Catherine’s Money & Markets Report: February 6, 2020

20 Comments

1. Dear Catherine

   Thank you for your brilliant analysis of the corona virus and for giving the big picture by linking together what seem to be disparate and unrelated events and trends.

   It is so refreshing to hear someone say, “I don’t know” or “I need more facts”. It’s good to know that after being bombarded all week with lies and fear mongering I can come to Solari on Friday evening and listen to a voice of calm and reason.

   A pandemic is defined as an epidemic occurring on a scale which crosses international boundaries. The number of cases is not quantified. In other words, three people, each one in a different continent, having a disease could by definition constitute a pandemic.

   Just to keep things in perspective, the fatalities in China are about 0.00004% of the total population. Somehow this is not the type of number that would lead one to panic and go into lockdown.

   I like your suggestion of having 3 months of supplies and growing your own food, but what do you say to people who are living in small urban apartments (other than move)? What foods should one stockpile (presumably non-perishables such as jams, honey and Ryvita) and how does one best keep them safe?

   1. Last week it was a guessing game. We will have more data each week that goes by. I just read a description of India – an estimated 1 million people die in the cities as a result of pollution No one upset about that In 2017, 56 million people died 31.8% were from heart disease. In my words, they died of a broken heart. Moral of the story – be kind. 2.2 million died from road accidents Which means a lot more people have died from road accidents in the last three weeks from the corona virus. However, the nature of the travel restrictions speaks to a very strong official concern – or insider knowledge that there is something potentially powerful here. Latest news is that the spread is airborne

      Yes, non perishables Add rice. Plenty you can do with grow rooms in an apartment

      1. Are you sure we have more “data” and not more propaganda? The deadly coronavirus narrative is full of holes. Your buddy, Jon Rappoport, is all over this scam. Why don’t you interview him?

         This is no different than the previous deadly virus scams we’ve seen come and go over the past 50 years that amount to absolutely nothing. Don’t you remember Gerry Ford’s flu shot disaster? What about the Zika-shrieka-meter? And throughout this history, the OMG double scary hemorrhagic Ebola out of the deepest caves of Africa makes frequent cameo appearances. Is anyone paying any attention here??? The fears are completely overblown. Just take 5 grams of vitamin C, boost your vitamin D level and get a good night’s sleep, and you won’t get a cold, which is all coronavirus can give you.

         This is more likely a chinese govt excuse to get protestors off the streets and blame their coming econ disaster on a virus.

         I can’t understand how intelligent people can be fooled by the same EXACT scam over and over…

         1. Catherine:

            I am recording Jon today – I have regularly mentioned what he is writing and have been promoting his links. it is on the schedule. Will publish next week.

            1. Wonderful. He is correct on the science. Sadly, too many in research succumb to group think. Often it takes someone on the outside to point out the flaws in their methods and reasoning.

            2. Just finished recording Jon. So energizing to talk with him!

2. About the unfolding coronavirus disaster, the interesting question will be, who needs China, and who does China need? I think the world will be surprised at how little China really needs from the outside world, except maybe raw materials and bulk food. The ability to quarantine 60 million people without a hitch, can be extended to 1.3 billion. No more foreign travel? They will travel domestically. Less meat?
   They will eat more vegetables and lab grown stuff if they need to. Oil prices too high? Use coal power and produce electric powered bikes. And they don’t need to consume Western music / movies / television.

   China can be self sufficient and insulate itself, as it has for centuries. But where can the world get its ‘stuff’?’ It’s a lot easier to buy chickens or soy meal than to get car parts or iPhones.

   1. Good point. It is, after all, the “Middle Kingdom.”

3. Here’s an interesting job ad I just saw posted:

   https://www.jobs.ac.uk/job/BXY453/post-doctoral-research-fellow-position-development-of-plant-based-alternatives-to-meat-products

4. This tesla run, vomit inducing as it is…How is one suppose to focus on work when they could double their money in less than a week?

   Anyways..https://www.businessinsider.com/elon-musk-net-worth-estimates-full-tesla-compensation-package-2020-2

   It seems like this is a huge allocation of shares by blackrock and others to give elon his increases compensation, giving him seamlessly unlimited funds to build out the private space industry.

   I watched blackrocks position go from 6% to 8% overnight in their “UN sustainability fund” Coincidentially the stock jumped 40% in 24 hours.

   1. My question is how much of the flows coming into Blackrock are coming from DOD “adjustments”. Looks to me like they want to take the whole energy system to electricity so that can maintain total central control and provide a lot of the flow from space using digital currency. If you can turn off their electricity in the suborbital platform or keep your money in the suborbital platform havens with digital currency, the general population is easier to control and manage with digital currency and electricity.

5. Catherine I have read some inst resting posts on Repo Rates being the equivalent of nationalizing the big 4 banks, or having a open bailout.

   These seems like the roaring 20s run up to Armageddon.

   1) “USD Liquidity is leaving the US Banking system at a much greater, accelerating rate than the FED understands or will be able to effectively backstop.
   2) The FED can add stimulus indefinitely. Unfortunately, they have no control over where it goes.
   3) The “Four Horsemen of the Apocalypse” (JPM, C, WFC, BAC) have been operating on a “zero cash” basis throughout 2019. We must analyze them as one, quasi-systemic, State-Owned-Enterprise (SOE), operating with impunity, fully supported by FED “Too Big To Fail” policy.”

   http://www.deepthroatipo.com/

   1. Have been SOE for many decades. It is how the system is designed. They are the depository for the US government and primary dealers and manage the ESF and the “Financial bazooka” using the federal credit and the federal government provides no real financial disclosure Logical that it gets to here if and when we don’t succeed at the unipolar model push. Again, much of this comes down to the military questions.

6. I see you will address the issue of supply lines for prescription drugs. I was living in Louisiana after Katrina and it was pretty sad to see the people in the streets of N.O. who had lost access to their meds.

   I read China RX and it is most shocking.

   It seems drug shortages are nothing new. Looks like a good time to find alternatives to one’s meds if possible.

   See following:

   Current Drug Shortages https://www.drugs.com/drug-shortages/

   ‘The time to worry is now’: The coronavirus in China could threaten pharma’s ingredient sourcing

   By Ed Silverman @Pharmalot

   January 27, 2020 https://www.statnews.com/pharmalot/2020/01/27/china-coronavirus-pharmaceutical-ingredients/

   1. “‘The time to worry is now’: The coronavirus in China could threaten pharma’s ingredient sourcing”

      Good. Nothing would be better than to stop the flow of big pharma poisons into the bodies of millions of unsuspecting dupes.

      Get off the drugs and get healthy.

7. It occurs to one that the ribald, partisan impeachment shenanigans that are essentially now concluded has made the presidency virtually untenable for the likes of first of all, Hillary Clinton, but just about ANYONE from any party which does not also possess at least one chamber of congress. The election, if two party as usual, is a certain victory for (R) as a further consequence. This does not suggest smooth sailing by any means, but the big weapon has now proved ineffective and the rest will be more of a harassing nature. That certainly does no bode well for any Democrat who would pretend to the job of CEO, USA at this time. The enervation of that party is palpable. There is talk of a third party formation, which I suggested some time ago, as a ploy that might be used in light of the weak field being offered. However this has the very real risk of permanently replacing the DNC in terms of relevance, which could also help assure future gains by the RNC. The wicked web of deceit has not served well, particularly when the lies and other contrived accusations and testimony have been on their faces, naked, preposterous, hypocritical, desperate and hackneyed.

8. Association between vitamin D supplementation and mortality: systematic review and meta-analysis.

   https://www.ncbi.nlm.nih.gov/pubmed/31405892

   A few years back i came across a meta-analysis that showed no reduction in all-cause for >800IU/d supplementation. So I advised 400IU/d to others.

   There is a handy product “Vitamin D & Boron” from Swanson with 400IU. The literature on Calcium fructoborate is emerging quite strong, too.

   https://www.swansonvitamins.com/swanson-ultra-vitamin-d-boron-60-caps

   Vitamin D increases absorption of calcium and phosphorus, and you know what those commonly age-related dystrophic calcifications are? same stuff as arterial plaque and kidney stones… calcium phosphate.

   Its frequently about getting to, and staying at, the top of the inverted-U.

   1. We take D3 5000 IU/day last 5 years in smoothie with 40 other supplements.
      Our Vitamin D -25 Hydroxy blood levels are 60 to 80 ng/ml perfect as per my wife MD.

      1. Good to know.

      2. Correct, need to check blood levels. And we need to get sunshine without sunscreen, yet another health scam, sadly.

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