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Pre-Holiday Trading

It's a regular trading day today, followed by a holiday tomorrow and a partial day on Friday...all of this with Dec15 contract expiration looming for Monday. So take some time to relax but don't stray too far, either.


We've been diligently posting these weekly Cold War discussions for nearly two years now. Has there been a time where they've been more important?

Calling Admiral Painter

We've used this clip on multiple occasions over the past two years and, sadly, it's never been more appropriate than today.

Forest or Trees?

As we near the completion of this latest Spec Rinse and Evisceration cycle, let's try to get our arms around where we are, how we got here and where we're going in 2016.

Awake but still sleepy

From my vantage point, the informed consensus is that we have begun a long slow economic decline, hoping to avoid world war, pissed off at the FED and banks for their thievery, but thankful that we have not had a collapse. I feel inspired to quote Thomas Paine’s ending words to Common Sense right here:

“Until an independence is declared, the Continent will feel itself like a man who continues putting off some unpleasant business from day to day, yet knows it must be done, hates to set about it, wishes it over, and is continually haunted with the thoughts of its necessity.”

I resonate with that feeing, being haunted each day with the necessity of the imminent collapse, restructuring, revolution or whatever has to come. And if the Totalitarians have their way, it just puts the end off a bit longer, with even more pain and suffering in between and after. The Adults who are awake can see all this. The sleepy teenagers just want to sleep… five more minutes. But they are waking up.

The Rats and The Sinking Ship

Yes, what we are about to show you is simply a collection of anecdotal data points. Taken separately, perhaps they can all be written off and marginalized. Taken collectively, however...well, maybe there's something to consider here.

<Please note that this has been published as a public thread.>


You're already seeing today a bit of the "sell the rumor, buy the news" component of expected FOMC hype. But could there be more to it? Maybe you missed this headline from yesterday?

Quick Update

It has been a busy morning and I'm running quite late, thus this quick update.

JBSFC Discuss Paris, Syria and Ukraine

Another excellent program last evening though John and Steve are forced to cover a lot of territory in a short amount of time. As usual, please be sure to take the time to listen.

It's Getting Ugly Out There

Not much good news to report today but, of course, this is no surprise as we remain on the sidelines, waiting for the CoT to completely rinse out and the disinflation bias to abate.

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