MAR 27 17
SIT EC y POL
ZERO HEDGE.
ECONOMICS
Banks dipped red for the year, Tech leads and Energy is the
big laggard...
Across asset classes the moves were similar - all inflected
at the US Open - but net net - the dollar is lower, yields lower, stocks flat,
and gold higher...
Notably bond yields broke first, then stocks followed,
recoupling shortly after the European close
See big picture at: http://www.zerohedge.com/news/2017-03-27/despite-dip-buying-panic-dow-has-not-seen-longer-losing-streak-1978
----
----
Currently, valuation measures are clearly warning the future market
returns are going to be substantially lower than they have been over the past
eight years. Therefore,
if you are expecting the markets to
crank out 10% annualized returns over the next 10 years for you to meet your
retirement goals, it is likely that you are going to be very disappointed.
Introducing The CAPE-5 Ratio
The need to smooth
earnings volatility is necessary to get a better understanding of what the
underlying trend of valuations actually is. For investor’s periods of “valuation expansion” are where the bulk
of the gains in the financial markets have been made over the last 116 years. History shows, that during periods of “valuation
compression” returns are much more muted and volatile.
Therefore, in order
to compensate for the potential “duration mismatch” of a faster moving
market environment, I recalculated the CAPE ratio using a 5-year average as
shown in the chart below.
See all graphics –big picture- at: http://www.zerohedge.com/news/2017-03-27/shillers-cape-%E2%80%93-there-better-measure
----
----
It's time to start planning for what we'll do when the current healthcare
system implodes..
----
----
"Watching things trade on
Friday afternoon baldly made the point that traders have lost confidence in
their ability to interpret what’s plainly market-moving news. Far from hoping to be the first to trade, they need someone
else to commit and help create the narrative."
----
----
----
“The growth seen during the recovery might,
for a while, be as good as it gets...”
----
----
OPEC is rapidly running out of options...
----
----
POLITICS
WW3 is very close
Recently,
US Lieutenant General Ben Hodges ordered over 60 US tanks to fire their guns in
Poland. The general has
reason to be confident. It can be said with relative certainty that, if the US
sends scores of tanks halfway around the world to a country that borders
Russia, then begins firing the guns, the Russians will indeed interpret that as a warning that their
sovereignty is no longer respected by the US.
----
----
There is not a governing party,
and not a creating & smart team in power but reversible problem
"Trump’s short-term agenda (reforms of
healthcare, taxes, and trade policy) seems overly optimistic and has met
resistance; healthcare’s lack of progress begs the question – is this GOP Congress an opposition party or a governing party?"
----
----
Asimov’s solution to the failure of humanity to change
was to create an academic oriented benevolent ruling
class who could save the human race from destroying itself. He seems
to have been well before his time with regards to creating Shadow Governments
and Deep State functionaries. It appears he agreed with his contemporary Edward
Bernays. The masses could not be trusted to make
good decisions, so they needed more intellectually advanced men to guide their
actions.
----
----
"This
is about making sure we have a pro-growth and pro-environment approach to how
we do regulation in this country. For too long, over the last several years, we've accepted the narrative
that if you're pro-growth, pro-jobs you're anti-environment and that's just not
where we've been in the country. And the
executive order is going to address the past administration's effort to kill
jobs across this country through the clean power plan."
----
----
"Do I really think that you guys are gonna
tell the story that I would like to have told? No. Your story’s
gonna be, “Here’s
a guy, spreads fake news, uses social media and these social
media people better,” I know the story you guys are doing before you do
it."
----
----
Why are so many people suddenly moving away from major U.S. cities?
----
----
"Why isn't the House Intelligence
Committee looking into the Bill & Hillary deal that allowed big Uranium to
go to Russia, Russian speech, money to Bill, the Hillary Russian ‘reset,’
praise of Russia by Hillary, or Podesta Russian Company.."
----
----
"Things are so far
gone, that we have no idea. People have virtually
no sense of how deeply we are being
steered off the path..."
----
----
WORLD ISSUES and ME
China's top steel producing province Hebei was ordered by China's
central government to investigate firms in Tangshan that have "restricted but
not cut production, restricted production but not actually cut emissions, and
cut capacity but actually increased output," according to a
provincial notice dated March 25.
----
----
DEMOCRACY NOW
----
That is Terror’s war .. no war on terror
----
----
GLOBAL RESEARCH
----
----
Peace
Accords or Political Surrender? Latin America, the Middle East, Ukraine By Prof. James Petras,
----
----
Breaking:
Washington Sponsored State of “Great Kurdistan” To Be Created in Syria And
Iraq. By Inside Syria
Media Center,
----
----
INFORMATION CLEARING HOUSE
The Feuding Kleptocrats By Chris Hedges
----
The Day Earth Was Murdered
By Paul Craig Roberts
----
Operation Mosul: A Medieval Massacre By Stephen Lendman
----
Daesh, Creature of the West By Pepe Escobar
----
Trump's Wars By Emma Ashford
----
Gas From Israel And The Flynn Wiretapping By Moon Of Alabama
----
----
----
----
COUNTER PUNCH
Frank Stricker Why
$15 an Hour Should be the Absolute Minimum Minimum Wage
----
----
Patrick Cockburn ISIS’s
Losses in Syria and Iraq Will Make It Difficult to Recruit
----
Russell Mokhiber Single-Payer
Bernie Morphs Into Public Option Dean
----
Gregory Barrett Can
Democracy Save Us?
----
Dave Lindorff Budget Goes
Military
----
----
----
SPUTNIK and RT SHOWS
War criminals came
back with Dick Cheney
Russia ‘Hack’ of US Elections an ‘Act of War’ — Dick Cheney https://sputniknews.com/us/201703281052021099-russian-hack-elections-war-cheney/
RELATED
Washington’s Cyber Investigator Tied ‘Russian Hacking’ to Non-Existent Events https://sputniknews.com/military/201703231051865883-washington-cyber-investigator-russian-hacking/
----
----
NASTY BUSINESS OF WAR
NATO Scheming to Boost Drones’ Spying Capabilities https://sputniknews.com/military/201703271052018074-nato-scheming-drones-spying-ability/
RELATED 1
Pentagon Likely to Throw $29B at Lockheed for King Stallion Chopper https://sputniknews.com/military/201703281052019755-pentagon-throwing-billions-at-lockheed/
RELATED 2 If you don’t buy my weapons .. you
will be in trouble
Australia Could Be in Danger of DPRK Nuke Strike, US Korean Forces Warns https://sputniknews.com/world/201703281052020608-australia-drpk-nuclear-strike-range/
----
----
The Verge of Collapse: EU Provides 'No Clear Answers' to Mistakes It Admits Will EU disappear? https://sputniknews.com/europe/201703271051989895-summit-eu-rome-collapse-migration/
RELATED
'Two-Speed Europe': The End of the European Dream? https://sputniknews.com/europe/201703161051635068-two-speed-europe/
----
----
RT SHOWS
On contact Christ Hedges
Casino
capitalism with Natasha Dow Schüll
----
----
----
----
----
----
----
WASHINGTON BLOG
----
----
----
----
As with many other complex,
opaque systems in the U.S., only those toiling in the murky depths of the
healthcare system know just how broken the entire system is. Only those dealing daily with the perverse
incentives, the Kafkaesque procedures, the endlessly negative unintended
consequences, the soul-deadening paper-shuffling, the myriad forms of fraud,
the recalcitrant patients who don’t follow recommendations but demand to be
magically returned to health anyway, and of course the hopelessness of the
financial future of a system with runaway costs, a rapidly aging populace and
profiteering cartels focused on maintaining their rackets regardless of the
cost to the nation or the health of its people.
Ask any doctor or nurse, and you
will hear first-hand how broken the system is, and how minor policy tweaks and
reforms cannot possibly save the system from imploding. Based on my own first-hand experience and first-hand
reports by physicians, here are a few of the hundreds of reasons why the system
cannot be reformed or saved.
Say 6-year old Carlos gets a
tummy-ache at school. To avoid
liability, the school doesn’t allow teachers to provide any care whatsoever.
The school nurse (assuming the school has one) doesn’t have the diagnostic
tools on hand to absolutely rule out the possibility that Carlos has some
serious condition, so the parents are called and told to take Carlos to their
own doctor.
⇒ Keep Reading
⇒ Keep Reading
----
----
NOTICIAS IN SPANISH
----
----
----
----
----
----
----
----
----
EE.UU. y su redespliegue económico Oscar Ugarteche, Armando Negrete
----
----
----
----
----
----
----
----
----
----
----
----
----
PRESS TV
----
----
----
----
----
----
Netanyahu
thanks Trump for supporting Tel Aviv Regime
----
----
----
----
----
----
----
----
----
----
----
----
----
----
===
No hay comentarios:
Publicar un comentario