Courtesy of John Rubino.
Interest rates becoming the main story. Bond yields and mortgage rates up, emerging market bonds and stocks down. Gold and silver stabilizing, mining stocks begin to recover. Political class still searching for an explanation (see “Best of the Web”). Trump’s cabinet takes shape, with mostly old a few new faces.
Best Of The Web
No more flyover country – Automatic Earth
The cognitive dissonance cluster bomb – Dilbert
Get ready… change is upon us – Peak Prosperity
Trump won yet gold is falling…why? – Seeking Alpha
Trump’s revolution is over – Gary North
President Trump: How America got it so wrong – Rolling Stone
How to survive the next four years – Vanity Fair
Who lost: a biased media, pundits, pollsters, political parties, more – OfTwoMinds.com
Commentary: The unbearable smugness of the press – CBS News
The ruling elite is protected from the consequences of its dominance – Charles Hugh Smith
Democrats, Trump, & dangerous refusal to learn the lesson of Brexit – Intercept
When lightning strikes our money – Best Minds, Inc.
Watch the EU banks after Us election gyrations are over – MATA SII
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Breaking News
The Economy
11/15 Selloff in bonds, emerging assets deepens, dollar gains – Bloomberg
11/15 Will China’s financial bust ever come? – Bloomberg
11/15 Iran surprises OPEC with a further 250,000 BPD increase – Oil Price
11/15 Trump and Brexit defeat globalism, but for how long? – Daily Bell
11/15 Japan’s big banks struggle to make money from lending – Bloomberg
11/15 Treasury rout sends yields to 10-month high – Bloomberg
11/15 Italy bears brunt of year’s biggest bond rout – Reuters
11/15 Bond rout eats into last valuation case for stocks – Bloomberg
11/15 Italian bond yields explode to 18-month highs – Zero Hedge
11/14 Emerging market bond, currency markets face ‘meltdown’ – CNBC
11/14 ‘Trump Thump’ whacks bond market for $1 trillion loss – Yahoo!
11/14 Dow hits record high as financial stocks rise – Yahoo!
11/14 Behind GOP unity, Trump’s plans could be stymied by fiscal hawks – Bloomberg
11/14 We are living in a depression – why Trump took the White House – Guardian
11/14 “Markets are grasping at Trump’s answer to the new normal” – Zero Hedge
Precious Metals
11/15 Gold is oversold – Seeking Alpha
11/15 Gold – money of kings – Daily Coin
11/15 Rick Rule stock picks – Penny Mining Stocks
11/14 Keep a lot of cash to ride out gold volatility – Seeking Alpha
11/14 Dollar and yields will continue to dominate – Economic Calendar
11/14 GLD, SLV flashing sell signals – Seeking Alpha
11/13 Here’s why gold and silver miners are getting annihilated – Fox Business
11/13 $50 trillion of sidelined cash could move gold in a big way – Birch Gold
11/13 Yamana Gold getting very oversold – Forbes
11/13 Gold gets oversold in “Trump rally” – Wealth Daily
11/12 Chinese soon will be able to buy North American mining shares – GATA
11/12 Gold suffers largest weekly loss in more than 3 years – MarketWatch
11/12 Sandstorm Gold announces 2016 third quarter results – Yahoo!
11/12 A good time to be buying gold – AheadOfTheHerd.com
11/12 Better buy: Silver Wheaton Corp. vs. Hecla Mining – Motley Fool
11/12 Kirkland rejects C$1.44 billion Gold Fields, Silver Standard offer – Reuters
11/12 Does Trump’s victory mean it is time to sell gold? – Seeking Alpha
11/12 Gold investment demand increases with uncertainty – SRSrocco Report
11/11 Gold crashes to 5 month lows as ‘someone’ dumps over $10 billion – Zero Hedge
11/11 Short bonds & buy silver! – 321Gold
Inflation, Deflation, Currency War, Cryptocurrencies
11/15 Dollar jumps to 1-year high on fiscal stimulus hopes – MarketWatch
11/15 Surprise! India has some troubles as 86% of its paper money is withdrawn – GATA
11/15 Wealth confiscation you won’t see coming – Sovereign Investor
11/14 Sterling slips back below $1.25 as dollar rallies – Reuters
11/13 In wake of Trump win, focus may drift back to Fed and inflation – Reuters
11/13 Donald Trump’s currency call on China risks trade war – News.com.au
11/13 Anger grows in India as banks struggle to swap banned notes – Yahoo!
11/12 Rupee rage grows in India – Bangkok Post
11/12 German inflation confirmed at 2-year high – MarketWatch
11/12 Make inflation great again! Is Trump the “inflation president”? – Mish
Real Estate Bubble
11/15 Panic as Trump effect pushes mortgage rates to 4% – CNBC
11/14 More troubling signs for NYC real estate as rent concessions soar – Bloomberg
11/14 Teslas in the trailer park: CA city faces its housing squeeze – NY Times
11/14 The most expensive housing market in the world – My Budget 360
11/12 Farmland prices fall in much of central U.S. – Wall Street Journal
DollarCollapse Podcasts
11/04 Instability on the horizon
10/04 European banks in the eye of the storm
9/13 Markets explain facts of life to Fed
8/16 A tough time to manage money
7/27 Random violence and political instability: the new normal
7/21 It’s not the event but the response to the event that matters
7/01 Brexit was just the beginning
6/25 The deeper meaning of Brexit
6/08 Gold Will Soar, Marijuana Will Be Legal
5/23 Hard times for obsolete entities
Politics
11/15 Trump’s temperament could be a problem, but he can change – CNBC
11/15 All potential political risks looming in Europe, in one chart – MarketWatch
11/15 Trump Trojan Horse coming into full view – Daily Coin
11/15 Merkel’s rival Social Democrat selected as German president – Mish
11/15 Hillary Clinton: ‘these have been very, very tough days’ – Huffington Post
11/15 Hillary Clinton’s historically horrible week – Washington Post
11/15 History’s verdict on Hillary Clinton is still out – Daily Kos
11/15 Trump’s chief strategist a “white nationalist champion” – Mother Jones
11/14 Trump shapes White House, hires establishment figure, firebrand – Reuters
11/14 Marine Le Pen isn’t the problem – BBC panders to right on daily basis – Guardian
11/14 Donald Trump has shown how we can ‘build a new world’ – Telegraph
11/14 Marine Le Pen: Trump win boosts my chances – BBC
11/14 Deplorables 1, Empire 0 – CounterPunch
11/14 ‘Tolerant’ educators exile Trump voters from campus – USA Today
11/14 Suicide hotlines get record number of calls after Trump win – SHTF Plan
11/14 Chaos ensues as Europe splinters in response to Trump – Zero Hedge
11/14 More on Trump’s populism, how it can be controlled by gov’t – Daily Bell
Offshore Investing
10/28 Social mood is changing – prepare your offshore nest egg – Mountain Vision
10/07 Panama Papers? Try UNITED STATES Papers? – Mountain Vision
9/14 4 totally legal reasons to use an offshore structure – Nestmann
7/20 Costa Rica: Central America’s hidden gem – Sovereign Investor
Clean Tech
11/15 Fears over solar and wind power reliability ‘overblown’ – Telegraph
11/15 Microsoft announces biggest-ever wind energy buy – Fortune
11/15 Can Trump derail the EV revolution? – Oil Price
11/12 How utilities can spend $5b on new wind farms & lower electric rates – Forbes
11/11 How solar is changing the climate game – World Bank
11/11 ‘Virtual inverters’ are the future of solar power plant design – Greentech Media
11/11 Solar power proponents hopeful Trump sees benefit of growing industry – LA Times
11/10 Obama’s environmental legacy just went up in smoke – Bloomberg
Art of the Collapse
11/14 Dave Chappelle pledges to give Trump a chance in genius “SNL” monologue – Salon
11/11 Samantha Bee slams white women after Donald Trump’s win – Vanity Fair
11/10 Breaking news from Canada – Burning Platform
11/07 SNL’s biting criticism of Donald Trump’s media coverage – WaPo
11/04 Black Jeopardy is best political sketch this year – WaPo
War, Civil Unrest, Privacy, Creeping Fascism, Police State
11/14 To protect and serve – BATR
11/14 ISIS urges truck attacks, Thanksgiving Day Parade ‘excellent target’ – MarketWatch
11/14 Putin aide: Trump could build confidence with NATO pullback – AP
11/13 Anti-Trump demonstrators marching in downtown L.A. for fifth night – LA Times
11/13 Protesters take anti-Trump message to his doorstep, and plan next steps – NY Times
11/11 Stun grenades, rubber bullets deployed in Portland after anti-Trump riot – Zero Hedge
11/11 Commando-launched lethal drones included in $11 billion request – Bloomberg
11/11 In a shift, Trump assails U.S. protesters, then praises their ‘passion’ – Reuters
Self-sufficiency, Food Security, Survival
11/14 These survival food and water mistakes could kill any prepper – Survival Sullivan
11/10 Poison – Dr. Sircus
11/09 Prepping mistakes (all of them are here) – Survival Sullivan
11/08 The ultimate zero to hero guide to prepping – Survival Sullivan
11/07 This FRUIT PEEL fights pain, heart attack and stroke – Lose The Back Pain
11/07 Election chaos fears have preppers stockpiling survival food – CNBC
CyberWar, CyberTerrorism, CyberCrime
11/14 Security news this week: what Trump’s win means for cybersecurity – Wired
11/11 Trump’s win signals open season for Russia’s political hackers – Wired
11/09 Best strategy for cyber-conflict may not be cyber-strategy – War On The Rocks
Off-Topic But Brilliant/Challenging/Infuriating
11/15 Trump will quit global climate accord – hurray! – Dr. Sircus
11/14 As Trump heads to WA, global warming nears tipping point – Bloomberg
11/11 Marijuana wins big, as dark struggles loom – AlterNet
11/10 And the winner of the 2016 election is… WEED! – Anti Media
11/10 One algorithm to rule them all – Financial Sense
11/10 Scientists build first chip without semiconductors – Financial Sense
11/10 Legal weed has arrived. Get ready for the Budweiser of bud – Wired
11/09 Californians legalize marijuana in vote that could echo nationally – New York Times
11/08 Voters could legalize marijuana for quarter of all Americans – Reuters
11/08 Earth just experienced the hottest five years on record – Bloomberg
11/07 Naomi Klein: What have we left for our children? – Guardian