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, 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
China credit and global inflationary dynamics – Credit Bubble Bulletin
Not nearly enough growth to keep growing – Automatic Earth
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
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Breaking News
The Economy
2/19 Australia headed for ‘economic armageddon’ – News.com.au
2/19 Endless financial crises are inevitable – here’s why – Gold Broker
2/19 Fed may raise rates by 50 basis points in March – Daily Bell
2/19 Is Deutsche Bank going down? Will it take your portfolio with it? – Lear Capital
2/19 Central banker warns of 50% drop in Norway wealth fund assets – Talk Markets
2/19 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
Precious Metals
2/19 With inflation running hot, gold’s fundamentals strengthen – Jay Taylor Media
2/19 China disaster to trigger gold run, Trump to appoint 5 of 7 Fed governors – GoldSeek
2/19 Trump tariff could bifurcate physical silver from spot prices – Silver Doctors
2/19 Bo Polny outdoes himself: predicts gold to $2k & silver to $60 – Silver Doctors
2/19 Clif High on the coming depression, & $600/oz silver! – Silver Doctors
2/19 For world’s top gold miners, growth no longer a dirty word – Reuters
2/19 Barrick Gold’s beating – Barron’s
2/19 Here’s why Yamana Gold Inc. suffered a meltdown and lost 10% – Motley Fool
2/19 Gold standard needed now more than ever? – Kitco
2/19 Investors worldwide could be plaintiffs in UK gold class-action suit – GATA
2/19 Arizona bill would remove state tax on profit from sale of gold coins – GATA
2/19 Stocks and gold; the next opportunity – Talk Markets
2/18 Yamana Gold announces fourth quarter and full year 2016 results – Yahoo!
Inflation, Deflation, Currency War, Cryptocurrencies
2/19 Policymakers must wake up to significance of higher inflation – Telegraph
2/19 Should you worry about inflation? – Independent
2/19 Only Germans love the euro these days – Bloomberg
2/19 The threat of global currency wars – Birch Gold
2/19 The truth behind globalists’ war on cash – Birch Gold
2/19 China’s currency is set to tumble — and it’s not even Trump’s fault – Yahoo!
2/19 Over 1000 bitcoin ATMs installed globally – Coin Telegraph
2/19 Event risk and Trump’s weak dollar policy – Mish
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
2/19 The most inspiring and effective digital tools of dissent – Magenta
2/19 Why liberals are wrong about Trump – Extreme Feed
2/19 Why Congress won’t investigate Michael Flynn, Russia and Trump – Medium
2/19 Trump’s losing his war on America’s spies – Medium
2/19 How identity politics works – and how it doesn’t – Medium
2/19 “That war you ordered…” – Kunstler
2/19 Who rules the United States? – Free Beacon
2/19 Brexit was a revolt against snobs like Tony Blair – Spectator
2/19 Hirsi Ali reads the Koran to Yassmin – Herald Sun
2/19 Why no one’s protesting Ayaan Hirsi Ali coming to Australia – SMH
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
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
2/19 European Union president rejects Trump call for more NATO spending – CNBC
2/19 Iran defeats America in Tehran’s newest animated film – War Is Boring
2/19 Four NATO nations would pick Russia to defend them if threatened – Bloomberg
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
Self-sufficiency, Food Security, Survival
2/19 13 things you should give up if you want to be successful – Medium
2/19 The price of farming humanely – Medium
2/19 What’s your dog really eating? – Medium
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
CyberWar, CyberTerrorism, CyberCrime
2/19 NSA split from cyberwar command inevitable – Intercept
2/19 76 popular apps confirmed vulnerable to silent interception – Medium
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
Off-Topic But Brilliant/Challenging/Infuriating
2/19 Behind the scenes of Mark Zuckerberg’s manifesto – Back Channel
2/19 Oklahoma hits 100° in the dead of winter – Think Progress
2/19 Can secretive VR company magic leap repair its reputation? – The Ringer
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
