NOV 14 16
SIT EC y POL
ZERO HEDGE
ECONOMICS
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The decoupling between The Dow
(well just a few stocks within The Dow really) and The
Nasdaq is now at its widest in over 14 years (surpassing 2007 and 2003 peak
divergences).
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SEE more chart in the web above
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Regardless
who was chosen as president for the next two terms, 80% of the population
growth in the US will come from 65+yr/olds. This is the inverse from
Bill Clinton's presidency which was the benefactor of the strongest demographic
and population changes. The Fed has been dropping rates
ever since to incentivize the decelerating growth among the young to spend
more... but the population growth to consume(r) our way out of this debt bubble
is never coming.
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Just
days before the historic Trump victory sparked utter chaos in global financial
markets, we
warned of 'Brexit'-like red flags in the equity derivatives markets. While
equity markets did crater, it appears the unprecedented systemic-overlay of protection
by the professionals was enough to create an equally unprecedented bid for US
equities as hedgers covered their positions.
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"There is clearly a ‘factor
crowding’ issue at play here (as there was at start of year) — whether it’s
‘style’ or previously mentioned ‘sector leans’ or ‘macro input’ — these market-neutral strategies are not supposed to see moves
like this over multiple days (sorted by 5-day % return), let alone in a single
day"
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The last
time bonds were this 'cheap' to stocks, 10Y yields collapsed 45bps and the
S&P plunged 13% (before a panicced wave of coordinated central bank buying
saved the world)...
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...the
reality is that the current underlying demographic trends, economic realities,
and market fundamentals do not provide the base to support current price levels
much less the entrance into a secular bull market akin to that of the 80’s and
90’s.
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The 30
Year US Treasury bond yield has exploded 55bps in the last few days, snapping
the mythical 3.00% level for the first time since January 5th, spiking to its highest
since just before The Fed hiked rates in December 2015...
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DESTROY THE UNION, suggest Mises Institute.. Another case of frustration derived from wrong illusion and
conducive to false realism. FACT: from non-real illusions
never came real solutions.
Dear
Clinton Voters, I know this election has been painful for you. Many
feel betrayed and even believe yourselves no longer living in the country you
thought you were. Reflect on that pain and frustration for a moment. Now recognize how you feel now is how an equally large,
possibly larger, number felt for the past eight years. Those who are of a
liberty bent feel it all the time, no matter who ends up in office. Reflect on
it, feel it, understand it, own it.
….
You need not despair. The
liberty movement has the answers you seek to not only distance yourself from
future risk of being dictated to by distant populations and political heartache
but also be able to more quickly and nimbly get policies and lifestyles you
prefer without having to fight someone else for it.
Option 1: Demand Your
Representatives Shut Down DC
Nothing Obama signed into law or created through
regulatory diktat had to be done at the national level. Not the Affordable Care
Act. Not raising minimum wages. Not identifying tax rates. Not regulatory
agencies. Not even food stamps and various other welfare programs. None of it
has to be done in Washington DC. All of it can be done at your State level and
even locally. To prove a point, Colorado had an opportunity to form the
nation’s first European-style single payer health care system. Had that
referendum passed, residents of Colorado could have been able to copy the
Canadian model of medical care delivery.
Option 2: Secession
This is a more extreme process, but it is also just as
valid and allows for more culturally compatible people to have a stronger
option at self-determination. This strategy further removes the chances of
having a central power structure usurping the wishes and desires of your more
culturally compatible group by incompatible groups elsewhere. If one looks at
the 2016
election map: See above or
OPEN: http://www.zerohedge.com/news/2016-11-14/secede-and-decentralize-open-letter-clinton-supporters
We can find that, at minimum, save for a couple of
orphans in the form of New Mexico, Denver, Minneapolis, and Chicago, the United
States as it stands is perfectly set up for a secession movement to split the
nation into at least three separate entities.
This would allow a greater level of freedom for residents
of these three newly formed entities. Further, this split is more than possible
from economic size. For the purposes of this exercise, I’ll name the three new
nations Cascadia (Washington, Oregon, California, Nevada and let’s throw Hawaii
in there), New England (all the blue colored States from Virginia through
Maine), and the United States (everyone else).
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After 3 days of carnage in US Treasuries,
pushing longer-dated bond yields notably above US equity dividend yield - and
following both
Citi and Goldman reports that Trumponomics may be less inflationary than expected (and
the yield surge is tightening financial conditions) drastically, longer-dated
bond yields are dropping notably in the early Asia session. 10Y yields are down 8bps - the most since June as 30Y drops
back below 3.00%.
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Former Goldman Sachs Group Inc. banker Steven
Mnuchin has been recommended by Donald Trump’s transition team to serve as
Treasury secretary, according Bloomberg, and the choice is awaiting the
president-elect’s final decision.
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Trump 1st huge blah-blah error: attack China.
They can close importation of US cars, nationalize US companies operating in
China, un-peg Yuan to USD (cut all flows of money to US), ruin US trade in Asia
members of Shanghai Pact (no more cheap WalMart merchandise). China don’t need
US neoliberal, we need them: they are still the engine of globalization. Trump
needs to act as US Presid & world leader .
There is
a growing possibility that China will be at the epicentre of President-elect
Trump’s first crisis, triggered by concerns over the potential
impact of protectionist measures on China’s trade
surplus, which currently supports the increasingly fragile financing chains
supporting corporate debt that the IMF estimates at around 155% of GDP.
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China's President Xi Jinping called Donald Trump and told him that
cooperation was the only choice for relations between the world's two largest
economies, with Trump saying the two had established a "clear sense of
mutual respect". "The facts prove that
cooperation is the only correct choice for China and the United States,"
China Central Television (CCTV) cited Xi as saying.
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POLITICS
No
amount of Soros financed riots is going to change the outcome. Time to retreat into your six safe spaces
and break out the coloring books and play doh. Isn’t it funny how the left wing
media were outraged when Trump said he wouldn’t agree
to the outcome before seeing the vote. Now
they question the outcome based on no facts or basis for argument.
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Trump attack to MX immigrants was his most recent stupid
blah-blah: Inconsistent with his anti-trade business blah (poor MX were victims of NAFTA) ; No history
based ( all whites were illegal immigrants in our soil); no factual political
realism (America is a nation of immigrants & this is what make greatest our
Nation); no legal bases to accuse them
of drugs trafficking (if so they would’ve billonaires and above the Law like
Clinton’s . With “drug blame” they incarcerated million of afro-americans. So
there is insane racism behind this policies). The fact that a Latino police Chief
of LA refuse to avail Trump policy is the most clear evidence that T
stupidity is condemned to failure for racist and
xenophobic.
Despite
President-Elect Trump's confirmed plan to toughen immigration laws and deport
millions of illegal 'criminal' immigrants, LA
Times reports that LAPD chief Charlie Beck said he has no plans to follow
Trump's demands, "we are not
going to engage in law enforcement activities solely based on somebody’s
immigration status. We are not going to work in conjunction with Homeland
Security on deportation efforts."
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What is An Outrage Beyond Belief is her
impunity, she is above the LAW and still free because of her money &
contacts (soberbia nausabunda del
dinero). She deserved to be incarcerated because her obstruction to justice,
cronyism, nepotism, frauds, lies, dishonesty regarding her email scandal, plus pedophilia, and promoting terrorism in Libya,
Irak, and Syria. Her trial was postponed because election: THE NATION SAID NO
TO HER and her indictment must be re-continued. El horno esta muy caliente
para que Sanders hornee boyos con este lio. My
dear Bernie: Don’t pretend to be a
Lawyer, just respect the sovereignty of the Judicial system. ..
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George Soros and other liberal mega-donors are
gathering in Washington for a three-day, closed-door meeting where they will
discuss opposing Trump’s plan for his first 100 days in office.
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Each
cut, each attempt to undermine our freedoms, each loss of some critical right - to think
freely, to assemble, to speak without fear of being shamed or censored, to
raise our children as we see fit, to eat what we want and love who we want, to
live as we want - they add up to an immeasurable failure on the part of
each and every one of us to stop the descent down that slippery slope. It’s
taken us 200 short years to destroy the freedoms our founders worked so hard to secure, and it’s happened with barely a whimper of
protest from “we the people.”
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While the devastated left is lashing out
against the electoral college system, the fact is that there would be no United
States of America without it and the reasoning for it's existence is just as
solid today as it was 200 years ago.
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WORLD ISSUES and ME
Offshore
Yuan is down a stunning 600 pips, crashing to fresh record lows... and while bonds
have modestly rallied in the last hour, it appears the selling is set to
resume...
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DEMOCRACY NOW
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GLOBAL RESEARCH
Trump-
Putin First Phone Call: Discuss Syria, US-Russia Relations, Trade: “Uniting
Efforts in Fighting Terrorism” By RT
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Fighting
the (Real) Deplorables. Corporate Financiers, Big Agriculture, Big Pharma… What
are the Solutions? By LocalOrg
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You’ll
Only Understand Trump and Brexit If You Understand the Failure of Globalization By Washington's Blog
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Actually,
“Nobody” Won the 2016 Presidential Election — and the “I Voted for Nobody”
Group Was a Landslide By Nick Bernabe,
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From
“Political Revolution” to Collaboration: Sanders and Warren Pledge to Work with
Trump By Joseph Kishore
and Patrick Martin
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Six
Ways Trump Could Help Haiti Recover from Clinton Disaster. Prosecute the
Clintons? Will He do It?? By Dady Chery,
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INFORMATION CLEARING HOUSE
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Trump Talks Wall, Deportations, Roe v. Wade, and Clinton’s
Future
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Trump Camp Accused
Of Anti-Semitism
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Trump in
the White House By Noam Chomsky
All depending on
how we react.
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More than half of
the American public oppose any increase is the US military role overseas while
only 25% back military expansion
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It’s Worse
Than You Think By Chris Hedges
Widespread social
unrest will ignite when Donald Trump’s base realizes it has been betrayed
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The Euro Is
Murdering Europe By F. William
Engdahl
Globalization
destroys nations to advance the agenda of a few hundred giant, unregulated
multinationals.
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COUNTER PUNCH
Diana Johnstone After
the Election: Don’t Panic, Think!
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Kevin Zeese - Margaret Flowers The TPP is Dead
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SPUTNIK and RT SHOWS
US Intelligence Officers Would Stop Any Torture Order by
Trump – Whistleblower https://sputniknews.com/us/201611151047438366-usa-intelligence-stop-trump-torture/
Related:
Daesh Terrorists 'Torture, Imprison and Even Burn Iraqi Christians Alive' https://sputniknews.com/middleeast/201611121047364490-daesh-torture-iraqi-christians/
Daesh Terrorists 'Torture, Imprison and Even Burn Iraqi Christians Alive' https://sputniknews.com/middleeast/201611121047364490-daesh-torture-iraqi-christians/
….
Trump to Face Resistance From US National Security if Decides
to Restore Torture https://sputniknews.com/us/201611111047321423-trump-torture/
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Snowden: Trump Presidency May Mean More US Government Spying
on Americans
https://sputniknews.com/world/201611151047440034-snowden-says-more-surveillance-possible/
https://sputniknews.com/world/201611151047440034-snowden-says-more-surveillance-possible/
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WikiLeaks Calls on Obama Not to Miss Opportunity to Pardon
Manning, Snowden
https://sputniknews.com/us/201611111047353685-wikileaks-obama-snowden-manning-trump/
https://sputniknews.com/us/201611111047353685-wikileaks-obama-snowden-manning-trump/
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Trump's Team Will Understand Snowden 'Acted in the Interests
of US Citizens'
https://sputniknews.com/world/201611111047338368-trump-snowden-lawyer/
https://sputniknews.com/world/201611111047338368-trump-snowden-lawyer/
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RT SHOWS
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WASHINGTON BLOG
Posted on November 14, 2016 by Eric Zuesse.
Originally posted
at strategic-culture.org
Here’s
a video where Carey Wedler explains in her own thoroughly truthful way in just
four minutes, how and why Democratic Party voters for Hillary Clinton in
the Democratic Party primaries did more than perhaps any other single political
group of Americans to help make Donald Trump become America’s President. But
here, in my own equally truthful way, which you can easily verify for
yourself by simply clicking onto a link anywhere that you question a
statement’s veracity (which, of course, can’t be done with any video),
I’ll explain it, very differently:
Democratic voters
during the Presidential primaries were given a clear choice, and
blew it badly; they chose the by-far-weaker of the two candidates (Clinton
instead of Sanders), weaker
not only in all of the many polled head-to-head matchups against each and every
one of the possible Republican candidates (and he led specifically against
Trump by 10.4%), but weaker in the progressive ideology that President
Franklin Delano Roosevelt had brought to the Party and which had made the
FDR-era (1932-1980) Democratic Party the engine of progressive change in
America. Bill Clinton killed it, and Hillary Clinton’s election would have
prevented the progressive Democratic Party from ever being resurrected again;
and here’s how that happened:
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NOTICIAS IN SPANISH
Nada sorprendente en la
victoria de Trump
Vicenç Navarro. Buen artículo y fácil de abreviarlo:
http://www.rebelion.org/noticia.php?id=219123
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El Foro Social Mundial sigue importando Immanuel Wallerstein
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Agencias descalificadas Alfredo Serrano 1) Moody´s Investors, 2) Standard &
Poor´s, 3) Fitch Ratings.
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El neoliberalismo de la financiarización y el
rechazo a Hillary
Juan Luis
Berterretche
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La llegada de Trump y los nadies del mundo Ernesto Herra
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¿Por qué ganó Trump? Miguel Lamas
buen artículo: breve y
claro al estilo Trotsky
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PRESS TV
‘Electoral
College members turning against Trump
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US
raps Israel over illegal settlements
Just OB blah-blah, still financing Nazi-zionism
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Obama
doubts Trump will scrap Iran deal Zionist M Pence will do it
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US
guilty of war crimes in Afghanistan, Irak, Libya and Syria
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UK
refuses to stop arms sales to Saudis they gona get their medicine s/later
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Trump
committed to NATO: Obama nothing said by OB on T is reliable
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Trump,
Putin hold first conversation talks don’t matter to T, we will see his
action
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KKK, Nazis hail Trump over Bannon Steph Banon
elected senior Counselor to T?
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Americans
‘repudiated Clinton foreign F policies.. a disaster
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Russian
fighter crashes near Syria shores they will do the tit for tat
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“Mexican
rights in US will not come into question”
deportat means war against US latinos
They will be happy to
sign petition to E-C and later for his impeachment. More than 12 Mll L here
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‘Clinton lost due to working-class revolt’ against lies, frauds n
oligarchycal status quo
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Trump
says won't ‘hurt’ Clinton He has to
respect Supreme Court sovereignty
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Time
to rethink Electoral College: Sanders The E-C can do is to declare null the
Nov8 election
Hillary was n is
above the Law & involve in pedophilia.
T didn’t pay taxes & didn’t get Pop vote
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Erdogan
‘invites Trump to Turkey’ the worse
place to visit, he is a double edge sword full of enem
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Debate: Israel's land grab Israel has to return
Palestinian lands, nothing to talk before
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