Capitalism’s Global Creative Destruction to Strengthen.

“As financials markets have been marching higher the economies of the world have been taking a rather deeply opposing path. The World Economic Outlook for October 2012 published by the International Monetary Fund issued a downgraded outlook for global growth, projecting 3.3 percent in 2012 and 3.6 percent in 2013. The report cited continuing, but rather weakening recovery as advanced economies’ growth may be too low to reduce unemployment while major emerging market economies should experience growth at a reduced pace from the previous outlook. In advanced developed economies the growth outlook had been revised down to 2 percent from 1 percent while emerging market growth was revised down to 5.6 percent from 6 percent.The IMF raised its 2012 GDP forecast for the US to +2.2% from a prior 2.0% while guidance for every other major economy.

We think that the report, even though it provides a direction for growth forecasts towards higher global recession risks, it might not sufficiently account for the capital flight from European Banks. The IMF correctly anticipates that balance sheets will contract severely but we think the contraction can go beyond any modelling they have done or they can conceivably work with. As the unknown -unknown factors – are increasingly becoming more numerous and complex and can violently alter the economic landscape leaving the model severely constrained.

The deleveraging we think and the collapse of aggregate demand can severely press the world economies towards outlier territories and place us at a spectrum of a full world depression. There will be economies that might be able to handle such dire economic condition but nevertheless the Kondratieff cycle of deep winter (depression) is and will continue to be upon us for a long time. The Kondratieff cycle includes the historical incorporation of geopolitical cataclysmic changes and global conflict as in the process of renewal Capitalism destroys the old and creates the new, emerging ever more powerful and offering the world the new launching pad for revolutionary growth and ideas.

At Global Titan we follow macro trends and not trends in markets as defined in technical terms. In today’s world the globalization of the financial markets is changing the way people invest. World markets and economic, social and political well being of Nations are defined by capital flows (and outflows) and not trade flows. Our collective historical experience with such a model remains limited. This is a most fundamental paradigm changes in our lifetime. The linkages of global financial markets are becoming increasingly most interrelated. The financial world is moving away from the economic situation on the ground and the gap is widening sharply. Add the geopolitical dimensions to this thesis, the speed with which transactions take place and the systemic risk in today’s world is unique in human history. Investing in this kind of world has become increasingly complex and the need for a macro focused long term alternative portfolio that can dynamically, efficiently and effectively adjust to seek opportunity in such highly complex setting is what Global Titan is focused on.” G. Tzanetatos

Global Titan perfomance updates are carried by major institutional world hedge fund databases.
Bloomberg updates Global Titan (Symbol: GLTITAN) on their world wide terminals.

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Opalesque Futures Intelligence July 2012 on Tzanetatos Capital Management LLC

Opalesque Futures Intelligence article July 2012 profiles views of Tzanetatos Capital Management LLC.
In this issue
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BARCLAY HEDGE RANKINGS MAY 2012

We are pleased to inform you that for the second consecutive month (May 2012) in the Barclay Hedge Tables the Global Titan Program of Tzanetatos Capital Management has received top rankings.

 “Global Titan is positioned for what is coming.We anticipate major turbulence in world markets and much geopolitical and economic upheaval.” G. Tzanetatos

 
Global Titan perfomance updates are carried by major institutional world hedge fund databases.
Bloomberg updates Global Titan (Symbol: GLTITAN) on their world wide terminals.

 BARCLAY HEDGE

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Tzanetatos Capital Management, LLC has ranked # 1 in the Discretionary Traders Managing Less Than $10M category for May 2012.

 Tzanetatos Capital Management, LLC has ranked # 1 in the Diversified Traders Managing Less Than $10M category for May 2012.

 Tzanetatos Capital Management, LLC has ranked # 1 in the CTAs Managing Less Than $10M category for May 2012.

 

Kondriatieff’s “deep winter cycle” prepared to accelerate. 

  
TZANETATOS CAPITAL MANAGEMENT LLC
MEMBER NATIONAL FUTURES ASSOCIATION – NFA ID # 0303410
follow us on twitter @GlobalTitan

Past performance is not necessarily indicative of future results. Alternative investments such as managed futures investments are speculative, involve substantial risk and are not suitable for all investors.

Futures trading is speculative and involves a high degree of risk. For a complete description of the Global Titan Original Program and its associated risks, review the Disclosure Document of Tzanetatos Capital Management LLC.

 

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Following the Euro Summit Results of 12/9/11…Kontriatieff’s “deep winter cycle” prepared to accelerate.

“Prepare for History will begin marching against us at an accelerated pace.

Our Kontratieff work indicates- The entire world entering deeply towards the vortex of financial depression, economic stagnation and geopolitical imbalances that massive economicosocial peoples movements both create and destroy until some global equilibrium makes its appearance. The means of production are being retooled towards global scale conflict.

The new global order is emerging and collapsing simultaneously.

Renewal cycle will take immense more time as Kontratieff “deep winter cycle” gets longer and darker. It has only began”

Tzanetatos Capital/Chicago

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Can Political Risks be Hedged? Tzanetatos Capital, Kontratieff Cycles, Global Conflict.

Tzanetatos Capital, Kontratieff Cycles, Global Conflict.
Can Political Risks be Hedged?
http://www.hedgefundsmarts.com/

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“To one of the word’s greatest revolutionaries.”

“To one of the word’s greatest revolutionaries. We will never forget you Steve Jobs. Heaven and Earth will never be the same.” G.Tzanetatos

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“Germany for starters has unleashed WWIII…..a financial War… Kontratieff deep winter upon us.” G.Tzanetatos

Tzanetatos Capital

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