Courtesy of John Rubino.
Inflation is spiking on stronger growth, higher oil. Fed likely to raise interest rates next month. 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, labor secretary nominee withdraws under pressure. Debate over Putin intensifies. French election becomes even more complex.
Best Of The Web
Global growth in energy consumption (& economic growth) all about China – Econimica
‘Fed Up’ exposes the elite rot inside the Federal Reserve – MarketWatch
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
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Breaking News
The Economy
2/16 Philly Fed index rockets to 33-year high in another postelection blast – MarketWatch
2/16 Your new retirement options: Work longer or save a lot more – MarketWatch
2/16 This time it’s different, Prime Minister says as Iceland booms – Bloomberg
2/16 Europe’s delusional economic policies – Credit Writedowns
2/16 Austerity was a bigger disaster than we thought – WaPo
2/16 Retailing is the new bankruptcy candidate – MarketWatch
2/16 Aetna CEO: Obamacare in ‘death spiral’ – Bloomberg
2/16 China’s holdings of Treasuries dropped in 2016 by most on record – GATA
2/16 History says stocks are overvalued – HoweStreet
2/15 Greece defies creditors over more cuts as economy shrinks unexpectedly – Guardian
2/15 Banks lift stocks, U.S. yields climb after data – Reuters
2/15 Biggest EU banks embark on the mother of all debt binges – Wolf Street
2/15 What has been pushing S&P 500 higher? – GoldAndOilGuy
Precious Metals
2/16 Silver price to surge as “investors and users fighting over […] supplies” – 24hGold
2/16 Gold investors smell a rat in this ‘animal spirits’ market – MarketWatch
2/16 Money managers no longer hate gold, saying it’s undervalued – MarketWatch
2/16 Now devout Muslims can help bullion banks and central banks short gold – GATA
2/16 Gold and the dollar ignore central banker ‘jawboning’ – News Doctors
2/16 Pan American Silver’s (PAAS) CEO Michael Steinmann on Q4 – Seeking Alpha
2/16 Buenaventura says gold must climb higher to unleash new projects – Reuters
2/16 Agnico plans to invest $1.2 billion in gold projects in Canada’s north – GATA
2/15 Pan American Silver announces unaudited net earnings of $101.8m – Yahoo!
2/15 Germany has got its gold back — They must know something we don’t – CNBC
Inflation, Deflation, Currency War, Cryptocurrencies
2/16 Inflation after all this money printing? It has arrived! – Wolf Street
2/16 An age-old relationship between interest rates and prices – 24hGold
2/16 The sudden onset of inflation – 24hGold
2/16 Greece is considering leaving the euro in favour of the US dollar – Independent
2/16 No more waiting: inflation may have already hit Fed’s target – Bloomberg
2/16 CPI jumps most since February 2013 on energy – Mish
2/16 Inflation could push 4m more Britons below poverty line – Guardian
2/16 What is driving inflation and what does it mean for shoppers? – Telegraph
Real Estate Bubble
2/16 Fed frets about commercial real estate bubble & its $2 trillion in loans – Wolf Street
2/16 Houses as ATMs No Longer – Liberty Street Economics
2/16 American home values are about to be cut in half – Economy And Markets
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
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
2/16 U.S. lawmakers push for answers on Trump team’s Russia ties – Reuters
2/16 Left behind – 24hGold
2/16 Women’s March organizers announce date for general strike – CNN
2/16 Inside Andrew Puzder’s failed nomination – CNN
2/16 Elizabeth Warren gets a reality check – Vanity Fair
2/16 Thomas Frank on how the Democrat elite undermined the system – AFR
2/16 How Steve Bannon captured America’s spirit of revolt – Guardian
2/16 Flynn was brought down by the spying machine he helped build – CounterPunch
2/16 People are ignoring the biggest threat to the eurozone – Business Insider
2/16 Anti-Islam Wilders frontrunner as Dutch election campaign begins – Reuters
2/16 Inside the Macedonian fake-news complex – Wired
2/16 The globalist long game – redefine liberty activism as evil “populism” – Alt Market
2/15 Trump lashes out at spy agencies ‘illegally’ leaking – Telegraph
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
2/16 The most-hated bear in solar isn’t backing down – Bloomberg
2/16 Solar-powered trains are closer to reality than we might think – Guardian
2/16 Solar installations surge 95% in 2016 – Oil Price
2/15 Einhorn’s Greenlight ends bet on SunEdison’s Terraforms – Bloomberg
2/15 Dominion solar power spending in Virginia approaches $1 billion – ELP
2/15 Tesla shares near record high – Yahoo!
2/15 State incentives in offing as companies adopt solar power – Mass Live
Art of the Collapse
2/16 The talking dead – Medium
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
War, Civil Unrest, Privacy, Creeping Fascism, Police State
2/16 Intelligence community ready to “go nuclear” on Trump – Zero Hedge
2/16 A day with ‘killology’ police trainer Dave Grossman – Washington Post
2/16 ‘The Walking Dead’ is a defense of gun ownership – Federalist
2/15 What will happen to young refugees? – New Statesman
2/15 Mike Flynn may face felony charges for lying to the FBI – Zero Hedge
2/15 Edward Snowden’s new job: protecting reporters from spies – Wired
2/15 Russia has secretly deployed cruise missile US says violates arms treaty – CNBC
Self-sufficiency, Food Security, Survival
2/15 Organic food’s demand “gold rush” for producers – Natural News
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
CyberWar, CyberTerrorism, CyberCrime
2/16 Encryption apps help White House staffers leak—and maybe break the law – Wired
2/15 How democracies lose in cyberwar – Atlantic
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
Off-Topic But Brilliant/Challenging/Infuriating
2/15 AI and the end of truth – Medium
2/15 The most insane yacht on Earth just got even insaner – Wired
2/15 Spanner, Google database that mastered time, now open to everyone – Wired
2/15 The Daily Mail flails – Medium
2/15 Reveries on the future of VR – Medium
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
