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HALF-FULL REPORT 11/11/16

The Winner

The WinnerThis is a significantly more than half-full kind of week, perhaps “cup runneth over” even.

Donald J. Trump was elected the 45th President of the United States this Tuesday, along with Senate and House majorities, and absolute blowout numbers at the state level all across America.

He defeated the most corrupt candidate in American history, a woman whom the FBI now tells us allowed classified information to fall into the hands of at least five foreign enemies, and a woman who would have used the Supreme Court to annihilate the First Amendment as well as the Second. As her warm-up act.

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Yes, Donald Trump did exactly what he said he’d do from the beginning: he won legions of Rust Belt working class Democrats.

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By the way, Trump outperformed Mitt Romney with blacks and Hispanics (so much for the RINOs “superiority” in this vein).

And yes, Trump was right: the polls were rigged.

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The inevitable leftist meltdown has been nothing if not entertaining.

It started with Hillary’s refusal to thank her assembled supporters, people who’d worked for years for her, at a packed Javits Center Tuesday night.

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Less amusing are the riots.

 The irony of rioting by people who just told us Donald Trump was “threatening democracy” by not pre-accepting the results is pretty rich, of course.

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As I keep telling you, personnel is policy. What Trump – or any politician – says is a lot less important than who he hires.

The early reports are great.

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Here we go with this week's MORE THAN Half-Full Report!!! Let's Roll! 🙂

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TRUMP IS ELECTED 45TH PRESIDENT OF THE US

Trump WinsThe impossible became possible. Donald Trump has defeated Hillary Clinton and will be the 45th President of the United States.

Saying Trump’s campaign was unconventional is a severe understatement. Every piece of conventional wisdom, every shred of data, ultimately proved to be wrong as we came into Election Day. As the sun rose today, America will face this strange, new reality, and questions will ultimately have to be answered.

After a long and hard fought two-year long campaign the 2016 presidential election finally came to an end with the election of Donald J. Trump as the next president of the United States.

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WHY TRUMP WON

Obama LegacyJerusalem, Israel. The most unhappy person in America as Donald Trump won a remarkable historic presidential election victory was the man on the second floor of the White House.  His legacy is about to lie in shatters.

Obama’s presidency will go down in history as a domestic and foreign policy disaster.

Under Obama, we have witnessed an America too progressively concentrating on changing society for the worse.

Safe spaces got preference over a safe America. Toilets for people who don’t know if they are male or female make the headlines rather than forty million Americans on food stamps. When petty criminals get shot the police are accused of criminality, but murderous illegal immigrants are protected in sanctuary cities.

Trump got it right. The people want to get America back on track, a track based on traditional values, common sense, hard work, security and patriotism. It’s a society based on the same values we love and need in Israel for our welfare and safety. 

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OBAMA ERA IS OVER

Obama in Tan SuitObama and his supporters loved talking about history. His victory was historic. They were on the right side of history. History was an inevitable arc that bent their way.

The tidal force of demographics had made the old America irrelevant. Any progressive policy agenda was now possible because we were no longer America. We Were Obamerica. A hip, happening place full of smiling gay couples, Muslim women in hijabs and transgender actors. We were all going to live in a New York City coffee house and work at Green Jobs and live in the post-national future.

This was Obama's America. And there was no going back.

But there is no right side of history. There is only the side we choose.

The Obama era was permanent. It was history. Now it is history.

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AN ILLEGITIMATE PRESIDENCY

Kathmandu, Nepal.  By the time you read this, I’ll be at Mount Everest Base Camp.  I’ll be getting election results by satphone.

If I were a betting man, I’d bet that Donald Trump will win the presidency on Tuesday.

That’s if the election is honest, which it very likely is not.  On Friday (11/04), the famous hacker known as “Guccifer 2.0” reported that software installed in Federal Election Commission computers has been rigged for the Democrats.

This may be done via a technique known as Fraction Magic within GEMS election systems which counts about 25% of all votes cast throughout the US.

So what happens if Hillary wins the presidency illegitimately?  We will have a treasonously corrupt criminal as president, whose chief aide and lesbian lover of 20 years is a Radical Moslem spy for Saudi terrorists.  We will have a Second Civil War.

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THE BEST TRUMP ADS ON HILLARY

For your enjoyment on election day, we present this 10 minute 44 second compilation of The Donald’s best campaign ads exposing The PIAPS’ plethora of flaws.

 

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HALF-FULL REPORT 11/04/16

"It ain't over till it's over."

How long have we heard that Donald Trump was not only doomed, but 30-points-down doomed? Done deal. Hopeless. Not even worth talking about. I'm not telling you he'll win today. But I am telling you he can win.

In a race between the two most hated people in the history of major party nominees, the one who can drive the other's negatives higher is going to win.

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Comey's bombshell re-opening of the FBI's case against Hillary Clinton -- as a result of the discovery of over 650,000 previously undisclosed emails on a computer owned by Huma Abedin and her estranged husband Anthony Weiner, under investigation for child porn -- is, of course, the impetus for the transformation in Trump’s fortunes.

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So let’s come full circle and look at the polls.

Trump is now beating Clinton 53-43 among voters who’ve made up their minds. That’s a very, very big deal

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This is the week's HFR leading up to the Presidential  Elections! You can't miss this!!!

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CHECKMATING OBAMA AT THE UN

CheckmateIn one of the immortal lines of Godfather 2, mafia boss Michael Corleone discusses the fate of his brother, who betrayed him, with his enforcer.

“I don’t want anything to happen to him while my mother is alive,” Corleone said.

Message received.

The brother was murdered after their mother’s funeral.

Last week it was reported that the Obama administration has delivered a message to the Palestinian Authority. The administration has warned the PA that the US will veto any anti-Israel resolution brought before the UN Security Council before the US presidential elections on November 8.

Message received.

Open season on Israel at the Security Council will commence November 9. The Palestinians are planning appropriately.

Israel needs to plan, too. Israel’s most urgent diplomatic mission today is to develop and implement a strategy that will outflank President Barack Obama in his final eight weeks in power.

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THE WORLD RUNS OUT OF DOLLARS

RunOutofDollarsSurging rates on dollar Libor contracts are rapidly tightening conditions across large parts of the global economy, incubating stress in the credit markets and ultimately threatening overvalued bourses.

Three-month Libor rates – the benchmark cost of short-term borrowing for the international system – have tripled this year to 0.88% as inflation worries mount. 

Fear that the US Federal Reserve may have to raise rates uncomfortably fast is leading to an acute dollar shortage, draining global liquidity.

 “The Libor rate is one of few instruments left that still moves freely and is priced by market forces. It is effectively telling us that that the Fed is already two hikes behind the curve,” says Steen Jakobsen from Saxo Bank.  “Something more fundamental is at work. The cost of global capital is going up, full stop.”

“This is highly significant and is our number one concern. Our allocation model is now 100% in cash. This is a warning signal for the market and it happens extremely rarely,” he says.

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WHAT MEMORY IS AND IS NOT

This immortal scene of Maurice Chevalier and Hermione Gingold in the 1958 movie Gigi is so endearingly charming because Chevalier is so good-natured about his misremembrance. 

It’s often difficult, however, to be that way regarding our memories. 

Understanding what memory is – and is not – can do wonders for our relationships, our self-awareness and our peace of mind.

Sitting at the table at Thanksgiving, a family member might recount a memory of an event from your childhood, talking about what you experienced as if his perception of your sentiments on the subject is a fact.

How does that make you feel? Probably at least a little annoyed. He, after all, did not have your memory. He had his memory.

You were both there in the same place at the same time, but you were having your experience of the event and he was having his. The two experiences could be worlds apart.

We’ve all had those arguments where one of us remembers things one way, and the other remembers it differently. For instance…

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HALF-FULL REPORT 10/28/16

When one of the world’s best financial analysts and I find ourselves agreeing with one of the world’s most repulsive SJWs (social justice warriors), you know things are getting über-weird 12 days out from November 8.

Last night (10/27), over two fingers of Ardbeg neat (you don’t insult the best Islay single malt with water or ice), financial guru Michael Markowski and I discussed the bottom line consequences of who wins the White House.

We agreed that hell is coming to breakfast for the stock market no matter who wins.  The complete unsustainability of negative or near-zero interest rates is just one example (see Michael’s video on this below). 

If Trump wins, his policies of eliminating regulatory hamstrings, raising interest rates instead of taxes, cutting spending, repatriating corporate offshore trillions, etc. will result in a V-shape recovery similar to that of Ronald Reagan’s in the early 80s.

If Hillary wins, her policies of more government regulation and taxes will result in a flatline L-shape anti-recovery similar to that of FDR’s in the 1930s, prolonging the Great Depression.  The scariest part of this scenario is that the only way we finally got out the Depression was with World War II. 

Hillary, in other words, will use the coming inevitable crash as all Lefties traditionally use crises – as a rationale to expand government power and control over our lives.  Trump, on the other hand, will use it to expand economic freedom and opportunity which ends the crisis quickly instead of prolonging it and possibly ends in war.

And now for the fun cover story of today:

Stroking Gun

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WHY DEMOCRATS DO NOT BELIEVE IN DEMOCRACY

Democracy Cease to ExistPresident George Bush denounced what he called an “Axis of Evil” in his famed 2002 State of the Union Address little over 4 months after 9/11: Iraq, Iran, North Korea.  That it was – but another Axis of Evil had risen in America itself. 

The Marxist Left in the Democrat Party had morphed into being unvarnished Fascist – seeking power not for any ideological purpose or rationale, but simply for power itself.  What they retained of Marxism was its morality – that the end justifies the means. 

Since their end was power for the sake of power, then any means to get it and keep it, any lie, any dirty trick, any hypocrisy, any threat, any violence, any corruption they could get away with, is the moral thing to do.  The only thing wrong in their eyes is getting caught – which their Enemedia allies were dedicated to preventing.

Under Barack Obama – a treasonous hate-filled racist president dedicated to weakening America and strengthening her enemies in every way possible – the Democrat-Fascist/Enemedia Axis of Evil has reached an epitome of power. 

And just like a dictator in a banana republic or African hellhole – like Maduro in Venezuela, Mugabe in Zimbabwe, or the Castros in Cuba – they will do anything, perpetrate any depravity or dishonesty, to keep it.

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WILL HILLARY ACCEPT DEFEAT?

Sick & TiredThe headlines are in. Trump is the “anti-democratic” candidate because he refuses to rule out challenging the results of an election that has yet to take place. Such a course of action is “beyond the pale.” It’s a threat to democracy. And it is utterly and thoroughly unacceptable.

Except when Democrats do it.

When Hillary dragged Gore away from playing with his Earth globe to campaign for her last month, the crowd booed at his mention of the election and then chanted, “You won, you won.”  Hillary grinned and nodded.

Hillary Clinton has always believed that President Bush illegitimately took office. She has told Democrats that Bush was “selected” rather than “elected.”

The media’s focus has been on whether Trump would accept the results if he loses. Yet a better question might be whether Hillary Clinton would accept her defeat. 

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