Why, in the End, Powell Will Let the Stock Market Dictate His Policy

via themacrotourist: It seems like a lot of hard-money-hawks were caught off guard by last month’s dovish shift by Powell. I have had more than a couple of conversations with different market participants who have expressed disbelief about how quickly Powell abandoned his tough “we-won’t-let-market-conditions-influence-our-monetary-decisions” policy. These Powell-disciples are rightfully feeling a little betrayed. After all, … Read more

IMF: Trade War Hurting Global Growth, May Cut Expectations a Second Time; “Conflict Gauge”: Dalio’s Proprietary World Stress Meter at Highest Level Since 1940s; Bloomberg: “The Bubble’s Losing Air. Get Ready for a Crisis”

Bloomberg: “The Bubble’s Losing Air. Get Ready for a Crisis” “The ‘everything bubble’ is deflating. The fact that it’s happening relatively slowly shouldn’t blind us to the real threat: The world is dangerously underestimating how hard it’ll be to deal with the fallout once it pops.” The S&P 500 is on pace for the worst … Read more

Why Portfolio Theory Suggests Allocating Gold

From Birch Gold Group This week, Your News to Know rounds up the latest news involving the gold market and the overall economy. Stories include: What portfolio theory says about gold, central banks go big on gold, and silver to reach $18 in 2019. What portfolio theory says about gold In a recent analysis, Seeking Alpha contributor Logan … Read more

Beijing orders manufacturing hub to stop producing economic data

via scmp: Authorities in Guangdong, nation’s manufacturing powerhouse, told all future purchasing managers’ indexes will be produced by National Bureau of Statistics Ruling comes ahead of what is likely to be tough start to 2019 for China’s economy as trade war bites China’s central government has ordered authorities in the country’s export hub, Guangdong province, to … Read more

Investors Are Piling Into Loans That Banks Have Avoided Since the Crash

via Bloomberg: What began guardedly, as traditional lenders retreated post-Lehman, has exploded into a financial-industrial complex rapidly approaching $1 trillion, with money streaming in from pension funds, insurers and hedge funds. It’s part of a decade-long borrowing spree that has swelled the world’s supply of credit to private businesses to 98 percent of gross domestic … Read more

Stocks that are Rising/Falling And Why (17 December 2018)

by NaturalHedgehog   18% | [Fidelity Southern Corporation (LION)](https://bravos.co/LION) | Merging with Ameris Bancorp (Bank holding company) 13% | [Coeur Mining, Inc. (CDE)](https://bravos.co/CDE) | Mining stocks are rising on relief that the U.S./China trade war is not escalating (Mining) 11% | [Uxin Limited (UXIN)](https://bravos.co/UXIN) | Unclear, volatile against backdrop of deal with Taobao (Chinese used … Read more

US financial company stocks are officially in a bear market, banks quietly pull back from riskiest loans amid recession fears, China sees bankruptcies Surge

” Since its peak in late January, the S&P 500 financials index has fallen more than 20%—typically considered the threshold for the start of a bear market. Concerns about economic growth and the increasing cost of borrowing money may be making investors more pessimistic ” Goldman has been hammered! ​ https://qz.com/1497129/us-bank-stocks-are-in-a-bear-market-after-falling-more-20-from-their-peak/ China Sees Bankruptcies Surge; Bondholders May Get Less … Read more

Jan/Feb lows taken out $SPX… VIX wave 3 coming?

$VIX wave 3 coming? pic.twitter.com/PmZetGgPte — Alastair (@StockBoardAsset) December 17, 2018 Final resistance pic.twitter.com/aklxpgAOpg — Alessio (@AlessioTMAD) December 17, 2018 $VIX (daily) should be much higher pic.twitter.com/zfBxKosP99 — Alastair (@StockBoardAsset) December 17, 2018 $VIX >25 – Vol Funds Go Wild — Alastair (@StockBoardAsset) December 17, 2018 https://twitter.com/OccupyWisdom/status/1074768725067399169 Month and a half off. Tell = near … Read more

It’s happening again! Another day where spreads rise, market falls, commodities lose steam and dollar creeps up. This is not the Fed, not trade wars, not political.

Another day where spreads rise, market falls, commodities lose steam and dollar creeps up. This is not the Fed, not trade wars, not political. This is the hangover of a decade of global monetary excess. pic.twitter.com/5lPzMg4u5t — Daniel Lacalle (@dlacalle_IA) December 17, 2018 Small cap stocks enter bear market, with Russell 2000 benchmark down 20% … Read more

China’s Last Grand Stimulus Project

By Harry Dent I see China as the center of the greatest bubble period in modern history. The emerging world has been on an urbanization tear, especially since 1980, and China has led the way! But, it’s not done so with the two proven pillars of democracy and free market capitalism, which have made most … Read more

Developmental Stage No Longer Tolerates Domination

by SP   Charles posts an excellent and insightful essay on the downward mobility of the middle class as a cause of the “Yellow Vests” uprising.  He points out the economic forces. The middle class, virtually by definition, is not prepared for downward mobility. A systemic, semi-permanent decline in the standard of living isn’t part of the … Read more

Containers, Housing index and sales

by WARREN MOSLER Analyst Opinion of Container Movements Simply looking at this month versus last month – this was a terrible month. The three month rolling averages significantly declined. This is the first dataset I have seen which could be a self-inflicted wound from the trade wars. The three month rolling average for exports is … Read more

Marine Reservists Testify In Court About Being Attacked By ANTIFA Mob Thugs At ‘We The People’ Rally In Philadelphia Last Month

by Geoffrey Grider On the stand, Godinez said that he was “bewildered” by being called a white supremacist and immediately cried out, “I’m Mexican!” After that, as the attack continued, both men said that members of the group, including Keenan, repeatedly used ethnic slurs, including “spic” and “wetback,” against the marines. “The best way I … Read more

California abandons plan to tax text messages

From CNN Business: California regulators no longer plan to tax text messages. The California Public Utilities Commission said a new FCC ruling prevented the state from levying a tax on text plans. The state hoped to add new monthly fees onto wireless customers’ bills to increase funds for programs that bring connectivity to underserved residents. Regulators were scheduled … Read more

Media hype questionable gun control study

Dozens of news outlets reported that America has the most mass shooters in the world. Many say that shows America needs more gun control. From John Stossel: CNN claimed that “the U.S. has the most mass shootings”. The WSJ reported that “U.S. leads the world in mass shootings.” Nearly every major media outlet and former President Obama said … Read more

Nigel Farage just gave an OUTSTANDING Speech on Brexit, Gets a Standing Ovation

by Thinker “Deep state Europe is feeling the same effects as “deep state” USA…the people feeling the same way. Tried of being taxed to death in nations with corrupt leadership who “TRUTH” is showing they weren’t supporting and representing the people, but the profits for themselves and the corporations they’ve made it a point to … Read more

Taxpayers’ $101,000 includes In – Flight Pelosi’s “Food , Booze”-WND

Outrageous Taxpayer spending by the Left. What a piece of Garbage. It reads like a dream order for a wild frat party: Maker’s Mark whiskey, Courvoisier cognac, Johnny Walker Red scotch, Grey Goose vodka, E&J brandy, Bailey’s Irish Crème, Bacardi Light rum, Jim Beam whiskey, Beefeater gin, Dewars scotch, Bombay Sapphire gin, Jack Daniels whiskey … Read more

Astounding – Steele Stuns British Judge ‘ I WORKED FOR HILLARY , TO FRAME TRUMP’

https://www.youtube.com/watch?v=_QLgTYVR_mQ BREAKING & STUNNING ADMISSION: Report begins at 21:00 minutes in- MIG Agent Christopher Steele globalist connection intro from 00:00 –20:00 Former British MI6 Agent Christopher Steele just admitted under oath in a UK Courtroom that he in fact was paid by Hillary Clinton to create a perverted and salacious fake Russia Hoax “Dossier” that was … Read more