SEPT 30 15 SIT EC y POL
ZERO HEDGE
Global
'Wealth' Destruction - World Market Cap Plunges $13 Trillion To 2 Year Lows. Submitted
by Tyler Durden
on 09/29/2015 [this message was kept hidden .. just
released early this morning ]
[ GLOBAL RECESSION.. undeniable reality.. raising interest rate will be a declaration of
financial war against emerging market .. that will be a catastrophe for America ]
Since the start of June, global equity markets have lost
over $13 trillion. World market capitalization has fallen back below $60
trillion for the first time since February 2014 as it appears the world's
central planners' print-or-die policy to create wealth (and in some magical
thinking - economic growth) has failed - and failed dramatically. To rub more
salt in the wounds of monetray policy mumbo-jumbo, despite endless rate cuts
and balance sheet expansion around the world, the last 4 months have seen an
18% collapse - the largest since Lehman. CHECK ALSO Europe
Joins Japan In Deflation, Surge Driven By Hopes For More Japan, ECB QE AND THIS: German Unemployment Unexpectedly
Rises in Sign of Economic Risks http://www.bloomberg.com/news/articles/2015-09-30/german-unemployment-unexpectedly-rises-in-sign-of-economic-risks
, and this Japan Industrial Output Slide Hints at Recession (WSJ) http://www.wsj.com/articles/japan-industrial-output-slide-hints-at-recession-1443582684
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Moscow
Approves Military Action In Syria, Video Captures First Russian Air Strikes.
S- by Tyler Durden on 09/30/2015
[ This is real RU “we
are against ISIL in Syria” they said & they do it ... the opposite that we were doing ]
"The military
goal of these operations is exclusively limited to air support for the Syrian
government forces in their campaign against ISIL. The point here is not in
achieving any foreign policy goals or satisfying ambitions. We’re talking
exclusively about Russia’s national interests." CHECK ALSO Caught
On Tape: Dramatic Footage Of Russia's First Airstrikes In Syria Moscow
doesn’t appear to be wasting any time.
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Bob
'The Bear' Janjuah Warns "Fed 'Put' Unlikely Until S&P Hits 1500".
Submitted by Tyler Durden on 09/30/2015
[ No yet, please.. imploran
otros con cara de espanto .. hay esperanza, el QE4-16, dicen ]
"financial
markets are NOT yet pricing for a recession, rather they are merely
flirting with the idea… should give those heavily invested in policymaker
faith/hope a lot of food for thought... the next Fed “put” is not
likely until the S&P 500 is trading in the 1500s at least (so more
likely to be a Q1 2016 item rather than Q4 2015); and in terms of what the Fed
could do, clearly QE4 has to be in the Fed’s toolkit"
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Commodity
Giant Trafigura Founder, Top Shareholder Claude Dauphin Has Died. S- by Tyler Durden on 09/30/2015
[ algunos billonarios
mafiosos empiezan a “suicidarse”.. muerte de causa natural, dicen ]
Trafigura,
the privately-held company (with publicly traded bonds), announced that its
founder and biggest shareholder, french billionaire Claude Dauphin has died at
the age of 64.
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Stocks
Explode Higher As Gartman Doubles Down On Bear Market Call. Submitted by Tyler Durden on 09/30/2015
[ otros aun pescan a
rio revuelto.. no temen ser expropiados the day after neoliberalism ]
As of this moment the S&P is soaring and is set for the
8th best gain in 2015. Why? Here is one reason, from the latest Gartman letter:
"Essentially… there are still many who deny that this is a bear market, we
fear that it has a good distance to the downside yet to travel. Merely to get
to “The Box” shall take the S&P to 1420? 1550! Rallies are to be
sold."
[ Gartman forgot to say Who are the stupids
to buy it ]
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[ La clave del éxito fue negarlo y evitar el pánico
e imprimir más dólares de la nada y sobrevaluados ]
PERO..
NO SE PUEDE TAPAR EL SOL CON UN DEDO
La
mafia lo sabe. Leamos:
“For the first time since 2009, all six major Fed
regional activity surveys are in contraction territory... time to hike rates? [NOPE.. is time for suicide of the Mafia who profit with QEs, bailouts
& predatory speculation. ..Si no tienen cojones para el suicidio
.. al pueblo no les va a faltar para expropiarlos ]
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"Bad news is good news" again... for the global money-printing reflation
trade...
[ HACIA UN NUEVO SISTEMA. Por Hugo Adan. Sept 30
Eso
de creer que el QE4, sus bailout y sus legionarios “inversores” van a salvar el
imperio de la caída --que todos sabemos esta en proceso--, eso es esperar peras
del olmo..es ridiculo!.. El sistema mundial no aceptara el “QE4 Hope” .. apenas
se de, se cerraran los mercados
emergentes al emprendedor mafioso del norte que quiera comprar o “invertir” en
recursos del Sur… Para que servirían los dólares del QE4? Solo para aliviar el “constipation”
en el baño.. y no faltara un millonario loco que lance dollares desde una
avioneta y otros que los quemen en Plazas públicas. Lo que viene con el QE4 –si
ocurre- es el suicidio del dollar y del imperio USA.. me refiero al “sentanazo”
brusco.
El
colapso imperial será suave solo si existen los peldaños de la inmensa escalera
que hay que bajar .. Si se cortan esos peldaños lo que viene
es aquello, la caída brusca … esto es lo que ocurriría con el QE4 y los
bailouts, y la mafia especuladora. .. La unica salida a la recesión ya en
camino es adecuar y re-editar el Glass-Steagall Act de FDR .. eso implica ZERO
tolerancia al capital financiero especulador.. Desde aquí se debe negociar un
NUEVO DEAL o acuerdo mundial.. Esto sin duda requiere nuevas monedas mundiales para los depósitos bancarios y el comercio
mundial.. además del desmontaje de los silos nucleares para dar respaldo a una economía
auto-sostenible y no basada en el chantaje y la inestabilidad que genera.
La
posibilidad de una sola moneda como lo propuso el IMF para salvar el dollar
dentro de una canasta de monedas.. ya no es posible. Los niveles de desarrollo
con crecimiento a niveles regionales y los nuevos avances tecnológicos han creado
un mundo que no cabe en una formula con moneda unica. .. Lo que si cabe es un
acuerdo para respaldar las monedas regionales con oro .. lo que supone prohibir
imprimirlo de la nada con los QEs..
Esto
para el imperio actual significaria crear un nuevo dollar con respaldo en oro. Según
la cantidad existente se procedería al desmontaje del gasto insulso. No creo
que valga la pena seguir financiando aliados para guerras y propósitos de contención
inventados. Tampoco tendría sentido mantener con los nuevos dólares respaldados
en oro la cantidad de estaciones militares que tenemos a nivel mundial a base
de los falsos dólares de QEs. Los nuevos dólares deberán servir para la reconstrucción
de America sobre nuevas bases sociales, económicas y políticas. Ese proyecto
necesita ser elaborado con cuidado y con “responsabilidad social” como decían los
alemanes antes de embarcarse en las funestas guerra del imperio Americano..
Lo
que viene es un mundo sin imperio único, quizá multipolar, pero jamas basado en
la guerra ni en el chantaje del poder militar, sino en nueva tecnología para el
desarrollo con crecimiento a nivel mundial. El viejo suenio de vivir de la mano
de obra esclava de los chinos y africanos.. se acabó. Querer insistir en ello
es de idiotas, ni Asia, Africa ni America lo tolerarían.
El
nuevo despertar empieza por reconocer el desastre que aquello significó a nivel
global..
Si
se acuerda en el NEW DEAL mundial el perdonar los delitos de aquel mal sueño,
en buena hora. Pero mejor si se los sanciona con un Nuevo Juicio tipo Nurenberg
para evitar que lo de ayer se repita ...
pronto.
Demás
está decir que la estación de Nato en Frankfurt tampoco se toleraría, quizá el
edificio serviría para el nuevo juicio y luego como museo que exhiba la
indecencia moral de quienes crearon el nightmare de ayer. Y demás esta decir
que si el US quiere aliados en el Sur (caso Peru por su oro) tendrá que pagar
por el precio que corresponde a este metal estratégico que la nación peruana habrá
de nacionalizar. Y demás está decir también que EU no podrá gozar de los
beneficios de un sistema tributario basado en la deuda externa de Estados
soberanos arruinados por empresarios buitres.
Si
USA quiere bajar la escalera sin sufrir el doloroso sentanazo que implica no tener
peldaños donde afirmar su tránsito hacia la nueva realidad .. deberá evitar que
el sur lo corte esos peldaños. Debera en cambio pensar en la posibilidad de
aliados con la mismas potencialidad para crear una o dos américas unidas, pero
libre y totalmente autónomas, la del norte y la del Sur
] Hugo Adan. Sept 30-15
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Submitted by Tyler
Durden on 09/30/2015 - 07:25
- Asia shares rally, but on track for worst quarterly loss in four years (Reuters)
- Global Rally Shows Relief at End of $11 Trillion Stocks Meltdown (BBG)
- Glencore Extends Rebound as Turmoil Shows Signs of Easing (BBG)
- Putin wins parliamentary backing for air strikes in Syria (Reuters)
- China Cuts Minimum Home Down Payment for First-Time Buyers (BBG)
- German Unemployment Unexpectedly Rises in Sign of Economic Risks (BBG)
- Japan Industrial Output Slide Hints at Recession (WSJ)
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WASHINGTON BLOG
U.S. President Obama’s central case against Syria’s Bashar
al-Assad s that Assad was behind the sarin gas attack in Ghouta Syria on 21
August 2013 — but it’s all a well-proven lie, as will be shown here.
The great investigative journalist Christof Lehmann
headlined on 7 October 2013 at his nsnbc news site, «Top
US and Saudi Officials responsible for Chemical Weapons in Syria», and
he opened:
«Evidence leads directly to the White House, the Chairman
of the Joint Chiefs of Staff Martin Dempsey, CIA Director John Brennan, Saudi
Intelligence Chief Prince Bandar, and Saudi Arabia´s Interior Ministry». (The
U.S. has been allied with the Saudi royal family since 1945.) è it continues. Open the web above
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Argentina has often been held up as the next most likely
location for a shale revolution, with some of the largest shale oil and gas reserves
in the world.
Argentina could hold more than 800 trillion cubic feet of
shale gas, more than the U.S., and second only to China, according to the EIA. Its shale oil resources,
at 27 billion barrels, are also significant. è
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Look
Out Below: Corporate Debt In Emerging Markets Has QUADRUPLED Since 2004.
Posted on September 29, 2015 by WashingtonsBlog
Debt has skyrocketed globally. And see this.
Governments have – of
course – dramatically increased their debt since 2008 to fund questionable actions.
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NEWS IN SPANISH
Opinión. Críticas al capitalismo desde América Latina: La necesidad de romper con un
"colonialismo simpático" Eduardo
Gudynas
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El derecho y la mentira en la crisis
europea Alejandro Nadal
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Feminismos. “Aborto legal, Una deuda de la democracia” Mónica Tarducci y Deborah Daich
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WORLD NEWS
THE 4TH MEDIA http://www.4thmedia.org/
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by The Saker | Thursday, October 1-15
Here only extracts
Historically speaking, the strongest regional threat to Syria
over the last few centuries came from Turkey, and to date, Turkey
continues to occupy the Syrian regions of Celicia and Iskandarun. The Saudis
and Qataris are the new kids on the block, with no historic experience and
depth.
Erdogan biggest popular demise began when he decided to
partake in the “War On Syria”. His aim was to separate the Syrian and Iraqi Kurds
from Turkish Kurds and thereby hamper any opportunity for them to unite. That
was to be achieved by driving off the Syrian Kurds, and have them replaced by
the many dissident Syrian refugees who flocked into Turkey during the early
period of the conflict.
By the way, many of those refugees were Islamist fighters,
who were in Turkey on standby, waiting to be deployed into Syria by none other
than Sultan Erdogan. When Erdogan did not receive the endorsement of his
Western allies, he decided to walk away and dump those refugees and send them
to the West. The wave of Syrian refugees flocking into Europe are leaving to
Europe from Turkey now, not from Syria.
By evicting the refugees, Erdogan is punishing his former
Western partners, focusing on domestic issues, and clearly giving the message
that he no longer wishes to mobilize militants into Syria. For Erdogan
therefore, the “War On Syria” is a game over and he is picking up the pieces
and trying to gain as much as possible, and first and foremost, to save his own
skin and survive to win the upcoming November 2015 parliamentary elections.
Erdogan has reverberated Kerry’s
words and declared that the removal of Assad is not necessary at this stage. FOR TURKEY, IT IS GAME OVER.
OTHER ENEMIES OF SYRIA
“who are in survival mode” are two: The Saudis and the 14th of March Coalition.
The Lebanese 14th of March Coalition, is a very loosely put
together coalition of Lebanese Syria haters. What united their passions was
their hatred towards Syria, and the combined Prince Bandar Bin Sultan and Saad
Hariri funds. Bandar has lost his office and clout, and Hariri is going
bankrupt. Without money to feed the thugs in the streets of Lebanon, this
coalition is doomed to crumble, and very soon. Furthermore, their territory
does not have common borders with Syria for them to use for smuggling weapons
to terrorists.
The main remaining players are Saudi Arabia and Qatar.
The Saudi attack on Yemen, dubbed “Operation Storm of
Resolve”, was meant to be quick and decisive. It is increasingly turning into a
very costly quagmire. A few days ago, a Yemeni offensive in Ma’arab, killed
more than 300 coalition soldiers and injured at least as many. When the Yemeni
Army Chief recently announced that the Saudi capital Riyadh and biggest city
Jeddhah are legitimate Yemeni targets, he meant business. The next few days or
weeks will show whether he is indeed capable of targeting the depths of Saudi
Arabia.
The old guards within the Al-Saud are blaming the young
deputy Crown Prince Mohamad (son of current king) for the gamble and its
failure. A secret document allegedly
written by a Saudi Prince asking for the King to abdicate and for his Crown
Prince and Deputy Crown Prince to be dismissed. It also asked the old guards to
reach a consensus about appointing a new king.
The dissent is not only based on the infamous military
gambles, but also touches on the King and his close cronies of squandering
finances and theft to the tune of hundreds of billions of dollars. Saudi Arabia
does not only have to contend with very low petrol prices, but also soaring
costs of wars, dissent and royal theft. Saudi Arabia is indeed in a serious
budget deficit that can only be lifted if petrol prices go up and its expenses
are dramatically cut; neither one of which is likely to change soon.
To make it worse for the Saudi Royals the Iran nuclear deal
was the biggest slap on the face they have ever received from their American
“friends”. Ironically, when the deal was ratified, the Saudi King was visiting
Washington and his Foreign Minister had to sheepishly praise it. King Salman
returned from Washington empty handed. His refusal to resume talks with Syria
under the auspices of Russia is only based on obstinance and no more.
This obstinance is not going to give the Saudis any power on
the battle field in Syria. They are still providing cash, lots of cash, but the
battles they had been waging via Jordan have all failed. With the advances of
the Syrian Army and Hezbollah in the Qalamoun and Zabadani regions, it won’t be
long before they close in and reach the Jordanian borders. While Saudi Arabia has
not formally abandoned the fight in Syria, it has been rendered powerless.
As for Qatar, it has no backing and clout other
than the petro-dollar-god. They cannot provide regional leadership. Qatar are a
bit of a joke on that matter. But such is the ego of oil Arab sheikhs and
princes: they believe that money gives
them substance and enables them to buy anything and anyone.
Qatar had to operate in Syria via hired agents, the biggest
of which was Turkey and the others are 14th of March gangs in Lebanon. Erdogan
is now too busy saving his skin to worry about what Qatar wants, but Qatar may
continue to pour money into Lebanon. This inflow of funds alone however will
not have a great impact on the events in Syria. It can only further destabilize
Lebanon
The last bad boy on the block; Israel.
What would Israel do when the Syrian Army win becomes
inevitable? The fact that Iran is now a
much stronger nation than it was before the nuclear deal. Hezbollah is much
stronger than it was in July 2006. Israel can act foolishly and launch a major
offensive against Syria, and perhaps even include Iran and Hezbollah, but this
will be much more than it can chew.
Another fact: The Russian initiative has changed many
dynamics and aborted a multitude of potential scenarios, including any Israeli
interference. It is very clear that Netanyahu came back from his recent trip to
Moscow very disappointed. It is obvious that he received a very clear message from Putin demanding that
Israel stays out because Russia is now in charge.
Now, let’s pay attention to the psychopaths and sociopaths,
the real enemies of Syria fall in these categories. They hate President Assad
for no reason other than he is an Alawite, or because their [??] to Americans and Israel, or hate Syria because it
stands in the way of their personal, regional and sectarian ambitions. The only
strong passion that united them was hatred; nothing but sheer blind hatred.
United by that hatred, diverged by failure and self-concerns, those deeply
troubled fiends will not accept to go away.
President Putin has decided to break the deadlock.
The next few weeks, or perhaps days, will hopefully present
a whole new decisive balance of power that will further bolster the many recent
gains that the gallant Syrian Army and mighty Resistance have scored thus far,
and all the culprits will have no choice other than submitting to the new
status quo.
The Russian scenario brings to mind thus far unconfirmed
news about another actor; China. It has been reported, but not confirmed, that
China has sent its aircraft carrier to Syria. If this proves to be true and
accurate, then the Chinese role brings in a whole new facet to the ever-changing
“War On Syria”.
For Russia to act alone is a Russian affair, but if and when
China pitches in, it becomes a BRICS affair. Is the BRICS alliance giving NATO
a clear and loud message that it is now going to be present, and in a very big
way, in the Middle East?
Summing up
With over two hundred thousand Syrian men and women and
children who were killed, thousands of girls who were raped and sold as slaves
and coerced to marry against their will, history destroyed and looted, Syria
continues to stand tall, and it will return better and stronger than ever.
With this thought, I keep my fingers crossed and pray for
the best.
The Saker | Thursday, October 1
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