APR 14 17 SIT EC y POL
ND denuncia debacle d Globaliz neoliberal y
propone State-Social + Capit-compet in Econ
RT SHOWS
The Commander in chief of
anti-Empire Forces from RT: Ms Oksana Boyco faced
the Commander Kirk Lippold, former commanding
officer of the US Navy destroyer USS Cole. The score was 2-2 until the
last minute of the game.
This time she had to made 2 gambitos (in chess language) she had to sacrifice the knights to
open space for a simple “pastor” check-mate at the last minute: the lethal
attack of Queen +Bishop.. It was a
super-goal in football language –a golazo from
the middle-camp. Her last shoot was a “democratic-Tomahawk missile” -in
political language-: “So the US is exporting democracy
with missiles” were her final words, preceded by the argument of US foreign
policy designed to serve our common enemy: the islamic terrorists. The game-time was over… Final score: 3-2. She won. Don’t miss this debate.
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ZERO HEDGE ECONOMICS
Neoliberal
globalization is over. Financiers know it, they documented with graphics
Self-respecting
witch doctors and fortune tellers look at Ms. Yellen with contempt. She
can make the economy worse. She can’t make it better.
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For the second month in a row,
retail sales declined in March as 'hard' data fails to live up to 'soft' data's
hype. This is the biggest 2-month tumble in retail
sales in over 2 years. This drop in sales should not be total surprise as real average weekly earnings has now failed to rise for 3
straight months.
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On September 7, 2016, Barclays
facilitated a $100,000 trade of cheese and butter between Irish food company
Ornua and the Seychelles Trading Company. This small
trade will be just as revolutionary as the first email sent. Here’s why...
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'Hope'
may create asset bubbles but it doesn't buy
cars, put shoes on kids' feet, or food on the family table...
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Amid a
sudden and seemingly endless stream of public relations disasters (senior
execs leaving, sexual harrassment scandals, uncomfortable video clips,
self-driving car fiascos, secret software programs, and mishandled DUIs),
Uber opened up its books to Bloomberg,
prompting one analyst to exclaim "this
is a cash-burniung machine."
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The
reflation trade is officially over.
RELATED below
The reflation trade is over. It is fitting central banks now brag about oil-related
and Trump-related phenomena over which they had zero control.
How’s this for Grade 1 central
bank hubris?
Peter Praet, the ECB’s chief economist said in a recent
interview that, “Since the crisis, we have had
serious concerns about deflationary risks on several occasions in the euro
area, but now we can say they have disappeared.”
See graph at: https://mishgea.files.wordpress.com/2017/04/edwards-hubris2.png?w=529&h=270 OR http://www.zerohedge.com/news/2017-04-14/central-bank-hubris-bubbles-surface
Really? Has he seen the chart
above, which shows core CPI in the Eurozone heading sharply lower and now
approaching its all-time low seen at the start of 2015! Not only that, but
Eurozone inflation expectations are also declining again, after surging in the
aftermath of Donald Trump’s election. To
be fair, Praet was focusing on the rise in headline inflation in the Eurozone,
which touched 2% in February before dropping back in March to 1½%. After some
18 months bobbing around the zero mark, I can understand why central bankers
might be heaving a sigh of relief, but for them to take credit for a
recovery in headline inflation is totally disingenuous given it has been
entirely driven by a recovery in the oil price.
Similarly, Janet Yellen was
quoted saying the Fed is “doing pretty well” in meeting its
congressionally mandated goals of low and stable inflation and a full-strength
labor market. It’s this sort of comment that has led Marc Faber to want to
short central bankers, the only way being to buy gold. The increasing
volume of central bank hubris may even explain the recent breakout of gold to
the upside!
It is not just eurozone inflation
expectations that seem to be in retreat. The same thing is happening in the US
too (see chart below). I am always surprised how dominated 10y inflation
expectations are by short-term movements in the oil price and headline
inflation, but it was noticeable just how rapidly inflation expectations ran up
in the wake of Trump’s election – way in advance of what might have been
expected by the bounce in the oil price.
SEE chart at https://mishgea.files.wordpress.com/2017/04/edwards-hubris1.png?w=529&h=264 OR http://www.zerohedge.com/news/2017-04-14/central-bank-hubris-bubbles-surface
Despite the euphoria in the
markets about the “reflation trade”, survey inflation expectations have
continued to drift downwards. One thing is certain: for central banks to call
victory over deflation may prove very premature indeed. Nemesis awaits.
Reflation Trade Is Over
The reflation trade is over. It
is fitting central banks now brag about oil-related and Trump-related phenomena
over which they had zero control
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"Trump
doesn’t want to preside over a major decline in our standard of living, but
ultimately that has to happen. Because this is the consequence of all
this excess consumption that went on before he was president. You know, we
sacrificed our future to indulge our past. The future
is now the present. We’re here, and it’s time to pay the piper."
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“Hope. It is the only thing stronger than
fear. A little hope is effective. A lot
of hope is dangerous. A spark is fine, as long as it’s
contained.”
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Pay attention... things are getting interesting..
“Knowledge
of financial history is critical to successful investing” – Larry Swedroe
HERE the suggested
readings for this weekend:
Trump/Fed/Economy
- If An Electorate Falls In The Forest… by Danielle DiMartino-Booth via Money Strong
- 3-Precursors Of ’08 Crisis Repeating Now by Nomi Prins via Daily Reckoning
- Prepare For The Reversal Of The Trump Trade by James Rickards via Daily Reckoning
- Fed Communicating A Recession Is Imminent by Chris Hamilton via Econimica
- WTF! Trump Flips On 5-Core Campaign Promises by Tyler Durden via Zero Hedge
- The Stunning Gap Between Sentiment & Certainty by Paul Vigna via WSJ
- Federal Reserve’s Recovery Playbook by Gubb via Gubbmint Cheese
- Trump’s Wall Street Faction Starting To Win Him Over by Bob Bryan via BI
- Economy Stuck In Near Zero World by Justin Wolfers via NYT
- Trump Should Dump Goldman Guys On Taxes by Tho Bishop via ARC
- Fiscal Reality Test For Republicans by Nouriel Roubini via Project Syndicate
- Reflation? Not Really, Yields Going To 1% by Ivan Martchev via MarketWatch
- 4-Reasons To Worry About The Economy by Simon Constable via US News
- How The Fed Snuck Billions Into The Economy by John Crudele via New York Post
- Yields Paying Little Attention To Yellen by Jeffrey Snider via Alhambra Partners
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Markets
- American’s Most Optimistic About Stocks In 20-Years by Vince Golle via Bloomberg
- Expensive Stocks & End Of Trump Trade by Akin Oyedele via BI
- Gundlach: Stocks Are Expensive & Trump Trade Over by Akin Oyedele via BI
- Absence Of The Fear Of Loss by Doug Kass via Real Clear Markets
- Geopolitical Stresses Could Trip Up The Markets by Ron Insana via CNBC
- No One Noticing This Big Red Flag by Howard Gold via MarketWatch
- How Trump Market Ranks As He Reaches 100-Days by Mark DeCambre via MarketWatch
- Stock Market Priced For Too Much Hope by Bill Gross via Janus Capital
- What The Oldest Market Timing System Is Saying Now by Mark Hulbert via MarketWatch
- Bond Yields Follow Economic Data by Bryce Coward via GaveKal Capital
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Point-Counter Point
- Lies, Damn Lies & Financial Statistics by Peter Coy via Bloomberg
- Lies, Damn Lies & Data Mining by Clifford Asness via AQR
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Research / Interesting Reads
- Tesla’s Inexplicable Ponzi Scheme Valuation by Wolf Richter via Wolf Street
- Former GM Vice-Chair Trashes Tesla by Tyler Durden via ZeroHedge
- How To Make Tax Day Go Away by Caroline Baum via MarketWatch
- American’s Have Become Lazy by Heather Long via CNN Money
- 50% Of Americans Live Paycheck-To-Paycheck by Quentin Fottrell via MarketWatch
- Beating The Odds With A New Venture by Gilbert & Eyring via Harvard Business Review
- What I Think I Know About Investing by Noon Six Capital via Medium.com
- Let Me Convince You To Save Money by Morgan Housel via Motley Fool
- US College Debt Bubble Getting Dangerous by Rana Foroohar via Time
- False Promise Of A “Gig” Economy by Editorial Staff via NYT
- Why Are Bond Managers So Weird & Pessimistic? Julie Segal via Institutional Investor
- What’s Causing The Retail Meltdown by Derek Thompson via The Atlantic
- Investors Stuck In Self-Reinforcing Echo Chamber by John Hussman via Hussman Funds
- Vexing VIX Behavior – Part 1 by Dana Lyons via Tumblr
- Gold On The Verge Of Greatness by Jesse Felder via The Felder Report
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POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
Last year’s Justice Against Sponsors of Terrorism Act (JASTA), a bill
which allowed Americans to sue Saudi Arabia in US court over their involvement
in 9/11, has yielded another major lawsuit yesterday, a $4.2 billion suit filed by over two dozen US insurers
related to losses sustained because of the 2001 attack.
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US Conducts Successful Field Test Of New Nuclear Bomb
The US National Nuclear Security Administration
and the U.S Air Force announced the first successful field test of the
modernized B61-12 gravity thermonuclear bomb at the Tonopah Test Range in
Nevada.
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“Things
fall apart; the center cannot hold.” Yeats
wrote. The funny thing is, we didn’t seem to miss the center all that
much after it was gone. America is perfectly
satisfied hunkering down at the margins these days. Especially
the margins of thinking.
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WORLD ISSUES and ME
Global depression is
on…China, RU, Iran search for State socialis+K- compet. D rest in limbo
March
was the deadliest month ever recorded during the Coalition’s campaign in Iraq and
Syria.
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More indications that the US economy is not doing anything like as well
as the soft survey data would suggest has sparked a fresh round of selling in
USDJPY, sending Yen to its
strongest since just after the Trump election.
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In advance of a potential military clash between the US and North
Korea, the Japanese government is preparing for 5
distinct responses: 1) Logistical support
by SDF in the event of a local conflict; 2) use
of force by the SDF in the event of a full scale war; 3)
Protection of Japanese citizens in South Korea; 4) Preparation for armed
attacks against Japan; 5) Civil protection and
response to evacuees.
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"America objectively poses a greater threat
to peace than North Korea... the entire world is scared and left guessing if it
strikes or not... one has the
feeling that a conflict could break out at any moment."
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When in
doubt, sow chaos. The War
Party/military-industrial-security-media complex .. they
wants war, any war; it's good for
business, and ratings.
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North Korea's General Staff has warned that the
country would strike military bases in Japan and South Korea, as well as the
South Korean president’s residence in Seoul, if America engages in aggression -
preemptive or otherwise - against Pyongyang.
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DEMOCRACY NOW
US politics crisis:
Trump captured by Deep state to reproduce old cronyism without alter-plan
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GLOBAL RESEARCH
Global Econ-Pol
crisis leads to more business-wars:
profiteers US-NATO under screen
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INFORMATION CLEARING HOUSE
Deep on the US
political crisis, their internal conflicts n chances of WW3
White House "Intelligence
Assessment" Is No-Such-Thing - It Shows Support for Al-Qaeda By Moon Of Alabama
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President al-Assad Interview With AFP Video and Transcript
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The Biggest, Most Arrogant Jackass of a
Retired General Money Can Buy By
Michael F. Scheuer
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ZC ZCOMM.ORG/ https://zcomm.org/all-types/ &
COUNTER PUNCH CP
Noam Chomsky: The Prospects for Survival
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Pete Dolack: Economists say wages are too high
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William Astore: “America-Military
First, Second, and Third”
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Paul Street Bernie
Sanders, the Company Man
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Andrew Levine No
More Silver Lining: Trump Turns Clintonian
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John Laforge Nuclear
Power Bums, Bailouts and Bankruptcy
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Sarah Anderson You
Pay Your Fair Share, Shouldn’t Wall Street?
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SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered .. pro RU view
Trump Threats Risk Nuclear War With North Korea - Ex-Pentagon Chief Panetta https://sputniknews.com/politics/201704151052661880-trump-north-korea-nuclear-war/
RELATED 1
North Korea Response: Displaying New Intercontinental Ballistic Missile at Parade https://sputniknews.com/asia/201704151052661941-north-korea-new-icbms/
Related 2
North Korea's Submarine-Launched Ballistic Missiles Displayed at Military Parade https://sputniknews.com/asia/201704151052661148-north-korea-ballistic-missile/
RELATED 3
North Korea Vows to Launch 'Preemptive Strike' in Case of Any US 'Provocation' https://sputniknews.com/asia/201704141052643325-north-korea-preemptive-strike-us/
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Ex-US Air Force Officer: MOAB Strike Reduces Prospects of Putin-Trump Meeting https://sputniknews.com/politics/201704151052660841-moab-trump-putin-meeting/
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North Korea Says Next Nuke Test Will Come When Leadership is Good and Ready https://sputniknews.com/asia/201704141052655267-drpk-nuclear-test-leadership-ready/
RELATED 1
Trump's Actions Escalate Crisis With North Korea - Ex-CIA Chief https://sputniknews.com/politics/201704141052649501-trump-actions-north-korea/
RELATED 2
North Korean Nuclear Issue: Seoul 'Needs to Take Matters Into Its Own Hands' https://sputniknews.com/politics/201704141052649238-north-korea-nuclear-issue/
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Lack of Palestinian State ‘Unfair’ and a ‘Terrible Injustice’ – China https://sputniknews.com/politics/201704141052656566-china-supports-independent-palestinian-state/
RELATED
Palestine Wants China's Greater Involvement in Israeli-Palestinian Talks – FM https://sputniknews.com/world/201704131052595214-israel-palestinian-peace-process/
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Washington’s Weapon of Mass Destruction Not Scaring Anybody https://sputniknews.com/politics/201704141052655594-washington-weapon-mass-destruction-scare/
Related
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RT SHOWS
Worlds Apart CRUISIN’
FOR A BRUISIN’? The best debate on
Syria so far. You must listen this one.
The Commander in chief of
anti-Empire Forces from RT: Ms Oksana Boyco faced the Commander Kirk Lippold, former commanding officer
of the US Navy destroyer USS Cole. The score was
2-2 until the last minute of the game. I was surprise
by the Commander Lippod: incredible coherence and speed of reasoning.. I
couldn’t understand why this person wasn’t call to the staff of Pres Trump –he
instead got a bound of idiots in his administration. Ms Oksana –as usual
coherent didn’t miss the target- but this time she had to made 2 gambitos (in
chess language) she had to sacrifice knights to open space for a simple
“pastor” check-mate at the last minute: the lethal attack of Queen +Bishop. It
was a super-goal in football language –a golazo from the middle-camp.
Her
last shoot was a “democratic-Tomahawk missile” -in political language-: “So the US is exporting
democracy with missiles” were her final words, preceded by the argument of US foreign
policy at the service of our common enemy: the islamic terrorists. The game-time was over… Final score: 3-2. Don’t miss this
debate.
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WASHINGTON BLOG
Flash points on US
politics: internal contradict.. Hugh Smith good articles reproduced
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NOTICIAS IN SPANISH
Latino America fight
to break with collapsing Empire: leftist
view on alternatives
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Micaela Bastidas, la de Perú, inició Rev quechua
contra el imperio español. Ella jaló su esposo a la guerra, ambos fueron
degollados. Luego vino la Reb de Juan Santos Atahualpa: seguidora de Micaela y
famoso por su arte de guerra nocturna y envenenamiento de aguas que bebían los
españoles. Este Mov -nunca derrotado- restauró el honor de Micaela. Los
quechuas derrotaron España en Ayacucho -1824- y derrotaran este Imperio cuando
la conciencia y condiciones materiales de existencia lo exijan.
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BRA
Un tsunami político golpea Brasil Dario Pignotti
Posib cárcel a 8
minist, tres ex Presid y 63 parlas
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[ todas las de Israel –genocidas y ladrones en
Palestina y ME- ]
y los de la lista que sigue
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Nueva ofensiva contra Nicaragua Nica Act 2017, Trump y Latinoamerica
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PASCUA ESPECIAL: Yavé y armas de
destrucción masiva Gilad
Atzmon
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A Corea del Norte le sale un
'aliado' inesperado Korea del Sur
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PRESS TV
Global situation
described by Iranian observers.. Titles often distorted by ISR-Mossad
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‘F-35 on first operational deployment to
Europe: Pentagon
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US Air Force test-drops nuclear bomb
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China
to suspend flights to North Korea No fly-zone to protect N-K and China’s army already in the
border? If so, any attack of
US-NATO with missiles will be shoot
down. J.J said in Trump Murders_For_Israel : something
the U.S.A. is famous for doing to Civilian Airlines. Long Live N-Korea
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Karzai:
Afghanistan is testing ground for US bombs n condemn the US
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