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1.4.2015 Financial Intelligence Report Bookmark

2015

Over the past week, I’ve seen many folks make their 2015 predictions, and like usual they run the whole gambit of possibilities. In general, trying to predict events and outcomes for an entire year is futile at best, and frankly, stupid at worst. Even the best of the best are rarely more than 50% accurate. Yet we do it, because we get to look smart if indeed we get a few things right.

All that said, 2015 has the ability to be a monumental year. We could see events unfold that literally change the shape of the entire worlds Geo-politics. Notice I said “could see” and that’s because we’re going to be talking about very big-picture topics; the kind that don’t always evolve as you think they will, or even when you think they will.  The problem before me is this…there are about a dozen topics we need to discuss, and all of them tie into each other. You simply cannot wrap up the worlds problems and solve them in one newsletter however. So obviously this is going to take a few issues to get through.

 

2015

Over the past week, I’ve seen many folks make their 2015 predictions, and like usual they run the whole gambit of possibilities. In general, trying to predict events and outcomes for an entire year is futile at best, and frankly, stupid at worst. Even the best of the best are rarely more than 50% accurate. Yet we do it, because we get to look smart if indeed we get a few things right.

All that said, 2015 has the ability to be a monumental year. We could see events unfold that literally change the shape of the entire worlds Geo-politics. Notice I said “could see” and that’s because we’re going to be talking about very big-picture topics; the kind that don’t always evolve as you think they will, or even when you think they will.  The problem before me is this…there are about a dozen topics we need to discuss, and all of them tie into each other. You simply cannot wrap up the worlds problems and solve them in one newsletter however. So obviously this is going to take a few issues to get through.

Topics that lead the list are such notables as the following….

Is the Fed going to hike rates this year?
Will the US and Russia come to blows?
Is a global economic “reset” of sorts on the horizon?
Could our economic system collapse?
Are banks about to default on hundreds of trillions in derivatives?
Could your every day bank deposits be “bailed in?”
Will the market continue higher, or is a crash in the cards?
What to make of the push for militarized police?
What does it mean when the Dept of Homeland Defense is giving bankers “survival kits?”
Are China and Russia now the new “Superpower?”
Does the Euro survive?
Will China’s Yuan become part of the SDR basket this year?
Finally, what does all of this mean for…YOU?

As you can see these are indeed big picture topics, all with outcomes that would indeed affect you in a very big way. So we need to look at them, dissect them, and address the possibilities of them. That is no easy feat, as we are going to be diving into areas that the politicians, the Elites and the Main Stream Media do NOT want you to understand.

Another issue that we’ll need to talk about is something that sounds belligerent, but trust me that’s not the intent. MOST people just don’t know about all the things that are going on in the world. Most folks don’t read 15 foreign newspapers, or scan the net 8 hours a day like we do. I understand that, you don’t have the time. But most folks only know what yahoo news or drudge or their nightly TV newscast has determined to be the news of the day. Rest assured, that is rarely if ever the news that’s truly important. Most “news” items today are nothing more than provocative headlines meant to stir up a frenzy on social media sites.

But before we take one step further, I have to warn you folks that we are going to talk brutally frank about things that some of you will find offensive. How is that you ask? Simple. Most folks have bought the line that America is exceptional, we only do good things for the world, and any really truly dirty business is beneath us. The US is “above” that and to suggest otherwise means you’re an unpatriotic, tin-foil-hat wearing conspiracy nut, dwelling in mom’s basement while trolling the Internet.

Well wake up sonny. This “ain’t your Granddaddy’s America” any more. All those virtues that did indeed make us great have slowly been chipped away, leaving us with people in charge that are often outright Satanic style evil. Sorry to burst your bubble, but that’s just the way it is. If you cannot deal with understanding that basic premise, then you might as well stop reading right now, because we’re going to be saying all the things that the media is not allowed to tell you.

Think about it for a second. Why is it that everyone thinks the stock market is rigged and the economic reports they put out are lies? Because over enough time folks have seen for themselves that what they’re telling us doesn’t square up with the truth of the matter. Well let’s get right down to it, shall we? If they will LIE to your face about unemployment, or GDP, or inflation or any of the other baloney, what on earth makes you think they tell you the truth concerning Geo-politics??? Are you nuts? You are spoon fed propaganda that is carefully scripted to make good guys and bad guys, depending on what WE are trying to achieve.

Let me give you a tiny example of just how bizarre things have gotten, and yet very few people have noticed the irony. You are all aware of the “Sony” hacking, I’m sure. “Someone” got a hold of a lot of Sony’s insider information, some real “dirt” and said that if they showed the movie: The Interview…they’d release even more of the damaging dirt.  That went as far as getting Obama involved, as he stated  “We cannot have a society in which some dictator someplace can start imposing censorship here in the United States,” Obama said, speaking at his end-of-year press conference at the White House briefing room. “Because if somebody is able to intimidate folks out of releasing a satirical movie, imagine what they start doing when they see a documentary that they don’t like or news reports that they don’t like.”

Okay, so there’s Obama defending “free speech”. Let me ask you a question; do you know what the movie is about? Ultimately it is about the CIA planning a way to KILL the North Korean Leader Kim Jong-un. An Assassination. Does no one find it odd that if anyone writes something that’s just nasty about Obama, he’s instantly labeled a racist? But if you or I actually wrote a movie script about KILLING Obama, we’d have the FBI, the Homeland Defense Dept, the CIA, SWAT teams and you name it on our porch in minutes.

Yet our President says it’s fine to show a movie about killing a SITTING leader! So am I to believe that if Sony was to have made a movie about a group of Russians plotting to assassinate Obama- a sitting President- he’d be all “okay” with that? You know better. The CIA, and the media would be calling the Russians Evil, disgusting, and in need of heavy sanctions as punishment.  It would be “horrific” head line news for days.

Do you see the irony here? Sure Kim Jong is a lunatic running a dictatorship. That’s not the point. The point is who makes the decision about what leader it’s okay to make movies about killing?  Is Kim Jong bad, and Putin bad, but Obama’s okay? What about Merkle? Or China’s Xi Jinping? Okay to spoof killing him?  How about Castro? Maybe Obama would approve of a movie about killing him?

I’m sure you get the point. The US tells the world what we think is good or bad, and you are either “with us, or against us” as George Bush so proudly declared. If you’re not with us, then we’ll probably topple your country. Just ask Saddam or Gadhaffi. Or now…Russia.

As much as you might not think a Sony hacking and the Presidents stance has anything to do with what’s going on in the world, I beg to differ. In a very odd way, all of these sorts of things are interwined. Why? Because it’s the perception that’s important, it’s the perception that leads the way to an action.

Consider the downing of the airliner over Ukraine. Most Americans have bought the media/Washington line that it was the Russians that shot it down. Yet over and over and over we have more evidence that it was the Ukrainians, in conjunction with the west that took it down. Are you presented with any of that evidence on CNN, ABC, NBC, CBS?  Not a word. NONE. Zero. You were told the Russians did it, they said we had evidence (that they never produced), and the media pounded it into your heads, leading the way for the REAL agenda, which was to try and take Russia down. Once the US population had the perception drilled into it that Russia did it, they were then “all about” laying on more and more sanctions.

To truly get a handle on things like the strength of the dollar, or the price of gold and silver, or the question of the Fed’s and interest rates, you simply CAN NOT believe the reports that Wall Street or Uncle Sam puts out. They are lies folks. Deep dark lies. I’m willing to wager a bet that 90% of what you think you know about the Russia/Ukraine situation is dead wrong.  If you think Russia “started” this, or has been the aggressor as the media tells you, you’ve been played like a fiddle. Sorry to be so blunt, but that’s their JOB! Their job is to feed you lies and get you believing crap that isn’t true so you support their true agendas.  Well, stop it. Stop it right now.

WE, the US started the uprising in Ukraine. We did it for very nasty reasons that we’ll have to talk about. Why did we do it? That’s a long story, but the bottom line is that the US is losing its role as being the world’s reserve currency. That privilege has allowed us to live far above our means for many years, printing dollars out of thin air to virtually rule the world economically. Well that period is coming to an end, and the US is desperate to keep it in place. She knows that if the dollar loses that role, our house of cards comes collapsing down.  The Ukraine situation is a direct result of trying to knock down Putin, possibly cause regime change, and keep the Russians from becoming ever more economically stronger via their relationships with the other BRICS nations.

But their plan has backfired in a most unpleasant way. Instead of luring Russia into a hot war in Ukraine, what instead has happened is that we’ve pushed Russia and China into an ally pact, basically creating the perfect marriage of two enormous countries. China needs the raw materials, and energy that Russia produces. Russia needs the goods, the home products and “every day low priced” stuff China produces for the West.  Between Russia’s military, and China’s population, our idiot leaders have now created a superpower of immense capability.  But it gets worse. As more and more nations realize how ugly the US is beginning to look, they’re “choosing sides”. They know they either have to align with the China/Russia euro-block, or side with the US and hope for the best.


Along the way, the fallout has wreaked havoc on the European economies. The sanctions have caused fruit and fish to rot on the docks, manufacturing in Germany to grind to a halt,  and decades of contract law to be broken. Greece which was a mess before the sanctions is now “broker” than they were and in all probability will leave the Euro. The whole world is in a flux, and it is NOT going to get better any time soon.

These are the sorts of big picture issues that haunt us for 2015. All of this is connected folks. The debts, the money printing, the BRICS, the Russia/China pact, the Ukraine, Iran, Japan, Saudi Arabia, oil prices, interest rates, QE, the IMF, you name it…it’s all intertwined.  So our job is to first figure out the agenda behind these things, and then see if we can come up with what it will mean for us.

My first prediction about 2015 is this… Will the Fed’s raise rates this year? Yes.

We’ll talk about that starting Wednesday.

The Market…

The year didn’t go out as we expected. We figured they’d keep the party going for one more day, but no…some one wanted to liquidate a huge program trade and right before the close on Wednesday there was a sell order in the magnitude of over 2 billion dollars. We didn’t see that coming.

On Friday the market was all over the map. I had warned my “Insiders” members that I was concerned over a “pop and drop” sort of a day. Well we got that, as the DOW was up 126 points in early trading, only to fall all the way back and go red by 90 points. But wait…it was a pop, drop and pop again day, as in the last hour they brought us all the way back to green again.

Wicked chop and slop is common on low volume days and Friday was certainly one of them. No one on Wall Street comes in for the one trading day between New years and the weekend. So with no volume to counter trades, things get pushed around pretty mightily.
Although things will start to return to normal on Monday, we won’t get a real flavor for what’s in store until Tuesday and Wednesday when things return to something resembling normal.

My guess is that as the volumes come back up, they’re going to push us higher for a week or so. But then in mid January, we could see a bit of push down as earnings start to come out and they have to try and reconcile “not great” earnings with a market a nose bleed levels. That could cause some stumbling.

I’d expect some more chop and slop on Monday, followed by less volatility on Tuesday and then maybe a renewed push for “up” for the rest of the week. I’ll see you all on Wednesday evening where we’ll discuss the Fed’s, interest rates and what we see in the market.









 

 

 

 

 

 

 

 


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