FEB 13 16 SIT EC y POL
1-Thursday
Russia Warns Gulf (e.g., SAUDI) Intervention in Syria Risks New World War
: MUNICH, Germany: Moscow warned Thursday that any move by Gulf nations to send
in troops to support the rebels in Syria would risk a “new world war.” It also
said that it had made a “quite specific” cease-fire proposal for Syria as
foreign ministers gathered in Munich, hoping to revive a floundering peace
process amid warnings of a “new world war.” Meanwhile, a Saudi source said a
new Saudi-led coalition to fight “terrorism” in Islamic countries will gather in
the kingdom next month for its first publicly announced meeting.
----
2- Sanders
Will Win Because Empire Can Live With It. Daniel Patrick Welch |
Saturday, February 13, 2016. In Radio interview he made the outrageous
prediction that Sanders will be the next president of the United States. [UPDATE]:
Since the interview, people seem to be missing my point. I’m not saying this
would be a lurch to the left at all. It is merely a way for the ruling class to
maintain order in the cheapest at smartest way possible. Hillary is baggage
(and despised), and the republicans are crazy. That leaves Sanders. They can
live with that—plus it gives them the bonus of pretending : a) that the system
works, and b) they give a shit about the
people. … “Americans don’t care, they don’t give a damn about the bodies. It’s
so sad, but it’s true. All they want is a bigger cut of the profit, from Empire
and from wars. And it’s a very small price for the warmongers to pay. If
they’re going to make trillions, they can spend a few hundred billion on
keeping Americans from massive social unrest. And the stage is set for some sort
of shift in how the pie is distributed.” … “Again, it’s sad thing to say but
Americans do not care about the victims of their wars. They do care that they
are working more and making less, and are tired and hungry and angry. And
that’s what motivates this circus we call voting in the United States.”
----
----
ZERO HEDGE
ECONOMICS
by Gail Tverberg via OilPrice.com, Submitted by Tyler Durden on 02/13/2016
Introduction :
The increasingly interconnected worlds of debt, energy,
and economic growth are about to cause a very substantial disruption to the
economy, as oil limits, as well as other energy limits, cause a rapid shift
from the benevolent version of the economic supercycle to the portion of the
economic supercycle reflecting contraction. Many people have talked about Peak
Oil, the Limits to Growth, and the Debt Supercycle without realizing that the
underlying problem is really the same - the fact the we are reaching the limits
of a finite world.
[ This is the most interesting
article on Economics that I read so far ]
Conclusion
We are certainly entering a worrying period. We have
not really understood how the economy works, so we have tended to assume we
could fix one or another part of the problem. The underlying problem seems to
be a problem of physics. The economy is a dissipative structure,
a type of self-organizing system that forms in thermodynamically open systems.
As such, it requires energy to grow.
..
We know that historically
collapses have tended to take many years. This collapse may take place more
rapidly because today’s economy is dependent on international supply chains,
electricity, and liquid fuels–things that previous economies were not dependent
on.
----
----
The
4 Key Themes From Q4 Conference Calls. Submitted by Tyler
Durden on 02/13/2016
[ HERE THE BANKERS’ VIEW ON US ECONOMICS ]
Introduction
- Theme 1: US economy appears insulated from global weakness
- Theme 2: Strong domestic consumer demand persists
- Theme 3: Managements remain devoted to share repurchases
- Theme 4: Outlook for China is positive despite recent turmoil
BRIEF EXTRACTS:
..
With Q4 earnings
season drawing to a close, here is a quick recap of the key issues facing
corporate CEOs and CFOs based on their conference calls as summarized by
Goldman's David Kostin: 1) Company managements forecast positive US GDP growth
in 2016, in contrast with investor concerns of a potential recession. However,
global growth prospects appear grim, particularly within commodity-exposed
nations. (2) Strong domestic consumer demand persists amid industrial weakness.
(3) Several firms announced large or accelerated share repurchase programs in
2016. Corporates will remain the largest source of US equity demand this year.
(4) Despite recent economic and currency turmoil, firms view China as an
attractive market in the long term.
..
Here are the 4 key themes summarized:
- Theme 1: US economy appears insulated from global weakness - Managements expect stable US economic growth in 2016, dismissing concerns of a potential recession. However, global growth forecasts remain bleak.
- Theme 2: Strong domestic consumer demand persists - Companies benefit from positive US consumer spending. Wage and job growth, low rates, and low oil prices should keep spending power elevated.
- Theme 3: Managements remain devoted to share repurchases - Several firms announced large share buyback programs. S&P 500 YTD repurchase authorizations of $63 billion are at the highest level since 2007.
- Theme 4: Outlook for China is positive despite recent turmoil - Managements expect consumers will drive long-term economic growth in China and remain committed to expanding their businesses in the region.
----
----
Citi
Explains The Most Surprising Thing About The Market Crash. Submitted
by Tyler Durden
on 02/13/2016 : According to Citi's Matt King, here is the biggest surprise
about the recent global market crash: that on one hand it has been very
orderly in some products, and yet very volatile, chaotic, and acute in
others...
----
----
Should
You Buy "Falling Knives" or
“buying FALLING STOCKS”. Submitted by Tyler
Durden on 02/13/2016 : Spoiler alert: NO.
..
[ NICE WARNING FOR ESPECULATORS. However, the chart below also shows the debacle of the
neoliberal system. Si los “financistas” o super-ricos de
este sistema saben que están recreando un desastre que pronto los llevara a la
ruina total .. por qué creer que nosotros “las capas medias” tenemos que apoyar
un sistema que nos lleva al barranco? .. Afortunadamente las capas medias se
están separando de los ricos y uniéndose a las clases trabajadoras .. Hillary y
Trump pronto se iran al garete .. igual si Bloomberg ingresa .. el éxito del Mov Socialista creado por Bernie Sanders –quien solo recibe apoyo monetario de los trabajadores- así
lo indica.]
EXTRACTS
..
Long before the saying "BTFD" emerged on Wall
Street as a result of some $13 trillion in central bank liquidity injections
(now rapidly unwinding as a result of the failure off the Petrodollar and the
so-called Quantitative Tightening) which made corrections impossible if not yet
illegal, the phenomenon of buying sharply falling stocks had a different name
on Wall Street: "catching a falling knife" (alternatively "dash
for trash").
..
Does it pay to catch falling knives? That is the
topic of the latest analysis by SocGen's Andrew Laphtorne, whose conclusion is
bound to disappoint thousands of 20-year-old hedge fund managers whose only
"edge" is to buy whatever is most red on any daily heatmap. [His
answer is NOT.. why ..] because they are designed “to give the impression
you are getting more for less. ‘Black Friday sales’ type events are essentially
there to exploit our weakness for an apparent bargain, to the extent that the
thrill of getting a bargain is emotionally more important than the actual
pleasure you derive from the underlying item itself. Steep price declines
in equities markets can create such emotions."
Lapthorne analyzed
the performance of buying "falling knive" portfolios over time. This
is what he found.
“ As the chart below shows, despite some periods of
strong outperformance (these periods are often referred to as the “dash to
trash”), all portfolios eventually underperformed the market.
In summary, according to Lapthorne, "it is obvious
that the upside versus downside payoff of ‘falling knives’ is not very enticing
for even the bravest investors. There is a significant penalty to pay in
case you get the timing wrong and the actual upside is very limited."
..
So is all lost for BTFDers? There is one exception: while it
doesn't pay to buy falling knives, as "rarely do those stocks that lead us
down into a slump provide the best performances on the return back up,
and as such investing in ‘falling knives’ is a bad idea", this strategy
does seem to work in one specific case: if one ties this performance to the
absolute proportion of beaten up stocks within the market in any given month.
..
"That is to say if the whole market is cheap, the strategy seems to
work." Also "if we select and buy the cheapest stocks in
valuation terms within this universe, the strategy also works. So it would
appear that bargain hunting can work, just make sure the share price is not
your only guide."
..
So the last question: is the market cheap enough to where
buying falling knives could potentially work? Lapthorne one final time:
Despite last month declines,
valuation dispersion has been so depressed in recent years that it still sits
slightly below average on a global basis. It has risen quite fast recently
but the current level still does not look very attractive, particularly
given where the absolute level of equity valuations remain today and the
deteriorating global macro environment.
Dip buyers: you have
been warned.
----
----
This
Is Wall Street At Its Most Fatalistic: "Markets Are Now Coupled In A
"Destructive” Way". Submitted by Tyler Durden on 02/13/2016 : "The
markets are not insulated from each other but are coupled in a “destructive”
way, a mirror image of QE dynamics. Risks are becoming unpinpointable.
Problems are global while politics remains inherently local allowing the
existing trends to remain unchecked and self-reinforce. Any action causes
further problems, which creates a quicksand effect -- everyone is both a victim
and an accomplice."
----
----
POLITICS & US POLYCIES
Sanders
To Hillary: "I'm Proud To Say Henry Kissinger Is Not My Friend". Submitted by Tyler
Durden on 02/13/2016 : One of the more bizarre memes that continues to be
parroted by the establishment media is this idea that Hillary Clinton is so
much stronger than Bernie Sanders when it comes to foreign policy. Sure, if
your definition of “strength” consists of cheerleading for the cataclysmic Iraq
War and propagating a series of war crimes and international fiascos as
Secretary of State, then I suppose that’s true.
----
----
The
Deep State's Top Choice For President Is.... Submitted by Tyler
Durden on 02/13/2016 : Among young voters, according to a well-watched
video, "syphilis is more popular than Hillary." But Clinton
is the crony favorite, supported by Wall Street and the Pentagon. In the
old days, the conservatives believed the U.S. government was the devil at home
and an angel abroad. The liberals believed the government was an angel at home
and a devil overseas. Hillary believes that government always wears wings
– at home and abroad.
----
----
Socialism
& The Battle Of Ideas. Submitted
by Tyler Durden on 02/13/2016 : It is a mistake to
think that the lack of success of experiments in Socialism that have
been made can help to overcome Socialism. The man who clings to Socialism
will continue to ascribe all the world's evil to private property and to expect
salvation from Socialism.
----
----
"We
Are In A New Cold War": Russia PM Delivers Stark Warning To NATO. Submitted
by Tyler Durden on 02/13/2016.
MIDDLE EAST & WORLD ISSUES
Thursday
Russia Warns Gulf (e.g., SAUDI) Intervention in Syria Risks New World War : MUNICH, Germany: Moscow warned
Thursday that any move by Gulf nations to send in troops to support the rebels
in Syria would risk a “new world war.” It also said that it had made a “quite
specific” cease-fire proposal for Syria as foreign ministers gathered in
Munich, hoping to revive a floundering peace process amid warnings of a “new
world war.” Meanwhile, a Saudi source said a new Saudi-led coalition to fight
“terrorism” in Islamic countries will gather in the kingdom next month for its
first publicly announced meeting.
[ See the picture below: RUSSIA IS READY TO RESPOND.]
----
----
"We
Are In A New Cold War": Russia PM Delivers Stark Warning To NATO. Submitted
by Tyler Durden on 02/13/2016 : It was just two
days ago when Russian PM Dmitry Medvedev warned that if Saudi Arabia, the UAE,
and Qatar invade Syria in a transparent attempt to shore up their Sunni proxy
armies currently under siege by Moscow’s warplanes and Hezbollah, a “new world
war” would be inevitable. On Saturday, Medvedev was back at it in Munich where
more than 60 foreign and defense ministers are gathered for the 52nd Munich
Security Conference.
----
----
----
----
Turkey
Fires On Syrian Army, Kurds, Says "Massive Escalation" In Syria
Imminent As Saudis Ready Airstrikes.
Submitted by Tyler Durden on 02/13/2016 : It's do or die time
for Saudi Arabia, Turkey, and Qatar as Russia and Hezbollah are set to rout the
Syrian opposition at Aleppo. In what very well may be a prelude to world war,
the Saudis have sent warplanes to Turkey's Incirlik airbase while Ankara has
begun shelling the Kurds in Aleppo on the way to promising a "massive
escalation" within 24 hours.
----
----
GLOBAL RESEARCH
----
----
----
----
Financial
Oligarchy vs. Feudal Aristocracy. The Parasitic Nature of Finance Capital By Prof.
Ismael Hossein-Zadeh and Anthony A. Gabb,
----
----
..
[ In
the United States itself, we already know the devastating effects of nuclear
weapons. .. we didn’t drop only one nuclear bomb on another nation, Japan, we
dropped two. .. Ironically the US is using the fear its own nuclear warfare has
created as leverage to wage still more war. .. Is there a weapon to induce
long-term spikes in cancer and birth defects without the political
ramifications of dropping a nuclear bomb on a nationn? ..Yes, they are
called “dirty bombs,” and correct name
is Depleted uranium or DU ammunition. ..During the Operation Desert Storm,
after the Iraq’s invasion and annexation of Kuwait in August 1990, the US drop
“286,000kg of DU – the vast majority of which was fired by US Abrams and M60
tanks, and A10 and Harrier aircraft”. The Iraqi armed that surrender and
quit back to their country was incinerated with DU. Carter Committee made a
report on this war crime. The case in
the Balkans and in Afghanistan went to Courts because : “DU has turned up in
both Iraq wars, NATO’s intervention in the Balkans and in Afghanistan went to
Courts because British Gulf War veterans were infected with radioactive weapons.
The BBC reported on it “ in their story, “Gulf soldier wins pension fight,” The US is guilty
of these war crimes and the immense hypocrisy coming front its corporate press
to hide this issue and fostering war mongerism at large scale.] . NOTE:
this is my summary of the article above written by Ulson Gunnar, a New
York-based geopolitical analyst and writer for the online magazine “New Eastern Outlook”.
----
----
WASHINGTON BLOG
12-minute
video: 5 stages of human awakening: denial, anger, bargaining, depression,
acceptance; and why your leadership matters for the revolution just ahead. Posted on February 13, 2016 by Carl Herman
. VIDEO URL: https://youtu.be/EuVStS1HcSU
: . As .01% Emperor’s
New Clothes obvious crimes centering in war, money, and lies become
more outrageous, more of us will choose integrity and courage to voice the
obvious. The exposure and end of .01% criminal oligarchy will occur in a
relative moment; and at that point our leadership on this journey will be
essential for transition. Our
leadership isn’t much, we know, and our relative acceptance of the facts puts
us in position for constructive vision to build a brighter future… We have researched
solutions, and are ready to work in good-faith effort with honest data. Be
prepared. ⇒
Keep Reading
----
----
NOTICIAS IN SPANISH
----
----
----
----
----
----
----
----
Keiser report in Spanish Keiser report es
una mirada a los escándalos detrás de los titulares financieros globales. Sean
las colusiones entre Wall... Abrir https://actualidad.rt.com/programas/keiser_report
----
RT reporta . Todo lo que nuestros
corresponsales experimentan, de primera mano, en el día a día de su trabajo,
ahora llega en espaniol ... ABRIR: https://actualidad.rt.com/programas/rt_reporta
----
RT
SHOWS
Keiser Report. Episode
875 . the fact that the
bad, toxic, complicated and hybrid debts, having been allowed to fester and rot
for the past five years .. are now rising... In Episode
874 Stacy & Max discuss the reason why Americans are so angry and
the role played by former President Bill Clinton on creating the conditions for
their anger.
----
----
----
----
----
Worlds Apart. Diplomatic
force? How long will the West's newfound aversion to risk last, and will it
prove beneficial in...
----
CrossTalk. Assad
will win? . Not long ago
Washington and its Middle East allies repeatedly predicted the demise of the
Damascus government. Today, President Assad is secure and fighting a winning
battle. Can the West admit to its incredible...
----
PRESS TV
----
----
----
----
----
----
===
----
===
No hay comentarios:
Publicar un comentario