Catherine’s Money & Markets Commentary: September 20th, 2018

September 15, 2018

By Catherine Austin Fitts

Theme:

On the Road on USA Interstate 40 & the Rise of Nuts & Bolts Leadership

Shout Out: J.W. Raburn and Henry Williams of Swan Quarter, NC

Stories:

    Trade Wars:

  • More China Tarriffs
  • Ma – Get Ready for 20 Years of US-China Trade Wars; Cancels 1 Million Job Promise
  • Canada In or Out? Talks start up again this week

    • Disasters:

  • Hurricane Florence
  • Coastal Regions, the Uninsured and Disaster Capitalism
  • Brock Long’s Travel Expense Investigation: Who Wants Control of FEMA and Why?”
  • FEMA Alert shifted at the same time Kavanaugh confirmation shifted? Huh?


    • Debt:

  • The Hunger Games Continue: Upcoming Fed Meeting, ECB to Phase Out Stimulus
  • This Week: The US 10-year note hit 3.087%. Highest yield since 3.112% on May 17, 2018.
  • Acceleration in US Interest Expense, Deficit and Debt Sales: Who is Buying?
  • Trump Fed appointments: new governor and SF Fed President
  • How Scary is the Junk Bond Market?


    • IPOS:

  • US Buyback Pause in October: Still set to be over $1 trillion in 2018
  • Hong Kong IPOS – important Indicators on Applied AI/Tech – Tencent backed Meituan and Haidilao
  • Kroger, Walgreens et al drop on Amazon announcement of 3,000 cashierless stores (essentially 1 per county)
  • Why the most hated bull market? Financed with debt…
  • King Report:Pot stocks are soaring again with Tilray surging 50% in single day. https://cnb.cx/2NpuEod
    @charliebilello: Tilray’s $27 billion market cap is higher than 297 companies in the S&P 500.

    • Tech & Data Wars:

  • AI Superpowers
  • Marin & 5G Pushback
  • EU Opens Probe of Amazon
  • Ma to Regulators: Go Light
  • What do short sellers, Space X, the Rogan Inerview & AI Have to Do with It?: DOJ Opens Criminal Probe Into Tesla Over Musk’s Tweet on Going Private

    • Elections:

  • US Elections on November 6: Real Clear Politics House 206 (D) vs 189(GOP); Senate 44(D) vs 47 )GOP)

    • Other Stories:

  • Nearly half of top 5 cities in US do not speak English at home
  • Danske Bank Scandal
  • Vatican: NYC Sex Abuse Settlement – $27.5 Million for 4 Victims
  • Insult to Injury: Pablum on the 10 Anniversary of the Bailouts:
    New York Times: The Policymakers Saved the Financial System. And America Never Forgave Them
  • North Korea Pledges to Reduce Something


    • In Ask Catherine:

  • UnAnswered Question: Shutdown of Sunspot NM Observatory
    Next Time:

  • Goldman Sachs: The Traders Are Out – Are Telco and Media Guys an Improvement?

Hero:

Elvis Presley – The Greatest Neighbor

Let’s Go to the Movies

Elvis Presley: The Searcher, Part 1 & 2

Subscriber Charts: September 19, 2018

Set One: Asia, Commodities, Precious Metals, Brazil

Set Two: Emerging Markets, Europe-Asia-Australia, Frontier, India, International Equities, International Equities Minus U.S.

Set Three: Global Health Care, Europe, Germany, Greece, $ US Dollar, Fixed Income: 20 Year Treasury, 7-10 Year Treasury, Aggregate Treasury

Set Four: US Robotics, US Domestics, US Home Builders, S&P 500 Large Cap, Dow Jones REIT, US Real Estate, S&P 500, High Yield Bond, US Dollar, Gold Miners

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