OCT 9 15 SIT EC y POL
ALERTA AL SUR: Hay señales de que existe un TIPO DE QE4 oculto en
proceso .. Se trata de la posible masiva invasión de dólares devaluados (60
Bll) logrados por Corp mafiosas via “short Squeese” De ser asi el Vulture capital (o capital
buitre) estaria listo para invadir el Sur Latino.. Ya
están en Asia , según el 2do art abajo… CHECK
THIS 1ST: a “monster $53bn MMF
inflows ++”. ADEMAS, el dólar oficial
se esta devaluando rápido en el mercado mundial y el Banco Central puede
comprarlo para pagar la deuda neta del Estado, pero no los intereses acumulados
que se negociarían en el curso del debate TPP. Con que dinero? Con yuanes, por supuesto. Los
chinos no querran perder el Mercado del sur.
[ MEANING OF
SHORT SQUEEZE: Short Squeeze is a mafia -Al Capone
style- that is taking over on short sellers . The big shark corp are organizing
a rally to recover or to impose new business rules in a Econ area. Technical meaning: 1-that short sellers
are being squeezed out of their short positions and may prefer to close them
out, even if it means taking ... 2- The Economist magazine
calls the life of a short seller “nasty, brutish, and short.” But the best short
sellers survive and thrive and are considered the “smart money”. ...3- “Short interest ratio” is defined as
the number of shares shorted .... does the likelihood of a short
squeeze increase with the length of time. 4- Short sellers
get squeezed when the price of the stock they have shorted
begins to rise ... This means the pressure that comes from
mounting losses is amplified. 5- A short squeeze is a
situation in which a stock's price increase triggers a rush of ... Short
sellers must buy stock to close out their short positions and cut their losses.
6- Deflation's Worst Nightmare: A Short-Squeeze on
the Dollar - despite the Fed's best efforts to keep it in
plentiful supply…]
1-
[ No hay riesgo en los
ajustes de cuenta. Acaba de ocurrir la más grande asfixia de los pequeños
vendedores, lo dice BOFA= Bank of America ]
Several days ago, when pointing out the record NYSE
short-interest, we noted this move may simply mean the following: "a
central bank intervenes, or a massive forced buy-in event occurs, and unleashes
the mother of all short squeezes, sending the S&P500 to new all time
highs." Today, we have confirmation that the rally has been precisely
that: a massive
short-covering squeeze, when Bank
of America's Mike Hartnett looked at the latest weekly fund flow data and noted a "monster
$53bn MMF inflows vs redemptions from equity ($4.3bn) & fixed income funds
($2.4bn)...rising cash levels indicate big risk rally (from intraday lows last
week SPX +7.7%, EEM +13.5%, HYG +4.2%) driven primarily by short-covering
rather than fresh risk-on."
2-
CHECK THIS OTHER ONE: EM
Currencies See Biggest Daily Surge In Years As Dovish Fed Trumps Fundamentals
When things are going especially poorly, sometimes all it
takes is the slightest glimmer of hope to ignite a rally, and between a poor
NFP report in the US (and yes, EM FX is clearly one
place where bad news in the US economy is most definitely goodnews,
as it forestalls an FOMC liftoff), “better” than expected trade data in
Malaysia, a deceptively low read on capital outflows from China, and dovish
FOMC minutes, this week has brought several such glimmers and so, everyone has
apparently begun backing up the truck on Asia EM optimism.
3. CHECK THIS OTHER ONE:
The week
summarised... With China shut
and The Fed going full dovish panic-mode over growth fears, world markets went
crazy... A LIST OF SHORT SQUEESES is provided. The last 8 days have seen a massive
short-squeeze... 2nd biggest in history.
..
ALL THESe STATEMENTs HAVE BEEN DOCUMENTED BY BLOOMBERG GRAPHICS
& charts
HOW MUCH MONEY THE MAFIA got with this “legal” transactions? Nobody knows, minimo 60 Bll, segun BOFA, pero hay
muchisimo mas, segun la lista del 3er artículo de arriba.
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Aqui va mi propuesta
[ En la red AGENDA del WORLD EC FORUM el Economista
chileno Andres Velasco escribió un resumen de la situación Ec del sur y
las posibilidades de LA frente a las políticas americanas https://agenda.weforum.org/2015/08/what-is-happening-to-emerging-market-currencies/ Pero No tocó el caso de una invasión de dólares devaluados, el
que entraría legalmente (sépase que el dollar se esta devaluando a velocidad increíble
–ya sea por que es política estatal para facilitar ventas fuera del país o
porque está dejando de ser usado en el mercado mundial-) y el que entraría via
corporaciones mafiosas pero legales del imperio, son los dólares del “short
squeese”. Pero del escrito de Velasco se
puede intuir los efectos del arribo de estos dólares baratos. Para empezar eso crearía
un equilibrio con las monedas devaluadas
del sur, si es que es el Banco Central quien los compra y evita que las mafias
del norte lo “inviertan” en la compra de recursos del país. Esto es, se podría generar (a) una compra masiva del
dólar barato con préstamos de China, lo que serviría para pagar la deuda
externa y reducir la inflación interna. Eso
implica preservar el sistema actual. Y también que la deuda externa no tendría
que ser desconocida sino re-negociada a bajísimo interés (nadie pierde, a win-win deal: China se
legaliza en el sur y se rompe el monopolio previsto en el actual TPP). De no
lograrse el Acdo (a) y si el objetivo es salir del dólar y de los buitres de la
deuda soberana, se procede al plan (b) : Se compraría solo la parte que
corresponde a deuda neta y no el pago de intereses acumulados, dejando
pendiente el caso para re-negociarlo en el TPP pendiente de debate público . Lo
que supone postergar el problema hasta que la nación tome conciencia y haga suyo
el tema. Si la recession o un breve encuentro nuclear ocurre, se aplicaría el
Plan (C): “al árbol caído. hacha con el”
. Para mi el plan B es lo mas recomendable, lo que implica negociar como bloque
frente al imperio.. y/o adoptarlo por paises si la situacion Economica y la correlacion
de fuerzas sociales al interior de un país es favorable. En cuanto a PERU,
estamos muy invadidos por el imperio y como ocurrió con el coloniaje español
será aquí donde se iniciara una imprevista Rev Popular Latina que arrasara con
las fuerzas imperiales del país .. y
como ayer, será en Perú donde se romperá con el coloniaje imperial en todo el
sur. Esto no se puede esperar de Brasil ni Argentina. Si de Perú, allí si late
el corazón rojo de los socialistas latinos del Sur ]
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ZERO HEDGE
"We
Should Have Known Something Was Wrong". Submitted by Tyler
Durden on 10/09/2015
[ IS TOO LATE
FOR QE4.. though In the FED options
it appear high.. BUT “it may not be as effective anymore”. “And
now, dear Janet Yellen, .. there is no
way out” .. NO WAY OUT from the RECESSION
we are already suffering?..
IF a TOP BANKER SAID SO.. IT MAY
BE TRUE ]
[ Here brief extract of this
article ] :
Here is Bank of America's Athanasios
Vamvakidis channeling Tyler Durden circa 2009
The real cost of QE
QE was not a free
lunch after all
If only it was
that easy to print our way out of a global crisis.
Eight years after the crisis, we are still debating about
whether the recovery has gained enough of a momentum to allow exit from
crisis-driven policies and start hiking rates from zero. The world economy has
actually lost momentum this year … Things may have been worse otherwise, but
in hindsight we believe relying too much on unconventional monetary policies
was not a free lunch after all.
We should have known something was wrong
NOW WHAT?
The story of the year so far may be that of a negative
feedback loop leading to a bad equilibrium. First, risk assets sold-off
expecting the Fed to tighten. Then, the sell-off went too far and started
affecting the real economy, including in the US. Now, the Fed is not tightening
as a result. However, postponing Fed tightening does not necessarily increase
the demand for risk assets. We are oversimplifying, and there are certainly
many other things going on, but it helps make the point.
This appears to be a new regime, in which bad news is bad
news, as we wrote a year ago and reiterated recently. Fed QE does not appear to
be coming to the rescue anymore. The Fed staying on hold can support risk
assets in the short term, but is not as strong as QE. This is an environment
with high market volatility, as the so-called central bank put is less powerful
without Fed QE. ECB and BOJ QE apparently cannot do the trick. Bad
news is supposed to be bad news and this should be a healthier market than
before, but the adjustment back to normal has not been, and in our view is not
going to be, easy.
Risk-on recommendations are only tactical. If the US data
improves in the months ahead, the Fed will likely tighten and risk assets could
sell-off again. If the US data remains weak, or weaken even further, we would
expect risk aversion to increase, as the threshold for QE4 by the Fed appears
high—and more QE may not be as effective anymore.
***
And that, dear Janet Yellen, is how you trapped yourself in
reflexivity from which THERE IS NO WAY OUT. Now
if only someone could have possibly foreseen all of this years ago...
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Another
Petro-State Throws In The Towel: The Last Nail In The Petrodollar Coffin. S-by Tyler
Durden on 10/09/15
Norwegian petroleum.. according to Ministry of Finance,
Bawerk.net
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[ Big corp-mafia still looking for a good ‘chivo expiatorio”
someone in whose shoulders they can put their fauls.. before was the FED.. now
is the “deep-state” ]
The Deep State is destructive, but it’s great for the
people in it. And, like any
living organism, its prime directive is: Survive! It survives by indoctrinating
the fiction that it’s both good and necessary. However, it’s a parasite that
promotes the ridiculous notion that everyone can live at the expense of society . The American Deep State
rotates around the Washington Beltway. It imports America’s wealth as
tax revenue. A lot of that wealth is consumed there by useless mouths. And
then, it exports things that reinforce the Deep State, including wars,
fiat currency, and destructive policies. This is unsustainable simply
because nothing of value comes out of the city. [ He
is confusing deep-state with FED ]
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Summing
Up Obama's Economy In 8 Words .
Submitted by Tyler Durden on 10/09/2015
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Here's What Happened When Venezuela
Imposed Gun Control Laws Submitted by Tyler Durden on 10/09/2015 [ Un reporte dijo que
el 50% de los Americanos tiene armas en casa y que es menos del 1% quienes cometen crímenes. El problema
entonces es como evitar que los psicópatas las obtengan ]
A few years ago, in response to national outcry, the
government of Venezuela took steps to fix this problem. There was too
much death, too much crime. So they imposed strict gun control laws to stop the
murderers and thieves. The end result? Violent crime
actually increased. And Caracas is now one of the most dangerous cities in the
world. But across the Andes is another city that used to be one of
the most dangerous in the world - Bogota.
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Economists
Finally Admit, Odds Of A US Recession Are On The Rise. Submitted by Tyler Durden on 10/09/2015 [ Imposible tapar el sol con un dedo de la mano ]
As the evidence, that the US economy is either in or near a
recession, mounts (confirmed
by a new cycle high in inventories-to-sales just today), it appears
even the most ardent optimists are admitting the odds of a US recession are on
the rise. As
Bloomberg reports, for the first time in 14 months, economists
year-ahead recession probability estimates rose (to their highest level in 2
years).
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Why
Are The IMF, The UN, The BIS And Citi All Warning That An Economic Crisis Could
Be Imminent? Submitted by Tyler
Durden on 10/09/2015
The warnings are getting
louder. Is anybody listening?
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NOTICIAS IN SPANISH
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Joseph Stiglitz, la economía vulgar y el
socialismo. Francisco Umpiérrez Sánchez
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Brasil. -¿Es posible reconstruir una
izquierda revolucionaria o la ruina del PT hunde a toda la izquierda? Valerio Arcary
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PRESS TV
Strikes
in Syria not financial burden: Russia. Sat Oct 10, 2015 Russia says the anti-terror campaign in Syria
does not strain its government’s budget.
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‘EU
exports terrorism to conflict zones’. Sat Oct 10, 2015 EU foreign
policy chief Federica Mogherini says the EU has turned into an exporter of
terrorism to crisis-hit countries.
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‘Let
anti-Daesh fighter body enter Turkey’. Sat Oct 10, 2015 People in
Turkey have protested against Turkish authorities who do not allow the entry of
the body of an anti-Daesh fighter from Syria.
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Saudi
to further arm militants in Syria. Fri Oct 9, 2015 Saudi Arabia will
help militant groups in Syria step up military capabilities.
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‘US
provoking China with naval drills’. Fri Oct 9, 2015 Washington’s plan
to sail warships in the South China Sea in the coming weeks “has no purpose
other than a military provocation,” says a journalist.
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‘Russia
raids blow to US hegemony’. Fri Oct 9, 2015 An activist says Russia’s
involvement in Syria is essentially the opening salvo in the long trajectory of
the decline of US hegemony in the region.
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