Courtesy of John Rubino.
Inflation is spiking on stronger growth, higher oil. Fed likely to raise interest rates next month. US stocks down from all-time highs, gold and silver near multi-week highs. Trump national security adviser quits under Russian cloud, labor secretary nominee withdraws under pressure. Debate over Putin and fake news intensifies.
Best Of The Web
11 stunning visualizations of gold show its value and rarity – Visual Capitalist
Bucket economics in global macro – Capitalist Exploits
This is how the status quo unravels – Charles Hugh Smith
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
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Breaking News
The Economy
2/18 The household debt meltdown – Banyan Hill
2/18 In the lapse of luxury: when the rich stop spending – Banyan Hill
2/18 Permian panic continues as rig counts rise – Talk Markets
2/18 Debt delinquency trends: as good as it gets? – Talk Markets
2/18 How to explain the divergence of global interest rates – Bloomberg
2/18 Record high oil inventories crush hopes for $70 oil – Oil Price
2/18 Weekend reading: deja vu – Real Investment Advice
2/18 Are we prepared for the next financial crisis? – Real Clear Markets
2/18 Be very afraid of the stock market – Business Insider
2/17 Household debt is dangerously close to 2008 levels – CNN
2/17 Japan quietly reflates, buying time for reckoning with debt – Bloomberg
2/17 3 reasons the U.S. could be headed for a fresh debt crisis – MarketWatch
2/17 “Bank run”: Greeks withdraw €2.5bn in 45 days – Keep Talking Greece
Precious Metals
2/18 Stocks and gold; the next opportunity – Talk Markets
2/18 Yamana Gold announces fourth quarter and full year 2016 results – Yahoo!
2/18 New Gold misses Q4 earnings forecast as gold, silver sales sag – Mining Weekly
2/18 The 1 thing Royal Gold, Inc has to prove in 2017 – Motley Fool
2/17 Gold uptrend resumes: juniors lead – 321Gold
2/17 Blackrock backs gold to hedge market risk – Bloomberg
2/17 Gold, silver, dollar cycles – part III – GoldAndOilGuy
2/17 How Franco-Nevada caught up to Silver Wheaton – Motley Fool
2/17 Inflation spikes in 2017, supporting gold prices – 24hGold
2/17 Alan Greenspan renews gold advocacy, Part 1 – 24hGold
2/17 Barrick posts market-beating profit, boosts spending – Reuters
2/17 Canadian gold miner Goldcorp profit beats market forecast – Reuters
2/17 Historical records reveal gold’s value should be 20x higher – SRSrocco Report
Inflation, Deflation, Currency War, Cryptocurrencies
2/18 Inflation is back – LSE
2/18 China’s bitcoin drama isn’t a financial meltdown – Forbes
2/18 ‘Inflation is headed up’ on both producer, consumer level – Economic Collapse
2/18 Why inflation threatens the middle class – MarketWatch
2/18 UK inflation up post-Brexit, retail sales down – Forbes
2/18 Pimco warns and warns on inflation as bonds hint it’s not so bad – Bloomberg
2/18 Bank of Japan’s new policy framework, battle with deflation – Jay Taylor Media
2/17 French bonds tumble as left-wing coalition sparks more Le Pen anxiety – Zero Hedge
Real Estate Bubble
2/17 U.S. housing starts fall; building permits hit one-year high – Yahoo!
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
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
2/18 Fearful illegal immigrants flood Mexican consulates across US – Zero Hedge
2/18 DHS Insider says it’s spy vs spy – Burning Platform
2/17 President Trump pushes back against news media in press conference – Fortune
2/17 Donald Trump just launched a war on whistleblowers – Huffington Post
2/17 Russians are turning on Donald Trump – Foreign Policy
2/17 Is the intelligence community at war with Trump? – AntiWar
2/17 Brexit bulletin: Blair calls for an uprising – Bloomberg
2/17 Le Pen ‘admits’ setting up £6000/mo fake job in the EU parliament – Daily Mail
2/17 Fake news is not new and Huxley, not Orwell, is the messenger – Medium
2/17 Judge finds probable cause to charge Christie over Bridgegate – NY Post
2/17 Flynn in FBI interview denied discussing sanctions with Russian ambassador – WaPo
2/17 In fiery, “surreal” press conference, Trump launches war on the media – Zero Hedge
2/17 For the love of God… stop trying to make government simple – Extra Newsfeed
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
2/18 $10.96 billion concentrating solar power market – Yahoo!
2/17 Manganese X Energy: the next battery generation – Financial Post
2/17 India gets strong response to first-ever solar storage tender – Clean Technica
2/17 Solar energy milestone: 300 GW of PV capacity installed worldwide – Solar Server
2/17 The future of solar power technology is bright – Ars Technica
2/17 Solar power uility use exceeds home panels – Green Car Reports
2/16 The most-hated bear in solar isn’t backing down – Bloomberg
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
2/18 Why does Congress accept perpetual wars? – FFF
2/18 The US military’s plan to take over America – FFF
2/17 US war industry shifts into high gear – Bert Dohmen
2/17 Wikileaks exposes CIA involvement in French 2012 presidential election – Zero Hedge
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
Self-sufficiency, Food Security, Survival
2/17 The 4 principles of financial success you can’t ignore – Medium
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
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
2/18 GM to build and test thousands of self-driving Bolts in 2018 – Mish
2/17 A gourmet guide to wifi – Back Channel
2/17 The Endangered Species Act may be heading for the threatened list – WaPo
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
