NOV 11 16 SIT EC
y POL
ZERO HEDGE
ECONOMICS
WORLD CONTEXT
Sharp turn taken by commodities, after U.S.
bond market “took down” EM assets Thursday, will add to EM pain, Deutsche Bank
strategist Alan Ruskin writes. There’s signs that higher bond yields, “knock”
of stronger USD are having a “domino impact,” taking down weakest risky assets
first before moving on to next weakest.
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Are stocks still cheap?
Bond-like stocks or stock-like bonds?
The "Buy and Hold" narrative spewed by every asset-gatherer
and commission-taker is perhaps far better understood as "buy and hold on tight" as the following chart shows, for many, equity
exposure is simply inappropriate (or too scary)!
See charts at: http://www.zerohedge.com/news/2016-11-11/what-happens-next
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Government bond yields are surging not because
growth will skyrocket in the US, but because they know that US debt under Trump
will rise even faster than under Obama, reflecting
the higher perceived risk of a potential default from considerably higher debt
levels.
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US crude production surged at the fastest pace
in months last week, seemingly beginning to engage on the lagged up-turn in the
US oil rig count. For the 21st week of
the last 23, US oil rig count rose (+2 to 452) to 9-month highs.
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The
cracks in the cartel are showing. Amid Saudi threats (over exemptions), Iran
tells OPEC it has raised output by the most since international sanctions were
lifted. With inventories remaining 300mm barrels above average and OPEC
production at a new record high, hopes for any production freeze deal are
fading fast and WTI has test pre-Trump
$43 handle lows.
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The total number of homes with foreclosure filings jumped 27% in
October from September, when they’d been at the lowest level since 2006. It was the biggest jump in monthly
foreclosure filings since August 2007.
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Wednesday saw a bloodbath in global developed
bonds. Yesterday saw Emerging Market currencies and bonds collapse. Today, it is the turn of the commodity
complex as Copper erases a 7% gain intrday and crashes red, WTI Crude
tumbles near a $42 handle (Trump lows) and precious metals are clubbed like
baby seals...
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Should bond yields rise again today, the week
Donald Trump won the presidency will go down in history books as leading to the
worst global bond rout in history.
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The
blowback began yesterday as #boycottgrubhub took hold on social media. But
it appears Americans - as deplorable as they are - are voting with their
wallets and dumping Grubhub stock (now down 10% since the CEO explained in a
company-wide email that Trump-supporting
staff are not welcome and should resign.) However, there are some deeper lessons from this than the typical
intolerance on the left and the "I just don't get it"
perspective.
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Over 85,000 gold futures contracts (over $10 billion) just traded as gold
plunged from $1260 to $1230 as US equity markets opened. . Down 5 days in a
row, today's crash has dumped the precious metal to its lowest price since June...
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The Sentiment Index in early November erased the small October decline
to climb to its highest level since mid 2016. However, there was one big
caveat: "Unfortunately, the November data must be accompanied by the
proviso that it was collected before the result of the Presidential election
was known late Tuesday." Expect
the final number to plunge...
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POLITICS
Not only must Trump have to deal with
Republican neocons trying to worm their way into his administration,
but he must deal with the attempt by Soros to disrupt
his presidency and the United States with a Purple Revolution
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Like California, a group of distraught Hillary
supporters in Oregon have filed a
secession proposal alleging "irreconcilable differences" because
"Oregonian values are no longer the values held
by the rest of the United States"
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Hillary Is Down, But Not The Oligarchs (Yet)
In a country whose institutions
have been so completely corrupted by the Oligarchy, it is difficult to achieve
real change without bloodshed. If Trump is advised to be conciliatory, to hold
out his hand, and to take the establishment into his government, the American
people will again be disappointed.
[ Poquito a poco, mi amor, primero la cabecita y despues el
resto. The worse evil is done.. jail is
expecting her. Chomsky said "Incluso si no gana,
Trump será muy peligroso" : even if Trump is defeat, he will be very
dangerous for democracy. The same can be said now on Hillary. So, the next target
of the nation, will be the lesser evil, a winner with high record of negative
votes. His Pol- life depends on implementing
his promised Radical change Prog. .. All depends on the staff selected for
Government .. with Pence doing this job, I daub of his success. If Trump do not
build legitimacy at the bottom of society soon .. he will be impeach it . No daub about it.]
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TRAMP TRANSITION TEAM CAPTURED BY
MIKE PENCE ,
The ultra-Conserv VP (anti-abortion & gay marriage)
with close ties to AIPAC n Koch brothers. He is pro-war in the ME “Israel’s
enemies are our enemies, Israel’s cause is our cause.” Read
more at http://www.thejewishweek.com/news/national/mike-pence-seen-having-strong-israel-record#isrbbWWo9qjbthTS.99
” , said at the GOP-Judith coalition, last Dec .
So
Pence is anti-Iran, anti-Asad and –by
association- pro ISIS. This has nothing to do with radical change or
Insurgent Rev Prog of Trump. Pence is going to select or have strong voice
selecting the new top staff in Tramp’ Govt. .. A wolf
in the corral, is bad sign.
Chris Christie was removed as Trump campaign transition
chairman on Friday, a position that will now be filled
by Vice President-elect Mike Pence, the transition team confirmed.
Christie will remain on the transition team’s executive committee as a vice
chairman, along with Ben Carson, both largely figured positions; they will be
also joined by retired Lt. Gen. Michael Flynn, former New York Mayor Rudy
Giuliani and Mr. Sessions.
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Dear
President-Elect Trump, more policy tweaks, more promises of more government
free money and more symbolic gestures won't fix anything. You must dig out
the rot in our system of governance, destroy needless and burdensome
state-cartel-imposed costs and encourage transparency, competition,
accountability and locally based community-economy solutions.
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When the U.S. decided to put America first this
week, who could have thought it would play out in the financial markets quite
so quickly and starkly? Domestic equities are flying. Contrasted by the
ones in global emerging markets that are taking it in the neck. Several
countries had to intervene in their currencies to stem the sell-off. The storyline is based on the
presumption that America can thrive no matter how the rest of the world gets
on.
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The house of crooks is crumbling
"Why should we trust you as chair to lead us through this? ...You
backed a flawed candidate, and your friend [former DNC chair Debbie Wasserman
Schultz] plotted through this to support your own gain and yourself... You are part of the problem"
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The next
president needs you. This is our country. Help him. Donald Trump said
he had a movement and he did. This is how you know. His presidential campaign
was bad - disorganized, unprofessional, chaotic, ad hoc. There was no
state-of-the-art get-out-the-vote effort - his voters got themselves out. It was a natural, self-driven
eruption.
[ The roots of Rev are underground ..
they were planted by Sanders & abandoned .. they survive and they will grow and blossom soon.
Today’s anarchic Social Mov will turn into org Revolution. ]
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WORLD ISSUES and ME
by Tyler
Durden
Fed / Election / Economy
- Exiting Our Winter Of Discontent by Danielle DiMartino-Booth via Money Strong
- Apparently, If You Voted For Trump, You’re A Racist by Jim Tankersley via WashPo
- Nothing Has Changed Yet by Joe Calhoun via Alhambra Partners
- What If Trump Keeps His Promises by Tory Newmyer via Fortune
- Clinton Lost The Economic Argument by Helaine Olen via Slate
- Who Lost? by Charles Hugh Smith via Of Two Minds
- Trump Can Quickly Put Stamp On Fed by Greg Robb via MarketWatch
- Good Chance Trumped Handed A Recession by Chris Isidore via CNN Money
- Trump Economic Consequences Could Be Bad by The Economist
- Fake Capitalism by Nicole Gelinas via City Journal
- Time To Abandon GDP by Buttonwood via The Economist
- Are Better Off Today Than 8 Years Ago? by Tami Luhby via CNN Money
- Fed Reserve: All Out Of Targets by Jeffrey Snider via Alhambra Partners
- Has Job Growth Peaked by Robert Johnson via MorningStarr
- Does The Economy Need To Keep Growing? by Alana Semuels via The Atlantic
- Wall Street Has It Wrong On Trump by Charlie Gasparino via New York Post
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Markets
- Stock Guru’s No Better Than Pollsters by Rebecca Spalding via Bloomberg
- Just How Big Is A Big Gross Margin by Eric Bush via GaveKal
- If This Is A Market Bubble, Election Won’t Matter by Antoine Gara via Forbes
- 5 Bullish Facts About The Market by Mark DeCambre via MarketWatch
- Election Marks Beginning Of Volatility by Jared Dillian via Yahoo
- The Views Of Yale’s Investment Guru by Geraldine Fabrikant via NYT
- How To Play The Trump Rotation by Michael Kahn via Barron’s
- A Huge Concern For Stocks by Bob Bryan via Business Insider
- Druckenmiller: I Sold All My Gold On Election Night by Tyler Durden via ZeroHedge
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Interesting Reads
- Taxpayers Are Still Bailing Out Wall Street by Renae Merle via Washington Post
- Want To Fix Infrastructure? Get Government Out by Lawrence McQuillan via IBD
- The U.S.’s Misplaced Admiration For Europe by Noah Smith via Bloomberg
- 5-Signs It’s Time To Change Your Advisor by Martin Pelletier via Financial Post
- China’s Gift To Trump: Crisis \by Tom Orlik via Bloomberg
- AI Is Here: Now What? by Thomas Hemphill via Nat. Center For Policy Analysis
- If You Build It (Infrastructure), They Won’t Come by Stephen Entin via IBD
- Should Retirement Age Be 76 by Chris Farrell via MarketWatch
- US Company Creation Crashes Most On Record by Tyler Durden via ZeroHedge
- Recessions, Predictions & The Stock Market by Pater Tenebrarum via Acting-Man blog
- High Risk & Low Conviction by John Hussman via Hussman Funds
- The Last Time This Happened It Wasn’t Good by Dana Lyons via Tumblr
- You’re Crazy by Jesse Felder via The Felder Report
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- Conquering Trump comes to DC (The Hill)
- Trump’s Data Team Saw a Different America—and They Were Right (BBG)
- Trump victory prompts U.S. fund managers to focus on inflation (Reuters)
- Dollar’s Trump-Inspired Surge Sets Off Intervention Across Asia (BBG)
- Trump Camp Works to Form Cabine (WSJ)
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Time for
forces to unite to beat a common enemy...
Oh the
irony of it all...
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DEMOCRACY NOW
Millions
Sign Onto Call for Electoral College to Award the Presidency to Popular Vote
Winner Clinton
[ In political science this is called “realismo tardio”, retrograde
and “retarded” in English. It is a fake realism. Objective realism has is bases
on rationality. This polit mov is based on a broken ideology or illusion. Is
disillusion that inspire frustration, disappointment and anarchic violence. It
is idealism, not realism, that produces disillusion. Realism would prevent
negative reactions if were acted in time. The workers and ex-sanders followers
who expected a radical change voted for Trump because they saw him as
anti-system, as it was Sanders before been assaulted and captured by Hillary’s
machine of frauds, lies, and dishonesty. The oligarchical manipulation of the
Corp press manufactured in the mind of many Dems the idea that she is the real
winner of election. False!. There are evidences of fraud en CA & NY, only
the one in Florida was dismantled. A proper investing on those machines used
will reveal that she didn’t get even the popular vote. One more thing, the
system is set for two rounds of votes between two parties, that excluded
minority parties from main debates. To change the system I would’ve required to
dismantle frauds of Hillary super-delegates during the primaries against Sanders , and it
wasn’t properly done by currents anti-Trump rebels. That is the evidence of realism
tardio, negative and retrograde. To place in power a lesser evil (the
pro-oligarchy Hillary) is not a proper exercise of a right. A right you do it
well or done. If a trap is set to vote for evils, you either vote for a 3rd
option or Abstain. The bad option for many worker and ex-sanderistas was to vote
for what they considered an anti-system candidate. Besides, we cannot say that
votes in States are not popular. They are. Now, this people that demonstrate
against Tramp has to be organized and
prepared to set referendums across the nation to impeach Trump if he betray his
promises. That is a good cause, not to put an oligarchical crook in power. ]
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Where Do
We Go from Here? Former Bernie Sanders Adviser & Chicana Organizer Call for
Mass Organizing
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GLOBAL RESEARCH
The
Anti-Trump Protesters Are Tools of the Oligarchy. Their Objective: Delegitimize
Donald, Install “Madam President” By Dr. Paul Craig
Roberts
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Donald
Trump Wins US Presidency: A Blow to the Global Establishment…or Its Latest
Iteration? By Ghada Chehade
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INFORMATION CLEARING HOUSE
People loyal to the Syrian government are happy with Donald
Trump
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The American Empire has behaved with exactly the same
solipsistic arrogance all empires have embraced
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Trump's enmity with the neocons is "fantastic news for
us and the world."
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Journalists who had been vilifying Trump, have started
debating how he would possibly save the world
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The truth is that the United States is a very deeply divided
country
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The United States does not really have an oppositional
political system
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COUNTER PUNCH
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Anthony DiMaggio How Did We Get Here? What
Lies Ahead?
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Jason Hirthler Blaming
Everybody
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Jean Bricmont Trump’s
Victory: Arrogance Defeated
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Renee Parsons In the Final
Days
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SPUTNIK and RT SHOWS
Silicon Valley Top Players Gradually Opening Up to Trump
After Past Criticism
https://sputniknews.com/us/201611121047358215-silicon-valley-trump/
https://sputniknews.com/us/201611121047358215-silicon-valley-trump/
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Trump Eyeing Senator Kelly Ayotte for Pentagon Chief
https://sputniknews.com/us/201611121047358215-silicon-valley-trump/
https://sputniknews.com/us/201611121047358215-silicon-valley-trump/
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RT SHOWS
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SophieCo If
Trump moves to heal ties with Russia, establishment will oppose him fiercely –
Stephen Cohen
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WASHINGTON BLOG
Posted on November 11, 2016 by Charles
Hugh Smith
Though I am just another powerless peon, I’d like to
offer seven suggestions to President-Elect Trump and his transition team:
1. Make sure your administration
is as diverse as America. No
single act will give your enemies more ammo than populating your cabinet and
administration with the Usual Suspects: Caucasian elites from Ivy League
universities. These privileged “experts” have bankrupted the nation
financially, morally and spiritually while enriching themselves and their
privileged cronies.
Populate your cabinet and administration with
entrepreneurially minded, honest, hard working, forward-looking people who just
happen to be African-American, Hispanic-American, Asian-American, female, gay,
mixed-race, etc.
Having a cabinet that reflects the diversity of America (or
just the diversity of New York City or Los Angeles County, for goodness sakes)
will send a powerful message not just to the nation but to the world: America’s diversity is America’s strength.
If you want an example of how to do this, follow in the
footsteps of the U.S. military. Yes, it’s imperfect, but for a large-scale
voluntary institution, it’s done a lot better than most to promote a diverse
spectrum of Americans.
2. Wage total war on regulatory
capture and bureaucratic fiefdoms. Everyone knows federal
regulations are completely out of control on several fronts. Yes, there is a
need for regulations to protect the nation’s air, water and resources from
despoliation, its labor force from exploitation, its food supply from unhealthy
additives and foreign-sourced toxic products, and so on. These safeguard
regulations should be rigorously enforced.
⇒ Keep Reading
⇒ Keep Reading
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NOTICIAS IN SPANISH
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“La conjura contra América” Pepe Gutiérrez-
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PRESS TV
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