[KR861] Keiser Report: Bonfire of Misallocated Capital

We discuss the bonfire of the misallocated capital as everything from the S&P 500 to China’s Producer Price Index to South Africa’s rand signal a deflationary collapse. In the second half, Max interviews Lee Adler of WallStreetExaminer.com about distribution taking place in the stock market and why the IPO of Saudi Aramco could pull even more cash out of the economy.

287 comments on “[KR861] Keiser Report: Bonfire of Misallocated Capital
  1. Flopot says:

    Page 2

  2. ronron says:

    you can use a knife for a fork or spoon. but you can not use a fork or spoon as a knife.

  3. Flopot says:

    I’ll save those laconic quips for my laconic character. He’s going to be a real asshole ;)

  4. Youri Carma says:

    Extending Low Oil Prices Will Kick the U.S. ‘growth’ Economy right in the Nuts https://youtu.be/DFdyQxysQaA

    Is This The Start: Regional Bank Tumbles After Admitting To Previously Underreserved Energy Loss http://www.zerohedge.com/news/2016-01-13/start-regional-oklahoma-bank-plunges-after-admitting-it-underreserved-energy-losses

    Half of US shale drillers may go bankrupt: Oppenheimer’s Gheit
    http://www.cnbc.com/2016/01/11/half-of-us-shale-drillers-may-go-bankrupt-oppenheimers-gheit.html

    2016 brings more pain to U.S. shale companies as crude sinks
    http://www.reuters.com/article/us-oil-outlook-debt-idUSKBN0UM2EF20160108

    The Shale Defaults Begin Here: Banks Quietly Shrink These 25 Companies’ Credit Facilities http://www.zerohedge.com/news/2016-01-05/next-default-wave-banks-have-quietly-shrunk-these-25-energy-companies-credit-facilit

  5. Flopot says:

    Youri brings on-topic sanity.

    nn

  6. YoLithos says:

    The anti-german cold-war anti-Russian traumatized Hungarian-(USA)American non-observant jewish billionaire currency-crashing speculator – hates Germany and attacks it with “Fourth Reich” tirades while supporting nazis in the Ukraine and old hardcore pro-nazi right wing nuts all over Eastern Europe. Of course. Why not.

  7. Flopot says:

    Poor YoLithos.

  8. Flopot says:

    http://www.bbc.co.uk/search?q=george%20soros

    That’ll keep you happy Yo; whatever works for you.

  9. Youri Carma says:

    @ronron

    Mmmm … you can knife, fork or spoon somebodies eye out and more. At least that’s what I see them do in those freak films I watch.

    Soup with a knife? No way man, you’re forced to use the spoon.

    Fight over last rib at barbecue results in victim being stabbed with fork http://fox59.com/2015/05/27/fight-over-last-rib-at-backyard-barbecue-leads-to-stabbing-by-fork/

  10. YoLithos says:

    Carry a sharpening stone. And a flint.

  11. Flopot says:

    Sorry Yo, but you just seem so…MSM-pickled these days.

  12. Flopot says:

    Still intelligent, as ever, but that’s not an antidote.

  13. Flopot says:

    What you label Flopot 2.0 (or whatever) I call learning and changing; you’ve no excuse given all the s**t we’ve linked and discussed about Soros.

    That’s all I’m saying on the matter…I hope.

  14. YoLithos says:

    Thank goodness no one found out about his relation to the ruling bloodlines via old Hungarian royalty and from there through the Teutonic Knights to the old Vatican inner circles. Phew!

  15. ronron says:

    @ Youri why would i need a spoon with soup? i can take the bowl to my lips.

  16. Youri Carma says:

    DEFLATION STARTED!

    “Very Worrisome Signal For Fed Credibility” – Former Fed President Trolls Federal Reserve http://www.zerohedge.com/news/2016-01-13/very-worrisome-signal-fed-credibility-former-fed-president-trolls-federal-reserve

    From Kocherlakota: “Very worrisome signal for Fed credibility as inflation 5 yr 5 yr forward breakevens plumb new lows …”

    Inflation Expectations Collapse Post-Rate-Hike, Near Record Lows
    http://www.zerohedge.com/news/2016-01-13/inflation-expectations-collapse-post-rate-hike-near-record-lows

  17. ronron says:

    @Flopot save this. i am so sick and tired of the building people whining about safe spaces and this i’m offended shit. there selling peep holes.

  18. YoLithos says:

    Enrico Dandolo, Metternich, … Not

  19. Youri Carma says:

    @ronron

    I rather use the fork for the soup because it gives you the feeling you have an endless supply.

  20. ronron says:

    @Flopot. i approve of row 2 storey housing with parking and back yards. all flat roofs as a summer walk up deck. all rainwater collected for hot soft water.

  21. ronron says:

    @Youri. ha,

  22. ronron says:

    was vondaring how do you offend someone you don’t know? how could you be offended by someone you don’t know? at this point, who fucking cares? why are you offended? your not a pork chop.

  23. ronron says:

    there either shoe makers or fishermen.

  24. ronron says:

    and you won’t get it cause you don’t understand english.

  25. poopysnot says:

    @Flopot – that towel could very well turn out to be as handy as that swiss! =)<

  26. ronron says:

    i have land in the mountains with quarter horses.

  27. YoLithos says:

    Funny. The price of meat in Brasil set to rise because of grain shortage due to increased exports because of the devalued currency. No indication of who’s buying. Or, more importantly, why. The almost cerimonially appointed buyer would be the US commodities market. The present day usual suspect would be China. But many other possibilities could be envisioned.

    On that note, had a piece of propaganda thrown my way about how a kilogram of corn in Syria was going for US$250. Dragging a caboose about how it was due to (that terrible) Assad blockading the poor stranded people there and leaving them abandoned to their miserable fate. That was curious, since it came from so far away from those usual concerns. Possibly mixed in with the local neocon destabilization media outwash, somehow. Probably along the Millenium, Birch, Singer, Koch, and cronies stink tank media and ‘leadership’ ratlines.

  28. ronron says:

    @Poopy. ha. a rag is handy.

  29. poopysnot says:

    @ronron re: “i have land in the mountains with quarter horses.”

    ..nice, I haven’t ridden since years. sounds wonderful. I worked on a ranch digging post holes, bailing hay, before I was old enough to put a saddle on one. We had just over 300 head. Was awesome to watch them running up the steep hills from the stables to pastures on the other side at the end of the day. The dust..

    Not sure how I would fair on one now, like I said, been years

  30. ronron says:

    @Poopy. i love when my mare goes into a dead run. she is fast and knows you on top. she is sweet.

  31. Flopot says:

    @YoLithos

    Good to know you haven’t read anything we posted about Soros. So no point in wasting time on you.

    @ronron

    Strangers can insult each other. You know this.

  32. ronron says:

    @Flopot. i stand on the srtipups when she runs hard. i sent snoot a pony,

  33. ronron says:

    @Flopot. really? why would anyone be insulted by someone on the net they will never meet or know? safe spots?

  34. Flopot says:

    But we are meeting.

  35. Flopot says:

    And getting to know each other.

  36. poopysnot says:

    @ronron – ya many ways to put an old towel to good use

    @Flopot ..although, some applications might leave it in an unacceptable state for the cleaning or polishing of clean surfaces though. Might even get you in trouble if you’re at work.

    @ronron re: “i love when my mare goes into a dead run”
    yeah, when they hit their stride its like floating ;)

  37. Flopot says:

    Unless it is all meaningless to you ;)

    Calling a Portuguese guy “porkchops”, when you know he’s already in a state cause Stacy f**ked him over, was a risky strategy.

  38. ronron says:

    @Flopot. the pork chop is in ozz. just saying,

  39. Flopot says:

    What about the guy who insulted your loved one? He was a stranger; you probably would never have met him again; and yet his insult burned in you and you had to act.

    Words are acts and have the same physical effect..affect in zee mind.

  40. ronron says:

    @Flopot go ahead and punch me in the head. this is the true kabuki. i will see if it hurts.

  41. Flopot says:

    If I insulted your Mum; you would be…insulted.

    Simples.

  42. Vonda Bra says:

    .

    !!!

    Ryan Dawson

    Dan Sanchez The Israel Saudi Alliance with US and ISIS
    https://youtu.be/J_W65RCoRUc (55 mins)

    !!!

    .

  43. YoLithos says:

    Trying to imagine the US National Guard attemptimg to sieve the lead out of the water in Flint. Or subdue it with batons. Shoot it into submission? Considering the Katrina example.

    The troops would never be there to suppress popular protest against the very ‘authorities’ that betrayed what little trust the people still have enjoyed, and irrevocably crippled the people’s children and grandchildren by poisoning them, would they? Of course not! Ôo I’m surprised that there were any to spare from all the overseas interventions and such.

  44. YoLithos says:

    No engineers? No decontamination units? No CDC. Just troops.

  45. YoLithos says:

    Cracka had managed to change the settings on Clapper’s Verizon Fios account so that any calls to his home number were redirected to the Free Palestine Movement group in California.
    http://motherboard.vice.com/read/teen-who-hacked-cia-email-is-back-to-prank-us-spy-chief

  46. Flopot says:

    @susan

    Aye; the contents of that book are apparently a real eye-opener.

  47. alan says:

    The definition of insanity
    http://www.canberratimes.com.au/federal-politics/political-news/eric-abetz-questions-turnbull-decision-on-islamic-state-contribution-backs-kevin-andrews-20160114-gm5x08.html

    Although to be fair There is no going back now, so may as well just push on with the same old bullshit.

  48. poopysnot says:

    (re-posting this one, in case anyone missed it)

    China Launches Interbank Gold Trading System (video)
    http://english.cntv.cn/2016/01/13/VIDECIyZTNdLnmCfXrduywEf160113.shtml#.VpY_lZQsIkU.twitter
    01-13-2016

    China has launched interbank gold trading at the beginning of this year, in an effort to open up the country’s bullion market. The trading mechanism is introduced by Shanghai Gold Exchange and the China Foreign Exchange Trading System.

    It is aimed to boost liquidity of interbank gold trading, and promote market making. Ten banks including China’s big four banks a local branch of Australia and New Zealand Banking Group ANZ will act as first-tier market makers. Another six smaller Chinese banks are listed as second-tier market-makers.

    Before the new mechanism, banks were not allowed to trade gold with each other and could only buy the precious metal through the Shanghai Gold Exchange, which is the world’s biggest physical trading platform for the metal.

  49. poopysnot says:

    New SGE publishing on gold “deliveries”. https://t.co/RMQlObgRT8— Jan Nieuwenhuijs (@KoosJansen) January 13, 2016

  50. poopysnot says:

    also a re-post ..we don’t get to hear from Ian often, and he’s always a good interview

    Ian McAvity: The Death of the Petrodollar
    https://www.youtube.com/watch?v=_1U1zk1WrUU
    McAlvany Financial – Jan 12, 2016

    (I love his laugh ..unfortunately though, this time he only laughed once or twice, near the end)

  51. poopysnot says:

    (I found myself remembering this interview from last year, its still like a fresh interview)

    Ian McAvity on Gold
    https://www.youtube.com/watch?v=AHJsKobsrYM
    McAlvany Financial – ((from Nov 4, 2014))

    Gold is flooding into China & Russia
    Physical Demand is Very Strong
    Don’t be fooled by “paper gold” price

  52. poopysnot says:

    THE WAKE LIVE IN MEXICO ROCKOTITLAN 1995
    https://www.youtube.com/watch?v=ynBimEvqOHM

    Even among those who know who they are, not very many have seen this. We had them over a few times overnight, barbque, fixing fog machines, lol good times. gentle souls.

  53. microhousehold says:

    Is it me, or does Stanton Friedman has the same kind of laugh as Paul Craig Roberts?

  54. Youri Carma says:

    Extending Low Oil Prices Will Kick the U.S. ‘growth’ Economy right in the Nuts

    Cheap Oil Hits Housing In North Dakota, Texas, & Others
    http://www.zerohedge.com/news/2016-01-14/cheap-oil-hits-housing-north-dakota-texas-others

  55. Youri Carma says:

    @microhousehold

    An intellectual laugh which has much thought going into it ;)

  56. YoLithos says:

    Ghost economies.
    Market virtualization, modern technology, online contact and negotiation, and direct transportation from source to destination have dispelled most of the necessity for centralized physical commodity exchanges and processing hubs. Banking included. Even in the old central US commodity hub markets. Cities have to find new jobs. Or move out.

  57. Youri Carma says:

    Stanton Friedman – Flying Saucers Are Real I
    https://www.youtube.com/watch?v=vefpDSDvpPk

    Stanton Friedman – Flying Saucers Are Real II
    https://www.youtube.com/watch?v=KWlQS2D0P5U

  58. Mr Mister says:

    Saudi Aramco is running on fumes. IPO of Saudi Aramco is telling me that the Saudis are desperate. In turn the Petro-Dollar heading of a cliff.

  59. Youri Carma says:

    DEFLATION STARTED!

    China Exports Most Deflation To The US Since December 2009
    http://www.zerohedge.com/news/2016-01-14/china-exports-most-deflation-us-december-2009

  60. Youri Carma says:

    More Strategists Throw In The Towel: “Things Will Only Get Worse”
    http://www.zerohedge.com/news/2016-01-14/more-strategists-throw-towel-things-will-only-get-worse

    Assuming that the Brothers in Crime & Co. always advise against their clients interest could this STFR advice mean that they know QE4 is coming?

  61. Youri Carma says:

    Keiser Report: ‘Post-Traumatic Debt Disorder’ (E862) with Lee Adler II

    https://www.youtube.com/watch?v=ExjpThIAogI

  62. Youri Carma says:

    Bank of Korea cuts growth outlook to 3% from 3.2%
    https://www.youtube.com/watch?v=gKjV1QK0AEw

  63. poopysnot says:

    hey before it fades into the sunset’s gathering storm.. just wanna say the 1st half was excellent, watched 1st half twice =)~

  64. poopysnot says:

    U.S. Treasury to sell $57 billion in bills next week
    http://www.reuters.com/article/usa-debt-bills-idUSW1N14B00Q20160114
    Jan 14, 2016

    $57 Billion or, as I like to put it, almost 21 QE-days. pic.twitter.com/7pTPT4PVBd— Rudolf E. Havenstein (@RudyHavenstein) January 14, 2016

  65. poopysnot says:

    2016 Forecast: An About-Face for the Fed & Gold
    https://www.youtube.com/watch?v=VcJktNKM4s8
    Peter Schiff – Jan 14, 2016

  66. Youri Carma says:

    Peter Schiff: 2016 Forecast: An About-Face for the Fed & Gold
    https://www.youtube.com/watch?v=VcJktNKM4s8

  67. poopysnot says:

    Yesterday was ‘WhatTheF$ckWednesday’ with Andrew Hoffman
    http://financialsurvivalnetwork.com/2016/01/andrew-hoffman-state-of-the-disunion/
    January 13th, 2016 (Audio)

    Commodity “Life & Death” – A Tale Of Two Markets
    http://silverfarm.podbean.com/e/audioblog-133-commodity-life-and-death-a-tale-of-two-markets
    Andrew Hoffman – January 14 2016 (Audio)

  68. poopysnot says:

    @Youri – Love the Cocteau ;)

  69. Youri Carma says:

    @poopysnot

    That qualifies you as more intelligent. Dum fucks don’t like Cocteau Twins and or Jazz I’ve learned trough the years.

  70. Youri Carma says:

    Mideast oil not just about supply | Short View FT
    https://www.youtube.com/watch?v=g6CK27Xp-J4

  71. Youri Carma says:

    Brent crude $31.00 and U.S. crude $31.00 A Barrel Now
    http://www.bloomberg.com/energy

  72. poopysnot says:

    "It's All The Fed's Fault" Santelli Rages, They "Will Certainly Turn Us Into Japan" https://t.co/VIb8b3rTib— zerohedge (@zerohedge) January 14, 2016

  73. poopysnot says:

    @Youri – I posted this once before, way back, not sure if you noticed it back then https://www.youtube.com/watch?v=-FITkSpLfWk (its not a click&sniff)

    ..not bad for a rubberband

  74. poopysnot says:

    S n i f f the T u r d (dead thread)