B+
What You're Supposed To Think Vs What You Think
Submitted by Tyler Durden on 10/13/2015 21:30 -0500Every day, there are a set of messages broadcast to the population. These messages are projected to replace what people would think on their own, if left to their own devices. What they’re supposed to think about nuclear weapons, pesticides, medical drugs, vaccines, presidential elections, major media, the CIA, US foreign policy, mega-corporations, brain research, collectivism, surveillance, psychiatry, immigration... It seems today that the main attribute of the individual is "perceiving what is." Perceiving Reality.
Now What: How Should One Trade In A World Where "Most Indicators Have Lost Their Informational Value"
Submitted by Tyler Durden on 10/13/2015 12:37 -0500A market which trades day to day on historic "whiplashes", record short squeezes, broken trendlines, and of course, $13 trillion in excess liquidity, got you shaking your head (and burning old Finance 101 textbooks)? Don't despair: here is Macquarie with a guide of how to trade in world where "most leading indicators have lost their informational value."
Short Squeeze, Liquidity, Margin Debt & Deflation
Submitted by Tyler Durden on 10/13/2015 10:31 -0500- AIG
- B+
- Bank of America
- Bank of America
- Bear Market
- Bond
- China
- Consumer Prices
- Crude
- default
- Duct Tape
- Eurozone
- Glencore
- Global Economy
- Japan
- Lehman
- M2
- Milton Friedman
- Money Supply
- Money Velocity
- NASDAQ
- New York Stock Exchange
- Nominal GDP
- recovery
- Repo Market
- Reverse Repo
- Russell 2000
- Turkey
- Tyler Durden
Some things you CAN see coming, in life and certainly in finance. Quite a few things, actually. Once you understand we’re on a long term downward path, also both in life and in finance, and you’re not exclusively looking at short term gains, it all sort of falls into place. Of course, the entire global economy has been hanging together with strands of duct tape for decades now, but hey, it looks good as long as you don’t take a peek behind the facade, right?
WikiLeaks: US Government Plotted To Assassinate Bolivian President
Submitted by Tyler Durden on 10/13/2015 08:55 -0500Cables leaked by U.S. Army whistleblower Chelsea Manning reveal an apparent plot by the U.S. government to assassinate Bolivian President Evo Morales and overthrow his administration. TeleSUR, a Latin American TV network, reported last week that the Bolivian government is continuing a formal investigation into the allegations, despite denials by U.S. government officials.
Inspired By Game Of Thrones, TEPCO Resumes Building "Ice Wall" Around Fukushima
Submitted by Tyler Durden on 10/12/2015 21:15 -050014 Months after abandoning the "Game of Thrones"-esque frozen-water-wall containment plan for Fukushima, Bloomberg reports that TEPCO expects to begin freezing a soil barrier by the end of the year to stop a torrent of water entering the wrecked Fukushima nuclear facility, moving a step closer to fulfilling a promise the Japanese government made to the international community more than two years ago. Officials noted, rather uninspiringly, the frozen wall, along with other measures, "should be able to resolve the contaminated water issues before the Olympic games."
"Now Is Not The Time To Raise Rates" China Demands The Fed Live Up To Its "Global Responsibilities"
Submitted by Tyler Durden on 10/12/2015 20:19 -0500PBOC strengthens Yuan by most since Nov 2014
The message from China was heard loud and clear from the IMF meetings in Lima: The United States [Fed] "should assume its global responsibilities" given the dollar's status as reserve currency; "now is not the time to raise rates."
"Carpe Chaos" - ISIS, Israel, Iraq, & Syria: It's All Part Of The Plan
Submitted by Tyler Durden on 10/10/2015 21:00 -0500Israel lacks a national motto. If its leaders are looking for a Latin one, “carpe chaos” would be an apt and honest choice. “Seize the chaos” is half of Israeli foreign policy in a nutshell (the other half being the instigation of that chaos in the first place). But “Seize the chaos” is not a new doctrine: neither is it limited to Israeli halls of power. A veritable “carpe chaos” manifesto was written in 1996 for a Washington think tank by David Wurmser, an Israel-first neocon who would later play a key role in the Bush administration’s drive to the Iraq War. And now that Russia has been drawn into the Syrian war, where its bombers and troops operate at cross purposes with American bombers and proxy fighters, the chaotic sea threatens to become a thermonuclear lake of fire engulfing the whole world.
The Devil's Dictionary Of Post-Crisis Finance, Part 1
Submitted by Tyler Durden on 10/10/2015 17:05 -0500- B+
- Berkshire Hathaway
- Bitcoin
- Black Swan
- Brazil
- Carry Trade
- Central Banks
- China
- Citadel
- Corruption
- default
- EuroDollar
- European Central Bank
- Federal Reserve
- Financial Regulation
- goldman sachs
- Goldman Sachs
- Greece
- Housing Bubble
- India
- Irrational Exuberance
- John Maynard Keynes
- Lehman
- Lehman Brothers
- Lloyd Blankfein
- Matt Taibbi
- Maynard Keynes
- Monetary Policy
- Moral Hazard
- Nobel Laureate
- Poland
- Private Equity
- Real estate
- Reuters
- Structured Finance
- Volatility
- Wall Street Journal
- Warren Buffett
- Wen Jiabao
Austerity: Also known as “sado-fiscalism”. A forlorn attempt to stave off government bankruptcy.
...
Keynesians: Economists “who hear voices in the air (and) are distilling their frenzy from some academic scribbler of a few years back” (John Maynard Keynes).
Obama Weighs "Syria Retreat" As White House Ends Training Of Moderate Rebels
Submitted by Tyler Durden on 10/09/2015 13:41 -0500Last weekend we called Obama's latest failed attempt to replace Syria's president for what it is: "this is shaping up to be the most spectacular US foreign policy debacle since Vietnam." Today, less than a week later, we have confirmation that this was correct after first Bloomberg reported that "some top White House advisers and National Security Council staffers are trying to persuade President Barack Obama to scale back U.S. engagement" in Syria, and then a report from the NYT that "the Obama administration has ended the Pentagon’s $500 million program to train and equip Syrian rebels." And just like that Obama folds, again.
One Part Of The Economy Is Booming: The Underground/Cash-Only Sector
Submitted by Tyler Durden on 10/09/2015 09:24 -0500If you make it so burdensome to operate a legit business, then you're basically giving people without big lines of credit and capital few choices but to work in the cash-only underground economy.
Europe Reveals How Accounts Will Be Frozen During the Next Crisis
Submitted by Phoenix Capital Research on 10/09/2015 09:09 -0500One weekend. The process was not gradual. It was sudden and it was total: once it began in earnest, the banks were closed and you couldn’t get your money out (more on this in a moment).
"Neutralizing" John Lennon: One Man Against The "Monster"
Submitted by Tyler Durden on 10/08/2015 21:20 -0500Long before Chelsea Manning and Edward Snowden were being castigated for blowing the whistle on the government’s war crimes and the National Security Agency’s abuse of its surveillance powers, it was Lennon who was being singled out for daring to speak truth to power about the government’s warmongering, his phone calls monitored and data files collected on his activities and associations. For a little while, at least, Lennon became enemy number one in the eyes of the U.S. government.
Inflation Watch: Retiree Health-Care Costs Are Soaring
Submitted by Tyler Durden on 10/08/2015 17:45 -0500Despite 'promises' of lower healthcare costs (from President Obama) and 'promises' of a comfortable retirement (if only you invest all your savings in stocks), Bloomberg reports the average 65-year-old couple retiring this year will face health-care costs of $245,000 in the years ahead, up 11% from 2014.
Gartman vs Goldman: "Oil Rally To Fade" Warns Blankfein's Bank
Submitted by Tyler Durden on 10/08/2015 07:57 -0500Just a day after no lesser world-renowned newsletter writer than Dennis Gartman went full bull-tard of crude oil (in $29.95 terms), Goldman Sachs has come out with a "lower for longer" warning about the crude complex noting that the gains have been exacerbated by still large short positioning and the break of key technical levels. Despite the magnitude of this rally, Goldman does not believe that data releases over the past week suggest a change in oil fundamentals. In fact, high frequency data continue to point to an oversupplied market despite a gradual decline in US production.
No More "Free Trade" Treaties: It's Time for Genuine Free Trade
Submitted by Tyler Durden on 10/07/2015 19:30 -0500It is erroneous to believe that free traders have been historically in favor of free trade agreements between governments. Paradoxically, the opposite is true. Curiously, many laissez-faire advocates fall into the government-made trap by supporting “free-trade” treaties. The very fact that governments are negotiating in the name of free trade should be suspicious for any libertarian or true advocate of free trade. It’s time for genuine free trade.



