Saturday, February 18, 2017

Not Nearly Enough Economic Growth To Keep Growing / Economics / Global Economy

By: Raul_I_Meijer

It’s amusing to see how views start to converge, at the same time that it’s tiresome to see how long that takes. It’s a good thing that more and more people ‘discover’ how and why austerity, especially in Europe, is such a losing and damaging strategy. It’s just a shame that this happens only after the horses have left the barn and the cows have come home, been fed, bathed, put on lipstick and gone back out to pasture again. Along the same lines, it’s beneficial that the recognition that for a long time economic growth has not been what ‘we’ think it should be, is spreading.

Saturday, February 18, 2017

SPX Stocks Bull Market Continues to make New Highs / Stock-Markets / Stock Market 2017

By: Tony_Caldaro

The market started the week at SPX 2316. After a gap up opening on Monday the market traded to SPX 2351 by Wednesday. Then after a pullback to SPX 2339 on Thursday, the market rallied to end the week at SPX 2351. For the week the SPX/DOW gained 1.65%, and the NDX/NAZ gained 1.85%. Economic reports for the week were mostly higher. On the downtick: capacity utilization, industrial production, the WLEI, the Q1 GDP estimate, the NAHB, plus weekly claims rose. On the uptick: the CPI/PPI, NY/Philly FED, retail sales, business inventories, housing starts, building permits and leading indicators. Next week’s reports will be highlighted by the FOMC minutes, consumer sentiment and more housing reports. Best to your 3-day weekend and week!

Saturday, February 18, 2017

China Disaster to Trigger Gold Run, Trump to Appoint 5 of 7 Fed Governors / Commodities / Gold and Silver 2017

By: MoneyMetals

Mike Gleason (Money Metals Exchange): It is my great privilege to be joined now by James Rickards. Mr. Rickards is editor of Strategic Intelligence, a monthly newsletter, and Director of the James Rickards Project, an inquiry into the complex dynamics of geopolitics and global capital. He's also the author of several bestselling books including The Death of Money, Currency Wars, The New Case for Gold, and now his latest book The Road To Ruin.

Jim is a portfolio manager, lawyer, and renowned economist having been interviewed by CNBC, the BBC, Bloomberg, Fox News, and CNN, just to name a few. Jim, we really appreciate your time and welcome back. It's great to have you on again.

Friday, February 17, 2017

Gold Stock Volume Divergence / Commodities / Gold & Silver Stocks 2017

By: Zeal_LLC

The gold miners’ stocks have blasted higher in this young new year, far outpacing the broader markets.  But surprisingly gold stocks’ trading volume has diverged from their powerful rally.  Volume has actually been waning on balance since gold stocks’ newest upleg was born in mid-December.  While volume is a complex nuanced indicator, this bullishly suggests that major gold-stock buying hasn’t even started yet.

Naturally price action is the most-important technical indicator, exposing underlying supply-and-demand trends for anything.  The shares of precious-metals miners and explorers have surged this year because investor demand exceeds supply.  The capital flowing into this beaten-down sector is overwhelming the numbers of shares sellers are willing to part with, bidding up stock prices and driving their sharp rally.

Friday, February 17, 2017

Gold, Silver, US Dollar Cycles / Commodities / Gold and Silver 2017

By: Chris_Vermeulen

Gold is setting up for a historic rally based on my analysis.  Recent news provides further evidence that the Precious Metals and Currencies are in for a wild ride.  Just this week, news that China’s reserves fell below $3 Trillion as well as the implications that the fall to near $2T in reserves could happen before the end of 2017.  Additionally, we have recent news that the EU may be under further strain with regards to Greece, the IMF and debt.  The accumulation of Precious Metals should be on everyone’s mind as well as the potential for a breakout rally.

Friday, February 17, 2017

Gold During Reflations / Commodities / Gold and Silver 2017

By: Arkadiusz_Sieron

Reflation is coming. We argue that the recent comeback of inflation is negative for the gold market. Why should that be so? Should not inflation support gold, which is considered the inflation hedge? It is true that gold may shine during inflationary times, but a lot depends on the broader macroeconomic picture. Gold entered a bull market in the 1970s, but the U.S. economy was in a stagflation then, i.e. the combination of high inflation and sluggish economic growth. And inflation was high and accelerating. Will this scenario replay now?

Friday, February 17, 2017

Stock Market Crash 2017; Reality or all Hype / Stock-Markets / Stock Market 2017

By: Sol_Palha

"A man profits more by the sight of an idiot than by the orations of the learned." ~ Arabian Proverb

We have one expert after another predicting that it is time for the markets to crash; mind you these same chaps sang this same terrible song of Gloom in 2015, 2016 and now they are singing it with the same passion in 2017. There is one noteworthy factor, though; a few former Bulls have joined the pack.  Does this now mean that the markets are going to crash? Apparently not, well, at least if you look at the indices, as of Jan the market continues to trend higher. Furthermore, what is a crash or for that matter a pullback or a correction? Does it not all boil down to a perception?

Friday, February 17, 2017

Stock Market Precarious Day, but Held Support / Stock-Markets / Stock Market 2017

By: Harry_Boxer

The stock market indices had an interesting session with a steep decline in the morning, moved sideways in a basing-type consolidation, which could have been bearish, but it turned out at the end of the day, and the last hour they moved up toward resistance, although it was a mixed session, and narrowly mixed session at the close.

Friday, February 17, 2017

Inflation Spikes in 2017, Supporting Gold Prices Despite Increased Odds of March Rate Hike / Commodities / Gold and Silver 2017

By: Jason_Hamlin

Inflation is coming. In fact, inflation rose at the fastest pace in four years during January. Consumer prices surged 0.6% in January from December, double the consensus forecast of a 0.3% rise. This marks the sharpest monthly increase since February 2013, according to the Bureau of Labor Statistics.

Friday, February 17, 2017

Roses Are Red... and So's Been EURUSD's Trend / Currencies / Forex Trading

By: EWI

Learn what indicator foresaw the euro's recent reversal to a one-month low

Today, February 14, is Valentine's Day. But instead of chocolate hearts and red roses, we're going to give investors and traders the ultimate gift -- namely, the gift of knowledge.

Friday, February 17, 2017

Soaring Stock Market - Is This What They Mean By “Crack-Up Boom”? / Stock-Markets / Stock Market 2017

By: John_Rubino

In 1980, the US government – along with pretty much all of its peers – began borrowing at an accelerating rate. Note on the following chart how the trend line steepened in the 2000s and then steepened again in this decade, with a sudden and unexpected pop in 2015 and early 2016, even as the current recovery entered its 8th year.

Friday, February 17, 2017

Gold Trade Note Sighted / Commodities / Gold and Silver 2017

By: Jim_Willie_CB

The Gold Trade Note is gradually coming into view, its form within structured contracts is taking shape as components. the Petro-Dollar has almost completely vanished. The Petro-Yuan is essentially here in its infancy, in rudimentary form. the leap to the Gold Trade Note will be easy, once the pieces are aligned and in place. This new note for usage in secure trade settlement is in the inception process. It will be structured within existing trading vehicles and platforms. The Russians and Chinese appear to be forming the basis for the payment vehicle within the oil trade. Consider it as a formal reflection of the Iran-India gold for oil trade.

Friday, February 17, 2017

Gold Is Undervalued Say Leading Fund Managers / Commodities / Gold and Silver 2017

By: GoldCore

• Gold is undervalued according to a record number of fund managers
• Last time gold was considered undervalued, the price surged
• BAML surveyed 175 money managers with $543 billion in assets under management
• 34% of investors believe protectionism is the biggest threat to markets
• Gold viewed as the best protectionist investment by a third of investors

Thursday, February 16, 2017

NSA, CIA, FBI, Media Establishment 'Deep State' War Against Emerging 'Trump State' / Politics / US Politics

By: Nadeem_Walayat

The latest actions in the established military, intelligence corporate, media complexes systematic war on the Trump Presidency was to takedown the Presidents National Security advisor, Michael Flynn following leaks of conversations recorded between Michael Flynn and the Russian Ambassador by the intelligence agencies to the New York Times amongst other establishment media outlets. With the Democrats jumping on board the lynch mob bandwagon with cries of Treason!

Thursday, February 16, 2017

Silver, Gold Stocks and Remembering the Genius of Hunter S. Thompson / Commodities / Gold and Silver 2017

By: The_Gold_Report

Precious metals expert Michael Ballanger ponders the timelessness of Hunter S. Thompson's "blistering attacks on the status quo" and their applicability to today's political landscape. He also reminds us of the "incredibly bullish" fundamentals for silver and lays out the evidence for why this precious metal is on its way to $25/ounce by mid-year.

Thursday, February 16, 2017

SPX Wave Structure Solved. VIX is Positive / Forecasts / Stock Market 2017

By: Anthony_Cherniawski

My earlier estimates of the SPX targets were based on Wave [c] being impulsive, not in a zigzag Diagonal format. Had I stepped back earlier, it may have been more evident. In any event, the natural target for Wave [c] appears to be 2354.36, which is no far from the earlier 2350.00 limit I had put on it.

Wednesday, February 15, 2017

Maps That Show The US’ Strategy In Asia-Pacific / Politics / GeoPolitics

By: John_Mauldin

BY GEORGE FRIEDMAN AND JACOB L. SHAPIRO : Secretary of Defense James Mattis recently wrapped up his first international trip whose purpose was to “listen to the concerns of South Korean and Japanese leaders.”

The two countries are crucial US allies in Asia, and both face serious threats in their near abroad.

Discussing security threats, though, wasn’t the main goal of Mattis’s trip. He was there to assure both countries that the Trump administration will not abandon the US alliance structure in the Pacific.

Wednesday, February 15, 2017

Iran’s Strengthening Economy Is A Threat To The US—Not Nukes / Politics / Iran

By: John_Mauldin

BY KAMRAN BOKHARI : There is a great deal of noise over the fate of the Iran nuclear deal which we wrote about last year. It is going to be very hard to roll back the agreement announced a year ago. Thus, it’s unclear what Trump can do to limit Iran’s benefits from the respite in sanctions.

The issue is not a nuclear Iran or one with ballistic missile capability, but rather an economy that is improving because of the nuclear deal.

Wednesday, February 15, 2017

The Trump Stock Market Rally Is Just Getting Started! / Stock-Markets / Stock Market 2017

By: Chris_Vermeulen

Have you ever been presented with an opportunity and missed out on it?  Well, here is an opportunity you Do NOT want to miss out on.

Based upon my unique “Cycle Analytical” work combined with my “Proprietary Predictive Analytics Model”, I can assure you that there are new highs to be made in the U.S. stock. Appling my unique metric, which are not available to the public, I can inform you that the stock markets are not overbought or overextended, at present. The market remains in a clear bullish trend!  This next new leg is very sustainable!

Wednesday, February 15, 2017

Tesco Crisis - Fake Prices, Brexit Inflation Tsunami to Send Food Prices Soaring 10% 2017 / Companies / Tesco

By: Nadeem_Walayat

Its now well over 3 years since I first started warning that there is something seriously going wrong at Tesco, Britains supermarket giant and that stock investors should take note and sell out, at what was then a stock price trading near its all time high of £3.83, at the time I was criticised for basing my views purely on anecdotal evidence. However, as an experienced investor I WELL UNDERSTOOD that to truly know how a company is performing then one has to experience its service and products first hand as a consumer!