Davos

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Divided America





There is not one America today, nor two. Politically, there are at least four.

 
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Kyle Bass Asks If China Is Fine, Why Are They So Worried About "Some Hedge Fund Manager In Texas"





“If some fund manager in Texas is saying that your currency is dramatically overvalued, you shouldn’t care on a $10 trillion economy with $34 trillion in your banks. I have, call it a billion - it’s so small it should be irrelevant and yet somehow it’s really relevant.”

 
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German Professor Says All Students Should Be Required To Learn Arabic





"German and Arabic should be mandatory for all students through high school. We would appreciate it, to be a country of immigration and a multilingual society."

 
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Is A New Era Upon Us?





Populism, patriotism, nationalism, defying political correctness and dissing the establishment and the elites that monitor PC are where it’s at. There are reasons for such populist rage...Put bluntly, the nation seems almost everywhere on an unsustainable path.

 
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The Bank Of Japan Has Betrayed Its People





The Bank of Japan’s unexpected rate cuts to negative are a desperate attempt to help out The Fed and to support the dollar at the expense of the aging Japanese population.

 
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How To Beat The Market: One Surprisingly Simple Trade





Today, none other than Bank of America's chief equity quant Savita Subramanian throws in the towel and admits that the best trade over the past several years has been precisely what we suggested several years ago: do the opposite of what the crowd does.

 
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Clinton Gets $6 Million From Soros As Money Race Winners Revealed Ahead Of Iowa Caucus





On Sunday night we got a look at the 2015 campaign reports for US presidential candidates as the deadline for FEC filings came and went. There were a number of notable donations, but the headline grabber was George Soros who in the second half of last year gave $6 million to Hillary Clinton’s super PAC. Meanwhile, Donald Trump spent nearly $1 million on hats.

 
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"This Is Much Larger Than Subprime" - Here Are The Legendary Hedge Funds Fighting The Chinese Central Bank





Who are the brave souls who have decided to very openly fight the People's Bank of China? Here is a sample: Soros, Bass, Ackman, Druckenmiller, Tepper, Schreiber, Einhorn, Scogging, and Carlyle, Nexus and many more.

 
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"The Fed Suspended The Laws Of The Market In Order To Save It" - What Happens Next





"The intrinsic contradiction of policy response to the crisis – suspend the laws of the market in order to save it – is resolved only by understanding that suspension is temporary. Stimulus will have to be unwound. But, and here lies the problem, accommodation has been in place for a very long time and this has had a profound impact on investors behavior, market functioning and its dynamics."

 
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Did A Central Banker Just Margin Call All Other Central Banks' Credibility?





Did the BOJ’s out-of-the-blue reversal on its monetary stance which was refuted just weeks prior by Mr. Kuroda himself take place because after listening to the arguments, suggestions, as well as concerns, from the participants at Davos he concluded much like what the movie “Margin Call” depicted: It was all about to unravel? And if so: is this him deciding to be “first” and considered it his only choice?

 
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The Last (Policy-Induced) Gasp Of Speculative Excess





Markets these days have every reason to question the efficacy of global monetary management. Last week saw dovish crisis management vociferation from the ECB’s Draghi. Now the BOJ adopts a crisis management stance. The week also had talk of some deal to reduce global crude supply. Meanwhile, the PBOC injected a weekly record $105 billion of new liquidity. Nonetheless, the Shanghai Composite sank 6.1% to a 13-month low. There was desperation in the air – along with a heck of a short squeeze and general market mayhem.

 
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"Pandora's Box Is Open": Why Japan May Have Started A 'Silent Bank Run'





"... if the negative interest rate continues for longer or goes deeper, commercial banks may have to set negative interest rates on deposits, which would expand not only the tax on commercial banks, but also on depositors (households and companies). This could lead to a ‘silent bank run’ via a shift of deposits to cash (banknotes), which in turn damages the sound banking system by enlarging the leakage of funds from the credit creation mechanism in the banking system."

 
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The Chinese Economy Is Sinking, Not Transitioning





China’s stock market is a small, relative matter; the more troubling imbalances lie and remain elsewhere. This change in production profitability is concerning on three fronts: China’s industry persists at only getting worse even though it has already reverted to a state not seen in a decade or more; consumer appearances may seem generally optimistic despite all that but only because industrial activity has yet to fully make adjustments through resources and labor; and financial trends are likely already at the stage of self-reinforcement within and without.

 
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The Disturbing Reasons Why The Bank Of Japan Stunned Everyone With Negative Rates





"... When stocks are falling this much, it's hard to justify not acting"

"... Davos - where he mingled with central bankers such as ECB President Mario Draghi and leading company executives - likely prompted him to pull the trigger"

 
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Americans Really, Really Hate The Government





If there is one thing that Americans can agree on these days, it is the fact that most of them don't like the government.

 
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