JUL 22 16 SIT EC
y POL P1
Complain: my journal is being sabotaged in Mozilla Firefox
Complain: my journal is being sabotaged in Mozilla Firefox
….
Ex. One plot: his
religion believes
DNC CFO Brad Marshall
appeared to be questioning Sanders’ faith, a factor that he
said would affect primary voters in Kentucky and West Virginia at the
time.
“It might
make no difference, but for KY and WVA can we get someone to ask his
belief. Does he believe in a God. He had skated on saying he has a Jewish
heritage. I think I read he is an atheist. This could make several points
difference with my peeps” .. the email from early May says.
….
[The presstitute paid by Hillary .. did the rest. This &
many other dishonest games was plot against him. Why he accepted? is another
thing .. but give up & forget the need to forge an org for people to
continue the fight against the 1% was horrible .. Worse than dishonest
complicity, it was treason. We
are not going to vote Clinton.. WE
ARE GOING TO VOTE JILL STEIN. ]
THIS IS OUR ALTERNATIVE: Dr. JILL STEIN
JUL 22 16 SIT
EC y POL
….
Ex. One plot: his religion believes
DNC CFO Brad Marshall appeared to be questioning
Sanders’ faith, a factor that he said would affect primary voters in
Kentucky and West Virginia at the time.
“It might make no difference, but for KY and WVA
can we get someone to ask his belief. Does he believe in a God. He had skated
on saying he has a Jewish heritage. I think I read he is an atheist. This could
make several points difference with my peeps” .. the email from early May says.
….
[The presstitute paid by Hillary .. did the rest. This
& many other dishonest games was plot against him. Why he accepted? is
another thing .. but give up & forget the need to forge an org for people
to continue the fight against the 1% was horrible .. Worse than dishonest
complicity, it was treason. We are not
going to vote Clinton.. WE ARE GOING TO VOTE JILL STEIN. ]
THIS IS OUR ALTERNATIVE: Dr. JILL STEIN
JILL STEIN DOES REPRESENT THE WORKING CLASSES OF
AMERICA
Hillary & Trump represent the big-mafia Corp &
Israeli genociders
They don’t represent
American people, not peace & never justice.
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ZERO HEDGE
ECONOMICS
WORLD ECON COLLAPSE AD PORTAS HIT THE IMF:
In December we warned of her career's "terminal decline," and it appears, just as
with Dominic Strauss-Kahn, someone is upset at the IMF Director (perhaps she
has just been too darn negative, or pushy towards policy-makers?). In a
surprising twist for 'the establishment' Bloomberg reports that Christine
Lagarde may face consequences for her actions (or lack of them). France’s Supreme Court rules that The IMF
director will have to stand trial for alleged “negligence” in
accepting an arbitration panel decision in favor of a French businessman.
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"Nobody knows for sure what's going to happen...
But there's plenty of reason to think
that’s a scary graph."
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It's quiet out there, too quiet. With VIX once again
testing cycle lows, equity risk is
trading below bond risk for the first time since right before markets crashed
in August 2015.
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"The
chaos that one day will ensue from our 35-year experiment with worldwide fiat
money will require a return to money of real value. We will know that
day is approaching when oil-producing countries demand gold, or its equivalent,
for their oil rather than dollars or euros. The sooner the better."
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"Caution remains highly advised..."
…
A low reading in McClellan’s index signals a fairly
straight-line, or linear, move. And
presently, his choppiness index is at its lowest level in two decades.
See graphic at: https://realinvestmentadvice.com/wp-content/uploads/2016/07/MW-ES000_mccell_20160720113502_NS.jpg
Here is what I will be reading on the way back home.
Interesting Stuff
- Could France Be Facing A Civil War by Jonathon Miller via CNBC
- The Rise Of Zero Sum Economics by Sandwichman via Econospeak
- Credit Risks Are Rising by Rupert Hargreaves via Value Walk
- Why Oil Prices Might Never Recover by Arthur Berman via OilPrice.com
- Unburdening The Facebook Generation by Mohamed El-Erian via Project Syndicate
- $15 Minimum Wage, No Cashiers by Panos Mourdoukoutas via Forbes
- Land & Homes Are Lousy Investments by Robert Shiller via NY Times
- Yield Curve Deniers Prepare To Do Battle by Caroline Baum via MarketWatch
- Trump Vs. Clinton On Economic Issues by Paul Davidson via USA Today
- The Fed’s Cuban Connection by Mary Tao via Liberty Street Economics
- Helicopter Money Is No Bazooka by James Hamilton via Econobrowser
- Fed Mission Accomplished, Why No Change by Conor Sen via Bloomberg
Markets
- The Dow Will Need To Hit 150,000 by Chuck Jaffe via MarketWatch
- Why Stocks Have Been So Resiliant by Anora Mahmydova via MarketWatch
- Is This Bull Market Just Starting by Shawn Langlois via MarketWatch
- Throwing Shade At New Market Highs by Anthony Mirhaydari via Fiscal Times
- Thank D.C. For Stock Market Rise by Jonathan Aberman via Washington Post
- Is Fed Fueling Fear In The Markets by Jonathon Trugman via New York Post
- Equities, The Only Game In Town by Buttonwood via The Economist
- Bull Market Blues? by Paul Krugman via NY Times
- Companies Sitting On $75 Trillion Bomb by Jeff Cox via CNBC
- Bull Trap Still In Play by Adam Koos via MarketWatch
- 3 Reasons To Worry About End Of Advance by Michael Kahn via Barron’s
- Light Bulb Moment For Explaining Market by Science Daily
Always Good To Read
- Beware Of Junk Yard Dogs by Danielle DiMartino-Booth
- Lies, Damn Lies & Valuation Statistics by Jeffrey Snider via Alhambra Partners
- What Will It Take To Worry Investors by Tyler Durden via Zero Hedge
- Why The Fed Can’t & Shouldn’t Raise Rates by Tim Duy via Bloomberg
- Stocks Will Complete A Full Cycle by John Hussman via Hussman Funds
- BIS Reveals Biggests Risk To Global Economy by by John Mauldin via Tumblr
- 10 Things I Think I Think by Macro Man
- Monetary Cocaine & The Market by David Stockman via Contra Corner
- Stock Streak Hits Rarefied Air by Dana Lyons via Tumblr
- Never Been A Better Time To Be An Active Investor by Jesse Felder via The Felder Report
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"They
look to me asset price dependent more than they look data dependent. When
the stock market falls like it did in the beginning of this year, they say,
‘Oh, we better not do anything.’ Stock markets are now at career highs. I
suspect when they meet next week they will suggest, ‘Oh, now they look like
they can be somewhat more responsible.’"
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After two years of bombing, the U.S. recently marked a
horrendous milestone in a war
with no clear end in sight. Vocativ reported that the American-led coalition in the
Middle East has now dropped 50,000
bombs in the ongoing campaign against ISIS that began in August 2014.
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So China is 'stable', Brexit is 'over', record high
stocks, 'good' payrolls, rising inflation, and now US manufacturing is
rebounding strongly? Data-dependent
Fed is going to need more excuses.
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IF CHINA FALLS .. WE ALL FALL into the worse global
recession
Dishonesty wasn't
really a solution, it was simply easier.
Kyle Bass has consistently
maintained that China's ballooning debt has reached the point that the
government, despite its claims to the contrary, can no longer control the
inevitable implosion of China's $3 trillion in corporate debt and trillions in
other private-sector debt.
In comparing the asset-liability mismatch that
triggered the collapse of the U.S. housing bubble in 2008 with China's current
mismatch
IF WE CAN'T BE HONEST, NO
SOLUTION IS POSSIBLE.
Many of us declared the official response to the
Global Financial Meltdown of 2008-09 nothing but smoke and mirrors and extend
and pretend.
Interestingly, after seven years of weak growth and
rising wealth/income inequality, the
mainstream media is finally discussing the reality that the official
"fixes" of quantitative easing (QE) and zero-interest rate policy
(ZIRP) have not been solutions at all: they've only exacerbated
imbalances and inequalities that have grown in size and severity.
Putting off the day of
reckoning is not a real solution. Solutions require honesty, and
currently that honesty is too painful to bear.
So instead of getting an opportunity to think through
a long-term solution, we'll get another meltdown (this time in China) and the
authorities will choose politically expedient "extend and pretend"
fixes that only make the underlying imbalances and instabilities worse.
Denial is not a solution,
and neither is acting like the problem doesn't exist. But this is
our short-term default setting in all scales of human life.
There is a high price to
be paid for not solving problems, just as there is a great dividend for those few who
have learned to tackle problems head-on in a brutally honest fashion.
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