Courtesy of John Rubino.
US stocks at all-time highs on Trump tax-reform promise, gold and silver near multi-week highs. Trump immigration plan challenged in court. Debate over Putin intensifies. French election uncertainty rocks euro bonds
Best Of The Web
The misleading comfort of calm – SafeHaven
Which assets are most likely to survive the inevitable “system re-set”? – OfTwoMinds.com
A murderous complacency – Peak Prosperity
It’s finally happening – Macro The Tourist
Equity valuations, an everything bubble and “policy Trumpacho” – Mish
Extreme vetting, but not for banks – RollingStone
Weekly commentary: the wraths – Credit Bubble Bulletin
Great expectations – Real Investment Advice
The persuasion filter and immigration – Dilbert
Liberals, not Trump, to blame for backlash – Mish
A nation-and world-divided – Miles Franklin
The clear and present danger list for the week ending January 13, 2017 – Deep Connections
Dow companies report worst revenues since 2010, Dow rises to 20,000 (LOL?) – Wolf Street
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Breaking News
The Economy
2/10 Foreign governments dump US Treasuries as never before – Wolf Street
2/10 Trump faces biggest federal debt surge since Truman – CNBC
2/10 China faces liquidity test as $151 billion set to exit system – Bloomberg
2/10 The crash will be violent – Daily Reckoning
2/10 Consumer confidence tumbles as Democrats’ “hope” plunges – Zero Hedge
2/10 US wholesale inventories up solid 1 percent in December – CNBC
2/10 Andrew Hoffman – Trump vs. the world – FSN
2/10 Brewing banking crisis in Europe could shake up global economy – Risk Hedge
2/10 VIX cycles set to explode in March/April 2017 – part 1 – Active Trading Partners
2/10 Commerzbank CFO sees no near-term end to negative rates – Bloomberg
2/10 Junk may slam into $1 trillion wall as maturities hit record – Bloomberg
2/10 Deutsche: Economic boom about to end – Zero Hedge
2/09 US stocks jump after Trump tax cut promise – Yahoo!
2/09 Hedge funds sell near-record amount of stock – Zero Hedge
Precious Metals
2/10 Only reliable gold, silver futures shares in mining companies – SafeHaven
2/10 Gregor Gregersen – Singapore is the place to store metal – FSN
2/10 Germany brings its gold stash home sooner than planned – Kitco
2/10 Patrick Donnelly – plan coming together at first mining finance – FSN
2/10 Could gold miners improve their free cash flow in 4Q16? – Market Realist
2/10 Production plunged at the world’s largest primary silver mine – SRSrocco Report
2/10 2 gold juniors ripe for takeovers – Seeking Alpha
2/10 Grant Williams sees oil pricing transitioning to the yuan and gold – GATA
2/09 Investors are snapping up gold. Here’s why – USA Today
2/09 Why silver prices will rise with Trump’s stimulus plan – Schiff Gold
Inflation, Deflation, Currency War, Cryptocurrencies
2/10 Le Pen may get a shock if she tries to pay French debt in francs – Bloomberg
2/10 China bitcoin exchanges halt withdrawals after PBOC talks – Bloomberg
2/10 PWhat would it cost a country to leave the euro? – Wolf Street
2/10 Europe accelerates move to begin elimination of paper money – Zero Hedge
2/10 Jordan Goodman – Trump equals higher rates and inflation – FSN
2/10 Bitcoin price falls as Chinese authorities meet with exchanges – MarketWatch
2/10 New system makes it harder to track Bitcoin transactions – Phys.org
2/10 Covert depreciation signals ‘cold currency war’, says Pimco’s Joachim Fels – AFR
2/10 Trump giving new life to ‘audit the Fed’ demand – Real Clear Politics
Real Estate Bubble
2/10 Serial house sitters shed the shackles of a mortgage – CNBC
2/08 $1 trln of Australian mortgages and some now worry of what’s next – AFR
2/08 Houses are the least affordable they’ve been in seven years – CNBC
2/06 Hyde Park homes hit hardest as Brexit fuels discounts in London – Bloomberg
2/06 Everyone is suddenly worried about this US mortgage-bond whale – Bloomberg
DollarCollapse Podcasts
2/06 Things that WON’T change
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
2/10 Trump’s agreement to honor ‘One China’ police – CNBC
2/10 Court of Appeals unanimously rejects Trump’s travel ban – Zero Hedge
2/10 Astalavista Comrade de Blasio – FSN
2/10 Steve Bannon—the man, the myth, the asshole – Medium
2/10 Draghi meets Merkel as populist concerns Trump ECB criticism – Bloomberg
2/10 Le Pen tops ANOTHER poll as support for Fillon plummets after scandal – Express
2/10 Marine Le Pen: Either the EU changes ‘or it will die’ – Politico
2/10 French election now Le Pen vs collapsing French establishment – Spectator
2/09 ‘Cyber is the new domain of warfare’ – St. Louis Public Radio
2/09 Donald Trump White House warns Iran ‘there’s a new president in town’ – Telegraph
2/09 Donald Trump, media saviour – BBC
2/09 Jeff Sessions confirmed attorney general after contentious debate – CNBC
2/09 The internet won’t let the Senate censor Elizabeth Warren – Wired
Offshore Investing
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
12/21 Do you have an offshore backup plan? – Sovereign Investor
Clean Tech
2/10 This rampant polluter just broke a record – Attn
2/10 Solar power now provides twice as many jobs as coal in US – Inhabitat
2/10 Canadian investments in solar power tanked for 2nd year – Huffington Post
2/08 Will wind, solar power cost go up as we use more of it? – Forbes
2/08 Solar PV module market set to decline despite capacity addition by 2020 – Solar Server
2/07 US solar industry clamors for workers as jobs climb by 25% – Bloomberg
2/06 China’s solar power capacity more than doubles in 2016 – ABS CBN
Art of the Collapse
2/10 President fires White House butler, holdover from Eisenhower era – Extra Newsfeed
1/29 This Dutch video on Trump has gone viral because, well, just watch it – Mashable
War, Civil Unrest, Privacy, Creeping Fascism, Police State
2/10 China ‘beefing up military’ on disputed islands in the South China Sea – CNBC
2/10 David Stockman: time to end the war on drugs – FFF
2/08 Putin orders Russian air force to prepare for ‘time of war’ – Independent
2/08 Here are the 50 largest lobbying spenders – Zero Hedge
2/06 ‘It’s NATO – not Russia – that has deployed tanks to Poland & Baltic States’ – RT
2/06 Refugees in Europe to be redirected to Asia, Latin America – Indepedent
2/05 Iran vows ‘roaring missiles’ if threatened, defies new sanctions – Reuters
2/05 China assails US pledge to defend disputed islands controlled by Japan – NY Times
Self-sufficiency, Food Security, Survival
2/10 New risks of GMOs, glyphosate – Non-GMO Report
2/07 Trump could approve a giant merger that’s scaring American farmers – MSN
2/07 FDA milk prohibition is dirty dairy’s scheme – Mercola
2/05 A complete guide to keeping your digital identity short and sweet – Medium
1/31 Worried about the Apocalypse? Here’s a shopping guide – Bloomberg
1/31 Importance of enzymes for health, longevity, disease prevention – Mercola
1/31 Healing with medical marijuana – Dr. Sircus
1/29 When the rich become preppers, it’s time to worry – Peak Prosperity
1/27 Standing for mental clarity and physical health – Mercola
CyberWar, CyberTerrorism, CyberCrime
2/08 Trump’s impending crackdown on cybersecurity – Daily Reckoning
2/02 Privacy and security stuff you should read: 1/31/2017 – Forbes
2/01 Credit-card thieves move online as chips thwart in-store fraud – Bloomberg
2/01 Protect your digital privacy in the era of surveillance, public shaming – Pacific Standard
2/01 Get ready for the cyber war in 2017: know your enemy – Information Age
Off-Topic But Brilliant/Challenging/Infuriating
2/10 Hell hole on Earth discovered at Fukushima – Dr. Sircus
2/10 Facebook is terrifying – Medium
2/10 The impending crisis of the internet of things – Pacific Standard
2/10 Why I want to list our home on Airbnb – Medium
2/10 VR-controlled Robots could save America – Medium
2/09 Bank of America tests peopleless banks – Mish
2/07 Brain-computer interface enables patients to communicate for the first time – Kurzweil
2/07 First stable semisynthetic organism created – Kurzweil
2/07 Middle Class jobs to be taken by ROBOTS – Daily Mail
2/05 Autonomous vehicles and the end of privacy – Hacker Noon
