Courtesy of John Rubino.
US stocks at all-time highs on Trump tax-reform promise, gold and silver near multi-week highs. Trump national security adviser quits under Russian cloud. Debate over Putin intensifies. French election becomes even more complex.
Best Of The Web
Vice-chairman of EuroThinkTank: “euro may already be lost” – Mish
Witch’s brew: sentiment up, complacency up – but uncertainty also up – MATA SII
The AI threat isn’t Skynet. It’s the end of the middle class – Wired
Bubbles, money and the VIX – Credit Bubble Bulletin
Are you prepared for “unencumbered” interest rate policy? – Daily Reckoning
The misleading comfort of calm – SafeHaven
Which assets are most likely to survive the inevitable “system re-set”? – OfTwoMinds.com
A murderous complacency – Peak Prosperity
It’s finally happening – Macro The Tourist
Equity valuations, an everything bubble and “policy Trumpacho” – Mish
Extreme vetting, but not for banks – RollingStone
Weekly commentary: the wraths – Credit Bubble Bulletin
Great expectations – Real Investment Advice
The persuasion filter and immigration – Dilbert
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Breaking News
The Economy
2/14 Yellen outlook ‘irrelevant’ because Trump will reshape Fed – CNBC
2/14 Credit Suisse announces another 6,500 layoffs – Zero Hedge
2/14 Is this metal flashing the hottest chart on the market? – Daily Reckoning
2/14 Made for each other – Kunstler
2/14 Signs of the time – Miles Franklin
2/14 The most “horrifying” chart in the world – Casey Research
2/14 How your wealth is stolen in broad daylight – Daily Coin
2/14 Treasury sell-off is a China syndrome – Bloomberg
2/14 VIX cycles set to explode in March/April – part 2 – Active Trading Partners
2/14 No laughing matter for Kuroda with BOJ near 40% bond market – Bloomberg
2/13 Why does economic growth keep slowing down? – St. Louis Fed
2/13 Greece: the low-noise collapse of an entire country – Failed Evolution
2/13 Active managers named and shamed as ‘closet indexers’ – CNBC
Precious Metals
2/14 Koos Jansen: China’s net gold imports in 2016 were 1,600 tonnes – GATA
2/14 Europe eyes sweeping cash ban: are gold & silver next? – SafeHaven
2/14 Deflation and gold: a contrarian view – Daily Reckoning
2/14 It’s no flash in the pan; stay long on gold: UBS – CNBC
2/14 Reflation trade creates historic breakouts – King World News
2/13 Gold is pouring into ETFs world-wide this month – GoldSeek
2/13 Sentiment speaks: gold and silver are on the launching pad – Seeking Alpha
2/13 Gold mining: spectacular chart, bear market resistance test ongoing – Seeking Alpha
2/13 Western central bank gold is running low – GATA
2/13 Gold and silver set to take off – Daily Economist
Inflation, Deflation, Currency War, Cryptocurrencies
2/14 US Producer Price Index rose 0.6% in Jan vs 0.3% increase expected – CNBC
2/14 Yellen sees more rate hikes needed – Bloomberg
2/14 US stocks mixed, Treasuries drop on Yellen talk: markets wrap – Bloomberg
2/14 German inflation rate hits highest since 2013 – MarketWatch
2/14 AI, bitcoin driving next big hedge fund wave – Wired
2/14 Millions warned over risk of soaring inflation – Standard.co.uk
2/14 Chinese inflation follows Germany – explodes to 2011 highs – Zero Hedge
2/13 Copper jumps to 20-month high on double mine closure – CNBC
Real Estate Bubble
2/13 5 years of luxury condos for sale in Bal Harbour Miami – Condo Vultures
2/12 There are 66,719 empty mansions in Vancouver – Zero Hedge
2/10 Serial house sitters shed the shackles of a mortgage – CNBC
2/08 $1 trln of Australian mortgages and some now worry of what’s next – AFR
2/08 Houses are the least affordable they’ve been in seven years – CNBC
DollarCollapse Podcasts
12/21 Blow-Off Top
12/01 All Eyes On Italy
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
Politics
2/14 Shoving Alinsky’s rules for radicals right back in the left’s ugly face – Townhall
2/14 France’s presidential front-runner says Russia is hacking him now – Bloomberg
2/14 Corporate America’s “war rooms” prep for potential Trump Tweets – Zero Hedge
2/14 Trump races to find Flynn replacement, calm staff – Bloomberg
2/14 The foreign policy of Donald Trump – Surgent
2/14 Renzi promotes Renzi-ism over Trump-ism, Le Pen-ism, Grillo-ism – Mish
2/14 A new Jacksonian era? (part two) – Burning Platform
2/14 An uphill task for Marine Le Pen – Hindu
2/14 Are markets prepared for a Marine Le Pen victory? – Bloomberg
2/14 Le Pen calls rioters scum as violence roils Paris suburbs – Bloomberg
2/14 Le Pen rival Macron targeted by hundreds of Russian hack attacks – Voting News
2/13 Is Trump’s White House headed for its first shakeup? – CNBC
2/13 Why Ayn Rand would have cast Trump as a villain – FEE
Offshore Investing
2/01 FATCA needs to go, but the FATCA “refugees” are never coming back – Zero Hedge
1/24 Switzerland: still a safe country for storage… but only for physical gold – GoldBroker
12/23 The best countries for your escape plan – International Man
12/21 Do you have an offshore backup plan? – Sovereign Investor
Clean Tech
2/14 Wind power is beating the pants off of other renewables – Grist
2/14 Arnold Schwarzenegger blew everyone away with this FB post – Knowable
2/14 Wind energy now largest source of clean energy in the US – Oil Price
2/13 Energy storage set to boom in 2017 – Oil Price
2/13 Solar power breaks a price barrier – Hindu
2/11 The great solar power scam – The Age
2/11 Mosaic met its goal of $1 bln in solar loans – Solar Server
Art of the Collapse
2/13 Weekend update on appeals court ruling – SNL
2/13 Spicer returns – SNL
2/13 SNL’s Donald Trump takes his frustrations to ‘The People’s Court’ – WaPo
2/13 Meryl Streep to Donald Trump: I am the ‘most overrated’ actress – Variety
War, Civil Unrest, Privacy, Creeping Fascism, Police State
2/13 China “seriously concerned and opposed” after Trump backs Japan – Zero Hedge
2/13 N Korea says test launch of new missile type a success – CNBC
2/12 Snowden: report Russia may ‘gift’ him to Trump proves he is not a spy – Guardian
2/12 US special forces deployed to 70% of the world in 2016 – Zero Hedge
2/11 Civil asset forfeiture ruining lives, failing to stop crime – FM Shooter
2/11 Russian government considers offering Snowden as “gift” to Trump – Zero Hedge
2/11 Military-grade spy gear flooding into local police depts – Defense One
2/11 What about Trump’s terror policies after an attack? – Guardian
Self-sufficiency, Food Security, Survival
2/14 Monsanto’s roundup must carry cancer warning label, judge decrees – Mercola
2/14 Fermented foods may be a key component of an anti-cancer diet – Mercola
2/14 10 easy recipes that make a week’s worth of food – Medium
2/12 How to add value to your life – Medium
2/12 5 small financial mistakes that can lead to a major cash crisis – Medium
2/11 How to improve your fitness with variable-intensity interval training – Mercola
2/10 New risks of GMOs, glyphosate – Non-GMO Report
2/07 Trump could approve a giant merger that’s scaring American farmers – MSN
2/07 FDA milk prohibition is dirty dairy’s scheme – Mercola
CyberWar, CyberTerrorism, CyberCrime
2/14 Russian hackers pose increasing threat to UK’s national security – Independent
2/08 Trump’s impending crackdown on cybersecurity – Daily Reckoning
2/02 Privacy and security stuff you should read: 1/31/2017 – Forbes
2/01 Credit-card thieves move online as chips thwart in-store fraud – Bloomberg
2/01 Protect your digital privacy in the era of surveillance, public shaming – Pacific Standard
Off-Topic But Brilliant/Challenging/Infuriating
2/14 Orville dam failure could wipe out entire cities – Most Important News
2/14 Is Magic Leap lying about its “acid trip” technology? – Vanity Fair
2/13 Humans must merge with machines or become irrelevant in AI age – CNBC
2/13 100k people evacuating over “imminent failure” of CA’s Oroville Dam – Zero Hedge
2/13 The future of agriculture is already here – World Positive
2/13 The best Super Bowl commercials, from avocados to Zelda – Wired
2/12 Tech and the fake market tactic – Medium
2/12 Middle class jobs to be taken by ROBOTS – Daily Mail
2/12 When your hotel has robot delivery, you order more room service – Bill Fold
2/10 Hell hole on Earth discovered at Fukushima – Dr. Sircus