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Zero Hedge

Financial Survival

Armstrong Economics

  • newDemocrats are the Enemy of the Middle Class
    Biden signed into law the Inflation Reduction Act this Tuesday, wasting $437 billion of taxpayers’ dollars. “I’m keeping my campaign commitment. No one — let me emphasize this — no one earning less than $400,000 a year will pay a penny more…
    - 9 hours ago 18 Aug 22, 4:03am -
  • newCanada to Launch Digital Identity Program
    Trudeau is pushing forth the Great Reset at any cost. Canada will impose a federal “Digital Identity Program” to help the World Economic Forum develop a global ID system. Since the COVID passports failed, they are outright demanding that everyone…
    - 9 hours ago 18 Aug 22, 4:02am -
  • newWhy Do Democrats Create More Laws That Harm Society?
    Shakespeare’s famous line was: “The first thing we do, let’s kill all the lawyers.” To put that in its proper context, only the king had an attorney, so they were prosecutors. When we look at the real difference between Republicans and Democr…
    - 9 hours ago 18 Aug 22, 4:01am -
  • newMarket Talk – August 17, 2022
    ASIA: Japan’s imports jumped to a record amount in July, boosted by global fuel inflation and a weak yen, outweighing exports and deepening the trade deficit, in a sign of a further worsening in the terms of trade for the export-oriented economy. M…
    - 23 hours ago 17 Aug 22, 2:08pm -
  • South Korea Offers Olive Branch to the North
    Russia recently claimed that it had been a close friend of North Korea since World War II, when Japanese forces were expelled from the peninsula. In a celebratory speech, South Korean President Yoon Suk Yeol mentioned how the end of Japan’s coloniz…
    - 1 day ago 17 Aug 22, 4:06am -
  • IRS Agents Training to Raid Homes
    The Internal Revenue Service 2021 report contains a bit more information about who the IRS aims to target – you. These special IRS Criminal Investigation agents are armed and ready to prevent a penny from leaving the government’s control. After o…
    - 1 day ago 17 Aug 22, 4:05am -
  • National Bank of Romania Hires Fortune Teller
    The National Bank of Romania (BNR) is turning to ancient rituals to predict future economic movements. Gabriela Dima, 64, often referred to as Minerva, holds two majors in psychology and cinematography. She also happens to be a popular fortune teller…
    - 1 day ago 17 Aug 22, 4:02am -
  • Market Talk – August 16, 2022
    ASIA: The move to delist five Chinese state-owned enterprises (SOEs) from the New York Stock Exchange (NYSE) signals that Beijing may be willing to compromise to strike an audit deal with the United States and end a more than decade-old dispute. Anal…
    - 2 days ago 16 Aug 22, 1:52pm -
  • PRIVATE BLOG – Beware of September
    PRIVATE BLOG – Beware of September Private blog posts are exclusively available to Socrates subscribers. To sign-up for Socrates or to learn more, please visit Ask-Socrates.com. https://ask-socrates.com/The post PRIVATE BLOG – Beware of Septemb…
    - 2 days ago 16 Aug 22, 1:27pm -
  • Desperate Times in Lebanon
    Desperate times drive people to desperate measures. A Lebanese man made international headlines after holding 10 people hostage in a seven-hour standoff with authorities before surrendering. This man was not attempting to steal from the bank and had…
    - 2 days ago 16 Aug 22, 4:05am -

The Market Ticker

  • newThe Market Ticker - CRIMINAL Tax Fraud?
    Oh oh.....The Trump Organization’s longtime chief financial officer will admit to conspiring with the Trump Organization and Trump Payroll Corporation in a 15-year tax fraud scheme while head of the company’s finances at a Manhattan Supreme Court…
    - 14 hours ago 17 Aug 22, 11:15pm -
  • The Market Ticker - Buh-Bye Cheney!
    It appears that $36 million of wealth accumulated in six years and voting for impeachment of the President, who is in your party, is a poor decision when it comes to being re-elected to Congress.  Last night Liz Cheney was deposed by the people of W…
    - 1 day ago 17 Aug 22, 12:03pm -
  • The Market Ticker - The Cruise Industry Is DEAD
    Norwegian reported a huge miss on revenue and a monster loss, -$1.14 .vs. -$0.82 expected.At the end of the day the jabby passport demands which they have not dropped in the industry, either flat-out requiring them or wildly penalizing those who r…
    - 2 days ago 16 Aug 22, 11:00am -
  • The Market Ticker - A Message!
    A Message For You $150  
    - 7 days ago 11 Aug 22, 2:15pm -
  • The Market Ticker - PPI: Finally, Perhaps Some Relief (In A Year!)
    Well well, look what we have here... a pattern break. Unfortunately its not very much of one, it is still running almost three times the Fed's target, assuming one of those is absorbable through efficiency (but won't be until productivity starts…
    - 7 days ago 11 Aug 22, 12:52pm -

Wolf Street

Dollar Collapse

  • newMise Institute: The New Green Economy Is Little More than a Keynesian Spending Scheme
    posted by JR MacLeod on the Mises Institute: Climate change theory says that the public has to drastically reduce its consumption to save the environment, while Keynesian economics says that increasing consumption by the general public is the surest…
    - 6 hours ago 18 Aug 22, 7:01am -
  • Breaking News
    Wall whispers commodity rally before year-end…Mortgage demand continues to fall…The backwards reason coal is at its highest demand ever…Colorado River nearing drought levels…CDC releases MonkeyPox Map…Afghanistan’s rare minerals will be c…
    - 1 day ago 17 Aug 22, 7:01am -
  • Matt Taibbi: The Espionage Act Gets An Instant Makeover
    A law reviled by liberalism ten minutes ago is now Savior to All…Taibbi explains the history behind the violation and enforcement of the Espionage Act. We all know why…We want a just, and free America. posted by Matt Taibbi on his TK News Substac…
    - 1 day ago 17 Aug 22, 7:01am -
  • Matthew Piepenburg: Modern American Policy: Stupid or Sinister?
    Piepenburg has been writing for months on the Fed led dystopia we’ve all been brought into…Are we moving forward to advance the few at the expense of the many?…Or did we break faith in 1913? What returning to gold could do as a trusted store of…
    - 1 day ago 17 Aug 22, 7:01am -
  • Stewart Thomson: US Civil War Cycle & Gold
    Can you predict market trends?…Revealed: Thomson’s not-so-secret “buy zones of champions”…Specific Gold ETFs that could be profitable very soon…How a US civil war cycle could connect with the price of gold. posted by Stewart Thomson on 32…
    - 2 days ago 16 Aug 22, 3:58pm -
  • Doug Noland: The Everything Squeeze
    Doug Noland’s review of what he calls: “Epic Monetary Disorder”. posted by Doug Noland on the CreditBubbleBulletin: Wednesday’s CPI release was telling. July consumer price inflation data were somewhat better than forecasts. Instead of increa…
    - 2 days ago 16 Aug 22, 5:43am -
  • Top Ten Videos – Aug 15 2022

    - 3 days ago 15 Aug 22, 7:01am -
  • Bob Moriarty: Goliath Drills More Outstanding Holes
    According to Bob, this is the easiest investment you’ll ever consider – full moon or not. He tells you everything you need to know… posted by Bob Moriarty on 321gold.com Friday August 12th is a full moon. Full moons tend to mark either reversal…
    - 4 days ago 14 Aug 22, 7:01am -
  • David Stockman: The Reason Home Affordability Just Hit A 33-Year Low
    Here’s one for the “they never learn” file. It seems the home affordability index in June posted at the worst level in 33 years. posted by David Stockman on ContraCorner.com It was more expensive to buy a U.S. home in June than it has been for…
    - 4 days ago 14 Aug 22, 7:01am -
  • Michael Snyder: More Nightmarish Pestilences Continue To Erupt All Over The World
    For years, Snyder has been persistently warning, that we’d be entering a time of great pestilences. Now we’re here. And our world is going mad, and trying to pretend otherwise isn’t going to help anything. posted by Michael Snyder on EndoftheAm…
    - 5 days ago 13 Aug 22, 7:01am -

ClusterStock

Money Game

International Business Times

Sovereign Man

  • Some Great Reasons to Not Procrastinate on Your Plan B
    Securing a second residency is a crucial aspect of a strong Plan B. It gives you another place where you are entitled to live, work, and invest if your home country ever becomes unlivable or undesirable. For a long time, Panama’s Friendly Nations V…
    - 2 days ago 16 Aug 22, 5:10pm -
  • Another wasted opportunity to close the trust deficit
    It’s been another historic and mind-blowing week to say the least. Over the last several months we’ve heard some of the most ridiculous lines of BS from politicians. Things like, “The economy is not in recession.” Last year’s humiliating wi…
    - 6 days ago 12 Aug 22, 5:41pm -
  • Living the American Dream… In Mexico
    One of the hallmarks of the ‘American Dream’ has long been owning your own home— and it’s a dream people around the globe share. But now that housing affordability has hit its lowest levels since the early 2000s in many parts of the world, th…
    - 9 days ago 9 Aug 22, 3:33pm -
  • The US is about to go full Louis XVI
    On September 3, 1783, after nearly a year of excruciating back-and-forth negotiations, all sides had finally gathered together in Paris to sign a historic peace agreement. It was a pretty important peace deal. Because the Treaty of Paris, as it is no…
    - 10 days ago 8 Aug 22, 3:09pm -
  • Four ways the “experts” have proven that they are insane this week
    There’s an old saying that people often misattribute to Albert Einstein– that ‘the definition of insanity is repeating the same thing over and over again while expecting a different result.’ The saying has become a bit of a cliché, but there…
    - 13 days ago 5 Aug 22, 6:44pm -
  • Why Nicaragua still makes sense as a Plan B destination in 2022
    Is Nicaragua still a good place to consider for second residency? Today, we revisit whether the country still makes sense as a Plan B destination. Let’s get into the details below… Situated between the Pacific Ocean and the Caribbean Sea, Nicarag…
    - 13 days ago 5 Aug 22, 12:37pm -
  • The Best Tax Deal in the Eastern Hemisphere
    One of the most important elements of a Plan B is to legally reduce your tax rate. Depending on where you live, the government routinely confiscates up to half of your hard-earned income. At best, this money is wasted and squandered— for example, t…
    - 15 days ago 3 Aug 22, 4:13pm -
  • The “experts” nail it again!
    In March of 421 BC, after years of escalating conflict, Athens and Sparta finally decided to bury the hatchet and coexist peacefully together in the Mediterranean. The two powers had been at odds for decades. Athens had ballooned into a regional empi…
    - 16 days ago 2 Aug 22, 5:34pm -
  • US government to centrally manage innovation. It’s genius!
    When news of Suleiman the Magnificent’s death on September 6, 1566 reached Europe, kings, queens, and clergy across the continent breathed a collective sigh of relief. Suleiman had reigned as the supreme leader of the Ottoman Empire for nearly 50 y…
    - 17 days ago 1 Aug 22, 5:58pm -
  • Some solid information for your Plan B
    For this week’s podcast I had the pleasure to speak with Viktorija once again, fresh off a long flight from Istanbul and several weeks in Europe. We had a really in-depth discussion that covers a lot of ground. We talked about Mexico City… and wh…
    - 20 days ago 29 Jul 22, 5:12pm -

Investment Watch

Daily Reckoning

  • The Geopolitics of Inflation
    This post The Geopolitics of Inflation appeared first on Daily Reckoning.You know all too well about today’s inflation. But the U.S. is also exporting that inflation to the rest of the world. Today, Charles Hugh Smith shows you the geopolitical ef…
    - 12 days ago 6 Aug 22, 6:21pm -
  • Why Inflation Could Last Years
    This post Why Inflation Could Last Years appeared first on Daily Reckoning.Why today’s inflation could last years...The post Why Inflation Could Last Years appeared first on Daily Reckoning.
    - 13 days ago 5 Aug 22, 6:10pm -
  • The Fed Has It EXACTLY Backwards
    This post The Fed Has It EXACTLY Backwards appeared first on Daily Reckoning.The Federal Reserve believes it hangs from the hooks of a horrendous dilemma.The post The Fed Has It EXACTLY Backwards appeared first on Daily Reckoning.
    - 14 days ago 4 Aug 22, 6:08pm -
  • The Ancient Solution to Eliminate America’s Debt
    This post The Ancient Solution to Eliminate America’s Debt appeared first on Daily Reckoning.The 5,000-year old solution to wipe away America’s crushing debt…The post The Ancient Solution to Eliminate America’s Debt appeared first on Daily…
    - 19 days ago 30 Jul 22, 5:52pm -
  • Recession!!!
    This post Recession!!! appeared first on Daily Reckoning.The U.S. economy has entered recession… The Biden administration argues that there is no recession…The post Recession!!! appeared first on Daily Reckoning.
    - 21 days ago 28 Jul 22, 5:39pm -
  • Why the Fed Can’t Stop Inflation

    Why the Fed Can’t Stop Inflation

    This post Why the Fed Can’t Stop Inflation appeared first on Daily Reckoning.The Fed did exactly what the market expected today…The post Why the Fed Can’t Stop Inflation appeared first on Daily Reckoning.
    - 22 days ago 27 Jul 22, 5:30pm -
  • Not a Recession, But a Depression
    This post Not a Recession, But a Depression appeared first on Daily Reckoning.The real meaning of a depression isn’t what you think it is… Why the New Great Depression isn’t ending anytime soon…The post Not a Recession, But a Depression app…
    - 23 days ago 26 Jul 22, 5:26pm -
  • Rickards: The Fed Needs to Read This
    This post Rickards: The Fed Needs to Read This appeared first on Daily Reckoning.Even if the economy isn’t in recession now, it’s coming… Could the Fed be underestimating its tightening impact by a factor of four?…The post Rickards: The Fed…
    - 24 days ago 25 Jul 22, 5:18pm -
  • Epic Collapse Is Upon Us
    This post Epic Collapse Is Upon Us appeared first on Daily Reckoning.The old world order appears to be unraveling before our eyes, greatly accelerated by the war in Ukraine. Where it all ends up remains to be seen. But today, James Howard Kunstler s…
    - 26 days ago 23 Jul 22, 5:13pm -
  • Let Them Eat Bugs
    This post Let Them Eat Bugs appeared first on Daily Reckoning.The elites want us to eat bugs. You may laugh, but today Jeffrey Tucker shows you how serious food shortages are, and how to avoid a severe hunger crisis.The post Let Them Eat Bugs appea…
    - 27 days ago 22 Jul 22, 5:10pm -

Jim Rogers Blog

of two minds

  • Deglobalization Is Inflationary
    Price cutting is being replaced with price gouging, a substitution that consumers recognize as inflation..Globalization was deflationary, Deglobalization is inflationary. The entire point of globalization is to 1) lower costs as a means of maximizing…
    - 3 days ago 15 Aug 22, 5:59pm -
  • A Tale of Two Recessions: One Excellent, One Tumultuous
    Events may show that there are no winners, only survivors and those who failed to adapt.Some recessions are brief, necessary cleansings in which extremes of leverage and speculation are unwound via painful defaults, reductions of risk and bear market…
    - 6 days ago 12 Aug 22, 3:07am -
  • A Most Peculiar Recession
    So what are conventional pundits missing today? I would start with three dynamics. Only old people experienced real recessions--those in 1973-74 and 1980-82. Recessions since then have been shorter and less systemic. In the good old days, a recessi…
    - 8 days ago 10 Aug 22, 7:43pm -
  • Are Older Workers Propping Up the U.S. Economy?
    Are 55 and older workers propping up the U.S. economy? The data is rather persuasive that the answer is yes.The chart of U.S. employment ages 25 to 54 years of age and 55 and older reveals a startling change.There are now 20 million more 55+ employed…
    - 10 days ago 8 Aug 22, 7:39pm -
  • Rather Than Focus on What You Don't Control ("The News"), Focus on What You Do Control: What You Grow, Eat and Own
    Now that globalization and financialization are finally unraveling, people are slowly awakening to the national security foundations of localizing production.What exactly is "the news" other than an inducement to passivity, despair and derangement? S…
    - 13 days ago 5 Aug 22, 6:19pm -
  • China at the Crossroads
    Watch where capital is flowing. That's pretty much all you need to know to predict the future. The word "China" evokes strong emotions, so let's set it aside in favor of a simple syllogism: 1. Certain things matter in all economies. 2. China is an…
    - 15 days ago 3 Aug 22, 5:15pm -
  • Can We "Export Inflation?" Yes We Can, Yes We Are
    A strong currency exports inflation to those nations which do not issue the currency. Though it's difficult to be confident of anything in the current flux, I am pretty confident of three things: 1) price is set on the margins 2) currencies are the…
    - 17 days ago 1 Aug 22, 10:12pm -
  • What Can The Beatles Teach Us about Management?
    Own your work. Don't give it away or let others profit at your expense. Leverage it when opportunities arise. What can The Beatles teach us about management?Young readers may wonder why The Beatles still matter 52 years after the band broke up. It's…
    - 19 days ago 30 Jul 22, 5:48pm -
  • How Much of "Inflation" Is the Price Being Jacked Up Under the Excuse of "Inflation"?
    The problem for global corporations feasting on "Inflation" profiteering is that the vast majority of consumers can't afford another lavish vacation, overpriced vehicle or specious subscription. A funny thing seems to be happening within "Inflation":…
    - 20 days ago 29 Jul 22, 7:55pm -
  • There Won't Be Any Winners Because The Status Quo Is Corrupt Everywhere
    Systemic corruption on this vast scale optimizes failure and collapse. Debating which nations will "win" as the global economy unravels is a popular but pointless parlor game.Since the status quo in every nation is deeply, profoundly, systemically co…
    - 22 days ago 27 Jul 22, 6:29pm -

Ambrose Evans-Pritchard

The Big Picture

  • new10 Thursday AM Reads
    My morning train WFH reads: • 4 Common Sense Rules of Investing: Almost 60% of all calendar years have seen gains in excess of 10%. More than one-third of all years have experienced returns of 20% or more. So you’ve been more likely to gain 20% o…
    - 2 hours ago 18 Aug 22, 10:45am -
  • newPassive vs. Active
      Yesterday I spent some time with Eric Balchunas recording a Masters in Business podcast. Balchunas is Senior ETF Analyst for Bloomberg Intelligence and the author of “The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out an…
    - 22 hours ago 17 Aug 22, 2:57pm -
  • 10 Wednesday AM Reads
    My mid-week morning train WFH reads: • The Fed’s Past Crises Hold Secrets to Tackling Future Recessions: The US central bank has made mistakes before and learned from the experience. Now it must do so again. (Bloomberg) • When Data Fails: One o…
    - 1 day ago 17 Aug 22, 10:30am -
  • Transcript: Kenneth Tropin
         The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Bloomberg, and Acast. All of our earl…
    - 2 days ago 16 Aug 22, 12:00pm -
  • 10 Tuesday AM Reads
    My Two-for-Tuesday morning train WFH reads: • When is a Bear Market Over? Like many things in the market, there aren’t any hard and fast rules for this kind of thing, especially in real-time. (A Wealth of Common Sense) see also Countertrend? Typi…
    - 2 days ago 16 Aug 22, 10:55am -
  • Countertrend ?
      One of my favorite ways to contextualize market trends is to divide long periods of time into secular bull and bear markets. When we look at the past century, we can see decades-long eras where the economy is generally robust, supporting markets t…
    - 3 days ago 15 Aug 22, 2:00pm -
  • 10 Monday AM Reads
    My back-to-work morning train WFH reads: • When is a Bear Market Over? Like many things in the market, there aren’t any hard and fast rules for this kind of thing, especially in real-time. Let’s look at the 2008 scenario as an example. The S&P…
    - 3 days ago 15 Aug 22, 10:55am -
  • A conversation with Jim Simons
      During the 2022 Abel lectures Jim Simons had a conversation with Nils A. Baas and Nicolai Tangen. The lectures were held at The University of Oslo, May 25th… A conversation with Jim Simons: Mathematics, Common Sense and Good Luck Source: The Abe…
    - 4 days ago 14 Aug 22, 3:00pm -
  • 10 Sunday Reads
    Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • An American Catastrophe: The secret history of the U.S. government’s family-separation policy. We need to take away children.” (The Atlantic) • A Uran…
    - 4 days ago 14 Aug 22, 10:30am -
  • MiB: Kenneth Tropin, Graham Capital Management
        This week, we speak with Kenneth Tropin, chairman and founder of Graham Capital Management, a multi-strategy quantitative hedge fund with $18 billion in assets under management. Prior to founding GCM in 1994, Tropin was president and chief exec…
    - 5 days ago 13 Aug 22, 1:00pm -

Jesse's Cafe Americain

Angry Bear

  • newIndustrial production heats up in July
    Industrial production heats up in July If the news in the housing sector this morning was bad, the news from the King of Coincident Indicators, industrial production, was quite good. Total production rose 0.6% to a new all-time high. Manufacturing pr…
    - 1 hour ago 18 Aug 22, 11:26am -
  • new“Letter to an American,” – Antoine de Saint-Exupéry
    This is a 100% copy and paste as taken from Steve Schmidt’s Substack “The Warning. “Friday reflections: ‘Letter to an American'” (substack.com) I thought you might enjoy a good read. Certain versions I have access to which I am allowed to s…
    - 2 hours ago 18 Aug 22, 11:00am -
  • newAre abortion atrocities crowding out culture war outrage?
    I haven’t heard much recently about the horrors of cancel culture or efforts to teach critical race theory to 5 year olds, or about the latest trans panic or “don’t say gay” law, or about defund the police or abolish ICE. Maybe it’s just me…
    - 2 hours ago 18 Aug 22, 10:46am -
  • What Was in My In-Box
    climate and the environment edition This week, a number of articles in My In-Box were about climate and the environment. Seeking Alpha was featuring Michael Smith’s “The Future of Farming,” on their site. Recognizing AB authors is not unusual.…
    - 1 day ago 17 Aug 22, 11:00am -
  • Biden Appoints Biggs to Social Security Advisory Board
    I (run75441) saw this article on MSN early (AZ time) this morning and sent it off to Dale. For those of you who may not have been around. Dale Coberly, Bruce Webb and Arne would discuss Social Security and how to save it. You also may not know it; Da…
    - 1 day ago 17 Aug 22, 10:30am -
  • Housing permits, starts, and construction telegraphing a deeper economic decline ahead
    Housing permits, starts, and units under construction telegraph a deeper economic decline ahead Housing had another negative month in July. Permits (gold in the graph below) declined -1.3% to 1.674 units annualized, an 8 month low. Single family perm…
    - 1 day ago 17 Aug 22, 10:18am -
  • Housing affordability: at or near the worst this Millennium
    Housing affordability: at or near the worst this Millennium The NAR calculates a monthly “housing affordability index,” which estimates the median mortgage payment for the median priced existing home based on an estimate of median household incom…
    - 2 days ago 16 Aug 22, 12:02pm -
  • Extreme heat belt
    Angry Bear Michael Smith’s post The Future of Farming reminded me that food and water supply issues need regular updates and highlighting. This report caught my eye since we here in Boston are experiencing very dry conditions with hot day temps. Th…
    - 2 days ago 16 Aug 22, 10:51am -
  • Open thread August 16, 2022
    The post Open thread August 16, 2022 appeared first on Angry Bear.
    - 2 days ago 16 Aug 22, 10:16am -
  • ‘Til the Rivers Run Dry
    Reactors in France had to reduce power because of low flow in the rivers being used for cooling. The pictures show Lake Garda in Italy at record lows. The Rhine is becoming too low for barge traffic, for cruise ships. In Rome, the River Po is low. Th…
    - 3 days ago 15 Aug 22, 3:33pm -

The Burning Platform

Silicon Valley Insider

The Wire

War Room

Naked Capitalism

Coyote Blog

  • Buying and Selling a Business
    Since a number of folks have asked me via email: yes, I am OK and would someday like to get back to active long-form blogging (I still make a foray into twitter now and again).  However, things have been a bit crazy here.  A number of business owne…
    - 24 Apr 22, 11:36pm -
  • Christmas Wonder, with Penguins
    I always enjoy Christmas day with the family.  But no matter how good a day we have together, it can never quite duplicate the sense of wonder when one is 8 or 9 and you come down the stairs to see the Christmas tree surrounded in gifts brought by S…
    - 26 Dec 21, 2:20am -
  • Regional Variations in COVID are SEASONAL, not Correlated with Party of the Governor
    If you want a pointer towards the seasonality of the COVID virus, check out the NY Times per capita case map for the US for today:   (hat tip to boriquagato@substack.com) This looks like a weather map, not a map of Trump v. Biden voters or party af…
    - 20 Dec 21, 5:06pm -
  • An Open Letter to California Public Recreation Officials
    New California rules are set to effectively end the ability of RVers to use generators to produce power in California:   https://rvmiles.com/california-generator-ban/ I am sending this to a number of folks we work with in the USFS and California S…
    - 14 Dec 21, 7:46pm -
  • If Fauci Were A Scientist
    I am not blogging much due to some overwhelming work circumstances in my real life.  However, I cannot believe the reaction of world leaders racing to institute the most onerous of restrictions on citizens based on the reports that a new COVID varia…
    - 29 Nov 21, 6:43am -
  • A Few Thoughts on Yale Law School
    I won't go into all the details (one of many articles on this incident here), but the Yale Law School administration attempted to blackmail and intimidate one of their students over a party invitation he sent out, the main complaint seeming to be the…
    - 23 Oct 21, 11:04pm -
  • Fixed SSL Issue (I Hope)
    After a lot of complicated debugging, of course it was something simple -- the certificate failed to renew automatically.  Hopefully all is working correctly now Update:  Of course then I screwed something else up.  Some sort of problem with php v…
    - 6 Oct 21, 9:59pm -
  • Understanding the Difference Between Authoritarianism and Totalitarianism
    Who says universities don't teach anything useful? The difference between mere authoritarianism and totalitarianism is often hard to explain to people, and some want to use the terms interchangeably.  But I think this distinction is particularly imp…
    - 6 Oct 21, 4:07pm -
  • 20 Years Ago Today on September 11...
    ... I was in Manhattan on a business trip from Seattle.  Ironically, I was running an aviation-related startup and in town to try to convince my investors to fund a new round based on improvements in the commercial aviation business.   Perhaps the…
    - 11 Sep 21, 8:14pm -
  • Back When The ACLU Actually Stood Up For Civil Rights, Rather Than Shilling for Totalitarianism
    This article by Glenn Greenwald on the ACLU's response to COVID is simply remarkable.  I won't even try to excerpt it.  Suffice it to say that barely a decade ago, the ACLU actually was concerned about individual rights being trashed by coercive go…
    - 7 Sep 21, 11:39pm -

Deal Breaker

Deal Book

Dr. Housing Bubble

Marc to Market

  • newFed Minutes were Not as Dovish as Initially Read
    Overview: The sell-off in European bonds continues today. The 10-year German Bund yield is around four basis points higher to bring three-day increase to about 22 bp. The Italian premium over Germany has risen by almost 18 bp over these three session…
    - 3 hours ago 18 Aug 22, 10:07am -
  • newMarkets Look for Direction
    Overview: The biggest development today in the capital markets is the jump in benchmark interest rates.  The US 10-year yield is up five basis points to 2.86%, which is about 10 bp above Monday’s low.  European yields are up 9-10 bp.  The 10-yea…
    - 17 hours ago 17 Aug 22, 8:05pm -
  • Greenback Remains Firm
    Overview: After retreating most of last week, the US dollar has extended yesterday’s gains today. The Canadian dollar is the most resilient, while the New Zealand dollar is leading the decline with a nearly 0.75% drop ahead of the central bank deci…
    - 2 days ago 16 Aug 22, 11:15am -
  • China Disappoints and Surprises with Rate Cut
    Overview: Equities were mostly higher in the Asia Pacific region, though Chinese and Hong Kong markets eased, and South Korea and India were closed for national holidays. Despite new Chinese exercises off the coast of Taiwan following another US cong…
    - 3 days ago 15 Aug 22, 9:34pm -
  • Is the Dollar's Month-Long Pullback Over?
    The bullish dollar narrative was fairly straightforward. Yes, the US main challengers, China and Russia, have been hobbled in different ways by self-inflicted injuries. Still, the driver of the dollar was the expected aggressive tightening by the Fe…
    - 4 days ago 14 Aug 22, 11:29am -
  • Week Ahead: More Evidence US Consumption and Output are Expanding, and RBNZ and Norges Bank to Hike
    After two-quarters of contraction, many still do not accept that the US economy is in a recession. Federal Reserve officials have pushed against it, as has Treasury Secretary Yellen. The nearly 530k rise in July nonfarm rolls, more than twice the me…
    - 5 days ago 13 Aug 22, 11:15am -
  • Heading into the Weekend, Dollar's Downside Momentum Stalls
    Overview: The markets are putting the finishing touches on this week’s activity. Japan, returning from yesterday’s holiday bought equities, and its major indices jumped more than 2%. China, South Korea, and Australia struggled. Europe’s Stoxx 6…
    - 6 days ago 12 Aug 22, 12:36pm -
  • US Dollar Soft while Consolidating Yesterday's Drop
    Overview: The US dollar is consolidating yesterday’s losses but is still trading with a heavier bias against the major currencies and most emerging market currencies. The US 10-year yield is soft below 2.77%, while European yields are mostly 2-4 b…
    - 7 days ago 11 Aug 22, 7:03pm -
  • Is it All Really about Today's US CPI Print?
    Overview: The US dollar is trading with a heavier bias ahead of the July CPI report. The intraday momentum indicators are overextended, and this could set the stage for the dollar to recover in North America. Outside of a handful of emerging market c…
    - 8 days ago 10 Aug 22, 11:10am -
  • US Dollar Offered but Stretched Intraday
    Overview: The US dollar is trading heavily against all the major currencies, led by the Norwegian krone and euro.  Emerging market currencies are also firmer.  However, risk-appetites seem subdued.  Even though most large bourses in Asia Pacific a…
    - 9 days ago 9 Aug 22, 10:51am -

Business Insider Video

The Reformed Broker

  • newClips From Today’s Closing Bell
     Fed will finish tightening by year end, says Ritholtz’s Josh Brown from CNBC. Investors need to use down days and pullbacks as market entry points, says SoFi’s Liz Young from CNBC....The post Clips From Today’s Closing Bell appeared first…
    - 16 hours ago 17 Aug 22, 8:52pm -
  • Clips From Today’s Halftime Report
    Price really matters for mega-cap tech, says Odyssey’s Jason Snipe, and you have to be selective from CNBC. The committee weighs in on a rare upgrade for PayPal from CNBC. Final Trades: Goldman Sachs, Paramount, CrowdStrike & more from CNBC....The…
    - 2 days ago 16 Aug 22, 6:16pm -
  • This Week on TRB
    These were the most read posts on the site this week, in case you missed it:...The post This Week on TRB appeared first on The Reformed Broker.
    - 5 days ago 13 Aug 22, 1:52pm -
  • The Science of Hitting
    Welcome to the latest episode of The Compound & Friends....The post The Science of Hitting appeared first on The Reformed Broker.
    - 6 days ago 12 Aug 22, 10:34am -
  • Clips From Today’s Halftime Report
     Cheniere Energy is the most obvious opportunity in the market, says Ritholtz’s Josh Brown from CNBC. The call on Target ahead of earnings from CNBC. Final Trades: Adobe, defense stocks, Pinnacle West & more from CNBC....The post Clips From Tod…
    - 7 days ago 11 Aug 22, 5:50pm -
  • Clips From Today’s Closing Bell
    Ritholtz’s Josh Brown warns investors Fed quantitative tightening is coming along with rate hikes from CNBC....The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
    - 8 days ago 10 Aug 22, 9:14pm -
  • Please don’t pivot
    July CPI and the reaction of the markets ...The post Please don’t pivot appeared first on The Reformed Broker.
    - 8 days ago 10 Aug 22, 1:11pm -
  • Clips From Today’s Halftime Report
    Watch for a retest of the bottom in semis, says Ritholtz’s Josh Brown from CNBC. Final Trades: Goldman Sachs, Intl. Flavors & more from CNBC....The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
    - 9 days ago 9 Aug 22, 5:57pm -
  • Was That the Bounce?
    Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?...The post Was That the Bounce? appeared first on The Reformed Broker.
    - 9 days ago 9 Aug 22, 4:31pm -
  • Why the market is bouncing
    A satisfying answer that allows all other answers to also be true. ...The post Why the market is bouncing appeared first on The Reformed Broker.
    - 10 days ago 8 Aug 22, 1:45pm -

Shadow Stats

  • Flash Commentary No, 1460b
    • Fundamentals Could Not Be Stronger for Gold and Silver, nor Weaker for the U.S. Dollar and Stocks, Despite Fed or Market Nonsense to the Contrary • There Is No V-Shaped Recovery • Battered, Non-Recovered May 2021 Payrolls and Unemployment C…
    - 21 Jun 21, 12:57am -
  • Flash Commentary No. 1460a
    • Benchmarked Industrial Production Revised Sharply Lower; Both Manufacturing and Mining Were Hit Hard • New Numbers Indicate the Economy Was in a Deepening Recession, Well Before the Pandemic Shutdown and Collapse • Old Numbers Showed Produc…
    - 31 May 21, 11:07pm -
  • Benchmark Commentary No. 1459
    • Intractable and Deteriorating Conditions Still Signal No Imminent Economic Recovery, Irrespective of Some Bounces in March Activity Against Weather-Driven February Collapses • Monthly Annual and Post-Pandemic Payroll Declines Have Stabilized A…
    - 21 Apr 21, 9:15am -
  • Flash Commentary No. 1458
    • January 2021 Manufacturing Declined Year-to-Year for the 19th Consecutive Month, Still in the Downturn Induced by the FOMC 15 Months Before the Pandemic Collapse • Where January 2021 Year-to-Year Manufacturing Contracted by 1.0% (-1.0%), It Al…
    - 24 Feb 21, 9:59am -
  • Flash Commentary No. 1457
    • Pandemic-Driven Unemployment Soared to an April 2020 Peak of About 32%, Worse Than in the Great Depression; Such Was Against a January 2020 Pre-Pandemic U.3 Unemployment Rate of 3.5% • In the Latest Four Months, Pandemic-Driven Unemployment Ha…
    - 16 Feb 21, 3:21am -
  • Flash Commentary No. 1456
    • Fourth-Quarter 2020 Annualized Real GDP Growth of 4.0% Was as Expected, Slowing from the Record 33.4% Third-Quarter Pandemic Rebound • Full-Year 2020 Annual GDP Decline of 3.5% (-3.5%) Was the Deepest Since the 1946 Post-World War II Economic…
    - 1 Feb 21, 9:45am -
  • Economic Commentary, Issue No. 1455
    • Key Monthly Economic Numbers Turned Negative Anew in Fourth-Quarter 2020 • Narrowing Annual Declines in October and November Payrolls Stalled at 6.0% (-6.0%), But the Year-to-Year Drop in December 2020 Payrolls Deepened to 6.2% (-6.2%) • An…
    - 28 Jan 21, 3:03pm -
  • Economic Commentary No. 1454
    • Deepening Economic Woes and Soaring Inflation Ahead • Underlying Economic and Labor Numbers through November Indicate Contracting or Flattening Fourth-Quarter 2020 GDP, Well Shy of Economic Recovery • On Top of Downside Revisions, Declining…
    - 30 Dec 20, 12:58am -
  • Economic Commentary No. 1453
    • Four Million Unemployed People Are Missing from the Headline Labor Force • Pandemic-Disrupted U.3 Unemployment Effectively Was 9.0% in November 2020, Not the Headlined 6.7% • November Unemployment and Payrolls Confirmed Stalled, L-Shaped, N…
    - 15 Dec 20, 1:33am -
  • Flash Commentary No. 1452
    • October 2020 Cass Freight Index® Turned Positive Year-to-Year, Gaining 2.4% Against an Unusually Sharp, Unseasonable Decline the Year Before • Such Was the First Annual Gain in Freight Activity Since November 2018, When Excessive Fed Tighten…
    - 23 Nov 20, 10:48pm -

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