MACRO-ECONOMIC INSIGHTS

10 Most Interesting Things We've Read Recently - Tree Rings (FFTT)
MACRO-THEMATIC TRENDS · Report · 03 Apr 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. “We face a war against coronavirus & must mobilize accordingly” 2. Central Banks told us last August exactly what they would do...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 11-pages long and is an 18-20 minute read. >>> US deploys “State capitalism with US characteristics”, moves from subjugating the US middle & working classes to support the USD, to subjugating the USD ...

10 Most Interesting Things We've Read Recently - Tree Rings (FFTT)
MACRO-THEMATIC TRENDS · Report · 27 Mar 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. Fed begins expanding its balance sheet at a $34 trillion annual rate 2. Fed balance sheet literally goes “off the chart” this wee...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 10-pages long and is a 16-18 minute read. >>> The Fed’s balance sheet has begun hyperinflating, but few investors seem to have noticed yet <<< “My friend, debt is the very essence of fiat. As debt...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 20 Mar 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. Closed borders + closed stores + open markets = deflationary doom loop 2. In the last week alone, the Fed’s balance sheet gr...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 5-pages long and is a 6-8 minute read. >>> Special Report: Helicopter money beginning in the US, Fed balance sheet growth about to accelerate from last 2 weeks’ already-rapid 100% CAGR pace <<< Key...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 9-pages long and is a 12-15 minute read. >>> Special Report: There’s a chance US markets could get closed this week if the market sell-off continues <<< Key points: * National borders are c...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 13 Mar 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. Fed balance sheet grows at a 100% annual rate for 2nd straight week last week… 2. “Strains in UST markets rattle investors” ...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 12-pages long and is a 20-22 minute read, but page 2 has a 1-page “Cliffs Notes summary”. >>> Russia & Saudi actions mean US must devalue the USD v. gold or the US energy sector will likely collapse <...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 06 Mar 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. Most analysts continue to “fight the last war” re: Fed actions 2. Fed balance sheet grows at $4.1 trillion annual rate last week (u...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 10-pages long and is an 18-20 minute read. >>> Global MMT or bust: Did G7 Finance Ministers & CB’s just agree to global MMT to fight coronavirus? <<< Key points: * Since last August, we have bee...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 28 Feb 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. “JPM: May access Fed discount window to break the ‘stigma’” 2. “Millions of Chinese firms face collapse if banks don’t act fast”...

Hope you’re well. Attached above is this week’s edition of FFTT. This report is 7-pages long and is a 10-12 minute read. >>> US sanctions on Rosneft may be the “kiss of death” for oil prices and US shale & global energy assets <<< Key points: * Oil markets expect OPEC + Russia to cut...

10 Most Interesting Things We’ve Read Recently - Tree Rings (FFTT)
MACRO-THEMATIC TRENDS · Report · 21 Feb 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. Coronavirus = trigger for global Central Bank liquidity tidal wave? 2. Right on cue, Central Banks begin hinting at stimulus to come ...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 15-pages long and is a 20-22 minute read. Mr. X: “The countdown has begun to the Fed being forced to somehow inject new USD liquidity into markets with stocks at/near the highs and y/y CPI already print...