“Today’s job numbers might be the biggest disaster I’ve ever seen reported. This Fall could get real ugly real fast. The deterioration of the participation rate is so big it makes me suspicious of earlier numbers.” – John Titus, producer of Best Evidence videos.
Titus goes on to say, “”The Household Survey” is showing a net loss of 1.47 million jobs year-over-year and a Labor Force reduction north of 2 million [YoY]. CNBC headline: ‘Economy adds more jobs than expected.'”
The employment report is unquestionably the most manipulated economic report issued by the Government. The content of the the headline on which the mainstream media bases its broadcast and analysis of the report is entirely disconnected from the actual data contained in the report. The damning data that no one in the financial media or Wall Street seems to be able to find is at the top of the BLS’ report:
As you can see, the “civilian labor force”declined by 469,000 people in August from July. The number of “employed” dropped 423,000. The “not in labor force” increased by nearly 700,000. With these facts in mind (“facts” at least as far as the BLS numbers contain any shards of credibility), how can the Government claim that 201,000 “jobs were created” in August? How can CNBC say the “economy created more jobs than expected?” Based on the numbers in the details of the BLS report, it looks like, between the decline in the number of people employed and the decline in those not counted as part of the labor force, the economy shed over 1 million jobs.
Titus remarked to me that, in terms of manipulating the data to make the headline report look positive, this is the worst report he’s ever scrutinized: “In terms of people leaving the labor force, it sure looks like earlier data was was manipulated to hell and back and the BLS just couldn’t hide it any longer. The deltas are f—ing crazy.”
By the way, has anyone besides me noticed that the BLS calls this report the, “Employment Situation Report?” What does that even mean?
On another note, my colleague and Mining Stock Daily collaborator, Trevor Hall, posted a fascinating interview with Scott Close and Dr. Eric Jensen of EMX Royalties. EMX employs a project generator royalty model and has 92 assets, three of which are current-pay royalty assets. One topic covered is what EMX will do with the cash proceeds from the sale of its giant Malmyzh copper-gold project in eastern Russia. EMX will receive a cash payment ($68 million) that is approximately two-thirds of EMX’s current market cap ($98 million). You can listen this interview by clicking on the image below (or this link: MSD / EMX Royalty):
*******************
The Mining Stock Journal has featured EMX Royalties as strong as recently as early May, when EMX was trading at 80 cents. You can learn more about this newsletter service here: Mining Stock Journal subscription information.
Dave, Was that you buying all those Bond puts this morning.
How come you do not offer a Bond Journal ?
https://www.zerohedge.com/news/2018-09-07/how-mystery-bond-trader-made-10-million-minutes-todays-jobs-report
Bonds are boring LOL
Dave, do you have a historical track record I can view based on Mining and Short seller recommendations? Or is it already on your site but I missed it.
I like what you have to say and just want to guage performannce before signing up.
I don’t track my picks because I present several different ideas in every issue. I’ve had a lot more home runs than bombs since I started the SSJ and MSJ. Also, how do you decide on the timeframe to use – a lot of the ideas I present in each journal are meant to be long-term. GE went from 30 to 12 but it took a year. That’s still a great ROR. I do catalog most of my personal trades in SSJ each week. So it’s not like Gartman where everything he does is a paper trade.
Since the beginning of the year I’ve focused mainly on homebuilders. But my subscribers and I have done very well trading Tesla, which I’ve been discussing for the past few months in every issue. One of my latest picks was WYNN. You can see what happened there last week.
As for MSJ, I got my subscribers and my fund into Almadex, Silvercrest Metals, Minaurum Gold and Arizona Mining well before the market discovered them. I try to look for junior mining stocks that are not yet followed by mainstream newsletter writers or Bay/Wall St. In fact, I’ll be presenting one that will likely be a grand slam in the next issue this Thursday.