MAR 24 17
SIT EC y POL
ZERO HEDGE.
ECONOMICS
"It is the inverse of Keynes, where there is no consideration at all except for the long run and how some unknowable
magic combination of policies will surely make it such a happy and prosperous
place – even though none so far have come close."
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"while consumer prices (and other measures
of inflation in the real economy) were disinflating, the generous policies of
the central banks resulted in rapid inflation of financial asset
prices..."
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Just look at the panic selling in
VIX as headline shit that the vote was being pulled!!!
Financials suffered the worst
week since Jan 2016
The Bloomberg Dollar Index fell again today - the 8th losing
day in a row - USD Index down 2nd week
in a row - biggest 2-week drop in 12 months
Time for some mean reversion - in 'soft' data...
And stocks to earnings...
See all graphs at: http://www.zerohedge.com/news/2017-03-24/vix-spikes-2017-highs-stocks-suffer-worst-week-6-months-gop-pulls-vote
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The
faith and value of the US Dollar rests on the Government's ability to repay its
debt. $20,000,000,000,000 is
a number so large that it is beyond comprehension for most... just remember "the
money in the video has already been spent."
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"While it is often said it is only
“time IN the market” that matters,
investors must remember “time” is the one commodity we can not replace."
Here the list for
this weekend
Trump/Fed/Economy
- The American Dream: An Endangered Ethos by Danielle DiMartino-Booth via Money Strong
- Time To Kill “Obamacare Lite” by David Stockman via Daily Reckoning
- Fed Rosengren Is Worried About CRE by Wolf Richter via Wolf Street
- Economy Sounding An Alarm by Pedro Da Costa via BI
- Trumps Plans May Need Foreign Help by Evelyn Cheng via CNBC
- How A Rate Hike Affects Borrowers & Savers by Jeff Cox via CNBC
- What You Should Know About The Fed by William Greider via The Nation
- The Surge In America’s “Animal Spirits” by Mohamed El-Erian via Project Syndicate
- Why The Fed Paid Banks NOT To Lend by Caroline Baum via MarketWatch
- Yellen Ignoring TBTF Is Dangerous by Craig Wilson via The Daily Reckoning
- 4-Political Risks Keeping Goldman Up At Night by Tyler Durden via Zero Hedge
- Why Trump Thinks Passing AHCA Bill Is Sensible by Jonathan Chait via New York Magazine
- Rate Hikes + Low Growth = Recession by Mark DeCambre via MarketWatch
- 2% Growth As Good As It Gets by Jason Furman via Peterson Institute
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Markets
- Field Of Stock Market Dreams by Eric Parnell via Seeking Alpha
- Age Old Adages For The Bull Market by Ed Yardeni via Dr. Ed’s Blog
- Credit Suisse: Signs Of A Top by Akin Oyedele via BI
- Return Of The Risk Off Trade by James Picerno via Capital Spectator
- Forget The Health Bill, Damage Is Done by Tyler Durden via Zero Hedge
- Big Money Eyeing Stock Market Exit by Brett Arends via MarketWatch
- Here’s Why Oil Prices Are Crashing by Jeff Bukhari via Fortune
- Has OPEC Underestimated U.S. Shale by Tsvetana Paraskova via Oil Price.com
- Animal Spirits Not Fueling The Markets, Yet. by Jeffrey Bartash via MarketWatch
- A Return To The Permanent Portfolio by David Merkel via Aleph Blog
- Black Swan Gauge Suggests Caution by Mark DeCambre via MarketWatch
- Why You Should Be Short Financials by Doug Kass via Real Clear Markets
- Stock Market Is Too Quiet by Anthony Mirhaydari via Fiscal Times
- Record Number Of Investors Think Market Overvalued by Jeff Cox via CNBC
- U.S. Stock Market Is An Anomaly by Wesley Gray via Yahoo Finance
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Research / Interesting Reads
- Housing “Supply Shortage” Is #FakeNews by Mark Hanson via MHanson.com
- Ray Dalio: The Rise Of Populism by Ray Dalio via BridgeWater
- 7-Traits Of Successful Investors by Jim O’Shaughnessy via Tumblr
- The Incredible Shrinking Universe Of Stocks by Credit Suisse
- Robots: The 4th Industrial Revolution by David Kelnar via Medium
- The Man Behind The Trump Presidency by Jane Mayer via The New Yorker
- 4-Depressing Reasons Americans Don’t Save by Maria Lamagna via MarketWatch
- The Battle Of Personal Assistants On Your Phone by Hayley Tsukayama via Washington Post
- Why Wall Street’s Decline Won’t End by Nicole Gelinas via NY Post
- You Should Worry About Falling Car Prices by Edward Harrison via Credit Writedowns
- Does Anybody Eat Cereal For Breakfast? by Paul La Monica via CNN Money
- Bonds Will Outperform Stocks Over Next Decade by John Hussman via Hussman Funds
- Traders Aggressively Trim Their Hedges by Dana Lyons via Tumblr
- Bogle’s 4% Return Estimate May Be Optimistic by Jesse Felder via The Felder Report
….
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'Reflation'-themed
fund-flows are fading fast (with
equities, cyclicals outflows accelerating), and 'higher rate
beneficiaries'-linked bond flows (bank loans, HY, inflation protected) slowing
to multi-month lows. As RBC's head of cross-asset strategy, Charlie McElligott
notes, their model shows the ETF inflow story is no longer a price-driver of short term stock
market pricing... "it's a new regime."
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"It's different this time..." [
Different? ..
or worse! ]
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POLITICS
According to the American Society
of Civil Engineers, the United States currently
has an “infrastructure
gap”. If the discrepancy is not closed between what needs to be
invested in infrastructure and what is actually invested, it could ultimately create a $4 trillion drag on GDP by 2025.
As a
result, between 2016 and 2025, each
American household will lose $3,400 in disposable income due to infrastructure
inefficiencies.
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During his 1928 election campaign, President Herbert Hoover defined the
'American Dream' as "a chicken in every pot
and a car in every garage." And while the chickens and
cars (courtesy of massive
subprime auto loan bubble) don't seem to be much of a problem these days, for Americans in
over half of the largest cities in the country, owning a home is.
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The Soviet Union passed away more than a quarter of a century ago, but Russophobia among the US
political class is more virulent than ever. However, the power of
the Russophobia propaganda technique over the wider population seems to have
greatly diminished from its Cold War heyday.
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With Americans now "stuck
with Obamacare for the foreseeable future", attention shifts to
Trump's next agenda item: tax reform.
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"It’s not just a gradual sinking. This is boom - it would drop. It’s
very rapid sinking,"
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WORLD ISSUES and ME
As usual, the rabbit hole gets much deeper the
more you look.
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Nearly half
of all French voters have yet to decide who they want to be president with
only a month to go until the election, an opinion poll showed on Friday, as scandal-hit
conservative candidate Francois Fillon launched an extraordinary
attack on Socialist President Francois Hollande, accusing him of orchestrating a plot against
him. The big question therefore remains -
Is a “European Spring” in the
making?
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"How does this work, you have the right to
call Erdogan a ‘dictator’ but Erdogan doesn’t have the right to call you
‘fascist’ and ‘Nazi?’” the Turk said in an interview with CNN-Turk and Kanal D
television channels. "They accuse me then they speak of Erdogan as a
dictator."
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In China's latest effort to control capital
flight, authorities have banned Chinese
citizens from buying property in Hong Kong using their credit cards.
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DEMOCRACY NOW
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GLOBAL RESEARCH
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INFORMATION CLEARING HOUSE
Wall Street First By Michael Hudson
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An Obama Plot to Sabotage Trump? By Patrick Buchanan
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COUNTER PUNCH
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Vijay Prashad Inventing
Enemies
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Pete Dolack World
Bank Declares Itself Above the Law
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Norman Pollack Militarization
of American Fascism: Trump the Usurper
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Christopher Brauchli Prisoners
as Captive Customers
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SPUTNIK and RT SHOWS
VOTING for LESER EVIL
still a political rule in US. People demand: One single
payer, no evilness
Not My Fault: Trump Deflects Blame for Health Care Defeat https://sputniknews.com/politics/201703251051943812-trump-statement-after-bill-bill/
RELATED
Failure to Pass Healthcare Plan May Stall Other Republican Priorities – Ryan https://sputniknews.com/us/201703101051461861-us-healthcare-republican/
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OAS IS AN INSTRUMENT OF US-EMPIRE They won’t put down US-Pharma blockage on medicine
Organization of American States to Hold Meeting on Venezuela Next Week https://sputniknews.com/latam/201703251051947728-oas-venezuela-meeting/
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US-NATIVES SOLIDARITY
GROWS UP AGAIN.. SOON THE VETERANS WILL JOIN THEM TOO
Cheyenne River Sioux Tribe Filing Complaint to Oppose Keystone Pipeline
https://sputniknews.com/us/201703251051947572-sioux-complaint-oppose-keystone/
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Poland 'May Set Up Protectorates' to Guard Against Flood of Ukrainian Migrants https://sputniknews.com/europe/201703241051923886-poland-ukraine-migration-crisis/
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BESIDES KILLING INOCENT PEOPLE.. US-WARS always tied to
nasty money-scandals (Enron)
Busted! North Carolina Troops Scammed $27M From Afghanistan Aid https://sputniknews.com/us/201703251051946620-busted-nc-troops-scammed-millions/
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RT SHOWS
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WASHINGTON BLOG
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As this chart from Google Trends
illustrates, interest in the Deep State has increased dramatically in 2017. The term/topic has clearly moved from the specialist
realm to the mainstream. I’ve been writing about the Deep State, and
specifically, the fractures in the Deep State, for years.
Amusingly, now that
“Progressives” have prostituted themselves to the Security Agencies and the
Neocons/Neoliberals, they are busy denying the Deep State exists. For example, There is No Deep State (The
New Yorker).
In this risible view, there is no Deep State “conspiracy”
(the media’s favorite term of dismissal/ridicule), just a bunch of “good
German” bureaucrats industriously doing the Empire’s essential work of
undermining democracies that happen not to prostrate themselves at the feet of
the Empire, murdering various civilians via drone strikes, surveilling the U.S.
populace, planting bugs in new iPhones, issuing fake news while denouncing
anything that questions the dominant narratives as “fake news,” arranging
sweetheart deals with dictators and corporations, and so on.
The New Yorker is right about one thing–the Deep
State is not a “conspiracy:” it is a vast machine of control that is largely
impervious to the views or demands of elected representatives or the American
people. The key to understanding this social-political-economic control is to
grasp that control of the narratives, expertise and
authority is control of everything. Allow me
to illustrate how this works.
⇒ Keep Reading
⇒ Keep Reading
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NOTICIAS IN SPANISH
"La situación en Cisjordania y Gaza es
insostenible"
Ramón Pedregal
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Por qué tarjeta roja a Israel Santiago González
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Barometrosocial.es
| Apogeo de la economía neoliberal
Salarios menguantes, capital creciente Colectivo Ioé
Ver
gráfico: Concentración de la Riqueza en
España. Viento Sur
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PRESS TV
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US charges Lebanese with Hezbollah links Israeli lobbyists
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GOP
pulls Trumpcare bill amid disarray Trump stabbed in his back .. it was expected!
Such rotten salad
cannot be called “political party”. It is similar to Dems’ scoria full of
fraud.
Al sistema duopolico le llego su final..solo
sirvieron para enturbiar el panorama polit interno
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Virginia judge gives OK to new Trump travel ban
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US
sanctions 11 firms, individuals for tech transfer to Iran
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