MAR
1 17 SIT EC
y POL
ZERO HEDGE.
ECONOMICS
With baseline
introduction:
Just to
clarify - Trump said nothing new at all - and added no detail, another major US
retailer blew up, 'hard data' disappointed (soft surveys gained), Fed
speakers were the most hawkish since Volcker, and The Dow soars 350 points to
top 21,100... makes perfect sense...
See all graphics at http://www.zerohedge.com/news/2017-03-01/stocks-soar-record-highs-hawkish-fed-dovish-trump-spark-bond-bloodbath
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Equity valuations of 1999, as proven after the fact, were grossly
elevated. However, when considered against a backdrop of economic factors, those valuations seem relatively
tame versus today.
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"It would appear the “market” either A: doesn’t believe the
Fed. Or, B: no longer cares. I believe it’s A, and that’s a very big problem... So now we’re all to sit back and wait to see who blinks first: The Market? China? Or the Fed?"
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"...the market is now in a
longer-term battle between 'economic
(data) escape velocity' against the prospects for 'financial tightening ahead
of growth'... It will continue coming-back to 'soft data
converting to hard'..."
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The easiest way to become a
trade-a-saurus is to assume correlations will continue forever and mindlessly
fade divergences with the assumption they will recouple. Yet these divergences often offer clues that something might
have changed and deserve further investigation.
RELATED 1
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"Fake money produces much
the same prison-like zombie effect on the economy. It dulls
the senses. It cushions the pain of failure. It
lulls people into not trying."
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With the Fed jawboning for an imminent rate
hike, it is perhaps not surprising that on Wednesday most banks, as well as the
Atlanta Fed all slashed their Q1 GDP forecasts, with virtually everyone now
expecting a sub-2% print.
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The story is that it
is consumers that are going "to
push the economy to grow more than 2 percent this year." That's Dallas
Fed President Robert Kaplan's recently expressed view. It's the old fallacy of spending -
rather than saving - our way into growth.
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"Trump is in fiscal la-la-land... I've thrown in the towel because he’s not
paying attention and he’s not learning anything...by the time we
get to June or July, we are
going to see a debt ceiling crisis like never before."
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Just kitting
"Do
the right thing and fully legalize marijuana. It's time to
move beyond addled fictions and deal with the ugly
realities of a system that actively promotes "legal" opiate addiction
and death while outlawing marijuana."
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Bancarrotas a la orden del dia
BCBG Max
Azria, known for party dresses worn by celebrities including Selena Gomez and
Drew Barrymore, became the latest casualty of the struggling US retail sector.
It listed assets in the range of $100 million to $500 million and liabilities
in the range of $500 million to $1 billion.
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POLITICS
El suicidio de un
billonario les ablando el corazon: Prominent
Hedge Fund Trader Jumps To His Death In Manhattan
“I am disheartened. I see more aspiration than reality. The city has been throwing the
kitchen sink at the crisis, expending hundreds of millions of dollars, and none
of it seems to be working."
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WORLD ISSUES and ME
If you promote arm-race
and wars.. let them playing with their toys. Don’t do nothing worse
An internal White House strategy review on
North Korean options includes the possibility of both military force and regime
change to counter the country’s nuclear-weapons threat, the WSJ reports, a
prospect that has some U.S. allies in the region on edge.
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It is going to happens .. just get out
of Syria. That war is over
Russian and Syrian jets nearly hit U.S. forces
in northern Syria on Tuesday when they attacked positions held by Syrian
Democratic Forces, a US ally in the ongoing effort to expel the Islamic State
from Syria, the top U.S. commander in Iraq and Syria said Wednesday.
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The previous US administration
criticized NATO at times but in such a way that the
complaint was never taken seriously. The new administration cannot afford for this demand to not
be taken seriously. From a US strategic view, the
status quo is unacceptable...
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While politicians are more than
willing to rattle their economic sabres at China, we suspect, after China flaunted a range of high-tech weaponry at the International Defense Exhibition and
Conference in Dubai, we suspect Washington will slow its roll a little with any
kinetic warmongery...
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DEMOCRACY NOW
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GLOBAL RESEARCH
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SPUTNIK and RT SHOWS
French-Swiss Company Admits Funding Militants in Syria https://sputniknews.com/middleeast/201703021051191035-lafargeholcim-admits-funding-daesh/
RELATED How to legalize their
complicity in supporting terrorism?
French Court to Decide Whether French Firm Funding Daesh Was an 'Emergency' https://sputniknews.com/europe/201606221041772152-french-court-funding-daesh/
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Another self-trap: EU's Much Hyped Visa-Free Regime With Ukraine Is 'Unpleasant Trap' https://sputniknews.com/europe/201703021051189083-ukraine-visa-waiver-eu-conditions/
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One more Buffon won’t
change Erdogan circus
Erdogan: US Has No Clear Idea How to Liberate Syria's Raqqa From Daesh https://sputniknews.com/middleeast/201703021051192371-erdogan-us-raqqa-daesh/
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'No Political Experience': Why Wilbur Ross Became US Secretary of Commerce https://sputniknews.com/us/201703021051186273-united-states-trump-ross-appointment/
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Moscow Processes Montenegro's Request in Probing Coup Attempt https://sputniknews.com/europe/201703021051193190-russia-montenegro-coup-attempt/
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RT SHOWS
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WASHINGTON BLOG
Posted on March 1, 2017 by WashingtonsBlog
By Steve St. Angelo, SRSrocco Report.
According to newly uncovered information in the gold market,
it provides additional evidence of why the Fed, Central Banks and the IMF were
forced to RIG the gold market. Not only was the dropping of the
Gold-Dollar peg going to release a great deal of pressure on the manipulated
gold price, but forecasts of a massive increase in gold demand was going to
totally overwhelm supply.
Thus, this new information provides clear evidence that the
gold market was being assaulted on “two fronts.” Not only was the gold
market suffering from a decades of price suppression schemes via the Fed and
Central Banks, but also that surging gold demand in the jewelry and industrial
sectors was going to lead to severe shortages in the gold market.
Which means, the gold market was experiencing a great deal
more stress than complications stemming from the debasement of the U.S. Dollar
due to massive money printing. Actually, looking at this new information,
I had no idea of the amount of Fed, Central Bank and IMF gold market
intervention until I put all the pieces together.
Now, when I say “new information”, it pertains to new
information and data that I dug up from older official documents. While
most of the folks in the precious metals community realize that the Fed and
Central Banks have sold gold into the market to depress the price, this new evidence puts the gold market it in an entirely
DIFFERENT LIGHT.
⇒ Keep Reading
⇒ Keep Reading
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If there is anything the left and
right, progressives and conservatives, and everyone in between can agree on,
it’s ending the counter-productive, destructive “war on drugs” that has generated crime and violence, a “we’re
number one in Gulags” prison complex and pushed people into harder, far more
dangerous drugs (see chart of “legal” opioid deaths below).
Dear President Trump: if you’re
truly serious about lowering healthcare costs and stemming the rising tide of
opioid addictions and death, then fully legalize marijuana via executive order
now.
The usual justifications for
continuing the criminalization of marijuana have moved from threadbare to
completely disconnected from reality. We’re told that marijuana is
surrounded by violence–well duh–the violence is the
direct consequence of Prohibition.
What happened when alcohol was prohibited? Crime and
violence exploded around the production and distribution of the outlawed drug. What was peaceful when legal becomes violent when outlawed.
This is so obvious, yet we have “leaders” who are blind to the dynamic.
By outlawing medical marijuana,
we have pushed everyone with chronic pain into extremely addictive and
increasingly deadly “legal” opiates. This
is the height of insanity: outlaw natural substances with pain management
potential while legalizing highly addictive and often deadly synthetic opiates.
Legalizing marijuana would
eliminate the violence, lower the costs of operating the Drug War Gulag and
lower healthcare costs by reducing the dependence on addictive opiates for pain
management. Yes, there are
circumstances that require opiates–but does it make sense to make opiates the
next step above over-the-counter pain relievers?
⇒ Keep Reading
⇒ Keep Reading
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NOTICIAS IN SPANISH
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“Hay que rendirse a la evidencia:
aquí y ahora vivimos bajo el control de una especie de imperio de la
vigilancia” Ignacio Ramonet LIBRO
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Machado y Zibechi: limits of “Cambiar el mundo desde arriba”. Estado, neodesarrollismo y autonomía popular Enric Llopis
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La izquierda después de la victoria
de Trump Pablo Contreras y Luis Thielemann
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PRESS TV
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3mll in US
at risk of man-made earthquakes this year
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