OCT 21 16 SIT EC
y POL
ZERO HEDGE
ECONOMICS
For the 21st week of the last
22, US oil rig counts rose - spiking by 11 (most in 2 months) to 8 month highs
at 443. Oil prices are modestly lower on the print...
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Given the recent powerful move, spreads have compressed to a point where
history suggests we may be at the end of this narrowing cycle.
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Most of the worlds largest
exporters are facing declining domestic populations (0-64yr/olds) and
demand. But now these
exporters are also facing the prospect of declining global demand as the core population among the world's primary
importers is set to peak.
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For the last 7 days, something odd has happened
at the end of the day... stocks haven't ripped higher into the close.
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The U.S.
peasantry has been stripmined exactly like the powerless colonial peasantry in
the old colonial model, and they are finally identifying their oppressors: the
ruling Elite of the U.S.
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“I think people are more in
despair about how things are - yes
new jobs but they are low wage jobs... HOUSING is a huge issue. Most people pay half of what they make to rent,”
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Treating
the dollar with “benign neglect” is a recipe for massive poverty and political
failure ...as too many presidents have discovered too late.
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...but if China can’t sell its
products, it can’t afford to buy resources... resource prices plunge... and
consumer prices follow, aggravating weak demand with lower prices, falling
money velocity... gloom, doom... recession, depression... and worldwide
deflation. Then, as the world’s attention is fixed on the sordid business of
the U.S. election, with its contest between reality-TV Big Shot Donald Trump
vs. Deep State Shill Hillary Clinton, the world economy wobbles.
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POLITICS
"Rigged
primary, rigged media and rigged 'pied piper' candidate drive
consolidation."
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"We write to express our
deep concerns over recent actions that took place in North Dakota to effectively
ignore the rule of law..the United States is a 'government of laws, and not of
men.'"
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Former Haitian Senate President Bernard Sansaricq lashes out at Clinton
Foundation for bringing "pay-to-play" tactics to Haiti..."They are nothing but common
thieves."
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"There is no US election. There is power
consolidation. Rigged primary, rigged media and rigged 'pied piper' candidate
drive consolidation."
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Currently, there is little argument the “bullish trend” remains intact.
As such the mainstream analysis, if
you can actually call it that, continues to the tout the inherent benefits of
low cost, passive indexing and the ultimate “chase for yield.” However, it is
here the real danger lies. Much
of the monetary flows into passive indexes is actually NOT PASSIVE. When the eventual reversion comes, and it will, the pain inflicted on individuals, as is
always the case, will turn “passive indexers” in “panicked sellers.”
Fed / Economy
- Why Won’t The Fed Raise Rates by Norman Mogil via SoberLook
- The Fed Has Made A Massive Policy Error by John Mauldin via ZeroHedge
- Draghi: So Far We So No Evidence Of Bubbles by Tyler Durden via ZeroHedge
- Zombie Banks Stalking Europe by David McHugh via AP
- Raoul Pal: A Recession Is Coming by Barbara Kollmeyer via MarketWatch
- Global Debt Exceeds Levels Of 2008 by Robert Samuelson via RCM
- Yellen: We May Not Know What We’re Doing by Jeffrey Snider via Alhambra Partners
- The LIBOR Wrecking Ball by Lisa Abramowicz via Bloomberg
- Economy: America’s Top Problem by Zac Auter via Gallup
- We Are Getting The Wrong Kind Of Inflation by Rex Nutting via MarketWatch
- Many Americans Balancing 2 or 3 Jobs by Paul Davidson via USA Today
- Economic Indicators Not Caught Up To Market by Joe Calhoun via Alhambra Partners
- Fiscal Policy: Cooking The Books by Ed Yardeni via Yardeni Research
- Subtle Forward Guidance: Best Practice by Eugen von Bohm-Bawerk via Bawerk.net
- Economy Cracking Under Too Much Debt by Adam Taggart via Peak Prosperity
Markets
- Global Debt Investors: Led To Slaughter by Danielle DiMartino-Booth via Money Strong
- The Tide Is Going Out On Stock Pickers by Rachael Levy via BI
- The Single Worst Investment Today by Brett Owens via Forbes
- Barron’s Big Money Poll: Bulls Rule by Jack Willoughby via Barron’s
- Signs Of Strain Between Stocks & Bonds by Carla Fried via New York Times
- Beware Randomly Falling Markets by David Keohane via FT Alphaville
- The U.S. Has Its Own Oil Curse by Ellie Ismailidou via MarketWatch
- Dumb Chart Predicts Crash by Paul La Monica via CNN Money
- A Better Way To Index by Ironman via Political Calculations
- Debts, Deficits & Housing: The House That Fraud Built by Aaron Layman
Interesting Reads
- Why Toxic Politics Can Foster Economic Crisis by Mohamed El-Erian via MarketWatch
- Kaepernick Or Peak Football As Ratings Decline by Stephen Carter via NY Post
- The Best Way 64% Can Boost Retirement Savings by Paul Katzeff via IBD
- Firing Line Conversation W/ James Grant by Neal Freeman via National Review
- Everything You Need To Know: Elections & Markets by Jeff Desjardins via Visual Capitalist
- 5 Books Clinton & Trump Should Read by Caroline Baum via MarketWatch
- Strange How China Keeps Posting 6.7% Growth by Leslie Shaffer via CNBC
- China’s Stable Growth & Price Of Reform by The Economist
- Fed, Damned If They Do Or Don’t by Anthony Mirhaydari via Fiscal Times
- History Will Judge Central Banks Harshly by Desmond Lachman via AEI
- Yellen & Fischer: Same Song, Same Book by Marc Chandler via RCM
- The End Of Stock Buybacks by Bryan Borzykowski via Morningstar
- The 1970’s Sans Inflation by Scott Sumner via The Money Illusion
- Don’t Wait For A Catalyst To Sell by John Hussman via Hussman Funds
- Bear Funds Go Into Hibernation by Dana Lyons via Tumblr
- How Yellen Rationalizes History’s Biggest Bubble by Jesse Felder via The Felder Report
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WORLD ISSUES and ME
“We’ve
been deploying now for 15 years, we’ve probably got 15, 20 years to go,” Gen. Goldfein warned. This wasn’t just about the current
wars, either, as the general laid out some of the new deployments against new
enemies, citing a “resurgent Russia and China” as driving future deployments.
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A recent, reluctant re-viewing of the film, 'Silence of the Lambs', fed
fresh food for thought. The image of
captives rejecting their freedom brought to mind another flock of corralled and
stunned lambs - bond market investors. They too have been given the
opportunity to escape their fate. But so many choose instead to stay. Such is the reality of a world devoid of
options, with time ticking ruthlessly by.
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- Trump, Clinton trade barbed jokes for charity (Reuters)
- Islamic State retaliates as Iraqi forces push on Mosul (Reuters)
- Hedge Fund Managers Struggle to Master Their Miserable New World (BBG)
- Woebegone Stock Pickers Vow: We Shall Return! (WSJ)
- Madonna pledges oral sex for Clinton voters (The Hill)
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GLOBAL RESEARCH
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INFORMATION CLEARING HOUSE
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COUNTER PUNCH
Diana Johnstone Hillary
Clinton’s Strategic Ambition in a Nutshell
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Pepe Escobar The
Aleppo / Mosul Riddle
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Victor Wallis On
the Stealing of U.S. Elections
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Michael Hudson The
Return of the Repressed Critique of Rentiers: Veblen in the 21st century
Rentier Capitalism
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Peter Lee Trump:
We Wish the Problem Was Fascism
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Dennis Kucinich War or Peace?
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Gilbert Mercier Globalist
Clinton: Clear and Present Danger to World Peace
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SPIUTNIK and RT SHOWS
US Elections Being Routinely Rigged is an 'Ordinary American
Thing' https://sputniknews.com/us/201610221046614408-us-elections-rigged/
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Victory in Mosul 'Will Help Hillary Clinton Win the White
House' https://sputniknews.com/middleeast/201610221046614198-us-mosul-election/
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'A Big Electoral Show': Mosul Liberation Will Not Be the
'Defeat of Daesh' https://sputniknews.com/politics/201610211046589980-mosul-daesh-defeat/
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What's Behind Russia Extending Humanitarian Pause in Syrian
Aleppo https://sputniknews.com/politics/201610211046572759-aleppo-humanitarian-pause/
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RT SHOWS
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WASHINGTON BLOG
Posted on October 21, 2016 by Eric Zuesse.
Sen. Elizabeth Warren
professes that she is not running for president, but her Wednesday speech to a
major labor conference is loaded with not-terribly-veiled references to
Hillary Clinton and attacks on Bill Clinton’s record
as president. The Massachusetts Democrat’s prepared remarks to
the AFL-CIO’s National Summit on Wages in Washington are a lesson in
progressive economic theory. In this retelling, landmark free trade deals and
banking deregulation boost the fortunes of the wealthy at the expense of
the poor and middle class [this being the WSJ’s characterization
of what Warren’s message to voters is]. Criticism of
the Clintons is threaded throughout Ms. Warren’s remarks. Most comes in
the form of a liberal critique of Mr. Clinton’s economic record, but there
is one significant shot at Mrs. Clinton as well. Of course, Ms.
Warren has insisted she isn’t running for president but has couched it in
the present tense, most recently last month when she refused to rule out a
run during an interview with NPR
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NOTICIAS IN SPANISH
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Las
revelaciones de WikiLeaks que más comprometen a Hillary Clinton https://actualidad.rt.com/actualidad/221441-revelaciones-wikileaks-comprometen-hillary-clinton
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PRESS TV
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