Wednesday, 25 February 2015

Fraud, Farce, And Black Holes.



Baltic Dry Index. 516 +04    Brent Crude 58.81 

LIR Gold Target in 2019: $30,000.  Revised due to QE programs.

Banks are an almost irresistible attraction for that element of our society which seeks unearned money.

J. Edgar Hoover

Yesterday, the Fedster’s talking chair said the US economy was now so good absent QE forever, but still on crisis panic level ZIRP, that the Fed had lost patience with ZIRP and that we can expect a 25 point increase in the key US interest rate any time from April. Marketeers yawned and bought more stocks. The biggest bubble ever in the history of the world, i.e. US bonds, 34 years and counting, may be about to burst later this year, but everyone and their dog now expects the world’s central banksters to fix it, whatever happens.

Yellen Signals Fed’s Patience With Zero Interest Rate Has Limits

11:16 PM WET February 24, 2015
(Bloomberg) -- Federal Reserve Chair Janet Yellen signaled that the central bank’s patience with holding interest rates near zero has its limits as she began laying the groundwork for a possible increase in borrowing costs later this year.

While she made clear no rate increase is imminent, she told the Senate Banking Committee that the economy is on solid ground and she saw hints wages may be starting to pick up. Although inflation is still too low for the Fed’s liking, she ascribed its recent softness mainly to lower oil prices and said central bankers expect it to rise gradually to its 2 percent target in the medium term.

“She opened the door for rate increases in the second half of the year,” said Michael Gapen, chief U.S. economist at Barclays Plc in New York and a former Fed official.

The clearest sign of that shift came with Yellen’s suggestion that the central bank might drop its pledge to be “patient” in deciding when to begin tightening credit. That promise, which was reiterated by policy makers last month, meant that a rate increase was unlikely for “at least the next couple” of meetings, she said.

A modification of that pledge -- which Gapen said could occur next month -- wouldn’t lock the Fed into an immediate rate rise, Yellen said. Instead, it would be a signal that liftoff “could be warranted at any meeting.”
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But if the economy’s so good, why iis confidence back in negative territory? “Capitalism’s broken,” wailed disgraced fallen guru “bubbles” Greenspan, all the way back in the mid 90s. We are all shortly to find out just how broken.

U.S. Economic Confidence Index Back in Negative Territory

by Rebecca Riffkin February 24, 2015.
WASHINGTON, D.C. -- Gallup's U.S. Economic Confidence Index fell to an average of -2 for the week ending Feb. 22. This is the first time the index has had a negative weekly average since late December. Prior to that, the index had consistently been in negative territory since Gallup began tracking it daily in 2008.

The Economic Confidence Index fell five points from the week prior, the largest drop since July. The weekly index numbers are usually fairly stable, not changing more than a couple of points unless there is some significant event. It is not clear what is behind last week's decline in confidence, although quickly rising gas prices last week may have played a role -- given that the drop in gas prices coincided with the rise in confidence in late 2014. The index had more or less leveled off in early 2015 before this decline.

Gallup's Economic Confidence Index is the average of two components: how Americans rate current economic conditions and whether they say the economy is getting better or getting worse. Last week, both components dropped from the prior week, falling into negative territory.
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In EUSSR news, how Greece was “fixed.”

The Reason Why The Eurogroup Rushed To Approve The Greek Reform Package?

As we noted earlier today, there was some confusion over the plight of the Greek reform proposal document, which initially was said to have been delayed until today, only for the Troika, pardon, Institutions, to flip around and say they had actually received it before midnight on Monday. How could the two be possible? Courtesy of Yannis Koutsomitis, who had the simple but profound idea of looking at the properties tab in the leaked Varoufakis draft of the agreed to proposals, we now know.

As it turns out, the reason why not only the Troika received an agreed to version of the Greek reform proposals "before midnight on Monday", but rushed these through with a favorable agreement today, is that, drumroll, the European Commission drafted the entire letter!

All Yanis Varoufakis had to do was agree to the letter that the Troika had previously written and agreed in advance was agreeable to it, and send it back. The skeptics are encouraged to play around the original pdf "leak" found here.

As for the actual author of the "Greek" reform package, a document which was created at 10:09 pm on Monday, February 23, 2015 (so technically, yes, before midnight on Monday) was one Declan Costello of the European Commission.

Who is Declan? Here is his bio courtesy of the CEPR's Policy Portal, VOX:

----But the biggest joke in all this? As the FT's Peter Spiegel revealed, the IMF, which is an integral part of the Institutional Troika, now pretends to not be on board with the very letter it helped draft (and one doesn't need to believe the pdf story above for that: after all all parties have said they cooperated over the weekend when drafting the final version of the letter) just to give the process some aura of legitimacy.
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We leave the last word to David Stockman.

Kick-The-Can Has Morphed Into A Blatant Farce

by David Stockman • 
Kick-the-can has morphed into a blatant farce. Everywhere in the world central banks and financial officialdom are engaging in desperate, juvenile maneuvers to buy time—–amounting to hardly a few weeks at a go. Never before has the debt-saturated, speculation-ridden global casino rested upon such a precarious foundation.

This week, for instance, Janet Yellen will again waste two days of Congressional hearings in forked-tongue equivocations about an absolutely stupid issue. Namely, the exact date when money market interest rates will be permitted to blip upward from the zero bound by even 25 basis points.

But this “lift-off” drama is flat-out surreal. How could it possibly matter whether ZIRP will have been in place by 80 months or 83 months from its inception point way back in December 2008? There is not a single household or business on main street America which will change its behavior in the slightest during the next year regardless of whether the federal funds rate is 5 bps, 30 bps or 130 bps.

The whole Kabuki dance in the Eccles Building is about hand signals to Wall Street carry traders; its a reflection of the desperate fear of our monetary politburo that having inflated for the third time this century the mother of all financial bubbles, they must now keep it going literally one meeting at a time—lest it splatter again and destroy the illusion that an egregious spree of money printing has saved the main street economy.

Likewise, it now transpires that the bruising political war of words between the Germans and the “radical” Greek government has been suspended for another few weeks. And the reason is a pathetic fear that unites the parties despite their irreconcilable substantive policy differences. Namely, that the markets will crater upon even a hint that a real solution is on the table, and that the way to keep the beast at bay is to cover their eyes, kick-the-can and hope something turns up to avert the next crisis a few weeks down the road.

Still, this is getting beyond juvenile. If there were any adults in the room they would focus on quickly shaping a workable Greek default and exit—-not on perpetuating the lie that Greece can ever recover from its debt servitude to the EU superstate and IMF.

Ironically, the fire breathing leftists who have taken over in Athens have compliantly strapped on the poodle collar left behind by the Samaras government. It seems that their game-theory spouting Keynesian financial spokesman, Yanis Varoufakis, also fears a thundering upset in the casino. So the Syriza government stumbles forward——now visibly toting the massive debt imposed on them by the Eurozone and IMF in order to bailout the German, French and Italian banks.

Indeed, in a new variation of the Stockholm syndrome, Syriza has not only embraced the views of its debtor’s prison jailors, but has actually invited them to secretly author their own attestations of subordination.

----This is all truly pathetic, but it should be a reminder that there is no escaping the global regime of central bank financial repression and state manipulation of debt saturated economies and gambling-infested financial markets.  It took Syriza all of four weeks to hoist the white flag.
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"The great merit of gold is precisely that it is scarce; that its quantity is limited by nature; that it is costly to discover, to mine, and to process; and that it cannot be created by political fiat or caprice."

Henry Hazlitt

At the Comex silver depositories Tuesday final figures were: Registered 68.06 Moz, Eligible 108.33 Moz, Total 176.39 Moz.  

Crooks and Scoundrels Corner

The bent, the seriously bent, and the totally doubled over.

Today, life in the city built on a hill. Chicago’s roach motel.

“The Germans [your nation here] outside looked from America to Russia, and from Russia to America, and from America to Russia again; but already it was impossible to say which was which.”

With apologies to George Orwell and Animal Farm.

The disappeared: Chicago police detain Americans at abuse-laden 'black site'

  • Exclusive: Secret interrogation facility reveals aspects of war on terror in US
  • ‘They disappeared us’: protester details 17-hour shackling without basic rights
  • Accounts describe police brutality, missing 15-year-old and one man’s death
Tuesday 24 February 2015
The Chicago police department operates an off-the-books interrogation compound, rendering Americans unable to be found by family or attorneys while locked inside what lawyers say is the domestic equivalent of a CIA black site.

The facility, a nondescript warehouse on Chicago’s west side known as Homan Square, has long been the scene of secretive work by special police units. Interviews with local attorneys and one protester who spent the better part of a day shackled in Homan Square describe operations that deny access to basic constitutional rights.

Alleged police practices at Homan Square, according to those familiar with the facility who spoke out to the Guardian after its investigation into Chicago police abuse, include:
  • Keeping arrestees out of official booking databases.
  • Beating by police, resulting in head wounds.
  • Shackling for prolonged periods.
  • Denying attorneys access to the “secure” facility.
  • Holding people without legal counsel for between 12 and 24 hours, including people as young as 15.
At least one man was found unresponsive in a Homan Square “interview room” and later pronounced dead.

Brian Jacob Church, a protester known as one of the “Nato Three”, was held and questioned at Homan Square in 2012 following a police raid. Officers restrained Church for the better part of a day, denying him access to an attorney, before sending him to a nearby police station to be booked and charged.

“Homan Square is definitely an unusual place,” Church told the Guardian on Friday. “It brings to mind the interrogation facilities they use in the Middle East. The CIA calls them black sites. It’s a domestic black site. When you go in, no one knows what’s happened to you.”

The secretive warehouse is the latest example of Chicago police practices that echo the much-criticized detention abuses of the US war on terrorism. While those abuses impacted people overseas, Homan Square – said to house military-style vehicles, interrogation cells and even a cage – trains its focus on Americans, most often poor, black and brown.

Unlike a precinct, no one taken to Homan Square is said to be booked. Witnesses, suspects or other Chicagoans who end up inside do not appear to have a public, searchable record entered into a database indicating where they are, as happens when someone is booked at a precinct. Lawyers and relatives insist there is no way of finding their whereabouts. Those lawyers who have attempted to gain access to Homan Square are most often turned away, even as their clients remain in custody inside.

“It’s sort of an open secret among attorneys that regularly make police station visits, this place – if you can’t find a client in the system, odds are they’re there,” said Chicago lawyer Julia Bartmes.
Chicago civil-rights attorney Flint Taylor said Homan Square represented a routinization of a notorious practice in local police work that violates the fifth and sixth amendments of the constitution.

“This Homan Square revelation seems to me to be an institutionalization of the practice that dates back more than 40 years,” Taylor said, “of violating a suspect or witness’ rights to a lawyer and not to be physically or otherwise coerced into giving a statement.”

Much remains hidden about Homan Square. The Chicago police department did not respond to the Guardian’s questions about the facility. But after the Guardian published this story, the department provided a statement insisting, without specifics, that there is nothing untoward taking place at what it called the “sensitive” location, home to undercover units.
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“Those who don't know history are destined to repeat it.”

Edmund Burke

The monthly Coppock Indicators finished January

DJIA: +124 Down. NASDAQ: +220 Down. SP500: +178 Down.  

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