Courtesy of John Rubino.
US stocks open higher after major Trump speech. Gold and silver down from multi-week highs. Bitcoin near all-time high. Trump budget to increase defense, cut EPA, State. Debate over Putin and fake news continues.
Best Of The Web
Contemplations for a Sunday (unless you can’t get around to it til Monday) – Economica
Risk on/risk off face-off – Credit Bubble Bulletin
It’s bubble time! – Peak Prosperity
Dazed & confused… Treasury buying vs. asset valuations? – Econimica
Michael Belkin interview – King World News
Global trade disaster nearly certain – Mish
The four horsemen of the retirement Apocalypse – Financial Sense
Fed went from lender of last resort to destroyer of American wealth – Danielle DiMartino Booth
Mother of all financial bubbles – Peak Prosperity
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
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Breaking News
The Economy
3/01 U.S. consumer spending slows; inflation pushes higher – Reuters
3/01 ISM manufacturing index climbs to best level in more than two years – MarketWatch
3/01 US drives global growth – Active Trading Partners
3/01 Euro-area manufacturing picks up as inflation pressures build – Bloomberg
3/01 Best Buy surprises with weak holiday sales, bleak forecast – Reuters
3/01 Raising pension age will mean many people die before getting it – Guardian
3/01 Dow breaks above 2100 after Trump speech – CNBC
3/01 March rate hike odds surge to 80 percent – Mish
3/01 Why federal debt may have to explode before it shrinks – CBS
3/01 N.J. pension debt soared to $49B last year – NJ
3/01 Passions run high as KY Retirement Systems’ pension hole grows – State Journal
3/01 China has a $24 trillion problem and is ‘extremely vulnerable’ – Seeking Alpha
3/01 Trade deficit unexpectedly widens: exports sink, imports up sharply – Mish
3/01 NY teamsters pension becomes first to run out of money – Zero Hedge
3/01 Fed officials jolt market with talk of pending rate hike – Reuters
3/01 Mom and pop investors are behind this historic market rally – Bloomberg
Precious Metals
3/01 Will the Fed tell every American to buy gold before it destroys the dollar? – 24hGold
3/01 US Mint releases new Fort Knox “audit documentation” – 24hGold
3/01 Gold stocks: the need to bleed – 321Gold
3/01 Gold starts the year off strong, and some say it’s about to get better – CNBC
3/01 Great Panther Silver’s (GPL) CEO Robert Archer on Q4 – Seeking Alpha
3/01 Three outstanding opportunities in natural resources – Streetwise Reports
3/01 Mexican peso’s fall is gold miner Fresnillo’s gain – Telegraph
2/28 What the heck is up with gold miners? – Seeking Alpha
2/28 Great Panther Silver: a solid end to 2016…but what about 2017? – Seeking Alpha
2/28 Shorts digging in against silver, Turk tells KWN – GATA
2/28 Trump and elections angst combine to boost Europe gold ETFs – Bloomberg
2/28 What volatilities look like for mining stocks – Market Realist
2/28 Great Panther Q4 and full year results – Great Panther
2/28 Bullion Star’s gold charts suggest that demand is strong – GATA
Inflation, Deflation, Currency War, Cryptocurrencies
3/01 Euro zone 2017 inflation likely to be far higher than projected – Reuters
3/01 Art market bubble bursting – Gauguin priced at $85m collapses 74% – GoldCore
3/01 German inflation breaks through 2% for first time since 2012 – Bloomberg
3/01 Japanese giants itching to pull the plug on French debt – Telegraph
2/28 UK consumer morale dips as inflation pinches households – Globe And Mail
2/28 As Japan inflation remains low Shinzo Abe defends policies – Reuters
Real Estate Bubble
3/01 US construction spending tumbles as federal building crashes – Zero Hedge
3/01 Sydney home prices surge at fastest annual pace since 2002 – Bloomberg
3/01 This chart signals China’s housing bubble may burst soon – Mauldin Economics
2/28 Monthly US home-price gains reach a 2½-year high – CNBC
2/27 Pending home sales drop unexpectedly to lowest in a year – 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
3/01 3 in 4 Americans approve of Trump address – Zero Hedge
3/01 MEPs vote to lift Marine Le Pen’s immunity for tweeting violent ISIL images – Telegraph
3/01 Marine Le Pen may be losing election momentum — and investors like it – CNBC
3/01 Trump’s softer tone masks hard road ahead for agenda in Congress – Bloomberg
3/01 Trump, in optimistic address, asks Congress to end ‘trivial fights’ – NY Times
3/01 Trump proposes more guns, but not so much butter – US News
3/01 Trump was right about the drug war … 27 years ago – OC Register
3/01 How does Donald Trump think his war on the press will end? – Atlantic
3/01 Here’s a poll number that will make Donald Trump smile – WaPo
2/28 A big Dutch populist win may swell election risk on French bonds – Bloomberg
2/28 French court probes leave Le Pen unscathed as Fillon bid falters – Bloomberg
Offshore Investing
2/22 Record Americans say goodbye to Uncle Sam (and the taxman) – Nestmann
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
Clean Tech
3/01 NASA takes solar power generation to a whole new level – Wall Street Pit
3/01 Trump can’t stop this: global renewable energy booms – Medium
2/28 Tesla stock slides more than 5% as Goldman downgrades it to sell – MarketWatch
2/28 The big factor that will help Tesla’s Model 3 launch – Motley Fool
2/28 Solar stocks are hot again: here’s what you should know – Motley Fool
2/28 Cleantech investment roundup: still life in this turbulent sector – Greentech Media
2/28 AES plans to buy sPower, a top utility-scale solar developer – Greentech Media
Art of the Collapse
2/27 Truth… hurts – Zero Hedge
2/22 10 reasons why Muslims are the worst – Medium
2/22 Mainstream media strategery – Zero Hedge
2/16 The talking dead – Medium
War, Civil Unrest, Privacy, Creeping Fascism, Police State
3/01 This brilliant plan could stop drone terrorism. too bad it’s illegal – Wired
2/28 Deep state’s message: prepare for totalitarianism – Daily Coin
2/28 The police state is alive and well – FFF
2/28 Countering public officials who disrespect free speech and property rights – FFF
2/27 Deep state war? Russian officials keep dying unexpectedly – Zero Hedge
2/27 Iran test-fires cruise missile after Ahmadinejad slams Trump – Zero Hedge
2/27 Stanford University speech exposes “the threat from within” – Zero Hedge
2/26 The futility and corruption of the drug war – Ron Paul Institute
Self-sufficiency, Food Security, Survival
2/27 Why you should eat 10 portions of fruit or vegetables a day – Kurzweil
2/26 Fight inflammation and chronic disease by walking barefoot on the Earth – Mercola
2/26 Some doctors prescribe food instead of pills to treat certain patients – CBS
2/26 The fountain of youth may be closer than you ever thought – Natural News
2/22 Why you should be planning for 2018, not 2017 – Medium
2/21 Privacy is power – Standard Notes
2/20 Medical cannabis — a vastly underutilized therapeutic option? – Mercola
2/19 13 things you should give up if you want to be successful – Medium
2/19 The price of farming humanely – Medium
CyberWar, CyberTerrorism, CyberCrime
2/28 Russian military declares cyber-war enhancement – Pan European Networks
2/27 Saudi-Iran: proxy wars escalate to direct cyber attacks – HackRead
2/26 What will the cyberwars of the future look like? – The Week
2/25 Massive bug may have leaked user data from millions of sites – Wired
2/24 The greatest privacy threat of all: our connected devices – Vivek Wadhwa
2/23 Malware lets drone steal data by watching computer’s blinking LED – Wired
Off-Topic But Brilliant/Challenging/Infuriating
3/01 Google’s Robocar lawsuit could kill Uber’s future, jail execs – Wired
2/28 Tweeting accountant blamed for Oscar best picture blunder – Reuters
2/28 My failed attempt to defend organic farming – Medium
2/28 Brain-computer interface advance helps paralyzed people type – Kurzweil
2/27 Oscars night was predictable until the very end – Five Thirty Eight
2/27 Biologists say half of all species could be extinct by end of century – Guardian
2/26 Fasting diet ‘regenerates diabetic pancreas’ – BBC
2/26 Town to seed 1,000 acres to aid bee, butterfly populations – True Activist
2/26 The building blocks of life are much more common than we thought – Extreme Tech
2/26 Uber’s leather boys – Back Channel