FEB 3 SIT EC y POL
[Remember: all that
comes inside brackets es mi comentario]
ZERO HEDGE
Another
Conspiracy Theory Becomes Fact: The Entire Oil Collapse Is All About Crushing
Russian Control Over Syria. Submitted by Tyler
Durden on 02/03/2015. And so the great chess game involving Saudi Arabia,
Russia, the United States, Qatar, Syria, ISIS, Ukraine, natural gas and lots
and lots of oil, is finally revealed.
----
Meet
The British Army's 77th Battalion: Mobilizing 1,500 "Facebook
Warriors" To Spread Disinformation. Submitted by Tyler
Durden on 02/03/2015. The 1,500-person troop using Twitter and Facebook as
a means to spread disinformation, real war truths, and “false flag” incidents
as well as just general intelligence gathering. The 77th battalion will
reportedly begin operations in April.
----
What
Corporate CEOs Are Saying About The Soaring Dollar. Submitted by Tyler
Durden on 02/03/2015. On the one hand there is the
(self-admitted) persistently over-optimistic Fed saying it's not a big
deal: DOLLAR NOT A HUGE FACTOR FOR U.S. ECONOMY. And on the other hand,
this is what actual CEOs are saying: PPG 1/15 - "The company
expects that year-overyear currency translation will unfavorably impact
sales".- United Continental 1/22 - "While a
strong dollar is good for our fuel purchasing, it reduces the revenue received
from international ticket sales." .- JNJ 1/20 - "...If
currency exchange rates were to remain where they were as of last week for the
balance of the year then our sales growth rate would decrease by nearly
5.5%" .- American Express 1/21 - "We, like many other
global companies, had a significant negative impact on our growth rates this
quarter from the strengthening U.S. dollar." .- United Rentals 1/22
- "The Canadian dollar has been weakening pretty consistently...
that would be another 6% or so year-over-year headwind from the currency going
down. So that’s a non-trivial amount of revenue that could erode." .- Kansas
City Southern 1/23 - "If the peso continues to deteriorate... we
will see additional headwinds" .- MMM 1/27 - "in tough
environments and fighting through tough headwinds... That includes a stronger
U.S. dollar, which reduced fourth quarter sales by more than 4%" .- DuPont
1/27 - "macroeconomic and market headwinds including a weaker ag
economy, stronger dollar... the dollar continued to strengthen against
most currencies, impacting segment results" .- Danaher 1/27
- "The strengthening of the U.S. dollar since our December investor
meeting is expected to reduce 2015 earnings by approximately $0.10 per
share." *** HHmm.. who do you believe? The Fed or The CEOs?.
http://www.zerohedge.com/news/2015-02-03/what-corporate-ceos-are-saying-about-soaring-dollar
----
More
Greeks Approve Of Russia's Leadership Than Europe's. Submitted by Tyler
Durden on 02/03/2015. You know Merkel, Draghi, Dijsselbloem et al. have a
problem when... More than one in three Greeks (35%) in 2014 approved of
Russia's leadership, while fewer than one in four (23%) approved of
the EU's leadership.
----
Is
It Socialism Or Just Failure?. Submitted by Tyler
Durden on 02/03/2015. The US, like western Europe, is in the midst of a
massive failure of its brand of capitalism. There are no free markets, no
price discovery, there are asset bubbles being blown with money that belongs to
our grandchildren as people are thrown into despair, while others attain
unparalleled riches, and the whole grossly distorted movie is fed to everyone
by a well-oiled spin machine. Yes, 40 million Americans are on food stamps, 100
million are not even officially in the labor force, and perhaps as much as most
Americans are receiving some sort of government assistance, but that doesn’t
make it socialism. It makes it a failed capitalist system. Socialism is
supposed to be about a society that cares, and that’s not what those US
government handouts are about. They’re about keeping people quiet in a failed
system.
----
What
Comes After Paper Money, Part 1: Fiat's Obvious Failure. Submitted by Tyler
Durden on 02/03/2015. The following chart from Deutsche Bank illustrates
the difference between life under the Classical Gold Standard and today’s
“modern” forms of money. For the first four hundred years depicted here, money
was gold and silver - the quantity of which rose at roughly the same rate as
the human population. Prices during that time fluctuated, but only modestly by
today’s standards, and they always returned to more-or-less the same level. In
other words, money held its value for not just years but centuries. It was a
fixed aspect of the financial environment and was therefore not a tool of
economic policy. Governments and individuals had to adapt to unchanging money
rather than forcing money to adapt to political circumstances. A phase change
occurs in the 20th century when the US created the Federal Reserve and World
Wars I and II placed survival above monetary stability for most of Europe and
Asia.
----
"This
Is Effectively 'World War III', Iraq Warns "All The World's Capitals Are
Under Threat From ISIS". Submitted by Tyler
Durden on 02/03/2015. Iraqi Foreign Minister Ibrahim al-Jaafari told his
visiting Austrian counterpart today that "the fight against Islamic State
is effectively 'World War III' and that all the world's major capitols are
under threat."
[ISIS has been designed by CIA, Mosad, Saudis-Qatar and NATO bomb-heads to expand the western-obsolete-neoliberal policies, and that implies the control of oil resources. Russia-China resources are the final target. Meanwhile, they need to control Syria, Iran & Irak & their plans are not working as expected. ISIS is an instrumental “army” –to be disposed later on & auto-disposed now- “army” made of mercenaries collected in the US and different European countries –trained and founded by NATO chiefs, with implicit approval from US bankers & big corporations that profit from war. The chances that these mercenaries get autonomy from their current bosses –especially those who are from Arab countries- is real, if they control oil posts in the region. It is real also the chances that NATO stop funding and arming them and even eliminates them, when they considered useless to their aim. The fact is that the US is printing trillons of dollars mostly for military purposes, indicates that they will continue using ISIS. And the fact that NATO is using them in South Ukraine indicates that either NATO is trying to dispose them since Russian could apply to mercenaries the same policy used in Chechenia, they could be wiped out in one single day, if Russians decide so. Or, it could mean that NATO consider ISIS mercenaries as instrumental tool necessary for starting the WWIII. This strategy would imply the uses of qualified army personnel from the US-EU to manipulate top of the art weapons. If this is the case, it seems that Russians could respond at the same level too. Just 2 days ago, they put down a ballistic missile with not nuke in it, while Porochenko said in the media that the South will never be an autonomous Federation (meaning: they prefer to demolish dombas with semi-nukes). If that is the case, Russia could target selected points in Kiev too, so Mr Porochenko and the neo-nazis will be surgically removed from power. If NATO respond it, then we will have the chances of WWIII. So, the Iraki Foreing Minister is partially right when said that "This Is Effectively 'World War III'", not yet, but it could be. He is right when said that European capitals (even US cities) are now the target of the “auto disposed” mercenaries. Meaning: this reality is adding one more source of instability to the US current economic volatile mood. That explain why investors refuse to invest in areas out of the realm of war, area already monopolized by 6 big corp. Previous wars use to boost the economy, but nuke-war will destroy everything in the US]
----
Is
The 2:30pm Oil Ramp The New 3:30pm Market Ramp?. Submitted by Tyler
Durden on 02/03/2015. Because nothing says 'totally normal' markets like
day after day of pre-NYMEX close ramping of the world''s biggest commodity's
futures prices... When all that matters is the centrally-planned
narrative of money-printed growth, why would it surprise anyone that this would
happen?
----
----
The
Health Of This Market Is Fading Fast. Submitted by Tyler
Durden on 02/03/2015. Less than 50% of stocks are trading below their
200-day-moving-average and the correlation between the S&P 500 and its
internals is remarkably negative. Simply put - the health of the market is
fading fast...
----
Rates
Don't Matter - Liquidity Matters. Submitted by Tyler
Durden on 02/03/2015. U.S. economy is now dependent on marginal lenders
and borrowers, then it is exceedingly fragile. The cure for systemic
fragility is not low interest rates forever--it's a market that transparently
prices credit and risk for lenders and borrowers, qualified and marginal alike.
----
3
Slides That Will Challenge Everything You Think About Investing. Submitted
by Tyler Durden
on 02/03/2015
----
Gallup CEO: "America's 5.6% Unempoyment Is One Big Lie". Submitted by Tyler Durden on 02/03/2015
----
WTI
Squeezes Above $52 As Gasoline Prices Start 2015 With Biggest Surge In A Decade.
Submitted by Tyler Durden on 02/03/2015
----
S&P
Downgrades Numerous European Banks, Warns Deutsche Bank May Be Next. Submitted
by Tyler Durden on 02/03/2015
----
Who
Owns Greek Debt And When Is It Due?. Submitted by Tyler
Durden on 02/03/2015
----
"It's
A Man-Made Tragedy; And The Men Who Made It Won't Fix It" Submitted by Tyler
Durden on 02/03/2015. "It's a man-made tragedy, and the men who
made it won’t fix it." So it turns out Lenin wasn’t just right that
the best way to destroy the capitalist system is to debauch the currency. It’s
also the best way, as Venezuela can tell you, to destroy the socialist one. [LENIN didn’t give up
the ruble nor gave foreign investors decision making power inside Russia.
Russian use that money to buy machinery need to revamp the productive sectors,
specially the agro-industry in koljoses & sovjoses]
----
Oil's
Biggest Bounce Since OPEC "But Economy Is Not Strong & Stocks Too
High". Submitted by Tyler
Durden on 02/03/2015 The bottom-callers are out en masse as crude oil
prices head for the 3rd up-day in a row and the biigest bounce since OPEC's
last meeting. Overnight comments from the BP CEO on OPEC "wanting to test
the market" and OPEC delegates warnings that this rebound may not be
long-lasting. Other OPEC delegates suggested prices will drop to $30-35
before this is over (in the first or second quarter)...
----
Back
To Square One: Germany Throws Up All Over Varoufakis Proposal, Calls Greek Plan
"Half-Baked". Submitted by Tyler
Durden on 02/03/2015. If there was any confusion how Germany would react to
the latest Greek plan, even though
as we explicitly stated yesterday, the "new" Greek plan is really
the "old" Greek plan but repackaged semantically for appeal to German
taxpayers, even as the proposal to involve Europe's public entities in a
distressed debt restructuring is a non-starter, all confusion can be now
abandoned following remarks by Merkel's ally Kauder in which he not only called
the Greek debt plan "half-baked" saying he will no longer respond to
new proposals from Athens "every day", but making it clear that there
will be no renegotiation of the existing bailout proposal saying "we
have agreements with Greece and not with a government - and these agreements
have to be adhered to." [German’ bakers gave to big banks and corporation the best of
their pie & to common people the soggy crumbs and now they said that Greek
plan is “half baked”.. well , they have to eat it to avoid the stampede of
hungry people that will burn cash stream machines as it happen in Mx with the
barsonian mov]
----
These
Were The Best Performing Assets In Volatile January. Submitted by Tyler
Durden on 02/03/2015. anuary's two best performing assets in USD terms
either: silver and gold.
----
DAX
Rolls Over After Merkel Says Greek Talks To "Drag On For Months".
Submitted by Tyler Durden on 02/03/2015. Angela Merkel just
dropped the following tape-bomb: *MERKEL SAID TO EXPECT GREEK FUNDING TALKS
TO DRAG ON FOR MONTHS. Which
means the crucial Feb 28th date looks like a problem [tic-tac .. the bomb is on.. the vulture capital
installed and nobody knows in which PIG country is going to explode. Perhaps
Merk knows it and she won’t say it &
betraying her terrorist mafia.
Meanwhile, Spanish people and others -fed up with austerity- are organizing meetings to deal with their sovereign
debt.. tic-tac, tic-tac .. no one but several bombs are being assemble now… tic-tac..
I see one installed in the butt of the fatty lady.. this is becoming riot ..
tic-tac,… check out your sit Merk .. tic-tac,
tic-tac.. will you survive to the crucial Feb 28th?] [this belongs to short-story telling:
“carnavales en Alemania” que termina con una bomba de agua roja en el asiento
del auto de la Merk.. she relaxed
and smile while looking down her pant
and noticed that she was wet and horny. She took her private plane, full of euros, manage to get inside the sky of Athens and drop the euros with special note in it : Bye, Bye Syriza, and returned to Germany. People who got her money still wonder if she plan to resign her post or was one more threat to de-post Syriza rulers. The reader decide]
----
Submitted by Tyler
Durden on 02/03/2015 - 07:44
- RBA cuts interest rates to record low of 2.25% (SMH)
- RBI keeps rates on hold (Reuters), India allows banks flexibility on big projects to reboot growth (Reuters)
- BP slashes capital spending by 20% (FT)
- Greek Retreat on Writedown May Move Fight to Spending (BBG)
- Rosneft accounting move helps BP beat profit forecast (Reuters)
- Amazon in Talks to Buy Some of RadioShack's Stores (BBG)
- Behind Obama's budget proposals, a gloomy view of the future (Reuters)
- How the Justice Department, S&P Came to Terms (WSJ)
- Staples, Office Depot in Advanced Talks to Merge (WSJ)
====
FFF
How
Do You Solve A Problem Like Syriza? - By Raul Ilargi Meijer (3/2/15) http://futurefastforward.com/images/stories/financial/HowDoYouSolveAProblemLikeSyriza.pdf
----
GLOBAL RESEARCH
----
Peoples’
Tribunals, Human Rights Abuses and the Actions of Canada’s Mining Industry in
Latin America
----
THE 4TH MEDIA
WASHINGTON BLOG
Brookings
Wants More Villages Firebombed in Ukraine’s ‘Anti Terrorist Operation’. Posted on February 3,
2015 by Eric Zuesse.
----
SPUTNIK-RT
----
----
La OTAN critica el acuerdo de
alianza entre Rusia y Osetia del Sur, no lo reconoce.
----
RT Snowden: "El problema con la
vigilancia, es que cuando recolecta todo, no entiende nada" . La vigilancia masiva puede mermar
la capacidad para prevenir ataques terroristas.
----
----
PRESSTV
‘Boko
Haram serves West’s interests’. An analyst says the Takfiri Boko Haram
militants in Nigeria serves the interests of the West.
----
‘US
drone raids mostly target civilians’ , rather than terrorists.
----
NYC
homeless population hits record. New York City, the largest town in the US, is suffering from a record
60,000 homeless people.
----
‘US
aid to Ukraine to aggravate crisis’, the US's potential provision of lethal aid to Ukraine would exacerbate
the current crisis in the European country.
----
Iran
rejects US anti-terror call of help. Tehran rejects a US request for help in fighting terrorism because of
Washington’s lack of sincerity.
----
‘No
doubt US will send arms to Ukraine’ . Ukrainian President says he has no doubt the US will provide arms for the
fight against the pro-Russians.
----
====
US
factory orders, manufacturing drop.
US manufacturing growth slowed more than expected in January, while orders
for factory goods fell in December.
----
Egypt
fired at Gaza outposts: Hamas, The
resistance movement, Hamas, says Egyptian troops have fired at Gazan security
outposts.
----
US
military spending ‘very disturbing’. America’s massive military spending is
“very disturbing,” taking into account the country’s urgent domestic needs.
----
----
----
----
'Foreign
intervention destabilizes states'. Russian FM Sergei Lavrov says foreign intervention in the affairs of
sovereign states destabilizes entire countries.
----
No hay comentarios:
Publicar un comentario