Friday, April 14, 2017

NORTH KOREA AND COMING COLLAPSE OF MACAU CASINO STOCKS!


THE TRUMP FOREIGN POLICY OF CONTAINMENT MAY CREATE A TIDAL WAVE OF COLLATERAL DAMAGE TO MACAU ECONOMY. THE MACAU ECONOMY SUPER EPIC BUBBLE STARTED IN 2001 AND COLLAPSED IN 2014. THE NEW CASINOS CREATED SURPLUS WEALTH OF $ 4.4 BILLION THAT NOW HAS DISAPPEARED TO LESS THAN 2.1 BILLION DOLLARS.

THE COLLAPSE OFTHE MACAU STOCK MARKET WAS BASED ON THREE MAJOR FACTORS: (1) THE CHINESE COMMUNIST PARTY CRACKDOWN ON THE CHINESE  CORRUPTION; (2) THE VIP HIGH ROLLER USING THE CASINOS TO CIRCUMVENT CURRENCY RESTRICTIONS; (3) THE BUSINESS DOWNWAVE IN THE CHINESE ECONOMY AND EXCESSIVE HIGH VALUATIONS OF CASINO STOCKS.



THE NEW FACTOR THAT MAY CREATE A NEW TRIGGER OF PANIC IS THE COMING NORTH KOREAN SHOWDOWN. THE NORTH KOREAN SHOWDOWN WILL BE BE MET BY THE GREAT AMERICAN FLEET. THE GREAT AMERICAN NAVAL FLEET WILL CHALLENGE AND CONTAIN NORTH KOREAN NUCLEAR PROGRAM. HOW WILL THE NORTH KOREAN GOVERNMENT REACT TO THE NEW AMERICAN PRESSURE?








NORTH KOREAN MAY STRIKE OUT AGAINST THE AMERICAN CONTAINMENT. THE FALLOUT WOULD HIT THE MAJOR ASIAN ECONOMIES. THE MACAU ECONOMY WOULD PLUNGE THE FIRST QUARTER BY 24.5% AND SECOND QUARTER WOULD BE 26.4%.









THE CASINO STOCKS WOULD PLUNGE TO RECORD LOWS. THE AMERICAN STOCKS WOULD BE HIGHLY EXPOSED TO A DOWNWARD PRESSURE OF THEIR MACAU HOLDINGS.

THE SHORT IN MACAU STOCKS IS NOW AT AN ALL TIME LOW AND COULD BE THE KEY TO PROTECT LONG POSITIONS IN MACAU. HOWEVER, THE MAJOR LAS VEGAS CORPORATIONS WOULD TAKE A MAJOR LOSS ON THE THEIR FOREIGN HOLDINGS. REMEMBER, LAS VEGAS IS THE UNOFFICIAL CAPITAL OF THE UNITED STATES.





Friday, March 10, 2017

The Keys to the Shadow Banking System: DIVIDENDS WITHOUT PROSPERITY IN THE AGE OF TRUMP!

The Keys to the Shadow Banking System: DIVIDENDS WITHOUT PROSPERITY IN THE AGE OF TRUMP!: WE HAVE OPENED A NEW DOOR TO GREAT CORPORATE WEALTH IN THE FORM OF CORPORATE DIVIDENDS. THE PERIOD FROM 2003 TO 2012 HAS BEEN THE GOL...

DIVIDENDS WITHOUT PROSPERITY IN THE AGE OF TRUMP!



WE HAVE OPENED A NEW DOOR TO GREAT CORPORATE WEALTH IN THE FORM OF CORPORATE CASH DIVIDENDS. THE PERIOD FROM 2003 TO 2012 HAS BEEN THE GOLDEN AGE OF BUYBACKS AND CASH  DIVIDENDS. WE ARE NOW ENTERING THE AGE OF THE GOLDEN BUDDHA OF CASH  DIVIDENDS. 




 DURING THIS PERIOD, THE LARGE CORPORATION HAVE SPENT 91% OF THEIR NET INCOME ON BUYBACKS AND DIVIVIDENTS. ONLY 9% WAS SPENT ON PRODUCTIVE INVESTMENTS,  EMPLOYEES,  AND RESEARCH FOR NEW OPPORTUNITIES.





THE 9% WAS A VERY SMALL NUMBER TO SPEND ON THE FUTURE OF AMERICA. THE CORPORATIONS WANTED TO MAKE UP THE DIFFERENCE BY SPENDING PUBLIC TAXPAYER MONEY.  IN 2008, CORPORATION RECEIVED THE LOWEST INTEREST RATES IN AMERICAN HISTORY. THE FEDERAL RESERVE MOVED TO LOWER INTEREST RATES THAT ALLOWED FOR RE-INFLATING THE ECONOMY. THE CORPORATIONS SAVED OVER TRILLION DOLLARS.

IN 2017, FISCAL REFORMS WILL CREATE A NEW TAX SCHEDULE FOR THE CORPORATION AT PUBLIC EXPENSE. THE LOWER TAX RATES AND PUBLIC INVESTMENT INTO PUBLIC PROJECTS WILL SAVE THE CORPORATIONS BILLIONS OF DOLLARS. THIS MONEY WILL BE USED FOR BUYBACKS AND CASH DIVIDENDS.  THE TRUMP ADMINISTRATION HAS A PRO-BUSINESS ADMINISTRATION THAT WILL DE-REGULATE PUBLIC CONTROL OF CORPORATIONS. 

THE CORPORATION REFUSED TO INVEST IN THEIR EMPLOYEES AND THEIR EDUCATION. THE AMERICAN SCHOOL SYSTEM IS THE CORPORATE STRAWMAN FOR A LACK OF CORPORATE INVESTMENT IN EDUCATION. THE AMERICAN EDUCATION SYSTEM IS STARVED OF VITAL RESOURCES AND HAS CREATED A SUB-STANDARD  AMERICAN EDUCATIONAL SYSTEM.





THE CORPORATIONS ARE NOW PUSHING FOR THE TRUMP ADMINISTRATION TO REDUCE THE TAX RATES ON OVERSEAS FUNDS. THESE U.S. FUNDS WILL BE ABLE TO COMEBACK AT A LOWER TAX RATE. THE ONE TRILLION DOLLAR OVERSEAS FUND WILL NOT BE  USED ON AMERICAN INFRASTRUCTURE BUT WILL BE USED FOR BUYBACKS AND CASH DIVIDENDS.  THE AMERICAN CONGRESS WILL INCLUDE THIS IN THEIR TAX REFORM AGENDA.

THE CORPORATE REALITY IS THAT LESS THAN 8% OF THE TRILLION DOLLARS WILL BE USED IN ANY TYPE OF  AMERICAN INFRASTRUCTURE. THE NEW CODE WORD IS PUBLIC AND PRIVATE PARTNERSHIP.  THERE WILL BE NO REAL PARTNERSHIP AND THE MONEY WILL RETURN TO A NEW BONANZA: CASH  DIVIDENDS!. 

MILTON FRIEDMAN CLEARLY STATED THAT THE PURPOSE OF THE CORPORATE NET INCOME  IS TO REWARD AMERICAN STOCKHOLDERS. IT IS THE DUTY OF THE CORPORATION TO RETURN THIS MONEY TO THE STOCKHOLDERS NOT THE AMERICAN PUBLIC. 



THE INCENTIVE TO INVEST SHOULD REWARD THE RISK TAKER NOT THE AMERICAN PUBLIC. CONSEQUENTLY, THE OVERSEAS FUNDS IS STOCKHOLDERS MONEY AND SHOULD BE RETURNED TO STOCKHOLDERS IN THE FORM OF CASH  DIVIDENDS.

THE CASH  DIVIDEND GOLD RUSH IS GOING TO CONTINUE AND CREATE AN EXPLOSION OF DIVIDEND WEALTH. THIS NEW HAVEN OF WEALTH WILL TAKE AWAY FROM ALL OF THE PRIVATE DONATIONS TO AMERICAN INFRASTRUCTURE. THE GOLDEN BUDDHA WILL APPEAR IN THE FORM OF CASH  DIVIDEND CHECK TO THE AVERAGE STOCKHOLDER!

WILLIAM LAZONICK BRILLIANT ARTICLE "PROFITS WITHOUT PROSPERITY" OUTLINES THE INHERENT CONTRADICTIONS OF THE DIVIDEND ARGUMENT. THE ECONOMIC LESSON HERE IS THAT: POLITICAL REALITY TRUMPS PLATO'S REPUBLIC.

Tuesday, January 3, 2017

TRUMP'S INFRASTRUCTURE CHALLENGE TO MEXICO!


THE ELECTION OF DONALD TRUMP HAS CREATED A CHALLENGE FOR MEXICO. DONALD TRUMP HAS OPENED UP A NEW INFRASTRUCTURE RACE FOR THE FUTURE.

 THE UNITED STATES MUST INVEST OVER $1 TRILLION DOLLAR TO UPDATE ITS INFRASTRUCTURE. MEXICO MUST INVEST OVER $ 2 TRILLION TO  UPDATE ITS INFRASTRUCTURE. MEXICO HAS LOCATION OPTIONALITY WHICH ALLOWS IT TO TRADE IN MULTIPLE DIRECTIONS. MEXICO HAS ACCESS TO THE PANAMA CANAL AND THE GREAT CHINESE MARKET.

THE GLOBAL COMPETITIVENESS INDEX OF THE WORLD RANKS MEXICO 64 OUT OF 148 NATIONS. MEXICO HAS A VAST NEED TO INVEST  ROADS, HIGH-SPEED RAILWAYS, ENERGY PLANTS, COMMUNICATION SECTOR, HEALTH CARE, URBAN DEVELOPMENT, ENERGY, AND TOURISM.  MEXICO NEEDS A NEW POPULIST LEADER TO BRING A NEW SPIRIT OF INNOVATION TO MEXICO. MEXICO NEEDS TO SET UP A COMPLETE COMMUNITY COLLEGE SYSTEM FOR ITS PEOPLE. 

MEXICO NEEDS A CREATIVE MIX OF FINANCIAL TOOLS TO CREATE THE $ 2 TRILLION DOLLAR FUNDING. MEXICO NEEDS TO JUMPSTART ITS ECONOMY BY LEGALIZE CASINO GAMBLING. THE NEW ADDITION OF GAMBLING REVENUE WILL ALLOW FOR THE INVESTMENT INTO INFRASTRUCTURE.

 MEXICO NEEDS TO USE THE HIGH DEMAND FOR ITS TOURIST AREA BY ADDING GAMING MARGINS. THE MARGINAL GROWTH OF GAMBLING WILL ADD VALUE TO ITS PACIFIC RESORTS. THERE IS NO LOGICAL REASON FOR NOT HAVING GOVERNMENT CONTROLLED GAMING ZONES IN MEXICO.

MEXICO NEEDS TO DRAW ON INTERNATIONAL FINANCE TOOLS TO INCREASE ITS ABILITY TO MARKET ITS OWN GOVERNMENT BONDS. MEXICAN GOVERNMENT BONDS NEED TO HAVE THE HIGHEST INTEREST RATES. MEXICO NEEDS TO ATTRACT WORLD- WIDE INVESTORS.  MEXICO NEEDS TO OFFER AN IRON CLAD GOVERNMENT BONDS THAT ARE COLLATERALIZED BY U.S TREASURY BONDS.

 MEXICAN GOVERNMENT OFFICIALS NEED TO BUY US ZERO COUPON WORTH $ 1 TRILLION DOLLARS. THESE ZERO COUPON BONDS WILL BE  USED TO SECURE THE ISSUANCE OF $ 2 TRILLION DOLLARS WORTH OF MEXICAN GOVERNMENT BONDS. THESE NEW INFRASTRUCTURE GOVERNMENT BONDS WILL BE ISSUED AT 3.3 % INTEREST RATES FOR 30 YEARS.

 INTERNATIONAL INVESTORS WILL HAVE U.S TREASURY BONDS AS THE COLLATERAL FOR THEIR INVESTMENTS. THE MEXICAN GAMING REVENUES CAN BE USED FOR COMMUNITY COLLEGE SYSTEM. MEXICAN OFFICIALS NEED TO HIRE AMERICANS TO CREATE NEW FINANCIAL OPPORTUNITES. THE MEXICAN GOVERNMENT NEEDS TO CREATE PRIVATE AND PUBLIC PARTNERSHIPS FOR GAMING OPPORTUNITIES.










Friday, November 25, 2016

Sunday, November 20, 2016

The Keys to the Shadow Banking System: THE NEW AMERICAN GOLD RUSH ERA: 2017-2029.

The Keys to the Shadow Banking System: THE NEW AMERICAN GOLD RUSH ERA: 2017-2029.: THE ELECTION OF DONALD TRUMP HAS OPENED THE FLOODGATES OF A NEW AMERICAN GOLD RUSH. THIS NEW AMERICAN GOLD RUSH IS A FISCAL REVOLUTION ...

THE NEW AMERICAN BIDEN GOLD RUSH, 2021-2024.


THE 2020 ELECTION OF PRESIDENT JOE BIDEN HAS OPENED THE FLOODGATES OF A NEW AMERICAN GOLD RUSH. THIS NEW AMERICAN GOLD RUSH IS A FISCAL REVOLUTION COMING FROM DEMOCRATIC  CONGRESS. PRESIDENT BIDEN CAN SET-UP A LASTING CHANGE TO THE INFRASTRUCTURE OF THE USA.

 THE NEW MANIFEST DESTINY GOLD RUSH WILL LAST FROM 2021 TO 2029

THE IMPACT OF THIS NEW GOLD RUSH IS TO OPEN THE FLOODGATES OF A TRILLION DOLLAR BONANZA. THE NEW AMERICAN DREAM HAS FIRED THE IMAGINATION OF THE AMERICAN PEOPLE. 

 IN SHAKESPEARE'S HENRY VI THE DUCHESS OF GLOUCESTER TELLS ALL AMERICANS TO " PUT FORTH THEY HAND, REACH GLORIOUS GOLD". THE AGE OF EL DORADO IS SWEEPING THE AMERICAN FINANCIAL IMAGINATION!

PRESIDENT BIDEN PLANS ON GIVING A $15,000 TAX CREDIT FOR NEW HOMEBUYERS AND ALLOW THIS AS A DOWNPAYMENT. THIS WILL OPEN UP MORE OF THE HOUSING MARKET. WE ARE AT THE BEGINNING STAGES OF HOUSING BOOM IN THE UNITED STATES. THIS IS KNOWN AS THE GOLDEN AGE OF HOUSING!

HOMEBUYERS WILL BE FACED WITH MORTGAGES AT 1.5% IN THE NEAR FUTURE. MANY FIND THIS UNBELIEVABLE BUT IN EUROPE THERE ARE MORTGAGE RATES AT 0%.





GARY SCHILLING'S AGE OF DELEVERAGING WILL GIVE WAY TO THE BIDEN CONSTRUCTION  BOOM. GARY SCHILLING IN A SEMINAL ARTICLE 2014 CALLED, " THE BOOM IS COMING AND SOONER THAN YOU THINK" ARGUES FOR THE END OF PRIVATE DELEVERAGING. HIS MAJOR POINTS:

(1)  THE FEDERAL DEBT TO GDP RATIO WILL DROP.

(2)  ECONOMIC GROWTH TO 4.5% WILL HAPPEN FASTER THAN UNDER OBAMA ADMINISTRATION.


(3) THE TECHNOLOGY REVOLUTION WILL BRING PRODUCTIVITY GAINS.


(4) RAPID PRODUCTIVITY GROWTH WILL SOLVE MANY OF THE ECONOMIC PROBLEMS AND ADD TAX REVENUES.


(5) COMMUNITY COLLEGES ARE THE KEY TO NEW HYBRID BLUE-WHITE COLLAR JOBS. COMMUNITY COLLEGE ARE THE ONLY EDUCATIONAL INSTITUTIONS THAT ARE TOOLED TO BRING WORKING CLASSES THE GREATEST BENEFITS FOR THE LOWEST COSTS. THE COMMUNITY COLLEGE NEEDS A MASSIVE FEDERAL INFUSION OF MILLIONS OF DOLLARS TO PROMOTE THESE PROGRAMS. THIS IS THE ONLY WAY TO ESCAPE THE DIMINISHING RETURNS OF MINIMUM WAGE JOBS. 


 JAMES STEWART, AWARD-WINNING  BUSINESS WRITER FOR NEW YORK TIMES,  WROTE  A MESSIANIC ARTICLE, "PRESIDENT SIZED IDEAS FOR A NEW PRESIDENT: BUILD SOMETHING INSPIRING" ANNOUNCED THE DISCOVERY OF FISCAL GOLD. HE OUTLINES A SERIES OF  PROJECTS THAT WILL REVOLUTIONIZE THE AMERICAN ECONOMY. 

 JAMES STEWART DID NOT HAVE TO WALK DOWN THE STREETS OF SAN FRANCISCO CALLING OUT " GOLD HAS BEEN DISCOVERED IN THE AMERICAN RIVER" INSTEAD HE CAN NOW PUSH A TWITTER BUTTON.

WHAT ARE THE MESSIANIC DISCOVERIES? STEWART  OUTLINES TEN PROJECTS THAT WOULD MAKE PRESIDENT BIDEN AN AMERICAN PHARAOH. HIS PROJECTS WILL USHER IN AN "ERA OF GOOD FEELINGS".


 THE TOP TEN PROJECTS OF THE NEW AMERICAN PHARAOH:

             1. HUDSON RIVER TUNNEL, $24 BILLION

                           2. CALIFORNIA HIGH-SPEED RAIL, $65 BILLION

         3.TEXAS BULLET TRAIN, $10 BILLION


                    4. SOUTH CAROLINA DAMS, $700 MILLION

                   5. MARYLAND PURPLE LINE, $ 6 BILLION

      6. DENVER I-70 EAST, $1 BILLION

       7. MIAMI SEA WALL, $20 BILLION

                          8. N.E. CORRIDOR MAGLEV, $ 100 BILLION

9. G. H. BRIDGE $ 2 BILLION

          10. PROJECT CLEAN, $ 3 BILLION

 AMERICAN BUSINESSES WILL RETURN A TRILLION DOLLAR.  THE AMERICAN BANKS ARE SITTING ON A TRILLION DOLLAR CREDIT CARD. THE AMERICAN CORPORATIONS HAVE A TRILLION DOLLARS IN CASH TO SPEND ON NEW BUSINESSES.


 THE AMERICAN ENERGY SECTOR WILL EXPERIENCE A TRILLION DOLLAR RENAISSANCE. THE AMERICAN CONSTRUCTION SECTOR WILL EXPERIENCE A TRILLION DOLLAR BOOM.

  





  



 THE TRILLION DOLLAR DREAM HAS ANNOUNCED TO THE WORLD THAT GOLD HAS BEEN DISCOVERED IN AMERICA. THE FEDERAL RESERVE HAS ANNOUNCED ITS OWN TRILLION DOLLAR PLAN TO LOWER RATES IN THE UNITED STATES. THE STOCK MARKET WILL HAVE A TRILLION DOLLAR INVESTMENTS AND RIVAL

 THE 1920'S. THE HOUSING MARKET IS A TRILLION DOLLAR GROWTH MARKET. LAS VEGAS WILL BECOME A TRILLION DOLLAR SUPERCITY OF THE FUTURE. LAS VEGAS CASINOS WILL SPEND BILLIONS IN THE PACIFIC BASIN.


THE GREAT AMERICAN DISCOVERY OF FISCAL FINANCING WILL BECOME THE 'MOTHERLODE'  OF PRESIDENT BIDEN'S  NEW AGE OF GOLD. THE NEW ECONOMICS PROCLAIMS THAT ANY AMERICAN CAN ONCE AGAIN BECOME RICH IN AMERICA. 






 THE AVERAGE AMERICAN CAN START THEIR OWN BUSINESS AND BECOME A MILLIONAIRE. WE ARE AT THE BEGINNING STAGES OF SMALL BUSINESS RENAISSANCE. SMALL BUSINESSES ARE REALIZING THAT THE KEY TO SUCCESS IS DEVELOPING LINES OF CREDIT.

  MANY SMALL BUSINESSES ARE SHOCKED TO LEARN THE WAL-MART BUYS EVERYTHING IN THEIR STORE ON CREDIT. BUSINESS CREDIT IS THE NEW GOLD IN THE COMING REVOLUTION.