sábado, 20 de junio de 2015

JUN 20 SIT EC y POL



JUN 20 SIT EC y POL

ZERO HEDGE



The West is impotent to prevent Armageddon. It is up to Russia and China, and as Washington has framed the dilemma, Armageddon can only be prevented by Russia and China accepting vassal status. This is not going to happen. Why would any self-respecting people submit to the corrupt West? The hope is that Washington will cause its European vassals to rebel by pushing them too hard into conflict with Russia. If European politicians were to break from Washington’s hegemony and instead represent European interests, Washington would be deprived of cover for its war crimes. The breakdown of the neoconservative unipower model would then be apparent even to Washington, and the world would become a safer and better place.
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The Coming US Recession Charted. Submitted by Tyler Durden on 06/20/2015

The idea of an imminent US recession may seem moot as all the self-proclaimed experts and talking heads still acts as we are well into a recovery and patiently waiting for the forthcoming escape velocity which will take care of all ills plaguing today’s over-indebted society. Never do they stop to think about why things looks as dismal as they do. The sheer scale of the backwardness shown in such gross economic illiteracy suggest to us there is ulterior motives behind so-called Keynesian economic theories. Comparing GDP with cumulative goods sold and inventory accumulation since 2000 should tell you everything you need to know. The US economy is now on the verge of a new recession.
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As we move toward the second half of 2015, signs of financial turmoil are appearing all over the globe. Slowly but surely, we are starting to see the smart money head for the exits. As one Swedish fund manager put it recently, everyone wants “to avoid being caught on the wrong side of markets once the herd realizes stocks are over-valued“.
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Any economic intervention, no matter how slight, causes unintended consequences. There are things that you cannot see, that the planner cannot anticipate. There are also easy ones...
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The Greek case offers quite a relevant view into the world of 21st century monetary alchemy, because that is what it really amounts to.  What is left, however, is the worst of all cases; no recovery, no lending and now just more financial imbalance piled onto the same negative pressures and imbalances that never really went away. What is amazing is how short the attention of “investors” may be, and how they allow themselves to think monetary complexity passes for proficiency or even expertise despite all and continued observation otherwise.
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"The Collateral Has Run Out" - JPM Warns ECB Will Use Greek "Nuclear Option" If No Monday Deal. Submitted by Tyler Durden on 06/20/2015 [Amenazar  no es Nuevo ..si lo es el financial “nuke”]
"If no agreement is reached on Monday, then the ECB will have little reason to show further flexibility and it will likely freeze its ELA limit on Greek banks. As a result capital controls will become almost inevitable after Monday."
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We decided to do a little research to find out the size of different investable asset classes globally, to try to get some color on the money flows in this extraordinary period. The data is from various dates from 2013 to 2014, but the differences don’t matter much.
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Black Box Trading: Why They All “Blow-Up”.  by Dominique Dassault of Global Slant.  Submitted by Tyler Durden on 06/20/2015

Strong Conviction + Low Volatility + High Levels/Low Costs of Leverage [irrespective of Dodd-Frank] + More Absolute Capital at Risk + Increased Concentration of “At Risk” capital + “Doing the Same Thing" = combustible market cocktail.

I will never forget a conversation I had with a leading quantitative portfolio manager. He said to me that despite its obvious attributes “Black Box” trading was very tricky. The algorithms may work for a while [even a very long while] and then, inexplicably, they’ll just completely “BLOW-UP”. To him the most important component to quantitative trading was not the creation of a good model. To him, amazingly, that was a challenge but not especially difficult. The real challenge, for him, was to “sniff out” the degrading model prior to its inevitable “BLOW-UP”. And I quote his humble, resolute observation because, you know, eventually they ALL blow-up…as most did in August 2007. [Why? .. OPEN: http://www.zerohedge.com/news/2015-06-20/black-box-trading-why-they-all-%E2%80%9Cblow-up%E2%80%9D ]
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“Clients want to feel secure that if something happens, they’ll have funds. They’re coming with more cash.”
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NOTICIAS EN ESPAÑOL


Más guerras de EE.UU./OTAN en el horizonte?.  Manlio Dinucci. La OTAN lanza su mayor ejercicio militar desde el final de la Guerra Fría
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La nueva batalla de Seattle. Por Amy Goodman y Denis Moynihan.  La nueva Batalla de Seattle es contra la gigante empresa petrolera Shell. Tanto ciudadanos como funcionarios electos que se oponen a los planes de Shell de iniciar actividades de perforación en busca de petróleo en el Océano Ártico. Razones sobran, abrir : http://www.rebelion.org/noticia.php?id=200187
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EE.UU., un Estado violento. Editorial de La Jornada
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EE.UU. Nueve muertos en un ataque racista en EE.UU. Un joven blanco abrió fuego en una iglesia de la comunidad afroamericana
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Chile. Gobernar es informar. Alvaro Ramis
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"Grecia no debería pagar su deuda" . Héctor Estepa. Conclusiones del informe de la comisión que audita la deuda pública helena
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El regreso de las guerras europeas? . GEAB. OTAN, FMI, divisiones, Grexit… mirando al 2020
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RT-SPUTNIK & LATEST SHOWS


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[ El “cuate” tenía razón: es huero como un huevo.. blanco por fuera y podrido por dentro]
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RECENT RT HOWS

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PRESS TV


US lacks 'moral standing' to judge China. Sat Jun 20, 2015 The United States has no “moral standing” to criticize China for its island-building in the South China Sea, says an analyst.
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Turkey main terrorist transit route: US. Sat Jun 20, 2015 The US State Department says that foreign terrorists used Turkey as their “main transit route” to Iraq and Syria in 2014.
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‘EU renewal of anti-Russia bans blackmail’. Sat Jun 20, 2015 Russia slams EU’s extension of sanctions over the 2014 incorporation of Crimea as ‘blackmail.’

[ Si se pide lo imposible es porque: 1-no se quiere negociar;  2- porque prima el negocio guerra , y  3- porque se tiene idea errada de los efectos  geo-políticos e internos que la guerra nuclear implica. Si esto es así, pues todos tenemos que redoblar el esfuerzo por evitarla y/o prepararnos para huir de las zonas donde existan silos nucleares –war-target- en América son pocos los Estados que no lo tienen ]   
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Prisons cost US govt. $7.3 billion a year. Sat Jun 20, 2015 A new congressional report shows that it costs the US government more than $7 billion a year to operate federal prisons.

[ Significado : el negocio del “jail-privatization & new enslavement” se abre camino ]
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Obama: Write trade rules before China . Sat Jun 20, 2015 US President Barack Obama has urged Congress to write trade rules "before China does."

[ El blah-blah -con letras mayúsculas- jamás detendrá la actual Guerra comercial y financiera .. OB está poniéndole calcetines a las botas y eso es ridículo, por decir lo menos ]
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