FEB 16 17 SIT EC
y POL
ZERO HEDGE. ECONOMICS
Global context:
Since
2000, China has been the nearly singular force for growth in global energy
consumption and economic activity. However, this article will
make it plain and simple why China is exiting the spotlight and unfortunately, for global economic growth, there is no one else to take
center stage.
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As is
always the case, a ramping bull market hides investor mistakes –
it is the bear market that reveals them. The meteoric rise in passive investing
is one such 'strategy' sending an important and timely warning. Just remember, everyone is 'passive' until the selling
begins.
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Once
again all eyes were on "soft" data (Philly Fed) as "hard"
data (housing starts miss) disappointed and the forced
buy-in pressure lifted...
7 days up in a row
for the S&P 500 (longest streak since March 2013) was the limit it seems as Catalyst's
statement that it had completed its forced buy-in to cover and Trump's
comments about how awesome stocks are capped it...
Just how much of the last 150
S&P points are due to the liquidation of 'Catalyst' (and strategies like
it)?
Catalyst's footprints are clear in options volumes... As
Bloomberg notes, Options Data Show Footprints
of Furious Buyer as S&P 500 Jumped
.. above-average volume in S&P futures options earlier this
week helped drive demand for stocks amid reports of volatility funds buying
back deep in the money calls. February contracts alone
represented ~$19B of national value.
See all graphs n explanations at: http://www.zerohedge.com/news/2017-02-16/stock-dip-kills-longest-win-streak-4-years-catalyst-crusher-comes-end
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Back in 2008-2009, the entire
financial system was on the brink of collapse because banks had been making
wild bets without having sufficient capital. Nearly
a decade later, Kashkari says that banks still aren’t sufficiently
capitalized...
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"There may have been some market
impact from our trading earlier this week...Our exposure was
greatly exaggerated, and our impact on the market was greatly
exaggerated... we’ve covered our positions..."
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Total US
household debt jumped in Q4 driven by increases in credit card debt, auto and
student loans, and a Q4 surge in mortgage originations, and as of December 31,
2016, stood at $12.58 trillion. For the full year, total household debt rose by
$460 billion, the biggest annual increase in a decade.
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Confirming what we
detailed previously, the levered option fund 'Catalyst' CEO just announced
that their forced-buying has concluded..."we no longer have that type of short
position at this time."
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A quick look at GM's 61+ day subprime securitization
delinquencies seems to imply that the tailwinds that have propelling auto sales
to record highs over the past several months look set to change course...
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If everything is so awesome in the world, why
are Copper (who appears only to be an Economics PhD when it is rising in price)
and Oil prices tumbling (despite a lower dollar)?
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Is this a usual lying with stats?
Against expectations of a 18.0 print,
February's Philly Fed exploded higher to 43.3 - the highest since January 1984. This
is a 10-standard-deviation
beat, led by a surge in new orders and the workweek, despite a real decline in 'hope'
and the number of employees.
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Another controversial data:
While January housing starts were lukewarm, building permits jumped by
far more impressive 4.6%, rising from 1.228MM to
1.285MM, driven entirely by multi-family, aka rental, units which soared by
23.5%, as single-family unit permits declined by 2.7% to 808K.
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JPM's quant guru Marko Kolanovic writes that "last
September, we forecasted a short term increase of market volatility and equity
outflows" and adds that "a
similar set-up is developing now, this time driven by extremely low levels of
market correlations... We believe correlation will start rising going into March."
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Trump's
Rookie Mistake in Economics.. mile comparing to those in Geo-politics
"Trump
is making a rookie mistake. He is setting up the stock
market to be disappointed regardless of the tax cut he manages to pass. I don’t know when this rally will end, but I know it will
come before the actual tax cut news."
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- Futures dip as Wall Street navigates unchartered territory (Reuters)
- Trump's Russia crisis deepens (Reuters)
- Government Landlord Pays Millions Each Year to Trump Company (WSJ)
- Protests call for U.S. immigrants to stay home from work, school (Reuters)
- Trump Hates Trade Deficits, But Which Ones Really Matter? (BBG)
- French Election Puts ‘Frexit’ on the Agenda (WSJ)
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POLITICS
NATIVES NEED OUR SUPPORT!
They are real Americans. We are migrants. They support us
when we arrive. The need us now
All persons occupying or residing in the
evacuation area are ordered to
leave the area no later than 2 p.m. on Wednesday, February 22,2017.
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If simple Sociological rules are complicated to you .. then
get out of politics & economics
In years past, we spoke of class war between
the haves and the have-nots. It's
no longer that simple...
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K defends Trump? .. this is like using a John Deere-tractor
in the front porch..a kind of lie
"...the American people
have to know that there's a game going on
inside the intelligence community... at
the bottom of all this is THE FACT that there are those
that seek to separate US from
Russia to reignite the cold war... wake up America!!"
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The mad guy makes
non-sense .. but talks. When he will learn that US is not a milit barrack?
Pentagon chief Jim Mattis on Thursday rejected
any kind of military collaboration with Russia, despite a call by President
Vladimir Putin for the West to work with his country on Syria and other issues.
“We are not in a position right now to collaborate on a military level.”
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Trump: the liars are not the Russians .. are our fellows
Dems, starting with OB & Hillary
"The Democrats had to come up with a story
as to why they lost the election, and so badly (306), so they made up a story -
RUSSIA. Fake news!"
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Ah.. ah. Is the deep state more solid than ever?
"Any suggestion that the U.S. Intelligence Community is
withholding information and not providing the best
possible intelligence to the President and his national security team is not
true." - ODNI
RELATED:
On
The Verge Of Treason: US Spies Withhold Intelligence From Trump WSJ
reports that US intel
officials have withheld information from President Trump due
to concerns it could be leaked or compromised.
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"The pot is boiling and it’s only a matter of time before there will be
blood on the streets..."
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For the media, the 'antifa' thugs, the fantasists
of assassination, it may now seem all in good fun to trash every rule of civil
and moral restraint in their quest to bring Trump down. But they should
think twice, and then think again. The side that starts a civil war isn’t necessarily the side that wins it.
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Who are the drug dealers?.. mexicans or americans?
"From 1998 through 2016, the defendants helped smuggle approximately
20 tons of cocaine through [Miami Airport]..."
Related
Philly Federal Reserve President Pat Harker explained today during a
Q&A session that he is concerned
that more 25-54 year old men are out of the workforce
and blamed "drug abuse" for the problem. Of course, this is not the first time Fed officials
have claimed 'drug abuse' as an excuse for the failure
of their policies.
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WORLD ISSUES and ME
Bulling China may have its consequences :
China is preparing to revise its 1984 Maritime Traffic Safety Law,
which would allow local authorities to bar some foreign ships from passing
through Chinese territorial waters. "As a
sovereign State and the biggest coastal State in the South China Sea, China is
entitled to adjust its maritime laws as needed, which will also promote peace
and stable development in the waters."
Sarcasm ?
While typically uneventful, this morning the release of minutes from
the ECB's January 18-19 meeting prompted a spike in both
French and Spanish bonds, with yields dropping
between 6 and 8 bps after the ECB said that “limited and temporary deviations” from
the capital key “were possible and inevitable.”
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Does racism is an inherited ideology?.. Does it come from
Europe?
"Chatham House, the reputable group,
published amassive survey from 10
European states, and only 20% of people want immigration from Muslim countries
to continue."
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Whether it is due to overnight news that much of the recent rally may
have been due
to one specific fund's cover of a synthetic "short SPY" trade, or just because algo traders have gotten a case of
overbought robotic vertigo, S&P futures dropped 0.2% in early Thursday
trading as risk appetite fizzled and European shares dropped on concern the
longest rally since July 2015 went too far, while the yen, bonds and gold
advanced as the dollar fell.
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"I’m worried that this stock
‘melt-up’ move is extraordinarily mechanical right now - almost entirely the
aforementioned forced-covering, not high
conviction induced-buying - and may be sending a 'false signal' which is
potentially dragging-in new buying on the breakout to new highs. This could lead to a scenario where a market can 'collapse
under their own weight'."
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DEMOCRACY NOW
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GLOBAL RESEARCH
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Si el
hombre fuerte del Gob no puede defender sus elegidos.. que puede esperar el
pueblo de el?
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INFORMATION CLEARING HOUSE
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The technosphere
doesn’t just control technology; it controls our minds as well.
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COUNTER PUNCH
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Thomas M. Magstadt Trump
Against the World
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John W. Whitehead Coming
Soon to a City Near You: Military Policing
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Dan Bacher The
Ongoing Crisis at Oroville
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SPUTNIK and RT SHOWS
Purge: Trump Prepares Major Overhaul of Intelligence Apparatus https://sputniknews.com/politics/201702161050766635-trump-intelligence-overhaul/
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Defense Ministers From 27 Nations to Hold Meeting on Anti-Daesh Campaign in Fall https://sputniknews.com/military/201702171050771871-defense-ministers-daesh-campign-meeting/
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US Vice President to Meet With Merkel, Other Heads of State in Munich to fix T. shattered mirror? https://sputniknews.com/politics/201702171050771715-pence-merkel-munich-conference/
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Over 9,000 People Sign Petition Urging Trump to Expel Soros From US https://sputniknews.com/us/201702161050740633-soros-petition-expel-us/
Related
George Soros Bought a Huge Stake in Goldman Sachs After Trump’s Election https://sputniknews.com/business/201702161050726679-george-soros-goldman-sachs-investment/
Es
mas facil que Soros lo compre a Trump .. a que este venda o mande a Soros al infierno.. Bs is Bs!
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WASHINGTON BLOG
Despite a campaign of seemingly more rational foreign policy
promises not to start World War Three, on the evening of February 14, mainstream headlines
announced that Trump is now claiming that Crimea was “taken” by Russia
and that Russia should give the region back to Ukraine.
“President Trump has made it very clear that he expects the
Russian government to deescalate violence in the Ukraine and return Crimea,” said White House
Press Secretary Sean Spicer on Tuesday. Trump then later tweeted on Wednesday,
February 15, “Crimea was TAKEN by Russia during the Obama Administration. Was
Obama too soft on Russia?”
As is typical, senile warmonger John
McCain, who is well-known for
abandoning U.S. POW’s in Vietnam and supporting every single military action
ever put on the table including supporting actual terrorists, joined in a chorus
of war fervor, urging Trump to “let’s
take a different course together: give defensive lethal
assistance to #Ukraine &
keep sanctions on #Russia.”
⇒ Keep Reading
⇒ Keep Reading
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In a surprising turn,
it has been announced that National Security Advisor Michael Flynn has resigned
from his post after allegations surrounding his “inappropriate” contact with
Russian officials and his subsequent admission of providing “incomplete”
information to the President and Vice President regarding that contact. The
resignation takes place amide FBI investigations into Flynn’s phone calls with
the Russian ambassador and weeks after the Justice Department sent a warning
letter to the Trump administration regarding the potential for Flynn to be
subject to blackmail if the allegations were true.
In addition, the U.S. Army was
reportedly investigating Flynn for his possible acceptance of Russian money
during trips made to Russia in the past.
Of the less hysterical reports, Yahoo News at least
attempted to refrain from channelling the ghost of Joe McCarthy. For that
reason, it’s article “Conway:
Flynn Resigned Because He’d Become ‘A Lighting Rod,’” can be used as a sample of how corporate media outlets
are trying to portray the resignation, minus the hyperbole. It reads,
National security adviser Michael Flynn has resigned following reports he misled Vice President Mike Pence about contacts
with a Russian diplomat, up-ending President Donald Trump’s White
House team less than a month after his inauguration.
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NOTICIAS IN SPANISH
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Keiser
report 1033 "Trump es el nuevo Boris
Yeltsin"
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PRESS TV
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El abuso oligarquico contra latinos es
lo mas asqueroso del Gbno actual
Inicialmente la ley anti-migracion se
diseño contra terroristas islamicos
Pero nadie pudo probar que los MX son
terroristas ni aliados del ISIS
Si se puede probar que los Saudis lo
son y que financian a elites USA
Se los acuso luego de ser narco-traficantes
y Pe y Bol probó desde 1960
que es la DEA y CIA quienes envueltas
en tráfico de cocaína. Se puede
probar que aún lo están y que la drogadicción
compromete al gobierno:
Por qué entonces el racism contra los
MX? Porque es fácil agredir al débil
y sacar ventaja política de ello para cubrir el fraude y guerrerismo oficial.
Hoy ha concluido el 1er “day without
migrants” y a pesar del silencio de la
prensa oficial y la poca preparación del
evento.. los migrantes salieron a las
calles y con ellos, cientos de estudiantes americanos en su
apoyo.
Aquí en Pittsburgh, PA hubo marcha al
centro al medio dia pero fueron
dispersados rápidamente por la policía.
Un estudiante tomo fotos de dos
pancartas muy significativas.
TRUMP: BUILD BRIDGES NO WALLS
y la otra:
SI ERES AMERICANO .. ERES MIGRANTE
TODOS SOMOS AMERICANOS HOY.
TU LO ERES, YO LO SOY,
UNIDOS VENCEREMOS!
Lo que falto fue más propaganda
llamando a la solidaridad del pueblo.
Aquí en PGh solo 2 tiendas de Mx
cerraron, ambas cerca al CMU y Pitt.
La próxima convocatoria “A DAY WITHOUT MIGRANTS”
será mejor.
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'US
absolutely supports two-state solution
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