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Transcript of the 7.19.12 2nd Quarter Wrap-Up and Equities Overview [PDF]
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1. Introduction, Theme, 2nd Quarter Wrap-up – 0:00 – Wrap-ups are a look back and a look forward. It is very important to me that the Solari Report help you stay focused on the primary trends – essential for taking action and not being distracted by the noise. There is a lot of it. Our discussion will organize around the top trends listed in our annual wrap up in January. Check out our annual wrap-ups at your Subscriber Resource Page. Theme: The Bailout Turns to Buyout – Remember this expression. That is what a financial coup d’etat is – a leveraged buyout of the ownership and control of a county. The outlines of the buyout are emerging. In comparison to 2008, this time if much more strategic and ambitious. So this time we are not just taking about 10X on the money in flipping real estate and ability of large corporations to move into local markets cheaply, we are talking about strategic control of industries, the integration of dazzling and terrifying new technology and the fundamental reengineering of places…not just who is in the leadership positions, but changes of laws, governance structures, abrogation of contracts and even elimination of populations. Bailout is mostly over, the buyout has barely begun.
Review of the primary trends for 2012:
- The demographics imperative
- Transformations and awakenings
- Planet earth
- Science and technology
- The half-pregnant empire
- Financial coup d’etat and the slow burn
The Sheriff of Nottingham was in the business of making money. The LIBOR scandal is a situation much like that. You cannot assume enforcement is legitimate. See 20 Questions on LIBOR blog post. …
2. Highlights, Unanswered Questions, Predictions for 2012 – 13:33 — Highlights: Jon Rappaport’s interview “Matrix Nuts & Bolts“, Jim Norman on The US Plays the Oil Card. Unanswered Questions: Who really is in charge? Alien invasion – Hollywood and videos? Predictions for 2012: Iraq. Nuclear event. Obama vs Romney. …
3. Solari Heroes – 14:08 — Joe Cross, Phil Staples, and Annette Larkin – For their efforts at educating on how WE can take care of ourselves without waiting for our government to do it for us! …
4. Equity Markets Overview – 15:23 – Equity is the greatest opportunity.Bonds are not what they used to be. Invest in the primary trends: 1) Emerging markets; 2) Natural resources; 3) Technology. …
5. Let’s Go to the Movies – 49:56 – The Intouchables – A truly delightful and feel-good French film. It is based on the book “You Changed My Life” by Abdel Sellou. …
6. Up Next & Closing – 1:03:52 – Jul 26, blog post of Jon Rappoport’s “Inside the Medical Matrix.” Aug 2, Pedophilia & Politics with Nick Bryant, author of The Franklin Scandal. Aug 9, Precious Metals Market Report with Franklin Sanders. …
By Catherine Austin Fitts
This Thursday is our second quarter wrap-up of the primary trends and important stories year to date.
Critical to investor short-term thinking is how the central banks manage sovereign government debt and monetary policy in a slowing economy coming into a US presidential election. Following the election, how is the US going to handle the numerous tax and budget issues that need to be addressed? If your CPA is frustrated, there is a reason.
Some of the squabbles about the future of the North American economy in the US Presidential election are becoming relevant now that budgets cuts mean that fundamentals matter. Your local elections are particularly relevant as municipalities abrogate contracts and reduce critical services. Yet given the fiscal problems, why is the “Empire” feeling so confident and what does that mean for the currency and equity markets this year and next?
Deeper changes are accelerating – radical changes in the employment picture as a result of automation and dramatic advances in new technology. Are we ready for cars that drive themselves and are networked with highways and other cars to do so? What about private companies mapping the inside of our homes from their satellites and access to smart grid info? Or biotech companies that can grow you a new organ? And what does this all mean to the equity markets? I want to introduce a framework for increased coverage of the equity markets on the Solari Report going forward.
I will start with Money and Markets and Ask Catherine. In Let’s Go to the Movies, I’ll review The Intouchables, the feel-good dramatic comedy that has become a French cultural phenomenon. It’s had me smiling for days!
The Intouchables – Official Trailer
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YouTube
I will also note the high strangeness as governments around the world release UFO files while Hollywood launches an endless series of ET invasions of Earth – The Avengers, Prometheus, Men in Black 3, and Aliens & Cowboys are just a few of cinematic invasions I have watched this summer.
Post your questions on the blog.
Talk to you Thursday!
