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
Did president-elect Trump just kill the golden goose? – MATA SII
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.
—————————————————————–
Breaking News
The Economy
11/16 Industrial production was flat in October – MarketWatch
11/16 Fed rate-hike odds approach 100% in anticipation of Trumponomics – Bloomberg
11/16 A record 25% of used car trade-ins are underwater – Zero Hedge
11/16 As the U.S. smolders, Venezuela burns – Bloomberg
11/16 Strong US dollar, tumbling yuan: Why aren’t markets falling? – MoneyWeek
11/16 Stocks fall, Treasuries fluctuate as traders weigh Trump outlook – Bloomberg
11/16 Another financial warning sign is flashing in China – Bloomberg
11/16 Now is the winter of our discontent: our era of rising discord – Charles Hugh Smith
11/16 Retail sales jump 0.8% but expect more store closings – Mish
11/16 Global bonds slump as Trump prompts inflation fears – Guardian
11/16 Europe the most globalized at a time globalization is a dirty word – Bloomberg
11/16 Is “risk on” investor focus on equities in jeopardy? – Gold-Eagle News
11/16 The secular trend in interest rates remains lower – Kessler Companies
11/16 Meet CA’s 218,667 public employees making over $100k/year – Liberty Blitzkrieg
11/15 Strong U.S. retail sales reinforce December interest rate hike – Yahoo!
Precious Metals
11/16 Gold: what’s next? – Merk Investments
11/16 Gold commitments of traders – SafeHaven
11/16 Soros more than doubles stake in Barrick Gold as shares drop – GATA
11/16 What are fractional coin sizes? – APMEX
11/16 Gold miner Kirkland Lake rises on bid talk; Yamana declines – Reuters
11/16 India, not Trump, is the real reason behind the crash in gold prices – MarketWatch
11/16 Why Evolution is the best gold stock to buy – Barron’s
11/16 Hecla Mining: all things considered – Seeking Alpha
11/16 Of course precious metals prices are manipulated – Nestmann
11/16 Pan American reports strong quarter, raises forecast – Yahoo!
11/16 This is what a mania looks like – 24hGold
11/16 Silver price and the winds of complacency – Silver Coin Investor
11/15 Decade of gold mine declines poised to spur deals, prices – Bloomberg
11/15 Gold: the cost of production is near – 321Gold
11/15 Silver and the train wreck – Deviant Investor
11/15 Gold hits 5-1/2-month low on strong dollar, Treasury yields – Reuters
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
Inflation, Deflation, Currency War, Cryptocurrencies
11/16 US Producer Price Index unchanged in Oct vs. 0.3% increase expected – CNBC
11/16 Dollar index rises to 14-year high, pullback expected – Reuters
11/16 Strong dollar will be bad for emerging market securities – Forbes
11/16 Dollar rise a threat to global financial stability: BIS – Reuters
11/16 Is inflation returning? Don’t hold your breath – Barron’s
11/16 Why interest rates will likely rise faster than inflation – CBS News
11/16 Hammond urged to protect poorest from long-term rise in inflation – Guardian
11/16 TF Metals Report: Watching the yuan – GATA
11/16 Trump’s mandate to Yellen: print more money or you’re fired! – SafeHaven
11/16 Import and export prices jump: will it last? – Mish
Real Estate Bubble
11/16 U.S. mortgage applications gauge slumps to lowest since January – Bloomberg
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
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
11/16 Why aren’t Donald Trump’s epic conflicts of interest illegal? – Fortune
11/16 Rand Paul opposes both Giuliani and Bolton for secretary of state – Guardian
11/16 Warren assails Trump for ‘Wall Street elites’ on transition team – Bloomberg
11/16 After Trump’s victory, Marine Le Pen’s win seems ‘dangerously plausible’ – Telegraph
11/16 Give Marine Le Pen platform for racist views, then challenge them – Guardian
11/16 Impossible made possible by Trump win – CNN
11/16 Macron launches French presidential bid as polls show tight race – Reuters
11/16 Here’s how Facebook actually won Trump the presidency – Wired
11/16 Populism takes over the world – Bloomberg
11/16 What Donald Trump’s staff choices show so far – Time
11/16 European temper trumptums – Gatestone Institute
11/16 New nobility uses PC-ness to fragment the Precariats – Charles Hugh Smith
11/16 Israel’s right renews calls to abandon 2-state solution – NY Times
11/16 What Trump’s vow to deport up to 3 million immigrants means – NY Times
11/16 Protesters target Chuck Schumer’s office, Trump Tower – Wall St. On Parade
11/16 In defense of the electoral college – Washington Post
11/16 What now? – Kunstler
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
11/16 Can Chevy Bolt wake Americans up to advantages of electric cars? – Salon
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
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
11/16 Ron Paul: don’t confuse defense spending with military spending – Noozhawk
11/16 The terrifying prospect of an Attorney General Giuliani – Washington Post
11/16 Amid crisis, police departments relaxing hiring standards – Salt Lake Tribune
11/15 Germany launches biggest crackdown on Islamists in 15 years – Zero Hedge
11/15 Memo: defense spending must be for actual defense – Ron Paul Institute
11/15 Julian Assange faces second day of questioning – ITV
11/15 Russians launch “massive strikes” on syrian terrorist targets – Zero Hedge
11/14 To protect and serve – BATR
Self-sufficiency, Food Security, Survival
11/16 How do startup robo advisers stack up against the big banks? – MarketWatch
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
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
11/16 Could these marijuana stocks continue buzzing from election results? – MunKnee
11/16 Humans aren’t just changing the climate – Bloomberg
11/16 Denver is first city in US to allow pot in bars, restaurants – CNBC
11/15 Germany, Denmark step up bird flu controls – DW
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
