Thursday, 30 January 2014

1st Quarter Equity Report with Chuck Gibson - Jan. 30


1st Quarter Equity Report with Chuck Gibson - Jan. 30

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1st Quarter Equity Report with Chuck Gibson

"I used to think if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I want to come back as the bond market. You can intimidate everybody. " ~ James Carville

By Catherine Austin Fitts

This week, we will post my interview with Chuck Gibson – managing member of Financial Perspectives and my partner at Sea Lane Advisory, LLC. Chuck has prepared an excellent presentation rich with analytics and charts.

In the first part of our discussion, Chuck covers what happened in the equity markets during 2013. Then we turn to look at the fixed income markets and the historic changes underway.

Last year we experienced rising interest rates, with investors in long term treasury bonds and bond funds experiencing a 10-15% loss in value. Sovereign government's struggled with credit quality as debt loads throughout the developed world grew. Central bank balance sheets expanded as a result of repeated interventions and bond buying.

Whatever happens in 2014, it seems that consolidation in the fixed income markets is likely. What could rising interest rates and more expensive cost of fixed income capital to sovereign and municipal governments as well as companies mean to global stock markets? What do historical patterns indicate?

These questions are of profound importance to all of us.  Many people under 40-45 in the developed world have no personal memory or experience of living in a period of rising or high interest rates, let alone how such changes can generate new opportunities, dislocations and risks throughout our economy and culture. Whether we are investors, pension fund beneficiaries or citizens and taxpayers, we are all impacted by the changes underway in the fixed income markets and a global financial system that is swimming in leverage.

Please do listen to this one and take some time to think about what rising interest rates or falling liquidity in the fixed income markets might mean for you, your household and business budgets, your assets and your community.

Our interview with be posted on Thursday. It's the last week of the month, so no Money & Markets this week.

From The Blog

January 30
Equity Report with Chuck Gibson

February 6
A Report with Dr. Joseph Farrell

February 13
Jailhouse Ministries and Local Economics with Franklin Sanders

Financial Perspectives - Jan. 27, 2014
At the start of every year I like to take the time and sketch out a game plan for the year. Part of that includes identifying major areas of risk and creating a mental game plan on how to respond

Suburban Chicken Coops
There is a whole movement under way across the country as ever more urban and suburban dwellers begin to take up edible landscapes and gardening. The demand for healthy food is growing.

It's About Blackmail, Not National Security
No one has pointed out the combination of factors that made the NSA's expanding programs to monitor the world seem like such a slam-dunk development in Washington.

State of Power 2014
The Transnational Institute is proud to launch its third annual 'State of Power' report as the World Economic Forum meets in Davos.

New 2013 Wrap Up Booklet and Coin Promotion!

The Solari Coin is a one ounce, silver round designed by Ben Lizardi of Lizardi Studio and minted by the Northwest Territorial Mint. The coin design features a solar armillary (the Solari logo) on one side and the horsemen of the Knights Templar on the other side. This coin is representative of Solari's purpose: to align interests, protect, guide, and lead through troubled times.

Sign up for a 1-year, non-refundable subscription to the Solari Report and receive ONE of the following:

  • A Solari silver coin
  • 2013 Annual Wrap Up: Break Away
If you sign up for a 6-month, non-refundable subscription you will receive a complimentary copy of 2013 Annual Wrap Up: Break Away.

Find out more here!

The Annual Wrap Up Transcript is now Available to Subscribers!

We are in the midst of an historic pivot of investment and credit. The world is turning. The financial coup d'etat has come to a close. Trillions have been shifted from the traditional industrial model to a networked model organized around digital systems. To give you a sense of the magnitude of this shift, we have put together our 2013 Year End Wrap Up.

Subscribers: You may find it in the blog post as well as here!.

Just A Taste - Tech Overhaul

Get a "taste" of The Solari Report with this video excerpt from last week's report:

"Our theme 'Keep on keeping on.' We're watching a powerful deflation take hold. There's a new wave coming in and it is accelerating. Its important that we keep building and moving toward the future. Please do not buy into a false framework that keeps you frozen. Don't wait for collapse, build the future.'"
Watch the video...

Highlights from Last Week's Report

"'What to do When Things Aren't Working', and this happens.  You're quite sure that you're on the right road and you're proceeding along that road, and you're doing what you set out to do.  Then at some point along the way, things aren't working.  They're just not working out.  What's going on?"
See it here or Subscribe

Coming Clean: Beyond the Fiscal Cliff

We are republishing each of the 22 challenges from Catherine's fiscal cliff article weekly. We hope this helps to digest them bit by bit!

Small Business - 15th of 22 Challenges.
Read more here!

About The Solari Report

A live, weekly one-hour briefing with Catherine Austin Fitts and specialized experts, The Solari Report helps to navigate you through the shifting political and financial climates while building your wealth.

Here is what one listener says about Catherine Austin Fitts:

"Wow, Catherine! This chick is thinking way outside the box. Catherine Austin Fitts on the ramifications of the G7s latest clampdown on all that loose offshore money."

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Nothing in this Solari Update should be taken as individual investment advice. Anyone seeking investment advice for his or her personal financial situation is advised to seek out a qualified advisor or advisors and provide as much information as possible to the advisor in order that such advisor can take into account all relevant circumstances, objectives, and risks before rendering an opinion as to the appropriate investment strategy.

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