to a new era in politics toward a real democracy and put an end to republican style governments that are ALWAYS swallowed by corruption.

Rudy Giuliani Says He Would Have Indicted Hillary



KOMMONSENTSJANE – THE DUMBING DOWN OF COLLEGE CURRICULUMS


The decline in the education system is directly related to the creation of the Department of Education. Once Federal money flows then where the money flows MUST DO what the government wants and what the government wants is directly related to what the special interests want. Common Core (or what ever they call it) is a prime example and it was started by Bill Gates and it wasn’t for education it was for marketing information.

kommonsentsjane's avatarkommonsentsjane

The main purpose of these liberal professors is to brain-wash our children.  When their isn’t an exchange in different thought processes  and expression, which is happening, then we have failed our children.

When young people enter college the liberal professors are more interested in brain washing the child for liberal political purposes rather than actually teaching    – I blame the governors of the states in not enforcing a more diversified teaching faculty. There are too many liberal professors and not enough conservative professors to have a fair and balanced curricula.

The colleges have turned these institutions into a resort for these liberal tenured professors.  Half of the professors who teach classes never show up but send substitutes in their place.  They should have to punch a clock like ordinary folks to be sure the parents are getting what they paid for and the children are receiving the education they…

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BONKERS: Disney World and Seaworld now handing out DEET insect repellent that causes seizures, encephalopathy and comas in children


Source: Natural News, by Mike Adams The official narrative on Zika is a hilarious medical hoax. Millions of people in Brazil and Colombia have carried Zika for decades with no recorded increase in …

Source: BONKERS: Disney World and Seaworld now handing out DEET insect repellent that causes seizures, encephalopathy and comas in children

The Right Lessons from Obamacare’s Meltdown


Source: The Ron Paul Institute for Peace & Prosperity, by Ron Paul The decision of several major insurance companies to cut their losses and withdraw from the Obamacare exchanges, combined with…

Source: The Right Lessons from Obamacare’s Meltdown

Witchcraft, Islam And Humanism Are Filling The Spiritual Void Left By The Dying Church


This is the result of the Pres. Johnson laws that banned the Christian Churches for talking about politics or they would loss their tax exemption. Once they had that they started to remove all Christian items from public view and that is what left the void.

It’s Time to Turn Out the Lights in Illinois


Illinois Road Tax

The roads in Illinois are in decay. This may be the first state to go bankrupt. The question is not if, but when. State unions are so greedy that they are destroying the very state. This is exactly how Rome fell — government employees against the people.

Seven states have constitutional provisions that state employee pensions must come BEFORE everything, including debt payments. Since the legislature in New Jersey was Democrat, they fought Governor Christie on pension reform. Their solution? On the ballot in November, there will be a provision to amend the state Constitution to put employee pensions before everything else. The people are generally kept ignorant of what that means to property taxes and the future of the state. Therefore, the average person will say, “Sure, I should get my pension, so they should also.”

Turn out Lights

Illinois should declare bankruptcy. It is simply inevitable. There is absolutely no hope for Illinois whatsoever. Every year they will have to pay more and more. If the state who manages the pension money loses, well, the taxpayers have to cover those losses as well. The governor tried to stop the downgrade of expectations for earnings in the pension fund from 7.5% to 7%, which means they have to raise taxes and/or cut service by almost a half-billion.

It’s time to just turnout the lights in Illinois. Welcome to the Sovereign Debt Crisis. This is the contagion you will finally start to hear about, but only after the elections. Why spoil the party?

Heads They Win, Tails You Lose


Coin-toss-r

Money Market

QUESTION: Sir,

You mentioned in your blog post that money market funds now have to be in government bonds as per SEC ruling. You have said we are going through a sovereign debt crisis which means government bonds are at risk. If I’m trading and my money is now parked as “cash” before I make another trade in a money market fund, does this mean outside of a trade, my money is now at risk when government bonds crash?

Thanks for all you are doing

DK

ANSWER: Yes. There are two types of funds. One is marked-to-market, so there will be no guarantee you get back 100%. The other will be fully invested in government bonds. There, you will be told you lost nothing, but in reality, you may not be able to sell. When the crisis comes, the only buyer will be the central banks and if they stop buying, look out below.

Personally, if I were in the business I would create a corporate bond fund only that prohibits all government paper. That may not be “politically correct” but neither are politicians.

Hoardng Cash – Prelude to the Crash & Burn


Swiss 1000-CHF

We are monitoring confidence in the banking system as reflected by cash withdrawals. The sale of home safes has exploded in many countries. I previously reported that one in ten currency notes in Switzerland being printed is now the 1000 franc note. In fact, there is some 41.6 billion in Swiss francs now in circulation in 1000 CHF notes exclusively. The ECB is truly brain-dead for they thought by moving with negative interest rates, people would spend their money and that would rekindle inflation. They are correct that people would not want to pay negative interest rates. However, they totally never guessed that they would withdraw their money and hoard it rather than spend it. The trend toward hoarding cash really became in 2011. It started to make the news in 2012. Now the German savers are buying home safes as well and pulling out cash. Of course, they attribute this primarily to negative rates. However, the concerns that Deutsche Bank may be in serious trouble is also helping matters.

Crash-BurnWe are witnessing this trend around the world throughout Asia as well. Japan has been printing 10,000 yen notes like crazy. The Japanese are also withdrawing cash and keeping it at home. Even Americans began hoarding cash also back in 2011, which began to make news by 2014. In fact, 43% of Americans keep their savings in cash these days for interest pays nothing. Yet, an amazing 53% of those cash-hoarders “plan to hide bills in a secret location at home.”

Everything is going as our model has projected. The peak in trusting banks and government is in place. From here on out, all we have is the collapse in public confidence and the 2016 elections bring that home.

All we are waiting for now is simply the Crash & Burn. This will be a serious topic for this year’s WEC in Orlando.

US Debt: Who is Really Selling & Who is Buying?


USBonds

QUESTION: Marty; Since you wrote that central banks have been net sellers of US Treasuries for the first six months to support their currencies, others are jumping on board and are claiming nobody wants them so buy gold. Would you care to elaborate on this subject? It seems another desperate attempt by the hyperinflationists.

Thank you

PG

ANSWER:The central banks, AT THE REQUEST OF THE USA, are trying to support their own currencies and engaging in the very same action as they did following the Plaza Accord in 1985. The US position is that it needs a weaker dollar to prevent a recession. This will not prevent what is coming. Furthermore, what has been taking place is the 10-year is the new 30-year. Demand for 30-year paper has collapsed because nobody knows what will happen two years out, no less 30 years. The main buyers have been pension funds in the States who are desperate for higher yields.

As far as this being the sign to buy gold or a signal that hyperinflation is around the corner — of course it is not, lol. The people who make these claims are like horses with blinders. They only see the United States and everything they talk about is only in the USA. They cannot get it through their heads that things are far worse outside the USA. Even China has sold Treasuries to support their currency. Everyone has agreed to ban together to try to prevent the dollar rally and keep the capital where it is in a desperate attempt to stimulate their economies in hopes they reverse. They will fail.

A rise in the dollar is the key to the Sovereign Debt Crisis. Now, even the Bank of International Settlements is starting to warn that there are so many loans in dollars outside of the USA, which were originally to save on interest way back when, that a rise in the value of the dollar will cause a cascade failure in sovereign debt, especially among emerging markets. There may be the skeptics out there who think we are just making a lot of noise, but those in high places pay attention to our models no matter what the critics think. A strong dollar is the lynchpin that unravels everything. This is not about gold or hyperinflation. Clearly, those people lack any comprehension of what is unfolding on a global scale.

Central bankers are trying to keep the dollar from rising. This is what has been going on. They are fighting tooth and nail against the trend, but our computer says they will lose. The ECB’s insane policy of negative rates is tearing Europe apart and we can look at the raw capital flows to see how the peripheral economies within the Eurozone are moving to hedge the failure of the euro. The European banking crisis is beyond contemplation. The main central banks are selling Treasuries while the peripherals are buying. Just open your eyes and forget the propaganda.

Corp-Treas%

Capital is also moving shorter-term for the declining trend in public confidence. I attended a meeting of a very large pension fund who has followed our advice. They too SOLD TREASURIES and moved to corporate debt to get the yield. The rating agency came in and exclaimed that they were taking on more risk. They responded by saying they did their due diligence on our advice and confirmed that the top of the crop of corporate debt does not default, but governments do. The premium of corporate yields over Treasuries is declining. Our smartest clients are jumping on board. You cannot forecast the future without known the past.

Here is the breakdown of holdings per country for the past year. The actual holdings rose overall. However, note the countries who have been increasing their holdings like Poland, Spain, and Italy. Turkey has been a major seller but this is political. There are peripheral countries increasing Treasuries as a hedge against the euro. The main G5 have been net sellers in an effort to support their currencies such as China, Japan, France, Belgium, and Australia. Germany increased its holdings since it has been the target of European capital inflows. The Swiss have been buyers of Treasuries to hedge against the euro. Here is the full breakdown (Source central banks):

US Debt Holding June 2016