Lessons in Dishonesty - from U.S. Government Agencies and the Banking System

By Victor Sperandeo with the Curmudgeon

 

 

Introduction (Curmudgeon):

The United States scored 71 points out of 100 on Transparency International’s 2018 Corruption Perceptions Index. That number ties the all-time low set in 2010.  The Corruption Perceptions Index ranks countries and territories based on how corrupt their public sector is perceived to be. A country or territory’s score indicates the perceived level of public sector corruption on a scale of 0 (highly corrupt) to 100 (very clean).

However, many people (including these two authors) believe that U.S. corruption is much worse than reported, due to so many secret deals and tactics that get exposed almost daily (most recently concerning the FBI).  As the U.S. is still the world’s #1 economy, measured by nominal gross domestic product, massive corruption here has a global economic and political impact.

Let’s look at an example of stock market corruption we’ve written about several times before - HFT and front running orders:

Wall Street banks and high frequency traders (HFT) at hedge funds are buying high speed access to trading data from the New York Stock Exchange (NYSE) at a cost of tens of thousands of dollars a month. The NYSE is allowing these firms to “co-locate,” i.e., to locate their computers next to those of the inter-connected computers at the stock exchange. That results in a much lower delay (aka latency) when placing HFT orders. The Exchange is also selling a faster data feed to these high frequency traders.

Combined, these practices effectively enable high frequency traders to manipulate stock prices and front-run orders from the public.  That is, their ultra-fast computers detect incoming large buy/sell orders and they put in their orders ahead of those to scalp quick profits.

Reference: Assessment and Perspective of High Frequency Trading (HFT)  by Victor Sperandeo with the Curmudgeon

Victor expands on this broad topic in his essay below.

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U.S. Corruption is off the Charts (Victor):

For a person that reads the national (and international) news avidly, what stands out to me is the grandiose corruption by those in the highest political offices, and those who hold the greatest influence in power.  For example, the FBI, DOJ, CIA, and State Department all participated, to varying degrees in a fabricated scheme to frame the latest Presidential candidate, and current President of the U.S., for Collusion (Conspiracy), and Obstruction of Justice aka the “Mueller Probe.”

The former President of the NY Federal Reserve Bank and constant voting member (the second most powerful FOMC member) from 2009-2018 and former Goldman Sachs chief economist wrote an editorial published by Bloomberg News on July 30, 2019 which is truly shocking.  Here’s the beginning of an article by Kristinn Taylor in The Gateway Pundit which references that editorial

Ex-Federal Reserve Official Bill Dudley Calls on Fed to Manipulate Economy to Stymie Trump's Reelection:

Former New York Fed President Bill Dudley on Tuesday called on the Federal Reserve to manipulate the economy to stymie President Trump’s reelection. Dudley made the plea in an op-ed published by Bloomberg News. Dudley argued that Trump’s effort to reset trade with China is hurting the economy and that the Fed should enact policies that hinder Trump and hurt his reelection chances.

The article contains an excerpt from Dudley’s op-ed published by Bloomberg News:

 “U.S. President Donald Trump’s trade war with China keeps undermining the confidence of businesses and consumers, worsening the economic outlook. This manufactured disaster-in-the-making presents the Federal Reserve with a dilemma: Should it mitigate the damage by providing offsetting stimulus, or refuse to play along?

…I understand and support Fed officials’ desire to remain apolitical. But Trump’s ongoing attacks on Powell and on the institution have made that untenable. Central bank officials face a choice: enable the Trump administration to continue down a disastrous path of trade war escalation, or send a clear signal that if the administration does so, the president, not the Fed, will bear the risks — including the risk of losing the next election.

There’s even an argument that the election itself falls within the Fed’s purview. After all, Trump’s reelection arguably presents a threat to the U.S. and global economy, to the Fed’s independence and its ability to achieve its employment and inflation objectives. If the goal of monetary policy is to achieve the best long-term economic outcome, then Fed officials should consider how their decisions will affect the political outcome in 2020. [1]”

Curmudgeon Note 1.  Yet the Fed is supposed to be independent of political parties and politics? Is this a new Fed mandate- to conduct monetary policy based on “political outcome?”

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So, the most prestigious institutions along with U.S. government are all doing the most egregious things that never have been known to be done before- both illegal, corrupt seditious and treasonous. The mainstream media press has been very subdued in reporting on any of this skullduggery.

Also, the U.S. government has not prosecuted any of its own yet. The FBI under Chris Wray is stonewalling any and all requests for documents, as if x-FBI Director Jim Comey was still in charge?

Moreover, JP Morgan Chase, the biggest bank in the U.S. and by many measures the largest bank in the world ($2.5 trillion in assets) has just been indicted for precious metals manipulation. U.S. prosecutors have charged a group of bigwigs at JPMorgan’s precious metals desk with “conspiracy to conduct the affairs of an enterprise involved in interstate or foreign commerce through a pattern of- racketeering- activity.” 

The traders allegedly manipulated prices of metals like gold, silver, platinum, and palladium from 2008–2016 using a technique called “spoofing.” What’s spoofing? It’s when traders make (show/expose) buy and sell orders for precious metals futures contracts with zero intention of actually executing the bogus orders...but with every intention of influencing prices in their favor.

A headline you don’t see every day:

JP Morgan’s Metals Desk Was a Criminal Enterprise, U.S. Says, by Tom Schoenberg and David Voreacos September 16, 2019, 11:25 AM CDT Updated on September 16, 2019, 12:47 PM CDT.

U.S. invokes racketeering law in charging three metals traders. RICO [2] statute is rarely (If not uniquely) used in cases involving big banks”

Curmudgeon Note 2.  Racketeer Influenced and Corrupt Organizations Act (RICO) is a United States federal law that provides for extended criminal penalties and a civil cause of action for acts performed as part of an ongoing criminal organization.  RICO is a criminal violation, which is much more than the usual fines banks get, which their shareholders ultimately pay for.  

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“Based on the fact that it was conduct that was widespread on the desk, it was engaged in in thousands of episodes over an eight-year period -- that it is precisely the kind of conduct that the RICO statute is meant to punish,” Assistant Attorney General Brian Benczkowski told journalists.

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All this chicanery despite the fact that JPMorgan has one of the largest long positions in Silver ever accumulated of more than 153,353,926 million oz. worth $2.7 billion dollars (almost 31,000 futures contracts worth). 

                            

The bottom line suggests that the mega bank was shorting silver futures to knock down the price to buy the physical spot silver.

Reference: Who Owns the Most Silver Bullion Today?

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Notwithstanding DoJ's success here, private actions brought in the civil courts are more likely to hold crooked bankers fully accountable than the regulators who have been tasked with that job. The CFTC (Commodity Futures Trading Commission) has yet to take responsibility for JP Morgan’s silver price fixing actions.  As that’s a complete and utter failure, it is safe to assume that the agency remains beholden by Wall Street.

This is a common disease as the U.S. regulators are, in general, owned by those they regulate -see the Pharmaceutical industry and the FDA for example.   That’s an inherent conflict of interest!

It is telling that CFTC investigators spent five years investigating silver market manipulation, four of them during the time that Mr. Edmonds and his accomplices were operating with impunity at JPMorgan Chase. Yet that investigation was closed without a single banker ever being charged with wrongdoing!  That was to the dismay of silver and gold market whistle-blowers everywhere.

->Gold and silver investors are being swindled and the so-called press is silent. The so-called free press sells influence not the “news” these days.

I think you get the picture.  No matter where you look within government and powerful institutions you can see corruption and no one seems to care or is embarrassed anymore.

The DOJ and FBI are so corrupt it makes the mafia look like the epitome of integrity? The great economist Allen Meltzer (Professor of Political Economy Carnegie Mellon, who died two years ago at age 89, strongly stated the only two rules in the political economy that are universal and always apply:

1.    No nation ever became rich without the rule of law;

2.    No nation that was rich, ever remained rich, without the rule of law.

America is in decline. You can see it daily -just look around you.  The reason is that those in power do not want to risk losing their power.  Thereby, these “leaders” care more about getting around the U.S. Constitution, and the statues that are in sync with it (in order to retain and get power and money), than be concerned with the rule of law.

Not only money is being lost by favoritism, but the cost of liberty and freedom are part of the package deal and are being lost every day.

Closing Quotes:

As Russian dissident Aleksandr Solzhenitzen learned the hard way: “We didn’t love freedom enough to fight.”

And from courageous author Salman Rushdie: “Two things form the bedrock of any open society — freedom of expression(speech) and rule of law. If you don’t have those things, you don’t have a free country." 

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Good luck and till next time……

The Curmudgeon
ajwdct@gmail.com

Follow the Curmudgeon on Twitter @ajwdct247

Curmudgeon is a retired investment professional.  He has been involved in financial markets since 1968 (yes, he cut his teeth on the 1968-1974 bear market), became an SEC Registered Investment Advisor in 1995, and received the Chartered Financial Analyst designation from AIMR (now CFA Institute) in 1996.  He managed hedged equity and alternative (non-correlated) investment accounts for clients from 1992-2005.

Victor Sperandeo is a historian, economist and financial innovator who has re-invented himself and the companies he's owned (since 1971) to profit in the ever changing and arcane world of markets, economies and government policies.  Victor started his Wall Street career in 1966 and began trading for a living in 1968. As President and CEO of Alpha Financial Technologies LLC, Sperandeo oversees the firm's research and development platform, which is used to create innovative solutions for different futures markets, risk parameters and other factors.

Copyright © 2019 by the Curmudgeon and Marc Sexton. All rights reserved.

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