JAN 6 17 SIT EC
y POL
ZERO HEDGE, BLOOMBERG & WS-J
ECONOMICS
What could possibly go wrong?
- Russell 2000 speculative positioning has never...ever... been more long.
- VIX futures positioning is near its shortest ever.
- Treasury futures speculative positioning has never...ever...been more short.
See all graphs at: http://www.zerohedge.com/news/2017-01-06/wont-end-well
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The Washington Post is very disappointed...
This file was inadvertently published
The Dow tried (and failed) 8 times...
See all the graphs at:
http://www.zerohedge.com/news/2017-01-06/1999963
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According to the BLS at least, some 155,000
seasonally adjusted jobs were added in December, arbitrarily goalseeked as they
may have been. Where were they? Here is the answer:
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Putting the exclamation point on a trend that
has marked Obama's entire presidency, in the final Obama jobs report, the BLS
announced that the total number of people not in the labor force grew
once more, rising by 18,000 in December, and a whopping 841,000 in the past
three months, to a new all time high of 95.102 million Americans no longer in
the workforce.
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With Wall Street expecting a 178K payrolls
print for president Obama's final full monthly December jobs report, the
headline December nonfarm payrolls increase of just 156K is likely to
disappoint. However, the poor December headline number will be offset by the
sizable upward revision to the November number, which rose to 204K, as well as
the big jump in average hourly wages which rose 0.4% in Obama's last full
month.
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There is a simple reason why the vast majority of American workers,
some 82% of them, are not feeling any wage growth: THERE SIMPLY ISN'T ANY.
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Following October's pre-election surge in new
factory orders, November saw orders plunge 2.4% MoM (worse than expected) and the biggest drop since Aug 2014.
This drop comes despite a 103% MoM
rise in defense aircraft orders as non-defense aircraft orders
crashed 73.8%. Factory Orders also dipped back into negative territory YoY.
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The only other time in history where the Dow advanced 5000 points over
a 24-month period was during the 1998-1999 period of “irrational exuberance” as
the Fed was fighting the fears an inflationary advance, while valuations were
rising and GDP growth rates were slowing. Maybe it’s just coincidence. Maybe “this time is different.”
Or it could just be the inevitable beginning of the ending of the current bull
market cycle.
…
With Janet Yellen and the Fed once again chasing an
imaginary inflation“boogeyman” (inflation is currently lower
than any pre-recessionary period since the 1970’s) the tightening of
monetary policy, with already weak economic growth, may once again prove
problematic.
If price acceleration
in the market is a sign of investor optimism, then the chart recently published
by MarketWatch should raise some alarm bells. See image at: http://realinvestmentadvice.com/wp-content/uploads/2017/01/Dow-Milestones-Chart.png
The only other time in history
where the Dow advanced 5000 points over a 24-month period was during the
1998-1999 period of “irrational exuberance”as the Fed was fighting
the fears an inflationary advance, while valuations were rising and GDP growth
rates were slowing.
Maybe it’s just
coincidence.
Maybe “this
time is different.”
Or it could just be
the inevitable beginning of the ending of the current bull market cycle.
..
Here the suggested reading for this weekend.
FED, ECONOMY & MORE TRUMP
- 2016 – The Beginning Of The End For The EU by Simon Constable via Forbes
- The Art Of Trade Warfare by Danielle DiMartino-Booth
- Economics Is Not Astrophysics by Emmett Tyrell via American Spectator
- Guiding Thoughts On Regulatory Reform by Sam Batkins & Ike Brannon via Cato Institute
- Trumps Tax Plan & The Dollar by Farhi, Gopinath & Itskhoki via Proj. Syndicate
- Did Ford Cave To Trump? by IBD
- Markets Underestimating Trumponomics by Fergal O’Brien via Bloomberg
- What Strong Jobs Recovery Tells Us by Mohamed El-Erian via Bloomberg
- Reagan vs. Trump Macro Initial Conditions by Macroman via Global Macro Monitor
- On Policy – It’s President Trump vs Candidate Trump by Caroline Baum via MarketWatch
- The Fed’s Playbook For 2017 by James Rickards via Daily Reckoning
- Fed’s Policy Uncertainty Bingo by Mike Shedlock via Mishtalk
- Trump Has Enormous Blindspot To WallStreet by Michael Krieger via Liberty Blitzkrieg
Markets
- Not The Time To Be Bearish by Jared Dillian via Maulding Economics
- Markets Post-Inauguration by Ed Yardeni via Yardeni Research
- Valuation & Investment Analysis by John Hempton via Bronte Capital
- Why January Is Still The Most Important Month by Jeff Hirsch via Almanac Trader
- The Zero-Budget Portfolio by Meb Faber via Faber Research
- Is The Market Overpriced? by William Droms via MarketWatch
- 2016 Year In Charts by Charlie Bilello via Pension Partners
- Meet The 2017 Dogs Of The Dow by Jon C. Ogg via 24/7 WallStreet
- Missed Most Of 2016’s Projections, Here’s 2017 By Byron Wein via Blackstone
- Investors Enter 2017 In Front Of A Steamroller by Sam Ro via Yahoo Finance
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Interesting Reads
- Top Research Papers Of 2016 by Cullen Roche via PragCap
- 10-Times Less Is More by James Altucher
- 2017 – Most Risks Since WWII by Tyler Durden via ZeroHedge
- Fair Share? Top 400 vs Bottom 50% by Mark Perry via AEI
- What Is The Neutral Interest Rate by Mark Spitznagel via Mises Institute
- U.S. Growth Rates Hits New Low by William Frey via Brookings Institute
- Risk Of A Global Conflagration Has Risen via Council On Foreign Relations
- If Italy Leaves EU, It’s The Beginning Of The End by Steve Forbes via Forbes
- How To Play Catch-Up For Retirement by Joel Johnson via Forbes
- The Struggles Of Retirement Planning by Richard Eisenberg via MarketWatch
- Donald Trump, Trade Warrior Edition by Edward Harrison via Credit Writedowns
- The Troubling Birthrate Decline by Stephen Mihm via Bloomberg
- Also Read: American’s Prefer Cats To Kids by John Mauldin via Zerohedge
- Threat To Profits For 80% Of Advisors by Paul Katzeff via IBD
- Not-So-Secret Intelligence: Tapped Central Banks by Reuven Brenner via Asia Times
- Hidden Costs Of “Made In America” by Chico Harlan via Washington Post
- Red Flags Waving by John Hussman via Hussman Funds
- 2016 Charts Of The Year by Dana Lyons via Tumblr
- Important Reading You Should Catch Up On by Jesse Felder via The Felder Report
…
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When asked about the economic outlook for America, millennials were the only generation to
predict 2017 would be worse than 2016. As Bloomberg
reports, the feeling of impending doom wasn't exclusively reserved for
2017: about a third of
millennials surveyed said they don't think they'll have enough money to
comfortably retire at all.
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POLITICS
After legitimizing electoral corruption with his Law on
Super-pacs .. OB drop crocodile tears
"By 'election infrastructure,' we mean storage facilities, polling places, and
centralized vote tabulations locations used to support the election
process, and information and communications technology to include voter registration databases, voting
machines, and other systems to manage the election process and
report and display results on behalf of state and local governments."
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"The
reality of it is that it was a Bernie Madoff type scheme. It was an
unsustainable feature. What they
turned it into was an investment strategy and guaranteed themselves a return
that is unheard of."
Check video at: http://www.zerohedge.com/news/2017-01-06/city-dallas-looks-clawback-ill-gotten-pension-gains-dallas-police
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Seven years after being awarded the Nobel Peace Prize for his "extraordinary efforts to
strengthen international diplomacy and cooperation between peoples," despite having been in office for less than one
year and having pretty much no actual, tangible foreign diplomacy
accomplishments at the time, President Obama will depart the White House
having dropped 26,171 bombs on foreign countries around the world in 2016,
3,027 more than 2015.
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"We
assess Russian President Vladimir Putin ordered an influence campaign in 2016
aimed at the US presidential election. Russia’s goals were to
undermine public faith in the US democratic process, denigrate Secretary
Clinton, and harm her electability and potential presidency. Putin and the
Russian Government developed a clear preference for President-elect
Trump."
…
"Discrediting" Hillary? COME ON .. she
discredit herself with her frauds, lies
& dishonesty against Sanders .. she discredit herself with her voracious
gluttony for “money contributions” to the Clinton Foundation and her Superpac..
She discredit herself when delete the files on Libya under investigation (money
from Saudis to kill Gadafy and empower the terrorist of future ISIS, main
suspects in the crimen of 4 American in the US Embassy).. Because her arrogance of money (placing herself above the Law) and the nasty record as
Sec of State she became the worse among 2 evils in election Time. RU
didn’t manufacture that image .. she did it herself. The Nation knew that and
didn’t vote her. .. Now she put her image to cover up
the war plans against RU from big banker & Corp .. What a scum she is!
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Si la nación no la quiere.. por qué
NY? ..
After failing in spectacular fashion in her
2016 bid for the White House, several sources are reporting today that
Hillary Clinton is mulling a potential run for New York City Mayor.
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WORLD ISSUES and ME
"You
can choose to cooperate with United States of America or to cooperate with
Russia," Russian Rear Admiral Eduard Mikhailov said, speaking at the Manila Harbor. "But from our
side we can help you in every way that you need..."
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Hundreds of U.S. tanks, trucks and other
military equipment arrived by ship in Germany on Friday to be transported by
rail and road to eastern Europe as part of a NATO buildup that has been sharply
criticized by Putin.
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THE NEOLIBERAL
TITANIC IS SINKING but we are OK.. we’ll survive
European shares fell
modestly, Asian equities declined for the first day in three, and US equity
futures were unchanged before the December U.S. nonfarm payrolls report.
China’s offshore yuan fell the most in a year to pare a record weekly rally,
while Mexico’s peso climbed after the central bank sold dollars. Oil was
trading lower in early trading.
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DEMOCRACY NOW
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GLOBAL RESEARCH
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Obama,
Kissinger and Nuland: Coup d’état in Cyprus 1974 – Cyprus 2017 By Dimitris
Konstantakopoulos,
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Top
American Intelligence Official Debunks Fake News About Russia Hacking Votes By Washington's Blog,
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INFORMATION CLEARING HOUSE
We now have detailed
evidence that the commander of CENTCOM’s Air Force component attacked the
Syrian army deliberately. [ Obama is the commander in chief.. so, accomplice in such
action.. it doesn’t if Pentagon is using him as toilet paper.. he is
responsible for such actions. ]
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[ If Trump don’t dismiss all of them .. he will be either the
next toiled paper or the next JFK ]
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Officials Who Pushed the Iraq War Are Now
Stirring Up Anti-Russia Hysteria By
WashingtonsBlog
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US FOREIGN POLICY is based on an orchestrated “Muslim
threat.”.
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The Trump Bubble By Mike Whitney
Trump knows his so
called “tax holiday” scam is a bunch of baloney.
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SPUTNIK and RT SHOWS
Detailed Intel Report on Russian Alleged Hacking of US
Election Released
https://sputniknews.com/world/201701061049340361-detailed-intel-report-russian-hacking/
https://sputniknews.com/world/201701061049340361-detailed-intel-report-russian-hacking/
Zealots of cronyism & his lawyer
Mr.Drones-OB pueden hacer lo que quieran para resucitar los cadaveres mal-olientes
del clan Clinton y lo que lograran será otro fracaso y cómica sepultura
Related 1
Hyped Up Senate Hearing on Russian ‘Hacking’ Ends Up Being a
Flop
https://sputniknews.com/us/201701051049303837-senate-hearing-russian-hacking-flop/
https://sputniknews.com/us/201701051049303837-senate-hearing-russian-hacking-flop/
Related 2
After Intel Briefing Trump Says Hacking Had No Effect on
Outcome of Election
https://sputniknews.com/us/201701061049338735-donald-trump-statement-russian-intelligence-briefing/ Esto no es solo “idiotic plot”, es sobre un complot de ultra-derecha anti-Americana. Lo que buscan es preparar ambiente para la Guerra nuclear contra RU y servir así a 6 big Corp. No al USA. Si estos estúpidos y falsos héroes de guerras pasadas creen que RU no responderá.. estan equivocados.
https://sputniknews.com/us/201701061049338735-donald-trump-statement-russian-intelligence-briefing/ Esto no es solo “idiotic plot”, es sobre un complot de ultra-derecha anti-Americana. Lo que buscan es preparar ambiente para la Guerra nuclear contra RU y servir así a 6 big Corp. No al USA. Si estos estúpidos y falsos héroes de guerras pasadas creen que RU no responderá.. estan equivocados.
Related 3
Trump Calls for Investigation After NBC Got Intel Report
Before He Was Briefed
https://sputniknews.com/us/201701061049335362-trump-nbc-investigation-intel-report/
https://sputniknews.com/us/201701061049335362-trump-nbc-investigation-intel-report/
Trump sabe que la propuesta guerrerista lo pone
a él en la mira del sniper. Si no los frena.. Adios
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More Money for wars: Pentagon Approves $125 Billion Nuclear
Submarine Expansion
https://sputniknews.com/military/201701071049343176-money-pentagon-billions-nuclear-submarine/
https://sputniknews.com/military/201701071049343176-money-pentagon-billions-nuclear-submarine/
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RT SHOWS
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WASHINGTON BLOG
Posted on January 6, 2017 by Charles
Hugh Smith
It’s easy to quantify the annual
cost of Social Security/Medicare, and not so easy to calculate the cost of
Cartel Cronyism and Central Bank-created inflation. Cartel cronyism
is a hidden tax on the entire economy, as is Central Bank-created
inflation.
That makes it easy for the financial-political Oligarchy to
continue their skimming operations, because nobody says Cartel Cronyism cost us $1 trillion last year, and central
bank skimming (inflation) cost us another $1 trillion.
The stark reality is there are
limits on what we as a nation can afford in the long term. Borrowing
trillions of dollars annually at low rates of interest creates a
magical-thinking illusion that we can just tack on another $10 trillion, or
what the hay, make it $100 trillion, and get away with it, because we’ve gotten
away with it so far.
This leaves us an equally stark
choice: we can only afford
one of these three crushing costs:
1. Limited Social
Security/Medicare (no nation can
afford unlimited anything, including healthcare)
2. Central bank inflation/credit
expansion. All central banks desperately want higher inflation,
which acts as an economy-wide tax on wage earners whose incomes are not rising
along with inflation.
3. Cartel Cronyism You know the drill: regulatory capture, monopolies
enforced by the central state, cartels that eliminate competition via absurdly
complex regulations imposed by the state, etc.
⇒ Keep Reading
⇒ Keep Reading
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NOTICIAS IN SPANISH
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Este texto revisa la conceptualización marxista
de la acumulación primaria
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Ent a Carme Borrell "El barrio donde naces, la
clase social de los padres y el género acaban condicionando la salud" Blanca Blay
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La obsesión racista acorta vida Polit
a Trump. CA y otros Estados mandaran abajo el muro
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PRESS TV
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Trump
urges all US ambassadors to quit before Jan 20
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US
embassy relocation 'red line' for Palestine
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Jerusalem belong to
Christians, Muslims n Jews
The Vatican doesn’t
belong to Italy. Jerusalem belong to the 3
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Obama policy continue
killing innocent people in Syria
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