APR 2 16 SIT EC y POL
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HILLARY AND HER NEOCON FOREIGN POLICY AGENDA :
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ZERO HEDGE
ECONOMICS
A
"Generational" Peak In Corporate Profit Margins. Submitted by
Tyler
Durden on 04/02/2016
Falling profit margins and rising valuations (as earnings
fall) make for a pretty bearish one-two punch for the stock market. Investors
will surely become less eager to pay higher valuations for companies growing
more slowly. That equation usually works in reverse. The S&P 500 now trades
at its highest price-to-earnings ratio since the bull market began even as the
index remains well off its recent price highs. And profit margins still
could have a long way to fall before even reaching their average level since
1950.
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Extracts
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I believe there are three major factors behind the
recent bubble in corporate profit margins.
First, and most obvious,
is the simple trend in interest rates over the past 35 years or so. As
rates have fallen to lows not seen in many generations, debt has become much
less costly, especially when you also consider that corporate spreads on top of
these ultra-low rates have also fallen to ultra-low levels.
SEE IMAGE LOCATION: HTTPS://WWW.THEFELDERREPORT.COM/WP-CONTENT/UPLOADS/2016/03/FREDGRAPH.JPG-2-1-1024X680.PNG
Second, corporate taxes as
a percent of income have been falling for a long time, as well. Recently, this may be due in large part to the growth of tax
avoidance strategies, mainly those involving relocating corporate headquarters
to tax havens.
SEE IMAGE LOCATION AT: https://www.thefelderreport.com/wp-content/uploads/2016/03/fredgraph.jpg-3-1024x680.png
Third, labor costs have
also been falling for quite some time.
Much of this may be due to the trend toward automation and, perhaps far more
so, the offshoring of labor over the past several decades. This falling
corporate cost is very apparent in the labor share of income numbers that
many have discussed recently, including Paul Tudor Jones.
SEE IMAGE LOCATION AT : https://www.thefelderreport.com/wp-content/uploads/2016/03/fredgraph.jpg-1024x680.png
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QUICK NEWS ON ECONOMICS
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What
SocGen Thinks Happens Next: "The Longer The Fed Feeds This Game, The
Bigger The Mess Will Be". Submitted
by Tyler Durden on 04/02/2016
"The Fed is increasingly worried about these
ever-weaker fundamentals, yet asset markets seem more preoccupied with the
omnipresence of the Fed put than downside cyclical risk.. For in the
absence of sensible drivers of returns (i.e. sensible interest rates, EPS
growth etc.), investors and corporates resort to leverage.... With miserly
rates of return on offer in fixed income markets, investors are leveraging up. The longer the Fed feeds this game, the bigger the mess when
the inevitable downswing comes along."
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POLITICS
Chicago
Disintegrates - Gun Shootings Soar An Unprecedented 89%: "It's The
Struggling Economy". Submitted by Tyler
Durden on 04/02/2016
On Thursday, eight were shot and two of them died in one
hour alone, Chicago Police said.The 141 deaths in the first three months of
the year mark a 71.9% jump from the same period in 2015, when 82 people were
killed. It's the worst start to a year since 1999, when 136 people died in
the first three months the year
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ME & WORLD ISSUES
Wikileaks
Reveals IMF Plan To "Cause A Credit Event In Greece And Destabilize
Europe". Submitted by Tyler Durden on 04/02/2016
In a leaked
transcript, IMF staffers are caught on tape suggesting that a threat of an
imminent financial catastrophe was needed to force other players into accepting
its measures such as cutting Greek pensions and working conditions, or as
Bloomberg puts it, "considering a plan to cause a credit event in
Greece and destabilize Europe."
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Greece
Demands Explanation From IMF Over Leaked Transcript. S by Tyler
Durden on 04/02/16
Greek politicians wasted no time in seeking a response from
the IMF over the leaked transcript released earlier today by Wikileaks
suggesting the IMF may threaten to pull out of the country's bailout as a
tactic to force European lenders to more offer debt relief, and which according
to the Greek government was "interpreted as revealing an IMF effort to
blackmail Athens with a possible credit event to force it to give in on pension
cuts which it has rejected."
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GLOBAL RESEARCH
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Cuba’s
Support For Revolutions, Self-Defense Remains Largely Intact Despite Western
Propaganda By Caleb T. Maupin
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4TH MEDIA ORG
The War
President-to-be Hillary Clinton: “IF I’m President, We Will Attack Iran. We’d
Be ABLE TO TOTALLY OBLITERATE THEM.” TO
SERVE WHOM?
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RT
EXCLUSIVE: TURKEY LOOTS WORLD’s ANTIQUITIES FROM SYRIA AIDED BY ISIS. VIDEO: http://www.veteranstoday.com/2016/03/31/rt-proof-turkey-loots-worlds-antiquities-aided-by-isis/
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Brazilian
Democracy Thrown to the DOGS. Pepe Escobar
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WASHINGTON BLOG
For
the First Time Ever, A Majority of Americans Oppose Fracking and Nuclear Power. Posted on April 1, 2016 by WashingtonsBlog
Gallup reported
on March 18th:
For the first time
since Gallup first asked the question in 1994, a majority of Americans say they
oppose nuclear energy. The 54% opposing it is up significantly from 43% a year
ago, while the 44% who favor using nuclear energy is down from 51%.
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What types of energy do Americans favor?
A third Gallup report
from last month found:
Seventy-three percent
of Americans say they prefer emphasizing alternative energy, rather than gas
and oil production, as the solution to the nation’s energy problems.
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NOTICIAS IN SPANISH
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QuiƩn controla el mundo: las 10
empresas que participan en mƔs de 40.000. 146 accionistas controlan el 40% del
valor total emresarial. Narciso Pizarro
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Gato por liebre? Notas sobre visita
de Obama a Cuba. Santiago PĆ©rez
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PRESS TV
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