My overriding theme and the central drama for the coming year is that unexpected events can take on greater importance as the Federal Reserve ends its near-decade-long Zero Interest Rate Policy.
Consensus premises and forecasts will likely fall flat, in a rather spectacular manner. The low-conviction and directionless market that we saw in 2015 could become a no-conviction and very-much-directed market (i.e. one that's directed lower) in 2016.
The Obama administration is engaged in a four part plot to eviscerate both the First and Second Amendment;
- Criminalize certain groups as being terrorist simply because they belong to groups who oppose government policy of any type and then labeling these groups as terrorists (see Assistant Attorney General John Carlin).
- Criminalize free speech which opposes any government program, action or official (eg Loretta Lynch).
- Seize the guns of all the newly declared “domestic terrorists” (eg the No-Fly List, Christians, etc).
- Perpetuate more false flag attacks in an effort to disarm even more Americans through an ever-growing web of gun confiscation efforts.