2nd Quarter 2018 Wrap Up: Equity Overview & Rambus Chartology

Justin Woods
July 7, 2018
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“The demand for environmental, social, and governance (ESG) or responsible investing (RI) is growing at a rapid pace with nearly USD 23 trillion of assets being professionally managed under RI as of 2016, an increase of 72% since 2012…responsible investing has gone mainstream, driven by two major global trends: the increasingly material financial impacts of mismanaging ESG risks and the rising decision-making power of millennials with their strong desire for sustainable investing.” ~ Binu George and Hardik Shah, GMO, March 2018

By Catherine Austin Fitts

This week on The Solari Report, I will present the 2nd Quarter 2018 Wrap Up Equity Overview, including the new Rambus Blockbuster Chartology. Make sure to check out the financial charts on our 2nd Quarter 2018 Wrap Up web presentation and the Chartology when it is posted on Thursday.

My goal is to help you connect the dots between global equity performance this year and the build up to major privatization (which likely means “piratization”) in the United States. There is a fever growing – like the one we experienced in the early years of globalization and the housing bubble. Given accelerating automation and the integration of AI and robotics, this wave is likely to have a more significant impact on our lives and businesses.

I want you to see the relationships between the big shifts in capital and investment unfolding before us, including:

  • Reinvestment of the financial coup d’etat monies, including $21 trillion in missing DOD and HUD money & many more trillions more from the bailouts;
  • Falling multinational margins and mega deals;
  • Repatriation of cash to the United States and corporate tax changes;
  • The White House proposal to privatize Freddie Mac, Fannie Mae, the Post Office, TVA and more;
  • The push to gut the US Office of Personnel Management and to terrorize the senior civil service;
  • The US political engineering of capital gains to raise political contributions and kick backs;
  • Big defense budgets, the increased public focus on space investment, and continued growth in US debt;
  • Trade wars and the emerging US$ bear trap;
  • Net neutrality rule repeal and data wars;
  • A new, unprecedented wave of disinformation – to quote one ally, the “merger of the missing money with the blue chickens”
  • The sheriff of Nottingham going upscale and high tech. The USA is becoming a “White Collar Speed Trap” – because the best defense is a good offense;
  • The rebranding of corporations as “good guys,” including Environmental, Social and Governance (ESG) efforts and responsible investing; and
  • The outlook for employment and the housing market.

For Let’s Go to the Movies, I recommend you watch Why Beauty Matters by Roger Scruton. I often say “beauty is necessary for survival.” Lately, I find myself reminding far too many allies and subscribers of the importance of filling our lives with beauty. This documentary from the BBC is a good reminder of why beauty is a source of personal joy and power – one we can access whenever we choose.


In Money & Markets this week I will discuss the latest in financial and geopolitical news from Bucharest where I will head on Wednesday after a week in Sofia. Stories are collected in the Money & Markets commentary – so post your questions, comments and suggestions here.

Talk to you Thursday!

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