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Most Are Unprepared For The Coming Persistent Inflation Shock

Zero Hedge: For the past two years, JPMorgan’s head quant and resident permabull, Marko Kolanovic, has been periodically predicting an imminent rotation out of growth and into value stocks (a rotation which had failed to take hold until earlier this year when we finally saw some glimmers of value outperformance).

“Come now, you rich, weep and howl for the miseries that are coming upon you.” James 5:1

Most recently, Kolanovic predicted in February that March would see a major move higher in commodity names as vol-control funds and CTAs started buying up commodity and reflation-linked stocks on the 1 year anniversary of the covid crash only to see the energy sector slump in the next two months.

Fast forward to today when in his latest attempt to time the biggest market rotation of all, the Croat published a note titled “Positioning for Inflation”, in which he predicts – you guessed it – a “rotation towards reflation, inflation, rising yields and reopening themes” and not only that but apparently the coming inflation surge will be such a surprise to most of today’s portfolio managers that they will scramble to reposition their portfolios for “the risk of more persistent inflation” (“persistent as in the opposite of “transitory“).

He might just be right this time. Read More

Israel said to carry out airstrikes in Syria for second straight night

“The burden against Damascus. “Behold, Damascus will cease from being a city, And it will be a ruinous heap.” Isaiah 17:1

The Times of Israel: Israeli aircraft bombed targets in Syria after midnight on Thursday, Syrian state media reported, in what would be the second such strike in less than 24 hours

SANA reported that Israeli helicopters struck in the area of the Quneitra border town in the Syrian Golan Heights, claiming that no injuries or damages were incurred.

The IDF declined to comment on the reported strikes, in accordance with its policy to neither confirm nor deny most of its operations in Syria. Read More

White House: Joe Biden Supports Social Media Banning ‘Untrustworthy Content’

Breitbart: The White House said Wednesday President Joe Biden supported social media companies banning more content considered “untrustworthy” on their platforms.

White House press secretary Jen Psaki declined to say during the daily press briefing if Biden supported social media companies continuing to ban former President Trump from their platforms, but she did reiterate Biden’s support for more censorship.

“When the righteous increase, the people rejoice, but when the wicked rule, the people groan.” Proverbs 29:2

She said Biden believes that social media companies have the “responsibility” to block questionable content.

“His view is that there is more that needs to be done to ensure that this type of misinformation, disinformation, damaging, sometimes life-threatening information is not going out to the American public,” she said.

Psaki singled out content questioning the results of elections, the fight to stop the spread of the coronavirus, and the effort to get Americas vaccinated as “misinformation” that should be scrutinized. Read More

CDC: U.S. Birth Rate Sees Largest Drop in 50 Years

Breitbart: The Centers for Disease Control and Prevention (CDC) announced that the birth rate in the U.S. fell by four percent in 2020 — the largest yearly drop in five decades. The rate dropped across every major racial group and in nearly all age groups, falling to the lowest point since the government started tracking the data more than a century ago.

“Behold, children are a heritage from the LORD, The fruit of the womb is a reward.” Psalm 127:3

The Guardian analyzed the data in the report:

The U.S. once was among only a few developed countries with a fertility rate above the 2.1 children per woman that ensured each generation had enough children to replace itself.

But the rate has been sliding for more than 10 years and last year dropped to about 1.6, the lowest rate on record. The figures suggest that the current generation will not have enough children to replace itself.

The CDC report is based on a review of more than 99 percent of birth certificates issued last year. The findings echo a recent Associated Press analysis of 2020 data from 25 states showing that births had fallen during the coronavirus outbreak.

“The fact that you saw declines in births even for older moms is quite striking,” the lead author of the study, Brady Hamilton, said in the Guardian report.

The outlet further noted that the coronavirus may have contributed to last year’s birth rate as people were anxious about having a child during the pandemic. Read More

The Zarif-Kerry Bromance Saga Continues

Front Page Mag: Iranian Foreign Minister Mohammad Javad Zarif evidently had no idea that Israel had launched 200 airstrikes against Iranian targets in Syria until John Kerry, now President Biden’s climate czar, told him, according to Washington Free Beacon reporter Adam Kredo.  Kredo managed to obtain the audio file of Zarif’s leaked phone interview in which Kerry’s disclosure was revealed and had it independently translated.

“Kerry told me that Israel had launched 200 airstrikes against you [Iran],” Zarif is heard saying. “You didn’t know?” asked his interviewer. “No, no,” Zarif replied.

If this information had already been made public in the press, there would be no reason for Zarif to use what was supposed to be a confidential interview to cite Kerry as his source. In any case, whether or not Kerry was simply passing on information already reported in the press, it begs the question of what else Kerry might have shared with Zarif from intelligence sources that Zarif chose not to mention during his interview.

Kerry should be required to testify under oath to Congress about Zarif’s claim. Read More

How Spielberg and the Genesis Prize Funded Anti-Israel Activism

Jewish Press: When the Genesis Prize was created it was marketed as the “Jewish Nobel”. Considering the number of Jewish Laureates, the actual Nobel Prize is more Jewish than the Genesis Prize.

“And then shall many be offended, and shall betray one another, and shall hate one another.” Matthew 24:10

Even in the year of the pandemic, the Genesis Prize isn’t going to scientists or doctors, but keeps going to vapid anti-Israel celebrities and wealthy activists whose Jewishness is a genetic accident of chance, and who use the $1 million prize to fund leftist and anti-Israel causes.

When the Genesis Prize was created it was marketed as the “Jewish Nobel”. Considering the number of Jewish Laureates, the actual Nobel Prize is more Jewish than the Genesis Prize.

Even in the year of the pandemic, the Genesis Prize isn’t going to scientists or doctors, but keeps going to vapid anti-Israel celebrities and wealthy activists whose Jewishness is a genetic accident of chance, and who use the $1 million prize to fund leftist and anti-Israel causes. Read More

Facebook ‘Supreme Court’ Upholds the Blacklisting of Donald Trump

Breitbart: Facebook’s “Supreme Court” has upheld Mark Zuckerberg’s blacklisting of former President Donald Trump’s accounts temporarily, giving Facebook another six months to announce whether it will be lifting the suspension or deleting Trump’s pages.

“Woe to those who call evil good and good evil, who put darkness for light and light for darkness, who put bitter for sweet and sweet for bitter!” Isaiah 5:20 ESV

The Daily Mail reports that Facebook’s oversight board, commonly known as the “Supreme Court,” has voted to temporarily uphold the ban on former President Trump’s accounts on the platform. The board has reportedly told Facebook that it has six months to announce an end date to the former President’s suspension or permanently delete his pages.

Facebook’s “Supreme Court” has upheld Mark Zuckerberg’s blacklisting of former President Donald Trump’s accounts temporarily, giving Facebook another six months to announce whether it will be lifting the suspension or deleting Trump’s pages.

The Daily Mail reports that Facebook’s oversight board, commonly known as the “Supreme Court,” has voted to temporarily uphold the ban on former President Trump’s accounts on the platform.

The board has reportedly told Facebook that it has six months to announce an end date to the former President’s suspension or permanently delete his pages. Read More

JERUSALEM: MASS PRAYER RALLY AT SITE OF MOLOCH WORSHIP TO PREVENT ‘SACRIFICING CHILDREN TO COVID VACCINE’

Israel 365: A mass prayer rally is scheduled for Thursday in Jerusalem. The event’s location is overlooking the Hinnom Valley (Gehenom) which is where Canaanites and wayward Israelites used to sacrifice children to Moloch. The Hinnon Valley is also known as the Gehenom Valley – the Hebrew word for ‘hell.’

And I will set My face against that man and will cut him off from among his people, because he gave of his offspring to Molech and so defiled My sanctuary and profaned My holy name. Leviticus 20:3 (The Israel BibleTM)

That location was chosen because as event organizer Shlomo Gordon said: “We are not interested in sacrificing our children on any altar.”

BRINGING TOGETHER JEWS, CHRISTIANS, AND MUSLIMS

The event plans on bringing together Jews, Christians, Muslims, and “whoever wishes to join” – in prayer against the plan to coerce Israeli children with the “experimental Covid-19 injection.” According to the event organizers, “children are not at risk from Covid-19 nor are there long-term safety studies regarding the shot.” Read More